What departments does AdvicePeriod have?

AdvicePeriod has employees across 5 departments including Entrepreneurship, Finance, Program & Project Management, Consultant, Banking.

What is the largest department at AdvicePeriod?

The largest department at AdvicePeriod is Consultant with 2 employees.

Where are AdvicePeriod employees located globally?

AdvicePeriod has employees across 2 continents and 2 countries including Algeria, United States Of America.

How has AdvicePeriod's team size changed over time?

AdvicePeriod's team has decreased from approximately 68 to 38 employees based on available data.

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AdvicePeriod Employee Directory

Q: Who are AdvicePeriod's key employees and leadership?

AdvicePeriod's key employees include: Founder: S. L..

Financial ServicesCalifornia, United States51-200 Employees

AdvicePeriod operates in the financial services sector as a wealth management brand. Based in Los Angeles, California, it operates under Mariner, LLC and Mariner Platform Solutions, with investment advisory services provided by investment adviser representatives registered with those entities as SEC-registered advisers.

The firm centers on helping clients navigate life events and opportunities that can influence their wealth. It blends practical planning with objective investment guidance to support clients in pursuing long-term financial goals and preserving wealth for future generations. The company maintains a nationwide network of experienced advisors aligned under a single brand. In 2021, AdvicePeriod was acquired by Mariner Wealth Advisors.

AdvicePeriod Global Highlights

North America
90

United States Of America
90

Africa
1

Algeria
1

AdvicePeriod's Leadership

S. L.
Founder
Mobile Phone
Email
J. F.
Partner
Mobile Phone
Email
R. F.
Partner
Mobile Phone
Email
J. C.
Director, Investment & Portfolio Services
Mobile Phone
Email
R. M.
Managing Director, Organizational Strategy
Mobile Phone
Email
C. K.
Wealth Manager
Mobile Phone
Email
P. O.
Project Manager
Mobile Phone
Email
A. G.
Senior Associate
Mobile Phone
Email

AdvicePeriod Employee Metrics

100%

50%

2026

2025

Banking
Business
Consultant
Finance
Accounting
Other

Contact profiles from AdvicePeriod

Name

Title

Contact Info

Location

Last Update

C. B. C.
Wealth Advisor
Mobile Phone
Email
Oct 16, 2024
J. C.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
M. N.
Advisor
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is AdvicePeriod known for?

AdvicePeriod was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-424-281-****

. Explore AdvicePeriod's company overview page for more information.

What is AdvicePeriod's most common email format?

AdvicePeriod employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AdvicePeriod email formats with LeadIQ.

How many employees does AdvicePeriod have currently?

AdvicePeriod has approximately 65 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are AdvicePeriod's key employees and leadership?

As of July 2026, AdvicePeriod's key employees include:

Founder: S. L.
Partner: J. F.
Partner: R. F.
Director, Investment & Portfolio Services: J. C.
Managing Director, Organizational Strategy: R. M.

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AdvicePeriod Employee Directory

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