WE’RE EXPERTS BECAUSE WE’VE BEEN AT THIS FOR A VERY LONG TIME
Our firm has a history steeped in pioneering wealth management, developing many of the services and practices that are the industry’s gold standard. In fact, the entire AdvicePeriod team is comprised of mavericks — advisors who have led the pack, professionals with tremendous experience and expertise.
They came together to create a different kind of wealth advisory and make history once again.
A brief history of disruption
AdvicePeriod’s team has a history of disrupting the financial service industry…and we’ve done it again.
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01/01/2011
#1 Nationally by Barrons
Lockshin named to Barron’s Top Independent Financial Advisors 2011 (#1... -
12/01/2012
#1 in California by Barron’s
Barron’s Top Financial Advisors 2012 – State by State (#1... -
06/01/2013
#1 in California by Barron’s
Lockshin named to Barron’s Top Financial Advisors 2013 – State... -
10/01/2013
Get Wise to Your Advisor’ Published
Lockshin publishes Get Wise to Your Advisor (John Wiley &... -
01/01/2014
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01/01/2016
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08/16/2016
AdvicePeriod Voted #1 Place to Work
The Los Angeles Business Journal selects AdvicePeriod as the best... -
04/26/2017
FinTech Breakthrough Best Wealth Management Company
FinTech Breakthrough selects AdvicePeriod as the Best Wealth Management Company... -
05/13/2018
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09/13/2018
WealthManagement.com’s Innovator of the Year and Best Family Office
WealthManagement.com’s Innovator of the Year and Best Family Office -
09/18/2018
Entrepreneur magazine Top Company Culture
Entrepreneur magazine Top Company Culture -
03/20/2019
Family Wealth Report Wealth Planning Awards 2019 New York Winner
Family Wealth Report Wealth Planning Awards 2019 New York Winner -
05/16/2019
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09/12/2019
Thought Leader of the Year 2019
AdvicePeriod named the Thought Leader of the Year 2019 -
11/04/2019
Schwab Advisor Services 2019 Pacesetter IMPACT™ Award
AdvicePeriod receives the Schwab Advisor Services 2019 Pacesetter IMPACT™ Award
Advisors At-A-Glance