|
Jun 18
|
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 :-
- Drew Zager Morgan Stanley PWM
- Steve Lockshin - Convergent Wealth Advisors
- Bruce Treitman - Deutsche Bank Alex. Brown
- Palmer Murray - Morgan Stanley PWM
- Richard Jones - Merrill Lynch
- 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:-
- Westlake Financial Services Los Angeles
- Axa Advisors Los Angeles
- Strategic Financial Group Los Angeles
- HREC Financial Advisors Los Angeles
- 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.