Most Influential Wealth Managers


Custom Content from the Los Angeles Business Journal

Letter from the Publisher

Anna Magzanyan


Joseph P. Alexopoulos - Aequitas Wealth Management
Matthew Ayers - Alex Brown, a Division of Raymond James
Brett Bartman - RBC Wealth Management
James Berliner - Westmount Asset Management, LLC
David Clausen - Northwestern Mutual
Randy C. Conner - Churchill Management Group
Jeremy Dicker - One Wealth Management
Hayley Dickson - Northwestern Mutual
Joshua Fein - AdvicePeriod
Ross Gerber - Gerber Kawasaki Wealth and Investment Management
Catherine Gerst - Avitas Wealth Management
Tracey Gluck - JP Morgan Securities
Greg Heller - HCR Wealth Advisors
Derek Holman - EP Wealth Advisors
Brian D. Holmes - Signature Estate & Investment Advisors
Kyle W. Jones - Aequitas Wealth Management
Michelle Katzen - HCR Wealth Advisors
Danilo Kawasaki, CFP - Gerber Kawasaki Wealth and Investment Management
Max Kayajanian - Oakwood Capital Management LLC
Gregory P. Kushner - Lido Advisors, LLC
Alev Lewis - Acacia Wealth Advisors - High Tower
Sarah M. Lewis - Aequitas Wealth Management
Simone Liu - Wells Fargo Advisors
Bruce Mandel - Oakwood Capital Management LLC
Brent M. Mason - Mason & Associates, Inc.
Ed Moyzes - Northwestern Mutual
Brian Parker - EP Wealth Advisors
Erik Ridgley, CFA - Salem Partners Wealth Management
Donald L Schwarz - RBC Wealth Management
Ryan Serrecchia - EP Wealth Advisors
Eric Taslitz - Avitas Wealth Management
Todd Walklett - Covington Capital Management
Steve Weinberger - HCR Wealth Advisors

Inside this supplement:

How to Keep Your Money from Slipping Away
As with virtually all financial matters, the easiest way to be successful with a cash management program is to develop a systematic and disciplined approach... Read More

Research Uncovers Drivers of Engagement, Satisfaction, and Willingness to Refer Wealth Managers
Investments & Wealth Institute (formerly IMCA) released research findings from its latest study, “2019 High-Net-Worth Investor Study,” recently. The research explores how advisors can stand out in a crowded market, where high client satisfaction and loyalty is not enough to set them apart... Read More