Wealth Management Providers
Explore professional profiles.
Search by name, location, firm, or practice focus. Historical records and researched profiles are clearly labeled.
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
 | EP Wealth AdvisorsVice President, Advisor | TorranceCalifornia | Retirement planning | |
 | Hendershott Wealth ManagementFounder & Chief Advisor | San JoseCalifornia | Women & wealth | |
 | Cerity PartnersPartner | Los AngelesCalifornia | Investment management | |
 | Sequoia Financial GroupSenior Vice President, Wealth Advisor | IrvineCalifornia | Multigenerational wealth planning | |
 | Sequoia Financial GroupSenior Director, Wealth Advisor | TorranceCalifornia | Multigenerational wealth planning | |
 | Cerity PartnersPartner | IrvineCalifornia | Retirement planning | |
 | Cerity PartnersPartner | Mill ValleyCalifornia | Women investors | |
 | Kayne Anderson Rudnick Wealth AdvisorsManaging Director | Los AngelesCalifornia | Wealth management | |
 | Mana Financial Life DesignChief Investment Officer, Co-founder & Lead Advisor | Los AngelesCalifornia | Equity compensation | |
AD Anna DiazResearched profile | CorientPartner | San DiegoCalifornia | Business owner planning | |
AM AC MorganHistorical record | Merrill Lynch, Pierce, Fenner & Smith IncorporatedManaging Director | San FranciscoCalifornia | Financial services | |
AL Aleksandr LeybengrubHistorical record | HSBC Securities (USA) Inc.Bank Advisor | IrvineCalifornia | Wealth management |
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