Between the San Gabriel Valley and the Inland Empire lies Pomona, an excellent city that has been experiencing rapid growth in recent decades, making it an excellent place to live for entrepreneurs and people of more established success looking to make a home. Yet it can be difficult to manage a balanced life with a successful financial life, whether new or old, without some help. That’s why we think many Pomona residents could benefit from the services of a financial planner or investment advisor.
Fortunately, due to its location, there are many excellent options in Los Angeles alone that you can choose from. Here are our top five choices for financial advisory firms for Pomona, California:
1) Aspiriant, LLC
Perhaps the largest firm in the Los Angeles region with $12 billion in assets under management, and a staff that is proportional to that number, Aspiriant is hard to discount for many people in the area and an option if you’re looking for a firm that can give you plenty of options to choose from.
Their investment strategy mainly focuses on making the most of their research, seeking out opportunities and making general prediction models they can use to determine portfolio management.
Aspiriant, LLC is a fee-only firm that requires a $1.5 million in your account to work with them.
You can expect the following working with Aspiriant, LLC:
- An excellent research team of about two dozen individuals, all of whom work full time to find new opportunities for clients.
- A fantastic customer service team.
- The capability to create a cohesive picture and overview of your assets and current financial situation.
Another exceptional firm based in Los Angeles, SEIA has $6.2 billion in assets under management and another firm large enough to have the resources necessary to meet just about any client need at any time. SEIA is also an excellent choice for anyone interested in giving back to their community, given their expertise in maximizing charitable giving and their own contributions to improving the area.
Their strategy isn’t set in stone, and instead, is based on a variety of factors they will look at on a client-by-client basis. You can rely on them to craft a plan that’s perfect for your needs, however.
SEIA is a fee-based firm that requires that you have $250,000 or $500,000 in investible assets, depending on your requested services.
You can expect the following working with SEIA:
- Socially conscious investing plans and options if you would be interested.
- Excellent retirement planning and related services.
- Additional locations and offices throughout California.
3) Churchill Management Group
The last of our top trio of large and notable Los Angeles firms, Churchill Management Group is an exceptionally regarded firm in the region by publications in the industry and one that is respected by many advisors in and outside of the area. They have $5.5 billion in assets under management, a staff to match, and the ability to easily provide comprehensive financial planning services to any of their clients.
Their success is heavily a result of their main strategy, which is a macroeconomic approach to investing that determines when the best times to invest and be more conservative are. They are constantly monitoring the situation and are still willing to consider alternative options.
Churchill Management Group is a fee-based firm that requires $750,000 in assets to work with them.
You can expect the following working with Churchill Management Group:
- A team of highly qualified professional advisors that are able to take on any financial challenge or goal.
- Your goals as a client will be their utmost priority.
- A macroeconomic, big-picture view that minimizes their concern with single stocks or investments.
4) AdvicePeriod, LLC
A Los Angeles firm that is a bit different than the first three firms mentioned, AdvicePeriod, LLC stands out for its willingness to try different things, bolder decisions, and their preference for clients who are self-made or stable and looking to make further moves. If you think you’d be a perfect fit with their advisors, we strongly recommend you look further into what they have to offer. They have $3 billion in assets under management and have been around since 2013.
In general, they take a more holistic approach to investment and will take your habits and lifestyle into account as well. There is very little they won’t consider when crafting your financial plan.
AdvicePeriod, LLC is a fee-only firm that requires that you have $500,000 in investable assets for most cases.
You can expect the following working with AdvicePeriod, LLC:
- A staff and advisory team that is committed to clear communication with their clients.
- A simple fee structure that should cause no confusion.
- A wide range of available services, including tax, trust, estate, and retirement planning.
5) Oakwood Capital Management
Oakwood Capital Management is a Los Angeles Firm that is a bit smaller, but still able to serve your needs if you’re interested. They have $780 million in assets under management, and they are best for people looking for help with retirement planning, tax planning, estate planning, and related services. They mostly work with wealthier clients.
They listen heavily to their clients first, and will then base their recommendations based on what information they glean and what goals the client wants to work towards.
Oakwood Capital Management is a fee-based firm that requires that you have at least $1 million to work with them in most cases.
You can expect the following working with Oakwood Capital Management:
- A discovery process that goes into depth regarding your finances and assets in order to make sure no vital piece of information is missed.
- A highly qualified staff with a diverse range of qualifications and certifications.
- Plenty of different strategies and options to choose from.
Pamona has fine options if you’re looking for a financial planning firm, but we ask you to remember that ultimately this has to be your decision and the most we can do is present options and information. You will need to do some additional work to determine your priorities and your general financial position. Research will go a long way and don’t be afraid to ask questions of firms and make comparisons. Once you’re done with this process, you’ll be glad you took the time to pave the way for a brighter financial tomorrow.