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Find Best Financial Advisors in Glendale, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Glendale is a tedious task to do. give you extensive options to compare best advisors in Glendale & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Glendale?

Looking for a qualified financial advisor in Glendale? We can help you by narrowing down your options & listing the best financial advisors in Glendale as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Glendale near you with the list of certified and vetted Glendale financial advisors.

List of Qualified Financial Advisors in Glendale, California


Personal Capital

Personal Capital


Los Angeles, CA 90012



William Hu

LPL Financial

251 S Lake Ave
Suite 800

Pasadena, CA 91101



Sasha Shteyn

Edelman Financial Engines, LLC

225 South Lake Avenue
Suite 1185

Pasadena, CA 91101



Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067



Andrew Selu

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367



Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367



Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806



Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626



Michael Jensen

Falcon Wealth Planning, Inc.

2030 Main St
13th Floor

Irvine, CA 92614



Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660



James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612



Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618


Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
330 N. Brand Blvd., Suite 800 Glendale, CA 91203
106698 $10,509,181,000 31 A percentage of AUM
Performance Based
800 N. Brand Boulevard, 16th Floor Glendale, CA 91203
14455 $1,907,750,574 5203 A percentage of AUM
330 N. Brand Blvd, Suite 1150 Glendale, CA 91203
104759 $913,500,000 1185 A percentage of AUM
Hourly charges
Fixed fees
550 N. Brand Blvd., Suite 2000 Glendale, CA 91203
282476 $866,299,504 3 A percentage of AUM
Performance Based
101 N. Brand Blvd, Ste 1950 Glendale, CA 91203
106962 $717,678,502 846 A percentage of AUM
Hourly charges

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alberto Alvarez
Inquire with Alberto
535 N Brand Blvd, Ste 1000 Glendale, CA 91203 818-662-1999
Betsy L Billard
Inquire with Betsy
535 N Brand Blvd, Ste 1000 Glendale, CA 91203 818-662-1950
BFF Wealth Management, Inc.
Inquire with BFF
700 N. Central Ave., Suite 235 Glendale, CA 91203 877-775-2219
Jackie Weinstein
Inquire with Jackie
700 N Brand Blvd, Ste 460 Glendale, CA 91203 818-550-9980
Paul Avina
Inquire with Paul
535 N Brand Blvd, Ste 1000 Glendale, CA 91203 818-662-1999
Jose L Godinez
Inquire with Jose
535 N Brand Blvd, Ste 1000 Glendale, CA 91203 818-662-1999
Gail D Reid
Inquire with Gail
535 N Brand Blvd, Ste 1000 Glendale, CA 91203 818-662-1999
Johny Makhijani
Inquire with Johny
700 N Brand Blvd, Ste 460 Glendale, CA 91203 818-550-9980
David Salamanyan, New York Life
Inquire with David
801 N Brand Blvd, 14th Floor Glendale, CA 91203 818-662-7547
Total Financial Resource Group, Inc.
Inquire with Total
700 N. Central Avenue, Suite 235 Glendale, CA 91203 626-795-9600

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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