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 advisors who serve your area.
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We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Mozaic, LLC  Find an Advisor | $4,068,716,711 | $100,000,000 |
| Minimum Assets$100,000,000Financial Services
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| 2 | Cheviot Value Management, LLC  Find an Advisor | $963,340,637 | $2,000,000 |
| Minimum Assets$2,000,000Financial Services
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| 3 | Aire Advisors, LLC  Find an Advisor | $905,428,754 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 4 | Boulevard Family Wealth  Find an Advisor | $933,007,861 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 5 | O'Boyle Wealth Management, Inc.  Find an Advisor | $369,673,447 | Varies based on account type |
| Minimum AssetsVaries based on account typeFinancial Services
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| 6 | Beverly Hills Private Wealth, LLC  Find an Advisor | $782,522,752 | $5,000,000 |
| Minimum Assets$5,000,000Financial Services
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| 7 | Eliot Finkel Investment Counsel, LLC  Find an Advisor | $183,715,336 | $500,000 |
| Minimum Assets$500,000Financial Services
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| 8 | Life Line Wealth Management  Find an Advisor | $476,175,821 | $250,000 |
| Minimum Assets$250,000Financial Services
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| 9 | Elyxium Wealth LLC  Find an Advisor | $452,733,952 | None |
| Minimum AssetsNoneFinancial Services
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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:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. 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. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Mozaic, LLC
Mozaic is the top-rated firm in Beverly Hills has the more assets under mangement (AUM) than any other firm. 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. As a result, the vast majority of the firm's client list consists of high-net-worth individuals, although Mozaic also works with charitable organizations.
The firm has one certified public accountant (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. Mozaic manages assets directly for clients only on a very limited and case-by-case basis.
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 Management must 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.
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, college funding, risk management and insurance planning, legacy planning and tax mitigation are included in its investment management suite.
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.
Aire Advisors, LLC
Aire Advisors is a fee-based firm whose client base comprises individuals and high-net-worth individuals. 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 does not have a set account minimum.
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."
Boulevard Family Wealth
Boulevard Family Wealth is a fee-based practice with a small client list composed of high-net-worth individuals, charitable organizations, corporations and businesses. Boulevard Family Wealth has one certified investment management analyst (CIMA) and one certified financial planner (CFP) on staff. This firm has a wide range of advisory services that span financial planning, investment management and consulting.
Boulevard utilizes both active and passive management when managing clients’ investments, as it wants to be flexible enough to meet the needs of each individual it works with. The firm will adjust its investment decisions based on your risk tolerance and tax situation.
Mutual funds, exchange-traded funds (ETFs), options and individual stocks and bonds make up the vast majority of this firm’s investments. Once these securities reside in your portfolio according to the firm’s proposed asset allocation, your advisor will monitor and rebalance them as necessary.
O'Boyle Wealth Management, Inc.
O’Boyle Wealth Management, No. 4 on our list, primarily works 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 fee program, a comprehensive portfolio management service. Non-wrap portfolio management is available to clients with account balances of less than $250,000.
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.
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.
Beverly Hills Private Wealth
Beverly Hills Private Wealth (BHPW) is an SEC-registered adviser serving primarily wealthy individuals and families. The firm offers three service lines: Comprehensive Portfolio Management, Portfolio Monitoring for held-away assets, and Financial Planning & Consulting—with ongoing advice and at least annual check-ins; accounts under discretionary management are monitored at least quarterly.
Fee structures align with the service tier. Comprehensive Portfolio Management carries an asset-based advisory fee (maximum 1.50% annually) typically debited monthly; Financial Planning & Consulting is available either flat-fee (up to $20,000) or hourly (up to $1,000); Portfolio Monitoring is a subscription-fee service for guidance on outside accounts.
In constructing portfolios, BHPW uses a goals-based, discretionary approach, designing allocations to each client’s objectives, risk tolerance and constraints, with periodic rebalancing as needed. The firm may incorporate third-party money managers via the SMArtX platform; in those cases, clients pay the platform’s bundled brokerage/custody fee and any manager-level fees set by the selected TPMM.
Eliot Finkel Investment Counsel, LLC
Eliot Finkel Investment Counsel is a fee-only financial advisory firm that mainly serves individuals and high-net-worth individuals. However, the firm also has services for trusts, estates and charities. To work with one of these advisors, you'll need to have at least $500,000 in investable assets.
The firm 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.
EF Invest adheres to three main investing principles when constructing client portfolios with individual stocks and bonds that include Value, Income and Safety. The latter one is the one built for diversification amongst the options.
Life Line Wealth Management
Life Line Wealth Management, No. 7 on our list of the top financial advisors in Beverly Hills, has a client base that's nearly evenly split between individuals and high-net-worth individuals. The fee-only firm also serves trusts and privately held small business entities. Life Line requires new clients have at least $250,000 in investable assets.
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.
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," it states in its Form ADV brochure.
Elyxium Wealth
Elyxium Wealth works with individuals and high-net-worth households, as well as trusts/estates, charities, pension/profit-sharing plans, and business entities. Core offerings include Asset Management and Comprehensive Wealth Management (which bundles ongoing financial planning/consulting with portfolio management).
Advisory fees for Asset Management and Comprehensive Wealth Management are asset-based, negotiable, and capped at 2.00% annually, typically billed quarterly in arrears (based on the time-weighted daily average for the quarter) and debited from the account.
The firm uses an open-architecture toolkit and multiple research lenses—fundamental, quantitative, qualitative, sector, technical, charting, cyclical, and duration-constrained approaches in fixed income. Portfolios can include individual stocks/bonds, ETFs, mutual funds and for suitable clients, private/alternative investments
