Falists

California · 5 advisers

Financial Advisors in Rolling Hills Estates, California

Looking for a financial advisor in Rolling Hills Estates, California? Falists indexes 5 SEC-registered and state-registered investment advisers in Rolling Hills Estates — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $94.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

3

Largest AUM

$94.4M

Financial planning

2

Filter by specialty

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

AllWealth5Planning2Trusts5RetirementInstitutional1

Top advisors in Rolling Hills Estates

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

View all 5 →

KEYMARK FINANCIAL

Rolling Hills Estates, CA

AUM

$40.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(310) 750-6248

Full profileVisit site →

AFZALI INVESTMENTS, LLC

Rolling Hills Estates, CA

AUM

$7.8M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

310-896-2317

Full profileNo website

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Common questions

How many financial advisors are in Rolling Hills Estates, California?
5 registered investment advisers are listed in our Rolling Hills Estates directory, sourced from public SEC filings.
What types of advisors are in Rolling Hills Estates?
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 Rolling Hills Estates?
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.