Daily Investment Tips

If you are a Newport beach resident and in need of a financial advisor we suggest you start by looking at the list of top 100 financial advisors in California. The list was compiled by Barron online.

Barron top 100 financial advisors near California.

The list included the following advisors from Newport beach area:-

1. Troy Armstrong of Merrill Lynch was ranked No. 32
2. Bob Klein of J.P. Morgan Securities was ranked No. 44
3. Mark Binder of Merrill Lynch was ranked at No. 58
4. Laila Marshall of -Pence Pence Wealth Management was ranked No. 63
5. Ed Levin of UBS Financial Services was ranked at No. 70.

If you are not looking for a financial advisor from a high street firm and what you want is an independent financial advisor,  then you can look at the following firms around Newport Beach.

1. Raymond James Financial Advisors
2. Richter Robert Financial Advisors

written by Constantine Njeru \\ tags: Armstrong, Barron, Bob Klein, Ed Levin, Financial Advisors, Independent Financial Advisor, J P Morgan, J P Morgan Securities, Laila, Mark Binder, Marshall, Merrill Lynch, Newport Beach Area, Newport Financial, Pence, Raymond James Financial, Richter, Ubs, Ubs Financial Services, Wealth Management

With high net worth individuals around Los Angeles, the city has a large population of financial advisors. Financial advisors are spread from high street wallstreet to your next door independent advisors.

If your search is for the high street advisors, one suggestion is to look at the ranking of California financial advisors by barrons online.

Top Five Financial Advisors around Los Angeles

According to Barron the following financial advisors made up top six of their ranking :-

1. Drew Zager Morgan Stanley PWM
2. Steve Lockshin - Convergent Wealth Advisors
3. Bruce Treitman - Deutsche Bank Alex. Brown
4. Palmer Murray - Morgan Stanley PWM
5. Richard Jones - Merrill Lynch
6. Steven Levine - UBS Financial Services

Others notable financial advisors near Los Angeles and not on the Barron list and whom you can easily find online are:-

1. Westlake Financial Services Los Angeles
2. Axa Advisors Los Angeles
3. Strategic Financial Group Los Angeles
4. HREC Financial Advisors Los Angeles
5. Oaktree financial Los Angeles

Just keep in mind being more expensive does not mean they are the best. One of the best ways to find potential financial advisor is by talking to others. Check with friends and family or anyone else that you trust for referrals as well. Your family and friends have your best interest at heart and you can never go wrong asking for their advise.

written by Constantine Njeru \\ tags: Axa Advisors, Axa Financial, Convergent Wealth Advisors, Deutsche Bank Alex Brown, Financial Advisors, Financial Group, High Net Worth Individuals, Hrec, Independent Advisors, Merrill Lynch, Morgan Stanley, Murray Morgan, Oaktree, Pwm, Steven Levine, Strategic Financial, Ubs Financial Services, Wallstreet, Westlake Financial Services, Zager