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Top Financial Advisors in Beverly Hills, CA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Beverly Hills, California

Beverly Hills, California is known for its mansions and famous “90210” ZIP code, and it’s also home to a number of financial advisor firms. To help guide your search for a firm to manage your money, SmartAsset has put together this extensive list of the top financial advisors in the city. SmartAsset also offers a financial advisor matching tool that will match you with up to three local advisors.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Mozaic, LLC Mozaic, LLC logo Find an Advisor

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$3,150,873,899 $100,000,000
  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

$100,000,000

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
2 Cheviot Value Management, LLC Cheviot Value Management, LLC logo Find an Advisor

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$533,534,398 $2,000,000
  • Financial planning services
  • Portfolio management

Minimum Assets

$2,000,000

Financial Services

  • Financial planning services
  • Portfolio management
3 O'Boyle Wealth Management, Inc. O'Boyle Wealth Management, Inc. logo Find an Advisor

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$225,711,103 Varies based on account type
  • Financial planning services
  • Portfolio management
  • Pension consulting services

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
4 Eliot Finkel Investment Counsel, LLC Eliot Finkel Investment Counsel, LLC logo Find an Advisor

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$156,446,740 $500,000
  • Financial planning services
  • Portfolio management

Minimum Assets

$500,000

Financial Services

  • Financial planning services
  • Portfolio management
5 Aire Advisors, LLC Aire Advisors, LLC logo Find an Advisor

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$271,764,124 No set account minimum
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
6 Life Line Wealth Management Life Line Wealth Management logo Find an Advisor

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$241,584,144 $250,000
  • Financial planning services
  • Portfolio management

Minimum Assets

$250,000

Financial Services

  • Financial planning services
  • Portfolio management
7 Beverly Investment Advisors, LLC Beverly Investment Advisors, LLC logo Find an Advisor

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$238,610,603 $1,000,000
  • Financial planning services
  • Portfolio management
  • Pension consulting services

Minimum Assets

$1,000,000

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services

What We Use in Our Methodology

To find the top financial advisors in Beverly Hills, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Mozaic, LLC

Mozaic is the top-rated firm in Beverly Hills has the more assets under mangement (AUM) than any other firm and the best client-to-advisor ratio. The vast majority of the firm's client list consists of high-net-worth individuals, although Mozaic also works with trusts, estates and charitable organizations. 

Perhaps the most attention-grabbing fact about Mozaic is its $100 million minimum opening account size. This makes Mozaic about as ultra-high-net-worth-focused as any firm in the country.

The firm has two certified public accountants (CPA) on staff. As a fee-only firm, Mozaic makes its money from asset-based client fees, hourly charges and/or fixed fees -- not commissions for selling products. 

Mozaic Background

Christopher J. Zyda, Mozaic’s CEO, founded the firm in 2007. Zyda still independently owns the firm to this day. He has over 30 years worth of experience working in the financial services industry.

Mozaic is primarily focused on investment planning and management. This process involves assessing clients’ needs and desired objectives, building a customized portfolio plan and implementing and monitoring it. Under certain circumstances, the firm can provide corporate financial consulting.

Mozaic Investment Strategy

Once you and your advisor go over your investment needs, Mozaic will recommend specific securities it thinks should be a part of your portfolio. After this is complete, the firm will research third-party investment managers that will eventually take care of your portfolio.

Although your money is going to be in the hands of a third-party, Mozaic will continually monitor your portfolio’s asset allocation and overall performance. Based on these learnings, it may offer changes for your portfolio.

Cheviot Value Management, LLC

New clients of Cheviot Value Managementmust have at least $2 million ready to invest, which is the second-highest minimum on this list. The firm states in its Form ADV, however, that it may decide to waive this stipulation from time to time. Cheviot works with individual clients, high-net-worth individuals, retirement plans, trusts, estates and charities. 

This fee-only firm exclusively charges clients a percentage of assets under management, not commissions. Cheviot employs two certified financial planners (CFPs) and one chartered financial analyst (CFA).

Cheviot Value Management Background

Only fourth place Eliot Finkel Investment Counsel has been in business longer than Cheviot Value Management. Former chief investment officer (CIO) Frederic Marks founded the firm in 1985. Since then, Marks has retired, leaving the company in the hands of advisors Darren Pollock and David Horvitz. 

First and foremost, Cheviot will look to create an asset allocation and portfolio plan that’s aligned with your personal needs and goals. A number of financial planning services like estate planning, retirement planning, cash flow analysis, legacy planning and tax mitigation are included in its investment management suite.

Cheviot Value Management Investment Strategy

Diversification is central to Cheviot Value Management’s investing philosophy. To ensure your assets are as diversified as possible, the firm will look to allocate your money between varying asset classes, market sectors, capitalizations, regions and investment styles. This diversification is intended to protect you against market volatility.

Cheviot primarily invests client assets in equities, fixed income, municipal securities, exchange-traded funds (ETFs), money market funds and cash. Portfolios may also include convertible bonds, preferred stocks, mutual funds, closed-end funds and master limited partnerships.

O'Boyle Wealth Management, Inc.

O’Boyle Wealth Management, No. 3 on our list, works with primarily with individuals and high-net-worth individuals. The firm states in its Form ADV that it also has services for trusts, estates, charitable organizations, businesses and retirement plans.

O'Boyle has a $250,000 account minimum for its wrap program, a comprehensive portfolio management service. Non-wrap portfolio management is available to clients with account balances of less than $250,000.

Some advisors at this fee-based firm can receive commissions for insurance product sales. This represents a potential conflict of interest. Regardless, the firm is legally bound by fiduciary duty, forcing it to act in clients’ best interests.

O'Boyle Wealth Management Background

O’Boyle Wealth Management was formed in 2013 and became a registered investment advisor (RIA) in 2018. Joe O’Boyle, a certified financial planner (CFP), is the principal owner and founder of the firm. He has received several recognitions, such as being named a “Five Star Wealth Manager” by Los Angeles Magazine from 2016 to 2018.

In an effort to be as comprehensive as possible, O’Boyle Wealth Management provides investment management along with a plethora of financial planning services. These include retirement planning, estate planning, business succession planning, strategic tax planning, life insurance analysis and college fund planning.

O'Boyle Wealth Management Investment Strategy

When you meet your advisor for the first time, you’ll go over your various investor characteristics, like your risk tolerance, investment objectives, time horizon and liquidity needs. Based on this information, the firm will put together a strategic asset allocation to help you reach your goals. For the most part, O’Boyle tends to recommend individual stocks and bonds, exchange-traded funds (ETFs), mutual funds, options and more.

EF Invest

Eliot Finkel Investment Counsel, a fee-only firm that does business as EF Invest, mainly serves individuals and high-net-worth individuals. However, the firm also has services for trusts, estates and charities. 

EF Invest employs a small staff of financial advisors, one of whom is a chartered financial analyst (CFA). To work with one of these advisors, you'll need to have at least $500,000 in investable assets.

As a fee-only firm, EF Invest is compensated solely from clients. Its advisors do not sell insurance or other financial products for commissions. 

Eliot Finkel Investment Counsel Background

Although this firm does business under the name EF Invest, its legal name is Eliot Finkel Investment Counsel, LLC. The firm was founded by Eliot Finkel in 1974, making it the oldest firm on this list. Finkel has a long history in Beverly Hills, as he served as treasurer for the city for three terms.

EF Invest offers some long-term financial planning services, but the majority of what it does falls under the category of asset management. The firm works with clients to develop their investor profile so it can create an appropriate asset allocation for them.

Eliot Finkel Investment Counsel Investment Strategy

EF Invest adheres to three main investing principles when constructing client portfolios with individual stocks and bonds:

  • Value: When selecting which securities to invest in, the firm looks for profitable companies that are largely undervalued.
  • Income: If possible, the firm prefers to use securities that pay dividends to keep your income levels high.
  • Safety: This principle is centered around diversification, as this will help keep your returns from shrinking due to an overly strong attachment to a specific area of the market.

Aire Advisors, LLC

Aire Advisors is a fee-based firm whose client base comprises individuals and high-net-worth investors. The firm also works with trusts, estates, charities, retirement plans and business entities. While a majority of its current list of clients are high-net-worth individuals, Aire Investors does not have a set account minimum. 

Aire's small team of adviros features two certified plan fiduciary advisors (CPFAs), two accredited wealth management advisors (AWMAs), one certified exit planning advisor (CEPA), one certified financial planners (CFP) and one chartered retirement planning counselor. Because Aire advisors are also licensed insurance agents and can earn commissions for selling insurance products to clients, creating a potential conflict of interest. While Aire is considered a fee-based firm, it is a fiduciary and must act in clients' best interests.

Aire Advisors Background  

Founded in 2020, Aire Advisors is the youngest firm on our Beverly Hills list. Owned by Amir Monsefi and Sharon Nassir, Aire Advisors offers comprehensive wealth management, investment advice, retirement plan consulting, as well as financial planning and consulting. Within these broad services, Aire Advisors can specifically offer clients cash management advice, liability planning, trust and estate planning, among other offerings.

Aire Advisors Investment Strategy 

Aire Advisors build client portfolio after hearing about a client's financial goals, risk tolerance and other factors. The firm then designs a portfolio using individual stocks, bonds, ETFs, options, mutual funds and other publci and private securities. The firm may also recommend certain clients invest in a third-party investment advisory firm or individual advisor. 

"When it comes to investing, our team believes that most markets are quite efficient and have priced in virtually all information and predictions," the firm states on its website. "Therefore we invest by managing risk and planning rather than by predicting or listening to the latest hot news stories."

Life Line Wealth Management

Life Line Wealth Management, No. 9 on our list of Beverly Hills' top financial advisors, has a client base made up of individuals and high-net-worth individuals. The fee-only firm also serves trusts and privately held small business entities. Life Line requires new clients to have a $250,000 in investable assets. 

Life Line's two advisors work on a fee-only basis, meaning clients don't pay commissions or other hidden charges. Instead, Life Line is compensated solely by client fees based on a pecentage of assets under their management. Life Line does not have a website.

Life Line Wealth Management Background

Lameck Humble Lukanga founded Life Line Wealth Management in 2011 after spending four years working for New York-based Madison Financial Group. Lukanga owns Life Line completely.

Clients will gain access to investment management and financial planning services when enlisting Life Line. The firm’s investing services are customizable, whereas its financial planning offerings are centered around tax planning, retirement planning, estate planning, debt management and risk management.

Life Line Wealth Management Investment Strategy

Like many financial advisor firms, Life Line utilizes modern portfolio theory (MPT) to inform how it builds clients’ portfolios. This Nobel prize-winning strategy illustrates a direct relationship between the risk and potential returns of a portfolio. 

Life Line relies on a long-term, buy and hold investment strategy with rebalancing when necessary. More specifically, the firm prefers passive mutual funds and other passive investments. "A passive style delivers investment returns in a cost effective, tax efficient, and risk efficient manner."

Beverly Investment Advisors, LLC

Beverly Investment Advisors (BIA) has just one financial advisor: Canon Price, the firm’s owner. Price works primarily with individuals in the entertainment, medical and legal spheres. She also has a few non-high-net-worth individual clients, along with a handful of pension and profit-sharing plans.

There is a $1 million minimum account size at BIA. Price holds an accredited asset management specialist (AAMS) designation. BIA is a fee-only firm that may charge clients asset-based fees, hourly charges and/or fixed fees. 

Beverly Investment Advisors Background

Price opened Beverly Investment Advisors in 2007 and still owns 100% of the firm’s shares. As a result, BIA is the only firm on this list that’s fully woman-owned.

Beyond the firm’s standard financial planning and portfolio management services, it can provide pension consulting.

Beverly Investment Advisors Investment Strategy

BIA uses a four-step process when creating an investment portfolio for a client:

  • Step One: The firm begins with what it describes as a “neutral allocation.” It has a separate models for differing risk levels, such as equity, equity tilted balanced, balanced and conservative balanced.
  • Step Two: Once your risk tolerance becomes clear, the firm will work on developing security allocation percentages specifically for you.
  • Step Three: Next, the firm will apply scenario analysis to your portfolio to see how each security could react to market potential conditions.
  • Step Four: At this point the firm begins choosing actual securities to invest in. These could be bonds, large- and small-cap stocks, mutual funds, exchange-traded funds (ETFs) or a combination of them.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research