Overwhelmed by options?
Answer a few questions to see advisors matched to you.
7,813 advisors near
90056
within the area shown on the map
Out of 400,000+ nationwide
Douglas P
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Douglas Pryor II is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wedbush Securities since 2015. Pryor operates under team names including The McNairy Group and The Parks Pryor Wealth Management Group, which are used for client communications and business conducted through Wedbush. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services across multiple asset classes.
Andrew A
CFP®
Los Angeles, CA
Composition Wealth, LLC
Andrew Ark is a CFP® professional with four years of experience in the financial services industry. He has worked at Composition Wealth, LLC since 2024 and previously held roles at Wealthspire Advisors and EisnerAmper Wealth Advisors. Composition Wealth, LLC is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm provides investment management, comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers, employing a long-term, asset-allocation driven approach utilizing diversified portfolios of low-cost mutual funds, ETFs, and individual securities.
Maria N
Series 65, Series 63
Torrance, CA
Principal Advised Services
Maria Nguyen is a financial advisor with Principal Advised Services in Torrance, CA, holding Series 65 and Series 63 credentials and 12 years of industry experience. Her prior roles include positions at Cetera Advisers LLC, CETERA Advisor Networks LLC, and National Planning Corporation. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages third-party methodologies and proprietary models, and its affiliation with Principal Financial Group offers clients access to proprietary funds and integrated financial products.
William B
Series 66
Los Angeles, CA
Composition Wealth, LLC
William Blanton is a financial advisor at Composition Wealth, LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at Vintage West Capital Management for nine years before joining Composition Wealth in 2022. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach utilizing low-cost mutual funds, ETFs, individual securities, and both fundamental and technical analysis.
Alexander Z
CFP®, Series 63
Santa Monica, CA
Abacus Wealth Partners
Alexander Zanier is a CFP® with four years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, and E*Trade Securities. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class investment approach with an emphasis on institutional passive funds, fundamental manager analysis, and ESG screening when requested.
Yueh Hwa L
CFP®, Series 66
Pasadena, CA
Verus Capital Partners, LLC
Yueh Hwa Lee is a CFP® professional with 12 years of industry experience, currently serving at Verus Capital Partners, LLC and LPL Financial, LLC since 2021. Prior to joining these firms, Lee held roles at Avantax Insurance Agency, Avantax Investment Services, VinePoint Advisory Group, and 1st Global Advisors, among others. Lee also operates VinePoint Advisory Group, LLC, an investment-related business affiliated with his LPL activities. Verus Capital Partners is a fee-based investment management firm that serves individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation across multiple asset classes, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.
Neela H
CFP®, Series 65
Santa Monica, CA
Abacus Wealth Partners
Neela Hummel is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners in Santa Monica, CA. She has worked exclusively with Abacus Wealth Partners since 2011. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, pension plans, trusts, charitable organizations, and business entities. The firm employs an asset-class, passive-oriented investment approach that incorporates ESG screening and uses institutional passive funds as core holdings while tailoring portfolios to clients’ risk profiles and goals.
Brian M
CFP®, Series 66
San Gabriel, CA
Geneos Wealth Management, Inc.
Brian Murphy is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Geneos Wealth Management, Inc. and has previously worked at Sagepoint Financial Inc. and operated his own advisory practices. Outside of his advisory role, he is involved in buying and selling vintage and modern watches. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.
Rudy Z
Series 63, Series 66
Los Angeles, CA
RBC Securities, Inc
Rudy Zendejas is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior work includes multiple roles at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2022, followed by a position at City National Securities. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group, including affiliated banking, trust, and consulting activities.
Ammar A
Series 63
Beverly Hills, CA
Insigneo Advisory Services, LLC
Ammar Abu Lughod is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Insigneo in 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, with a multi-asset portfolio approach that combines committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates global and emerging-market exposures and offers both discretionary and non-discretionary management options.
Noriko I
Series 63, Series 66
Torrance, CA
International Assets Investment Management, LLC
Noriko Ikeda is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Global Assets Advisory, Western International Securities, Raymond James Financial, and her own firm, Ikeda Financial. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm focuses on customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and access to third-party wrap and manager programs.
Willow D
Series 63, Series 65
Los Angeles, CA
Nwf Advisory Services Inc
Willow Drazen is a financial advisor with NWF Advisory Services Inc in Los Angeles, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked at Royal Alliance since 2016 and New York Life Insurance Company since 2014. Drazen is also involved in providing insurance services through New World Financial and Insurance Services, Inc. NWF Advisory Services, Inc. manages approximately $3.82 billion in assets and offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm provides a range of investment programs through an open-architecture platform combining advisor-managed and third-party model portfolios, focusing on strategic long-term investing alongside tactical strategies.
Matthew P
Series 66
Pasadena, CA
Wedbush Securities Inc.
Matthew Parker is a financial advisor at Wedbush Securities Inc. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Bank of the West, Bancwest Investment Services, Bank of America, and Merrill. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions. The firm offers a range of brokerage and SEC-registered investment advisory services, including managed accounts, capital markets, commodities, and prime services.
Camee L
Series 63
Pasadena, CA
Wedbush Securities Inc.
Camee Lewis is a financial advisor with Wedbush Securities Inc. in Westlake Village, CA, holding a Series 63 designation and 30 years of industry experience. Her prior roles include positions at BOK Financial Securities, Inc. and a brief period of unemployment. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account and commission-based brokerage solutions.
John A
CFA®, Series 63
Los Angeles, CA
Aspiriant, LLc
John Allen is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Los Angeles since 2014. He holds a Series 63 license and has worked solely at Aspiriant during his career. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm offers customized investment solutions using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.
Paul D
Series 63, Series 65
Los Angeles, CA
Kinetic Investment Management, Inc.
Paul Digerolamo is a financial advisor at Kinetic Investment Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, Parkland Securities, and operated the Digerolamo Family Insurance business for 24 years. He is also involved in insurance sales through FS2 Financial Services. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a mix of analytical methods with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and back-office services through a 20-advisor team.
Paul T
Encino, CA
Golden State Wealth Management, LLC
Paul Tokar is an advisor at Golden State Wealth Management, LLC with one year of industry experience. He has worked at Golden State Trial Attorneys since 2024 and has nine years of experience at Beitchman & Zekian PC, as well as running his own law office since 2015. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers to construct tailored portfolios.
Laurel M
CFP®, Series 66
Manhattan Beach, CA
Mariner Independent
Laurel Mann is a CFP® and holds a Series 66 designation with 25 years of industry experience. She is currently with Mariner Independent in Manhattan Beach, CA, and has previously worked at Purus Wealth Management and AdvicePeriod, LLC. She is involved with Reach for More, LLC, an entity created to receive non-investment related income. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services through a platform integrating institutional resources and affiliated investment relationships.
Matthew W
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Matthew Wollmann is a financial advisor at Wedbush Securities Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Southwest Securities, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. He is based in Pasadena, CA. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and related functions.
Todd B
Series 66
Pasadena, CA
Wedbush Securities Inc.
Todd Brooks is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation with 22 years of industry experience. He has been with Wedbush Securities since 2007. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in regulatory assets, and provides a range of managed account solutions alongside commission-based brokerage and capital markets services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
7,813 advisors near
90056
within the area shown on the map
Out of 400,000+ nationwide