Churchill Management Group

Churchill Management Group (CRD# 109651) is a financial advisory firm headquartered in Los Angeles, CA. They manage $5,235,002,536 in 15,135 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,235
    MILLION
  • Total Number of Accounts
    15,135
    ACCOUNTS
  • Average Account Value
    $345,887
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Churchill Management Group
Showing 1 - 10 of 51 top financial advisors.
1
Tammy T. Billadeau
CRD#: 5510003
12241 Newport Ave., Suite 101, North Tustin, CA 92705
96
Wealthminder
score

Tammy Billadeau (CRD# 5510003) is an Investment Advisor Representative working at Churchill Management Group in North Tustin, CA and has over 9 years of experience in the finance industry. Tammy Billadeau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ali Kavianian
CRD#: 5507310
Beaverton, OR
96
Wealthminder
score

Ali Kavianian (CRD# 5507310) is an Investment Advisor Representative working at Churchill Management Group in Beaverton, OR and has over 9 years of experience in the finance industry. Ali Kavianian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Donald Z. Richner
CRD#: 1844476
5900 Wilshire Blvd., Suite 400, Los Angeles, CA 90036
96
Wealthminder
score

Donald Richner (CRD# 1844476) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has over 29 years of experience in the finance industry. Donald Richner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Garrett M. Alabado
CRD#: 4909854
Palm Harbor, FL
93
Wealthminder
score

Garrett Alabado (CRD# 4909854) is an Investment Advisor Representative working at Churchill Management Group in Palm Harbor, FL and has over 13 years of experience in the finance industry.

5
Matthew J. Anderson
CRD#: 5612397
Bloomingdale, IL
93
Wealthminder
score

Matthew Anderson (CRD# 5612397) is an Investment Advisor Representative working at Churchill Management Group in Bloomingdale, IL and has over 8 years of experience in the finance industry.

6
Matthew R. Arber
CRD#: 5406093
5900 Wilshire Blvd., Suite 400, Los Angeles, CA 90036
93
Wealthminder
score

Matthew Arber (CRD# 5406093) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has over 10 years of experience in the finance industry.

7
Terrie L. Bray
CRD#: 4433208
Puyallup, WA
93
Wealthminder
score

Terrie Bray (CRD# 4433208) is an Investment Advisor Representative working at Churchill Management Group in Puyallup, WA and has over 16 years of experience in the finance industry.

8
Nicholas A. Brehmer
CRD#: 5260610
Fishers, IN
93
Wealthminder
score

Nicholas Brehmer (CRD# 5260610) is an Investment Advisor Representative working at Churchill Management Group in Fishers, IN and has over 11 years of experience in the finance industry.

9
Marc L. Brooks
CRD#: 4861719
1305 Estuary Trail, Alpharetta, GA 30005
93
Wealthminder
score

Marc Brooks (CRD# 4861719) is an Investment Advisor Representative working at Churchill Management Group in Alpharetta, GA and has over 7 years of experience in the finance industry.

10
Shane M. Bulgerin
CRD#: 4824434
Canyon Lake, TX
93
Wealthminder
score

Shane Bulgerin (CRD# 4824434) is an Investment Advisor Representative working at Churchill Management Group in Canyon Lake, TX and has over 5 years of experience in the finance industry.

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