City
Wealth management firms in Burbank, California
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Burbank, California reported $1.8 billion in regulatory assets under management; the largest by assets was Lazari Capital Management, Inc., with $691.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $1.8 billion
- Average per firm
- $149.6 million
- SEC-registered, of those listed
- 4 of 12 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lazari Capital Management, Inc. | SEC | $691.1 million | 1,599 |
| 2 | California Capital Management | SEC | $358.4 million | 867 |
| 3 | Conway Capital Management, Inc. | SEC | $231.9 million | 157 |
| 4 | Cta Wealth Advisors, Inc. | SEC | $175.2 million | 184 |
| 5 | Hatfield Insurance & Financial Services, Inc. | State | $99.2 million | 389 |
| 6 | Kensington Ami, LLC | State | $80.2 million | 102 |
| 7 | PGP Wealth Services, LLC | State | $79.2 million | 74 |
| 8 | Convey Wealth LLC | State | $51.7 million | 156 |
| 9 | Brookside Strategy and Consulting | State | $23.0 million | 13 |
| 10 | Fade in Financial | State | $4.5 million | 38 |
| 11 | Lotus Oak Capital Institute | State | $215,000 | 2 |
| 12 | Diversified Financial Management Group, LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.