Top financial advisors in Studio City, CA
We've curated a list of the best financial advisors in Studio City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $363,048,966 Number of advisors 5 advisors | |||
| 2 | Assets under management $144,533,502 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 Studio City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Studio City. 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.
Prism Advisors, Inc.
Prism Advisors, Inc. is a financial advisory firm based in Studio City, CA, established in 2003 as a corporation and operating as an investment adviser since 2017. The firm specializes in providing asset management and investment consulting services for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and corporations. Prism Advisors acts as a fiduciary, always prioritizing clients' best interests. The firm offers services such as Wrap Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. For Wrap Comprehensive Portfolio Management, clients can expect a minimum initial investment of $1,500 to $10,000, with fees not exceeding $500 per hour. Retirement Plan Consulting services are billed on an hourly or flat fee basis, with fees ranging from $1,500 to $10,000, or a percentage of Plan assets under management not exceeding 1.00%. Legacy Asset Management services are available for clients actively involved in security selection, with flat fees ranging from $500 to $10,000 per month. Prism Advisors employs various investment strategies, including asset allocation, alternative investments, fixed income securities, and long-term purchases. The firm uses fundamental, qualitative, and sector analysis to formulate investment advice. Clients have the option to grant investment discretion to the firm, allowing Prism Advisors to execute securities transactions on their behalf. The firm does not charge performance-based fees, accepts clients with no specific account requirements, and does not receive soft dollars in excess of what is allowed by regulations. Prism Advisors recommends the use of Schwab as a custodian/broker and does not receive client brokerage commissions. Clients are encouraged to review account statements from the custodian and can expect annual reviews of their accounts. Prism Advisors does not provide financial information in the brochure as it does not have financial conditions impairing its ability to meet obligations.
$363,048,966 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
Pension Consulting Services
Acap Asset Management, Inc.
ACap Asset Management, Inc., established in 2009, is a California-based registered investment adviser dedicated to providing a range of investment advisory services. As a fiduciary, the firm prioritizes acting in the best interest of clients. Services offered include Asset Management, Financial Planning & Consulting, and Retirement Plan Consulting. Asset Management involves creating tailored portfolios of various securities, continuously monitoring and rebalancing as needed. Financial Planning services cover areas such as Investment, Retirement, Estate, and Tax Planning. Retirement Plan Consulting assists employers in managing participant-directed retirement plans. The firm manages $218,036,541 in assets as of December 31, 2024, with fees based on a percentage of assets under management. Clients can expect transparent fee structures, with fees billed quarterly based on account values. ACap Asset Management, Inc. does not charge performance-based fees and offers investment discretion to clients. The firm does not accept proxy authority to vote client securities and does not receive soft dollars beyond what is allowed by regulations. Clients have the option to direct brokerage to a specific broker, with the firm recommending Charles Schwab & TD Ameritrade. The firm's Chief Compliance Officer reviews accounts regularly to ensure alignment with client objectives and market conditions. No disciplinary events or financial issues are reported.
$144,533,502 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
Selection Of Other Advisers
Educational Seminars/workshops
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 Studio City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Studio City. 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.
Top advisors in California
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