Top financial advisors in Studio City, CA
We’ve curated a list of the best financial advisors in Studio City, take a look at it below
Find an advisor in Studio City| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $363,048,966 | 5 advisors | ||
| 2 | $144,533,502 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Studio City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Studio City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Prism Advisors, Inc.
Prism Advisors, Inc. is a financial advisory firm based in Studio City, California. It currently has approximately $363,048,966 of assets under management and employs about 5 people. Prism Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$363,048,966
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-110196
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Acap Asset Management, Inc.
Acap Asset Management, Inc. is a financial advisory firm based in Studio City, California. It currently has approximately $144,533,502 of assets under management and employs about 5 people. Acap Asset Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$144,533,502
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-118117
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.