Los Angeles, CA Office

Nadler Financial Group manages just over $2.18 billion for roughly 1,026 clients through a 15-advisor team, working with individuals (including high-net-worth clients), charitable organizations, business entities, and employer-sponsored retirement plans. The firm’s core offerings are discretionary investment management and, when specifically requested, financial planning and retirement-plan consulting services, including 3(21)/3(38) and trustee-directed ERISA plan management.

Investment portfolios are typically constructed with diversified mutual funds and exchange-traded funds and managed using tactical asset allocation with both long- and short-term strategies; the firm also allocates to independent managers and uses Schwab sub-advisory solutions such as direct indexing. For smaller accounts it operates a Focused Investment Objective Program with six model allocations (Income through Aggressive Growth), monitors performance at the model level, and generally makes meetings available on request rather than scheduling routine reviews for program participants.

Noteworthy distinctions include the model-level Focused Program (clients may remain in the program even if their assets grow above the stated $750,000 threshold) and the firm’s explicit use, with client consent, of less-liquid or specialized strategies such as interval funds, inverse/enhanced ETFs, and direct indexing. The firm’s representatives also serve in affiliated capacities as registered representatives of a broker-dealer and as licensed insurance agents, a relationship the brochure discloses as a potential source of commission-related conflicts, and the firm commonly recommends Schwab custody and participates in Schwab Advisor Services.