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 :-

  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: , , , , , , , , , , , , , , , , , , ,

Jun 17

If you live around San Francisco and you need suggestions for a good financial advisors you need to look for a great financial advisor. Not one of those cut throat brokers that are just out to get your commission on trades. But one with your best interest at heart.

Looking for a Top Ranked Financial Advisor In San Francisco on Barron List

One of the places to find a Financial Advisor around San Francisco is the ranking of top financial advisors in San Francisco by Barron Online.

According to the 2010 Barron Ranking of San Francisco financial advisors, Top five were :-

  1. Troy Griepp of Morgan Stanley PWM
  2. Dan Osborne Merrill Lynch
  3. James Hulburd Merrill Lynch
  4. Sanford katz Credit Suisse Securities
  5. David La placa Deutsche Bank Alex. Brown

San Fransisco Independent Financial advisors

These are the big firms and like all other big firms they don’t come cheap. If they are expensive for you, you can always look for the independent advisors based around San francisco.

Another good place to find the San Francisco financial advisors is at Yelp online. This financial advisors are rated by people like, people who have done business with them. You can search for financial advisors near your neighbourhood and read other people have to say about them.

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

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