Best Financial Advisors in BEVERLY HILLS, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

28

Registered Firms

0.95%

Median Fee

of assets/year

$819M

Median AUM

28

Firms Listed

in our database

Top-Ranked Advisors in BEVERLY HILLS

ELIOT FINKEL INVESTMENT COUNSEL, LLC

BEVERLY HILLS, CA · Since 1974

$187M AUM1 clientsFee: 0%

FiduciaryFee-Only

CHECCHI CAPITAL ADVISERS, LLC

BEVERLY HILLS, CA · Since 2007

$2.6B AUM9 clientsFee: 0%

FiduciaryFee-Only

MOZAIC, LLC

BEVERLY HILLS, CA · Since 2008

$3.6B AUM11 clientsFee: 0%

FiduciaryFee-Only

GOBI CAPITAL LLC

BEVERLY HILLS, CA · Since 2016

$2.7B AUM4 clientsFee: 0%

FiduciaryFee-Only

THE GORES GROUP, LLC

BEVERLY HILLS, CA · Since 2012

$287M AUM7 clientsFee: 0%

FiduciaryFee-Only

TILLER PARTNERS, LLC

BEVERLY HILLS, CA · Since 2014

$261M AUM1 clientsFee: 0%

FiduciaryFee-Only

LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC

BEVERLY HILLS, CA · Since 2017

$1.5B AUM52 clientsFee: 0%

FiduciaryFee-Only

GREAT GABLE WEALTH MANAGEMENT, LLC

BEVERLY HILLS, CA · Since 2021

$221M AUM3 clientsFee: 0%

FiduciaryFee-Only

CENTER CAPITAL PARTNERS LLC

BEVERLY HILLS, CA · Since 2024

$415M AUM7 clientsFee: 0%

FiduciaryFee-Only

GORDONMD GLOBAL INVESTMENTS LP

BEVERLY HILLS, CA · Since 2023

$322M AUM5 clientsFee: 0%

FiduciaryFee-Only

JAFFE ASSET MANAGEMENT LLC

BEVERLY HILLS, CA · Since 2026

$116M AUM1 clientsFee: 0%

FiduciaryFee-Only

JOEL R. MOGY INVESTMENT COUNSEL INC.

BEVERLY HILLS, CA · Since 1980

$2.2B AUM3 clientsFee: 0%

FiduciaryFee-Only

LEWIS CAPITAL MANAGEMENT

BEVERLY HILLS, CA · Since 2005

$180M AUM1 clientsFee: 0%

FiduciaryFee-Only

LEVINE LEICHTMAN CAPITAL PARTNERS, LLC

BEVERLY HILLS, CA · Since 2006

$11.9B AUM52 clientsFee: 0%

FiduciaryFee-Only

ANGELENO GROUP, LLC

BEVERLY HILLS, CA · Since 2021

$577M AUM8 clientsFee: 0%

FiduciaryFee-Only

CHEVIOT VALUE MANAGEMENT, LLC

BEVERLY HILLS, CA · Since 2013

$1.2B AUM7 clientsFee: 0%

FiduciaryFee-Only

LIFE LINE WEALTH MANAGEMENT LLC

BEVERLY HILLS, CA · Since 2019

$558M AUM5 clientsFee: 0%

FiduciaryFee-Only

BUTTERFLY EQUITY LP

BEVERLY HILLS, CA · Since 2018

$7.1B AUM21 clientsFee: 0%

FiduciaryFee-Only

MONOGRAM CAPITAL MANAGEMENT, L.P.

BEVERLY HILLS, CA · Since 2018

$1.8B AUM11 clientsFee: 0%

FiduciaryFee-Only

O'BOYLE WEALTH MANAGEMENT, INC.

BEVERLY HILLS, CA · Since 2018

$444M AUM5 clientsFee: 0%

FiduciaryFee-Only

PROVENANCE MANAGEMENT CO., LP

BEVERLY HILLS, CA · Since 2023

$454M AUM8 clientsFee: 0%

FiduciaryFee-Only

AIRE ADVISORS, LLC

BEVERLY HILLS, CA · Since 2020

$1.0B AUM9 clientsFee: 0%

FiduciaryFee-Only

BEVERLY HILLS PRIVATE WEALTH, LLC

BEVERLY HILLS, CA · Since 2022

$912M AUM6 clientsFee: 0%

FiduciaryFee-Only

ELYXIUM WEALTH LLC

BEVERLY HILLS, CA · Since 2024

$819M AUM6 clientsFee: 0%

FiduciaryFee-Only

TRYPERION MANAGER LLC

BEVERLY HILLS, CA · Since 2024

$184M AUM10 clientsFee: 0%

FiduciaryFee-Only

GRANT TANI BARASH & ALTMAN, LLC

BEVERLY HILLS, CA · Since 2023

$2.3B AUM7 clientsFee: 0%

FiduciaryFee-Only1 complaint

PLATINUM EQUITY ADVISORS, LLC

BEVERLY HILLS, CA · Since 2012

$47.7B AUM181 clientsFee: 0%

FiduciaryFee-Only

GALLIOTT CAPITAL ADVISORS, LLC

BEVERLY HILLS, CA · Since 2021

$249M AUM2 clientsFee: 0%

FiduciaryFee-Only2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in BEVERLY HILLS?

The median advisory fee in BEVERLY HILLS, CA is 0.95% of assets under management per year, based on Form ADV filings from 28 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.