Falists

California · 14 advisers

Financial Advisors in Glendale, California

Looking for a financial advisor in Glendale, California? Falists indexes 14 SEC-registered and state-registered investment advisers in Glendale — 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 $1.09B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

14

With website

13

Largest AUM

$1.09B

Financial planning

9

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth7Planning9Trusts7Retirement4Institutional3

Top advisors in Glendale

Ranked by AUM · Fees, team & specialties at a glance

View all 14 →

WESCAP GROUP

Glendale, CA

AUM

$1.09B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

13 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

818-563-5170

Full profileVisit site →

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Glendale, California?
14 registered investment advisers are listed in our Glendale directory, sourced from public SEC filings.
What types of advisors are in Glendale?
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 Glendale?
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.