Company lists · Data refreshed September 2026

Top 12 Fiduciary advisors based in Glendale, United States

RevenueBase identified 26 fiduciary advisors headquartered in Glendale, United States as of September 2026 and tracks 123 professional contacts across them, including 50 with verified work emails. New York is the largest hub.

This list covers fiduciary advisors headquartered in Glendale, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
26Companies
123Contacts tracked
50Verified emails
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The 12 largest fiduciary advisors based in Glendale, United States

Ranked by team size
Top 12 of 26 fiduciary advisors based in Glendale, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceGlendale, AZ, United StatesHQ checked Sep 19, 202611-5018 contacts →

Partial evidence

“Coventry, Vernon, and Roberts, LLC fulfills a variety of fiduciary roles, including: guardianships, conservatorships, healthcare and human services advocacy, trustee, and personal…”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceGlendale, CA, United StatesHQ checked Sep 19, 202611-5018 contacts →

Partial evidence

“If you are a financial advisor who is interested in tax-advantaged options that help your high-income, self-employed clients convert income to wealth more quickly, learning about…”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceGlendale, CA, United StatesHQ checked Sep 19, 202611-5017 contacts →

Partial evidence

“WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of high-net-worth…”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceGlendale, CA, United StatesHQ checked Sep 19, 20261-1012 contacts →

Indirect evidence

“California Financial Partners has the expertise and knowledge to assist you and your accountant and attorney in order to bring together all the pieces of the financial puzzle to…”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceGlendale, CO, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“We’re both financial advisors and investment advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceGlendale, AZ, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Nyfty Wealth a financial fiduciary, located in Glendale, Arizona, offers personalized wealth management services tailored to client's unique needs.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceGlendale, AZ, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Welcome to Keystone Capital Management Group, LLC - a premier Retirement Planning and Investment firm.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceGlendale, CO, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceGlendale, AZ, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“At Coherent, we take pride in the care and expertise we deliver to your financial life.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceGlendale, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“We partner with you to secure the lifestyle you deserve.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceGlendale, AZ, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“With more than 30 years in the financial industry, serving clients big and small, McBee Advisors treats you as more than just a number.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceGlendale, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Creative Capitalists is independent, fee-based investment advisory firm based in Los Angeles, California.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 12 of 26 fiduciary advisors based in Glendale, United States

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Fiduciary advisors based in Glendale, United States at a glance

As of Sep 19, 2026
40.7%Verified-email coverage
4.7Average contacts per company
1-10Median size (employees)
1842.3%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
4

Email recency for this list is measured across the whole United States list rather than for Glendale, so it is reported there. Company counts and contact totals on this page are exact for Glendale, over 26 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fiduciary advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Glendale, United States whose own description of what they do matches “fiduciary advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fiduciary advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among fiduciary advisors, and records with no verified work email. Companies headquartered outside Glendale are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 50 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fiduciary advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fiduciary advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fiduciary advisors are there based in Glendale, United States?

RevenueBase identified 26 fiduciary advisors headquartered in Glendale, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Coventry, Vernon, & Roberts, LLC, headquartered in Glendale, tops this list with the largest team on record.

Which city has the most fiduciary advisors?

New York leads with 479 headquartered companies, followed by Atlanta (308) and Houston (281).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 50 verified decision-maker contacts tracked across these 26 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.