Best Financial Advisors in California for 2021 • Benzinga

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Between ski mountains, wine country and blue beaches, Californians have the global at their fingertips.

A financial adviser or business enterprise planner can help oneself you invest and manage your money so you can savor entirely life sentence in Golden State has to offer. Find Calif.'s record-breaking financial advisors with our guide to the best business advisors in the state.

Contents

Best for Spherical Portfolio Direction: Ascend Financial Advisers, Inc.
Best for Comprehensive Service: Beacon Pointe Advisors LLC
Best for Independent Women: Klein Business Advisors Inc.
Best for Risk Direction: Sierra Investment Direction
Better for Personalized Approach: SEIA
Best for Life Transitions: EP Wealth Advisors
Top-quality for Monthlong-Term Investment: Hall Capital Partners
Best Educational Resources: Allworth Financial
Best for High-Net-Worth Individuals: Aspiriant
Best for Grasp of Services: CIBC Private Wealthiness Advisors Inc.
Work with a Financial Adviser
- Methodological analysis

Best for Global Portfolio Management: Ascend Fiscal Advisers, Inc.

A fee-only independent advisory firm, Ascend Business enterprise Advisers offers financial planning and investment direction. Individuals and families profit from its expertise — Ascend offers services to any entities related to an individual or family client, including trusts, estates and family businesses.

Ascend divides its client services into financial planning and investiture management. Its fiscal preparation services may embody comprehensive or target 1 issue. Financial planning segments rive connected the following areas:

Retirement planning
Estate planning
Hazard direction
Cash management
Tax provision and coordination
Stock option analysis
Post-divorce provision
College funding consulting

Ascend's investment management strategy is delineated every bit balanced and global. Ascend balances your profile by diversifying asset types crosswise various peril profiles, using planetary assets, not just ones within the U.S. thriftiness. This agency your returns aren't tied to 1 nation's market.

Rise FINANCIAL ADVISERS, INC

Unexcelled for Comprehensive Serving: Radio beacon Pointe Advisors LLC

Beacon Pointe Advisors is a registered investment informative firm headquartered in Newport Beach, California. The firm has 14 offices across the U.S. with ended 160 employees across the country. It serves terminated 4,000 clients and has managed terminated $10.5 jillio in assets.

The firm offers business guidance to institutions, individuals and families. Services include private wealthiness direction, institutional consulting, advisor partnerships and retirement planning.

Beacon fire Pointe also has a women's advisory institute to help female clients meet business goals and navigate major life transitions. The corporate leadership team is over 50% women.

Pharos POINTE ADVISORS, LLC

Best for Fissiparous Women: Klein Fiscal Advisors Inc.

Klein Financial Advisors is a financial advisory firm that serves independent women and their families. Founder and President Laurel Klein has six-fold fiscal certifications like CFP®, CDFA®, MBA® and EA.

This boutique financial planning and wealthiness management firm offers unbiased advice with no commissions operating theater referral fees. You can receive wealth direction services in 4 areas — business enterprise planning, investment management, assess strategies and transition planning.

KLEIN FINANCIAL ADVISORS, INC.

Best for Risk Management: Sierra Investment funds Direction

Sierra Investment Management is a fiduciary headquartered in Santa Monica, California with offices in Irvine.

Operating connected the principles of buttoned-up, lank-full term investments meant to protect wealthiness from the ups and downs of the stock market, Scomberomorus sierra integrates risk management into every aspect of its advisory approach.

By diversifying across a wider range of asset classes, your wealth isn't tied to the winner or bankruptcy of a single type of investment. Sierra chooses asset classes that consistently be positive trends and picks mutual funds that have a proven record of being top-grade performers in their class. The firm and so keeps an eye on your portfolio, watching its daily operation and making risk-minimizing adjustments pro re nata.

SIERRA INVESTMENT Direction Iraqi National Congress

Best for Personalized Approach: SEIA

Signature tune Estate & Investment Advisors (SEIA) is an independent investment advisory firm that has been in operation since 1997. The firm offers wealth guidance, business advisory services, estate preparation, tax preparation, risk management, investment solutions and more. There are offices in Pasadena, Newport Beach, Redondo Beach and San Mateo, CA.

The firms' financial advisors take a 6-step plan approach to help you meet your financial goals. This includes determinant your needs, assessing your risk tolerance, reviewing your asset apportionment, implementing a strategical plan, rebalancing your portfolio and communicating the results back to you.

Fees are charged as an annual basis of assets under management and can be negotiated with your adviser.

SEIA

Best for Life story Transitions: EP Wealth Advisors

EP Wealth Advisors specializes in riches direction and financial planning services. The firm has offices and financial advisors in Torrance South Bay, Northern California's Bay Region, Southern California's Chromatic County, San Diego, Valencia and Occident City of the Angels. There are also out of state offices in Washington, Illinois, Texas, Colorado and Arizona.

When you work with EP Wealth Advisors, you'll have access to a team of Certified Fiscal Planners™ (CFP®) to help you outline your financial goals and the best methods for reaching them. They can help you with taxation planning, charitable gifting, estate planning, education planning, retirement planning and former life conversion planning.

Your investing portfolio will make up managed by a team of Chartered Financial Analysts® (CFA®). Portfolio management fees range from 0.65% to 1% per annum of assets under management.

EP WEALTH ADVISORS

Best for Long-Term Investment: Hall Chapiter Partners

Located in San Francisco, Hall Capital Partners has built portfolios since 1994. The Hallway Capital Partners investing strategy focuses happening global, multi-asset portfolios with a long-term investment horizon. Clients let in individuals, high-network-valuable individuals and families.

Its advisors consider in incorporating fiscal planning with wealth management. Advisors also bring on into account environmental considerations, social issues and corporate sustainability. Fees are generally negotiable, only the firm will ne'er charge you over 1% for services.

G. Stanley Hall Capital letter, LLC

Best Educational Resources: Allworth Financial

Allworth Financial has been a registered financial advisor since 1996. The firm has many locations throughout California as well as offices in Great Lakes State, Peach State, Texas, KY, Colorado and Ohio.

Allworth Financial offers some asset management and personal financial planning. The firm also sends out newsletters periodically and hosts fiscal educational seminars.

Allworth Financial offers a wrap fee program for plus management services. This means your business enterprise consultant will admonisher your account and establish necessary trades without charging you extra fees for their services. On that point is a minimum annual fee of $5,000.

ALLWORTH FINANCIAL, L.P.

Best for Altitudinous-Net-Worth Individuals: Aspiriant

Aspiriant has offices in Los Angeles, San Francisco, San Diego, Silicon Valley and Orangeness County. There are also numerous offices in different states passim the state. Aspiriant offers investment management, commercial enterprise planning and family office services.

Advisors will evaluate your goals and priorities and create an investment strategy and financial plan in accordance of rights with that valuation. The unshakable's advisors can also aid you optimize your cash flow, taxes, retirement project, instruction financial backin and more.

Standard fees range from 0.2% to 1% annually with a minimum annual fee of $14,000.

ASPIRIANT, LLC

Topper for Range of Services: CIBC Private Wealth Advisors Inc.

CIBC Private Wealth Advisors is an advisory steadfast that caters to those with investment, wealth preparation and private banking needs. The firm has 19 offices in the U.S. with a 16:1 guest to employee ratio. It has managed over $72 billion in assets and has a 97% retentiveness rate.

CIBC Private Wealth Advisors offers:

Investment management
Wealthiness strategies
Trustee services
Private banking

CIBC PRIVATE Wealthiness ADVISORS, INC.

Work with a Financial Advisor

Working with a financial advisor can improve the way you wangle your money. They can help you get the about out of your 401(k) or Irish Republican Army, help contrive your fellowship's financial future and even help you scram retired of debt.

It's never overly late or too early to begin working with an advisor. Atomic number 102 topic where you are in life, a financial advisor can help you prepare for the next step.

Methodology

To square off the top financial advisors in California we pored finished all SEC-registered advisory firms who take in an part in California. To cull out down the lean we only when enclosed advisors who were certified fiduciaries, had no past disclosures and have stripped-down personalised conflicts of interest. To further break down the list to the true top advisors in the expanse, we gave burthen to advisors that offered both investment management and planning, had atomic number 102 conflicts of pastime, had offices in multiple states, have a wrap fee program and have over $50 1000000 in assets under direction.

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