Top 7 advisors in Marina Del Rey
We’ve curated a list of the best financial advisors in Marina Del Rey, take a look at it below
Find an advisor in Marina Del Rey| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $14,264,206,279 | 112 advisors | ||
| 2 | $3,600,000,000 | 36 advisors | ||
| 3 | $801,176,692 | 20 advisors | ||
| 4 | $477,630,762 | 9 advisors | ||
| 5 | $232,755,781 | 17 advisors | ||
| 6 | $128,102,559 | 5 advisors | ||
| 7 | $371,466 | 48 advisors |
How we came up with this list
To generate our top financial advisors list in Marina Del Rey, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Marina Del Rey. 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. Cliffwater LLC
Assets under management
$14,264,206,279
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Publish Indices; Provide Due Diligence Research Reports
2. Seidler Kutsenda Management Company, LLC
Assets under management
$3,600,000,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Arrowroot Capital Management, LLC
Assets under management
$801,176,692
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. North Pier Fiduciary Management, LLC
Assets under management
$477,630,762
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)
Pension Consulting Services
Selection Of Other Advisers
Fiduciary Consulting; Institutional Investment & Retirement Plan Advisory And Management Services; Employee Education And Comm.
5. Arrowroot Family Office, LLC
Assets under management
$232,755,781
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
6. Aspiration Fund Adviser, LLC
Assets under management
$128,102,559
Fee structure
PLEASE SEE SCHEDULE D - MISCELLANEOUS.
Services offered
Portfolio Management For Investment Companies
- Not sure which one to choose?Use our smart matching tool
7. Arca Capital Management
Assets under management
$371,466
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Your first meeting is free.