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Financial Advisors in Burbank, CA — Free Estimates

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As of July 2026, RatingsNearMe ranks 19 financial advisors in Burbank, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Intelligent Financial Services, Inc. with a 5.0-star rating from 4 Google reviews and an RNM Score of 67/100. Also in the top tier: Fade In Financial and Trajan Wealth. The average rating across all listed financial advisors in Burbank is 4.8 stars from 4 reviews per business on average.

Financial advisors in Burbank typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Best Overall

KD Financial Inc.

KD Financial Inc. stands out as the top-ranked advisor in Burbank due to its consistent high ratings and personalized client service.

Most Reviewed

Edward Jones - Financial Advisor: Chris Reddick, AAMS®|CRPS™

A high review count indicates broad client experience and trust, helping consumers gauge reliability and service quality.

When choosing a financial advisor in Burbank, consider both the advisor's credentials and the number of client reviews to ensure a good fit. It's also wise to interview multiple advisors to compare their approach and fees.

Filter:

Local Market Snapshot

19

Businesses listed

4.8★

Avg rating

4

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

5.0(4 reviews)

5.0-star rating from 4 Google reviews for a Burbank financial advisor.

290 E Verdugo Ave STE 106, Burbank, CA 91502, USA
5.0(3 reviews)

Burbank financial advisor with a perfect 5.0-star rating from three Google reviews.

3900 W Alameda Ave Suite 1519, Burbank, CA 91505, USA
5.0(2 reviews)

Exceptional 5.0-star rating from 2 Google reviews for a Burbank financial advisor.

4100 W Alameda Ave 3rd floor, Burbank, CA 91505, USA

Financial Advisors Rankings in Burbank, CA

#BusinessRatingReviews
#1Intelligent Financial Services, Inc.290 E Verdugo Ave STE 106, Burbank, CA 91502, USA5.04
#2Fade In Financial3900 W Alameda Ave Suite 1519, Burbank, CA 91505, USA5.03
#3Trajan Wealth4100 W Alameda Ave 3rd floor, Burbank, CA 91505, USA5.02
#4Jackie Weinstein - Financial Advisor, Ameriprise Financial Services, LLC3500 W Olive Ave Ste 560, Burbank, CA 91505, USA4.52
#5L.A. Financial Management303 N Glenoaks Blvd Suite #200, Burbank, CA 91502, USA5.01
#6Edward Jones - Financial Advisor: Joe Gitto, CFP®|CEPA®|AAMS®|CKA®3500 W Olive Ave #810, Burbank, CA 91505, USA5.01
#7The Financial Destinations Group - Ameriprise Financial Services, LLC3500 W Olive Ave Ste 560, Burbank, CA 91505, USA
#8Fidelity Investments2900 W Alameda Ave Ste 150, Burbank, CA 91505, USA3.326
#9Domari Wealth Management4450 Lakeside Dr # 350, Burbank, CA 91505, USA5.01
#10Edward Jones - Financial Advisor: Gary M Strangis, CFP®|AAMS®|SE-AWMA®3500 W Olive Ave #810, Burbank, CA 91505, USA

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Burbank

4
4.5· 2 reviews

Trusted Burbank financial advisor with a strong 4.5-star rating from client reviews.

3500 W Olive Ave Ste 560, Burbank, CA 91505, USA

5
5.0· 1 reviews

Burbank financial advisor with a perfect 5.0-star rating from one review.

303 N Glenoaks Blvd Suite #200, Burbank, CA 91502, USA

6
5.0· 1 reviews

Burbank financial advisor with a perfect 5.0-star rating based on early client feedback.

3500 W Olive Ave #810, Burbank, CA 91505, USA

7
· 0 reviews

A local Burbank financial advisor with no online reviews on Google yet.

3500 W Olive Ave Ste 560, Burbank, CA 91505, USA

8
3.3· 26 reviews

3.3 stars from 26 Google reviews offers a mixed snapshot of client satisfaction.

2900 W Alameda Ave Ste 150, Burbank, CA 91505, USA

9
5.0· 1 reviews

Consistently earns perfect 5.0-star ratings from its clients in Burbank.

4450 Lakeside Dr # 350, Burbank, CA 91505, USA

10
· 0 reviews

This advisor in Burbank has no customer reviews yet to guide your choice.

3500 W Olive Ave #810, Burbank, CA 91505, USA

11
· 0 reviews

This financial advisor has no online reviews yet to reference.

348 E Olive Ave H1 A, Burbank, CA 91502, USA

12
· 0 reviews

This financial advisor in Burbank has no Google reviews yet to reference.

3500 W Olive Ave #810, Burbank, CA 91505, USA

13
· 0 reviews

No ratings yet, as this Burbank financial advisor has no Google reviews.

849 Amherst Dr, Burbank, CA 91504, USA

14
· 0 reviews

Financial advisor in Burbank, CA, with no customer reviews yet.

3500 W Olive Ave Ste 560, Burbank, CA 91505, USA

15
· 0 reviews

No reviews yet; check back for client feedback on this Burbank financial advisor.

3811 W Burbank Blvd, Burbank, CA 91505, USA

16
· 0 reviews

A Burbank financial advisor with no client reviews yet to consult.

290 E Verdugo Ave STE 205, Burbank, CA 91502, USA

17
5.0· 2 reviews

Burbank financial advisor with a perfect 5.0-star rating from two Google reviews.

210 N Glenoaks Blvd Ste A, Burbank, CA 91502, USA

18
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews, highly praised by clients.

3500 W Olive Ave #810, Burbank, CA 91505, USA

19
· 0 reviews

A Burbank financial advisor with no Google reviews currently listed.

2600 W Olive Ave 5th floor, Burbank, CA 91505, USA

Data from Google Business listings
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Financial Advisors in Burbank, CA — Compared

#BusinessRNM ScoreRatingReviews
1Intelligent Financial Services, Inc.67/1005.0 ★4
2Fade In Financial66/1005.0 ★3
3Trajan Wealth64/1005.0 ★2
4Jackie Weinstein - Financial Advisor, Ameriprise Financial Services, LLC56/1004.5 ★2
5L.A. Financial Management62/1005.0 ★1
6Edward Jones - Financial Advisor: Joe Gitto, CFP®|CEPA®|AAMS®|CKA®62/1005.0 ★1
7The Financial Destinations Group - Ameriprise Financial Services, LLC3/1000
8Fidelity Investments47/1003.3 ★26
9Domari Wealth Management62/1005.0 ★1
10Edward Jones - Financial Advisor: Gary M Strangis, CFP®|AAMS®|SE-AWMA®3/1000

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026

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Frequently Asked Questions — Financial Advisors in Burbank

What is a fiduciary financial advisor and why does it matter in Burbank?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Burbank, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Burbank?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.

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About This Financial Advisors Directory — Burbank, CA

This page lists and ranks 19 financial advisors serving Burbank, CA as of July 2026. The average verified rating across all listings is 4.8 stars, with an average of 4 customer reviews per business. The top-ranked financial advisors in Burbank by our algorithm is Intelligent Financial Services, Inc. (5.0 stars, 4 reviews). Financial advisors in Burbank typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Burbank: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the CA licensing board before hiring.

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