California · 16 advisers
Financial Advisors in Burbank, California
Looking for a financial advisor in Burbank, California? Falists indexes 16 SEC-registered and state-registered investment advisers in Burbank — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $691.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
16
With website
13
Largest AUM
$691.1M
Financial planning
8
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Burbank
Ranked by AUM · Fees, team & specialties at a glance
LAZARI CAPITAL MANAGEMENT, INC.
Burbank, CA
AUM
$691.1M
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
818-264-0610
CALIFORNIA CAPITAL MANAGEMENT
Burbank, CA
AUM
$358.4M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-766-0660
CTA WEALTH ADVISORS, INC.
Burbank, CA
AUM
$175.2M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
818-841-1746
AUM
$99.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-981-5050
KENSINGTON AMI, LLC
Burbank, CA
AUM
$80.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
818-333-5318
CONVEY WEALTH LLC
Burbank, CA
AUM
$51.7M
Team
0 total employees
Clients
51-100
Fees
Percentage of AUM; Fixed fees
310-397-4373
FADE IN FINANCIAL
Burbank, CA
AUM
$4.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
818-588-6892
DIVERSIFIED FINANCIAL MANAGEMENT GROUP, LLC
Burbank, CA
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM; THIRD PARTY FEES
818-465-9751
STEAMBOAT VENTURES ASIA MANAGEMENT, LTD.
Burbank, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
818-858-1890
CONWAY CAPITAL MANAGEMENT, INC.
Burbank, CA
AUM
$231.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
213-434-1145
BENE WEALTH MANAGEMENT COMPANY
Burbank, CA
AUM
$22.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(213) 588-1880
RUSSELL DOE FINANCIAL SERVICES
Burbank, CA
AUM
$10.0M
Team
1 employees
Clients
0
Fees
Percentage of AUM
818-367-5666
More cities in California
Common questions
- How many financial advisors are in Burbank, California?
- 16 registered investment advisers are listed in our Burbank directory, sourced from public SEC filings.
- What types of advisors are in Burbank?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Burbank?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.