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Best Value · Glendale

Affordable Financial Advisors in Glendale, CA

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As of June 2026, RatingsNearMe ranks 18 financial advisors in Glendale, CA by verified customer ratings and review volume. The highest-rated is WestPac® Wealth Partners (Glendale) with a 5.0-star rating from 13 verified reviews. Also in the top tier: Universal capital wealth management and Castlewatch Wealth - Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Glendale is 5 stars from 3 reviews per business on average.

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

Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

18

Businesses listed

5★

Avg rating

3

Avg reviews

Jun 1, 2026

Last updated

Top Rated Financial Advisors

🥇

WestPac® Wealth Partners (Glendale)

5.0(13 reviews)

505 N Brand Blvd #350, Glendale, CA 91203, USA

🥈

Universal capital wealth management

5.0(5 reviews)

450 N Brand Blvd # 600, Glendale, CA 91203, USA

🥉

Castlewatch Wealth - Ameriprise Financial Services, LLC

5.0(3 reviews)

535 N Brand Blvd Ste 1000 and 950, Glendale, CA 91203, USA

Financial Advisors Rankings in Glendale, CA

#BusinessRatingReviews
#1WestPac® Wealth Partners (Glendale)505 N Brand Blvd #350, Glendale, CA 91203, USA5.013
#2Universal capital wealth management450 N Brand Blvd # 600, Glendale, CA 91203, USA5.05
#3Castlewatch Wealth - Ameriprise Financial Services, LLC535 N Brand Blvd Ste 1000 and 950, Glendale, CA 91203, USA5.03
#4Blackstone Wealth & Insurance Solutions505 N Brand Blvd, Glendale, CA 91203, USA5.01
#5Financial Wellness Advisors801 N Brand Blvd Suite 900, Glendale, CA 91203, USA5.01
#6Enjoy Financial100 W Broadway #500, Glendale, CA 91210, USA5.01
#7California Financial Partners700 N Brand Blvd #640, Glendale, CA 91203, USA
#8Edward Jones - Financial Advisor: Alexander Derghazian700 N Brand Blvd #450, Glendale, CA 91203, USA5.02
#9Aaron Nosler - Thrivent505 N Brand Blvd Suite 1225, Glendale, CA 91203, USA5.02
#10Gail D Reid - Private Wealth Advisor, Ameriprise Financial Services, LLC535 N Brand Blvd Ste 1000 and 950, Glendale, CA 91203, USA4.25

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

All Financial Advisors in Glendale

4

Blackstone Wealth & Insurance Solutions

5.0· 1 reviews

505 N Brand Blvd, Glendale, CA 91203, USA

5

Financial Wellness Advisors

5.0· 1 reviews

801 N Brand Blvd Suite 900, Glendale, CA 91203, USA

6

Enjoy Financial

5.0· 1 reviews

100 W Broadway #500, Glendale, CA 91210, USA

7

California Financial Partners

· 0 reviews

700 N Brand Blvd #640, Glendale, CA 91203, USA

8

Edward Jones - Financial Advisor: Alexander Derghazian

5.0· 2 reviews

700 N Brand Blvd #450, Glendale, CA 91203, USA

9

Aaron Nosler - Thrivent

5.0· 2 reviews

505 N Brand Blvd Suite 1225, Glendale, CA 91203, USA

10

Gail D Reid - Private Wealth Advisor, Ameriprise Financial Services, LLC

4.2· 5 reviews

535 N Brand Blvd Ste 1000 and 950, Glendale, CA 91203, USA

11

Paul Avina - Private Wealth Advisor, Ameriprise Financial Services, LLC

5.0· 1 reviews

535 N Brand Blvd Ste 1000 and 950, Glendale, CA 91203, USA

12

Helen Lee - Financial Advisor, Ameriprise Financial Services, LLC

5.0· 1 reviews

700 N Brand Blvd #460, Glendale, CA 91203, USA

13

Ivan Gonzalez Financial Services

5.0· 1 reviews

100 N Brand Blvd Unit 503, Glendale, CA 91203, USA

14

Sclafani Wealth Advisors

5.0· 1 reviews

3239 N Verdugo Rd, Glendale, CA 91208, USA

15

Renaissance Financial Advisory Services - Ameriprise Financial Services, LLC

· 0 reviews

225 E Broadway #108, Glendale, CA 91203, USA

16

Liana Tomekyan Financial Services

5.0· 2 reviews

225 E Broadway ste Suite 106, Glendale, CA 91205, USA

17

Martin Petoyan, Financial Advisor - Eagle Strategies

5.0· 1 reviews

801 N Brand Blvd #1400, Glendale, CA 91203, USA

18

Equanimity Wealth

5.0· 3 reviews

500 N Brand Blvd, Glendale, CA 91203, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Glendale

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

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 Glendale, 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 Glendale?

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: June 1, 2026.

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About This Financial Advisors Directory — Glendale, CA

This page lists and ranks 18 financial advisors serving Glendale, CA as of June 2026. The average verified rating across all listings is 5 stars, with an average of 3 customer reviews per business. The top-ranked financial advisors in Glendale by our algorithm is WestPac® Wealth Partners (Glendale) (5.0 stars, 13 reviews). Financial advisors in Glendale 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 Glendale: 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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