Falists

California · 65 advisers

Financial Advisors in Beverly Hills, California

Looking for a financial advisor in Beverly Hills, California? Falists indexes 65 SEC-registered and state-registered investment advisers in Beverly Hills — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 52 firms list a website you can visit directly. Firms in this directory manage up to $47.72B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

65

With website

52

Largest AUM

$47.72B

Financial planning

13

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth37Planning13Trusts22Retirement9Institutional13

Top advisors in Beverly Hills

Ranked by AUM · Fees, team & specialties at a glance

View all 65 →

MOZAIC, LLC

Beverly Hills, CA

AUM

$3.64B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

11 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

310-247-9657

Full profileVisit site →

ELYXIUM WEALTH LLC

Beverly Hills, CA

AUM

$819.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

6 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

(310) 221-8349*224

Full profileVisit site →
View all 65 advisors in Beverly Hills

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)San Jose (59)Santa Barbara (56)

Common questions

How many financial advisors are in Beverly Hills, California?
65 registered investment advisers are listed in our Beverly Hills directory, sourced from public SEC filings.
What types of advisors are in Beverly Hills?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Beverly Hills?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.