Top advisors in Burbank
We’ve curated a list of the best financial advisors in Burbank, take a look at it below
Find an advisor in Burbank| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $259,196,717 | 10 advisors | ||
| 2 | $131,700,063 | 5 advisors | ||
| 3 | $26,449,845 | 1 advisors | ||
| 4 | $10,636,764 | 3 advisors | ||
| 5 | $7,104,980 | 5 advisors |
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. California Capital Management
Assets under management
$259,196,717
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
2. Npb Financial Group, LLC
Assets under management
$131,700,063
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
3. Kensington Ami, LLC
Assets under management
$26,449,845
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
4. Siphron Capital Management
Assets under management
$10,636,764
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Cta Wealth Advisors, Inc.
Assets under management
$7,104,980
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
Your first meeting is free.