Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

65 advisers found

TRYPERION MANAGER LLC

Beverly Hills, CA

AUM

$184.0M

Wealth Mgmt

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

(310) 625-6392

Full profile Visit site →

LEWIS CAPITAL MANAGEMENT

Beverly Hills, CA

AUM

$180.2M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

310-276-1262

Full profile Visit site →

UNITED GLOBAL ADVISORS, LLC

Beverly Hills, CA

AUM

$45.4M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

424-278-1798

Full profile Visit site →

BORRIS NII & COMPANY

Beverly Hills, CA

AUM

$40.7M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

310-358-1800

Full profile Visit site →

SAGEWATER WEALTH MANAGEMENT LLC

Beverly Hills, CA

AUM

$14.3M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

3105742866

Full profile Visit site →

ONPOINT FINANCIAL MANAGEMENT LLC

Beverly Hills, CA

AUM

$5.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

323-243-9129

Full profile Visit site →

MFA GLOBAL CONSULTING GROUP LLC

Beverly Hills, CA

AUM

$500K

Wealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM

310-579-9503

Full profile Visit site →

ARCADIAN CAPITAL MANAGEMENT, LLC

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

310-795-2919

Full profile Visit site →

BAI FUND MANAGER, INC.

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

323-677-0550

Full profile Visit site →

CALAFIA GROUP

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

1-323-683-3228

Full profile Visit site →

CALVIN S MAZLUMYAN, ATTORNEY

Beverly Hills, CA

AUM

—

Fee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges; FLAT FEE ARRANGEMENT

424-466-3566

Full profile Visit site →

CAMPDEN CAPITAL LLC

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

805-895-1425

Full profile Visit site →

DEEP FIELD ASSET MANAGEMENT, LLC

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

310-456-1000

Full profile Visit site →

EMERGENT STRATEGIC PARTNERS, LLC

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

310-310-1092

Full profile Visit site →

ENVISAGE CAPITAL MANAGEMENT, LLC

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

310-860-6133

Full profile Visit site →

EVANTIC CAPITAL, LLC

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

213-286-9466

Full profile Visit site →

FINALITY CP MANAGEMENT LLC

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

424-235-0092

Full profile Visit site →

GROUP 11

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

+1 (310) 893-3239

Full profile Visit site →

ISRAEL INVESTMENT FUND GROUP

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

310-497-0384

Full profile Visit site →

KAIROS VENTURE INVESTMENTS, LLC

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

310-271-1866

Full profile Visit site →

LIFE LINE FAMILY HERITAGE FUND MANAGEMENT, LLC

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

323-452-9548

Full profile Visit site →

PACIFIC ALLIANCE VENTURES LLC

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

+1 (213) 800-4536

Full profile Visit site →

RANGE EQUITY MANAGEMENT

Beverly Hills, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(310) 746-5275

Full profile Visit site →

RUSHMORE CAPITAL PARTNERS

Beverly Hills, CA

AUM

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM · Fixed fees +1 more

310-633-3982

Full profile Visit site →

PreviousPage 2 of 3Next