Top 4 financial advisor firms in Burbank

4 SEC-registered financial advisor firms are headquartered in Burbank, CA, with $1.46B in combined regulatory assets under management. The largest by assets are Lazari Capital Management ($691M), Consolidated Capital Management ($358M) and Conway Capital Management ($232M).

4
Financial advisor firms: $1.46B
Their combined AUM: $295M
Median firm AUM: 1,492
Clients of the top 4

The 4 largest by assets

1
Lazari Capital Management
RIA
$691M
3.00% to 3.00% a year
2
Consolidated Capital Management
RIA
$358M
2.00% to 2.95% a year
3
Conway Capital Management
RIA
$232M
1.00% to 1.50% a year
4
CTA Wealth Advisors
RIA
$175M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Lazari Capital Management

Lazari Capital Management is an investment adviser based in Burbank, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $691 million, as filed on 19 May 2026.

Lazari Capital Management charges 3.00% a year for its Asset-Based Fees for Portfolio Management.

Regulatory AUM: $691M
Clients: 968
Advisory staff: 8
Fee schedule: 3.00% to 3.00% a year
Minimum account: $250,000
Custodians: Fidelity, John Hancock Retirement Services, Charles Schwab, Interactive Brokers
Headquarters: 3500 W. Olive Ave, Suite 730, Burbank, CA 91505
Phone: 818-264-0610
Website: lazaricapital.com

No. 2 · RIA

Consolidated Capital Management

Consolidated Capital Management is an investment adviser based in Burbank, CA, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $358 million, as filed on 7 July 2026.

Consolidated Capital Management charges 2.00%–2.95% a year for its Wrap Comprehensive Portfolio Management.

Regulatory AUM: $358M
Clients: 352
Advisory staff: 5
Founded: 2004
Fee schedule: 2.00% to 2.95% a year
Custodians: Charles Schwab
Headquarters: 2520 West Olive Avenue, Suite 300, Burbank, CA 91505
Phone: 818-766-0660
Website: calcapmgt.com

No. 3 · RIA

Conway Capital Management

Conway Capital Management is an investment adviser based in Burbank, CA, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $232 million, as filed on 20 March 2026.

Conway Capital Management charges 1.00%–1.50% a year for its Investment Management.

Regulatory AUM: $232M
Clients: 68
Advisory staff: 1
Founded: 2004
Fee schedule: 1.00% to 1.50% a year
Minimum account: $10,000,000
Custodians: Fidelity
Headquarters: 3500 W. Olive Avenue, Suite 300, Burbank, CA 91505
Phone: 213-434-1145

No. 4 · RIA

CTA Wealth Advisors

CTA Wealth Advisors is an investment adviser based in Burbank, CA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $175 million, as filed on 9 March 2026.

Regulatory AUM: $175M
Clients: 104
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 290 East Verdugo Avenue, Suite 205, Burbank, CA 91502
Phone: 818-841-1746
Website: ctawealthadvisors.com

Questions about financial advisors in Burbank

How many financial advisor firms are headquartered in Burbank?

4 SEC-registered financial advisor firms report their principal office in Burbank, CA, managing $1.46B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Burbank?

Lazari Capital Management, with $691M in regulatory assets under management on its latest Form ADV. The next largest are Consolidated Capital Management ($358M) and Conway Capital Management ($232M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Burbank?

The median firm manages $295M in regulatory assets. That is the midpoint of the 4 firms headquartered in Burbank.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Burbank charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 3.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Burbank?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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