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**NAPFA Member** We are an independent financial advisor firm providing investment management and financial planning services to individuals, trusts, and institutional clients since 1988. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about WESCAP Group
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We provide professional investment and planning services for both business and individual clients. Contact us today to discuss your financial planning objectives and goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about The Advisory Group
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**NAPFA Member** We are dedicated to helping people that don't have time for, don't enjoy, or simply need expert advice in managing their personal finances. NEW CLIENT minimum portfolio size = $500,000... more info about Beacon Financial Partners
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**NAPFA Member** We aim to provide our clients with a strategy to achieve their goals, confidence in their financial decisions and the professional assistance to implement them. NEW CLIENT minimum portfolio size = $500,000... more info about Aequitas Wealth Management
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Our firm was founded in 2004 as an independent, employee-owned investment advisor, and is currently staffed by professionals with over 200 years of combined experience in financial services. NEW CLIENT minimum portfolio size = 1,000,000... more info about Covington Capital Management
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As an Independent RIA firm, we are free to choose the investments that best meet our clients' needs. Our fees are based on Assets Under Management (AUM) rather than commissions, so our goals are aligned with yours. NEW CLIENT Min Portfolio Size = $500K... more info about Kenfield Capital Strategies
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We specialize in full discretionary portfolio management. Our typical minimum family relationship is well in excess of $1 million dollars. We do not "sell" investment products or insurance, nor do we do financial planning. more info about L & S Advisors, Inc
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Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in southern CA. Our NEW CLIENT minimum portfolio size = $250,000... more info about McComsey Asset Management, LLC
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We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Summit Portfolio Management Inc.
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Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000... more info about Fried Asset Management, Inc. / Buyback Strategies
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We are focused on a research driven approach -- toward the goal of bringing the Best Value and Highest-Quality of Service to each client. NEW CLIENT minimum portfolio size = $100,000... more info about ALM Advisors, Inc.
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**NAPFA MEMBER** Our mission is to deliver superior investment performance using a risk-controlled approach that gives our valued client's financial "peace of mind" during all market conditions. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Schultz Financial Management Corporation
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**NAPFA Member** We are a Fee-Only Registered Investment Advisor firm located in the San Fernando Valley. We are extremely dedicated to helping our clients achieve personal and financial success. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Ventura Advisors
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