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AdvicePeriod. It's that simple.

About Us

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.

Chess pieces

A brief history of disruption

AdvicePeriod’s team has a history of disrupting the financial service industry…and we’ve done it again.

  • 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
  • 01/01/2016

    AdvicePeriod for 
Advisors Launched


    AdvicePeriod for 
Advisors Launched

  • 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
  • 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

    Inc Magazine Best Workplaces
 2019

    Inc Magazine - Best Workplaces 2019

Advisors At-A-Glance

27 Advisors, 13 offices, across 8 states

Your AdvicePeriod Team

Team Gallery Sample

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