AdvicePeriod Recognized as a “Best Place to Work” in Los Angeles

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L.A. Business Journal honors wealth manager known for rewarding advisors, fostering entrepreneurialism & independent culture.

AdvicePeriod has been named one of the 100 Best Places to Work in Los Angeles by the Los Angeles Business Journal.

The honor recognizes employers who provide the greatest benefit to L.A. County's economy, workforce and businesses. This 10th annual ranking was created by the Los Angeles Business Journal and Best Companies Group.

“We’re proud to have been recognized as an outstanding place to work,” said Larry Miles. “Our mission is to re-invent the wealth advisory business for both advisors and clients—and have a great time doing it.”

AdvicePeriod is an independent advisory firm focused on helping clients with their planning and investment needs. The firm’s leadership includes Steve Lockshin, a former Barron’s magazine #1-ranked advisor.*

“AdvicePeriod was designed to be a rewarding, entrepreneurial and fun environment for its partners and team members,” said Jack Straub. “That’s helped us to attract top talent, and we anticipate strong continued growth.”

The two-year-old firm stands apart from the traditional financial industry in terms of compensation, support and autonomy for its advisors. Notably, it provides advisors a 70% payout—well above the norm—and a robust suite of support and resources for landing and serving wealthy clients.

While the AdvicePeriod team is serious about providing objective, client-centered advice and service, they have fun doing it. Its modern, open office layout fosters communication and collaboration. One of its key office accessories is a gong—used to announce and celebrate the team’s frequent successes.

To rank employers from across the county, the Los Angeles Business Journal painstakingly evaluated workplace policies, practices, philosophy, systems and demographics. This part of the evaluation contributed approximately 25% of the total score. An employee survey, measuring employees’ experience, contributed 75% of the score. The combined scores determined the top companies. Final rankings will be revealed at a special event on August 16, 2016, then published in the August 22 issue of the Los Angeles Business Journal.

About AdvicePeriod

AdvicePeriod, LLC, is a leading, SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to managing their wealth. Our mission: To make wealth management more fair, effective and successful, for clients and advisors alike. To learn more, visit:

For more information on the Best Places to Work in Los Angeles program, visit

*Barron’s recognitions are based upon factors including: assets under management, revenue produced for the firm, regulatory record, and quality of practice. Quality of practice includes an advisor’s regulatory/compliance record and philanthropic and charitable work.

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Larry Miles
+1 (424) 281-3600
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