Top financial advisors in Burbank, CA
We've curated a list of the best financial advisors in Burbank, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $259,196,717 Number of advisors 10 advisors | |||
| 2 | Assets under management $131,700,063 Number of advisors 5 advisors | |||
| 3 | Assets under management $26,449,845 Number of advisors 1 advisors | |||
| 4 | Assets under management $10,636,764 Number of advisors 3 advisors | |||
| 5 | Assets under management $7,104,980 Number of advisors 5 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Burbank, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Burbank. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
California Capital Management
California Capital Management, operating as Consolidated Capital Management, LLC, offers investment advisory services to individuals and various clients. Established in 2004, the firm specializes in Comprehensive Portfolio Management and Retirement Plan Consulting. The ownership structure includes Gregory J. Zedlar, Bradley Salo, Emily Logan, Alexis Cole, and Khrysten Baltazar. Clients can impose reasonable restrictions on investments within the Wrap Fee Program. The firm manages $320,956,754 on a discretionary basis. Fees for Comprehensive Portfolio Management are negotiable, with no transaction costs for trades. Retirement Plan Consulting fees are based on a percentage of assets under management, not exceeding 1.50%. The firm follows a fiduciary duty and offers individualized investment advice. Investment strategies include long-term and short-term purchases, trading, and option writing. California Capital Management uses various methods of analysis and specializes in risk management strategies. Clients receive quarterly account statements from the custodian, Charles Schwab & Co., Inc. The firm does not accept proxy authority to vote client securities. No disciplinary events are reported, and the firm does not require prepayment exceeding $1,200 in fees.
$259,196,717 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Npb Financial Group, LLC
NPB Financial Group, LLC, established in August 2005, operates as a general securities broker-dealer and a Registered Investment Advisor (RIA). The firm specializes in financial planning and estate planning, with a focus on investment advice. NPB's team includes Certified Financial Planners with extensive industry experience. The firm offers financial planning services based on hourly, asset-based, or fixed fees, tailored to clients' financial goals. As of February 28, 2022, NPB managed approximately $131.7 million on a discretionary basis and $117.1 million on a non-discretionary basis. Clients include individuals, high net worth individuals, trusts, estates, retirement plans, corporations, and other entities. NPB does not charge performance-based fees and does not engage in side-by-side management. The firm uses fundamental, technical, and cyclical analysis in investment decision-making. NPB has a code of ethics that guides personal securities transactions and requires disclosure of conflicts of interest. The firm does not hold client funds or securities, and all client accounts are monitored regularly. NPB does not vote proxies for client securities. The firm received a PPP Loan in 2020, which was fully forgiven in 2021. NPB provides audited financial statements and does not require prepayment exceeding $1,200 per client six months in advance.
$131,700,063 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Kensington Ami, LLC
Kensington A.M.I. LLC is a registered investment adviser based in Burbank, CA, established in January 2008 by Benjamin Lupu, a Certified Financial Planner (CFP®). The firm specializes in providing investment advisory services, financial planning, and economic analysis. They offer management of total return, growth, and income portfolios, as well as non-securities related financial planning services. Kensington A.M.I. serves individuals, high net worth individuals, and pension and profit sharing plans. The firm does not participate in wrap fee programs and has over $72 million in assets under management as of January 2025. Fees at Kensington A.M.I. are negotiable and typically range between 1% and 2% of total assets under management. Clients may receive financial planning services free of charge at the discretion of the adviser. The firm does not charge performance-based fees. Investment discretion is granted to the adviser to make decisions on securities, brokers, and commission rates. Clients are encouraged to name a Trusted Contact and are responsible for accurate disclosures and informed decision-making. The adviser maintains data security through Fidelity Institutional Wealth Services. Benjamin Lupu, the principal executive officer, has a background in financial planning and investment management. He holds the CFP® designation and has over 20 years of experience in the industry. Mr. Lupu has a clean disciplinary record and is the supervising member of the firm. The firm's financial condition is stable, and Mr. Lupu does not engage in any other business activities for compensation. Clients are assured of Mr. Lupu's commitment to ethical conduct and fiduciary responsibilities.
$26,449,845 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
Siphron Capital Management
Siphron Capital Management is a financial advisory firm based in Burbank, California. It currently has approximately $10,636,764 of assets under management and employs about 3 people. Siphron Capital Management uses a fee structure of and a percentage of assets under your management.
$10,636,764 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
Cta Wealth Advisors, Inc.
CTA Wealth Advisors, Inc. is a registered investment adviser founded in 1982, with its principal place of business in Burbank, CA. The firm offers personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Their core investment strategies are based on Modern Portfolio Theory to establish growth or income portfolios tailored to individual investors. CTA may manage assets directly or recommend third-party money managers. The firm does not guarantee investment success. Advisory Representatives of CTA are also Registered Representatives of Cetera Advisor Networks LLC, a non-affiliated broker/dealer. Clients have control over their investments, with options for discretionary or non-discretionary accounts. The minimum account size is $500,000, with fees based on a percentage of assets under management, fixed fees, or hourly charges. The firm does not charge performance-based fees. CTA does not have custody of client assets, and clients receive quarterly reports and statements from custodians. The firm's principal owners are Cameron M. Thornton, CFP®, and Trevor M. Cole, CFP®. Both have extensive educational backgrounds and business experience, including certifications as CERTIFIED FINANCIAL PLANNER™ professionals. They are also Registered Representatives of Cetera Advisor Networks LLC. The firm's Code of Ethics ensures client interests are prioritized, and any conflicts of interest are disclosed. Clients have the responsibility to vote on securities, and CTA does not vote proxies on their behalf. The firm's financial condition is stable, and its representatives have no disciplinary events. Cameron M. Thornton and Trevor M. Cole are supervised by each other and adhere to high standards of business conduct.
$7,104,980 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Burbank, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Burbank. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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