AdvisorGrade

Financial advisers in Burbank, CA

4 registered investment adviser firms in Burbank managing $1.5B in assets, based on public SEC Form ADV filings.

Lazari Capital Management, INC.

Burbank, CA · Est. 2018

LocalInternational
Fee-based
AUM
$691M
Per adviser
$86M
Advisers
8

No reported disclosures

California Capital Management

Burbank, CA · Est. 2012

Local
Fee-based
AUM
$358M
Per adviser
$72M
Advisers
5

No reported disclosures

Conway Capital Management, INC.

Burbank, CA · Est. 2022

Local
Fee-only
AUM
$232M
Per adviser
$232M
Advisers
1

No reported disclosures

Cta Wealth Advisors, INC.

Burbank, CA · Est. 2020

Local
Fee-based
AUM
$175M
Per adviser
$88M
Advisers
2

No reported disclosures