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Cholakian Financial Group
- Call
- Bookkeeping
“For the past 2 years I've trusted Rose & Arman at CFG with my families financial needs and I've never been more satisfied with their exceptional customer service and professionalism.”
Best Financial Advisors in Glendale, CA
24 firms listed · 19 in Glendale · 4 open weekends · 12 rated 4.5+ · 3 show a license
Data verified October 18, 2026
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Wiseman & Burke
“They set this standard and achieve it routinely, because they really care.”
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Milam, Knecht & Warner
“I was impressed by all the information I could easily get in their ready-made reports (I'm not an accountant or a bookkeeper, and I've pulled my hair out trying to create these reports by hand when they are needed), and I really liked the at-a-glance...”
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New Financial Group Corporation
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California Financial Partners
“Giving of his time, Harvey serves on several nonprofit boards, advises business students & assists wounded veterans returning from military service.”
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The Accountancy
The 24 firms listed for Glendale, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Glendale, CA
Of the 24 firms we list here, 19 are in Glendale itself and 5 come from Los Angeles (4, 10 mi) and East Los Angeles (1, 11 mi). 13 of the firms on this page have a rating, from 4.0 to 5.0 across 614 reviews; 4 have 50 or more reviews and 12 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (75%) and responsiveness (75%). 3 are open on Saturdays and 1 on Sundays. 3 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans; 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for 22 of the firms on this page; 22 publish a contact page; 17 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Glendale offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Financial Risk Management
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Insight Asset Advisory Group
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Sclafani Wealth Advisors
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LPL Financial -- June A. Chow, Mba, Crps , AIF
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Marc Henderson
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Wescap Group
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Universal Capital Wealth Management
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Arktos Wealth Management
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Advanced Planning Strategies
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J Fajilan Group
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Encore Capital Management
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Aaron Nosler - Thrivent
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Privilege Solutions
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Gerber & Co
- Business Management
- Investment
- Partners
“While I decided to move forward with a different CPA that seemed to be a better fit for me and my small business, I imagine I would've also been happy working with Aron and David.”
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Atlantic Tax Services
- Company
- Environment
- Check
“The staff was very friendly and my tax preparer Victor is extremely knowledgeable, efficient, and very professional.”
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Jeung Agency
- Financial
- Confident
- The Future
“I worked with Corrine who was friendly, helpful, and professional, and helped me so much to do something i've been meaning to do for awhile for myself and my kids peace of mind.”
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Empress Investment Group
- Portfolio
- Understand
- Decisions
“Not only have I received very positive results with my investments, but they are careful to make sure i am updated on my investments and the progress---something I NEVER received working with major stock broker firms in the past.”
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Oren Hen EA
- Laws
- Corporation
- Trust
“He came highly recommended from a trusted friend, and went out of his way to make time for me as I'm starting a new business and creating an infrastructure to set me up for the future.”
Retirement Planning and Investment Management Services in Glendale, CA Cost Estimates
Minimum cost
$1217
Maximum cost
$10340
National Average
$3650
Avg Per Hour Rates
$365
$2433
$6691
Typical price range is based on 437 cost profiles
Why these companies made our list
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