Daniel
Yasharel

Royal Alliance Associates, Inc

CRD#1871945
Investment Advisor
in Los Angeles, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Yasharel is a certified financial planner and chartered financial consultant operating in Los Angeles, California with 26 years of relevant experience. Yasharel works at Royal Alliance Associates, Inc. During their career, the advisor has held roles at Royal Alliance Associates, Inc, Nwf Advisory Group, Inc and Nwf Advisory Services, Inc. Yasharel maintains a Series 63 license, qualifying them as a securities broker, and is registered to work in California and Florida. Royal Alliance Associates, Inc is a registered investment business that has its headquarters in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 financial advisors. It handles $30 billion in assets under management between its 149,233 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 191 charities and foundations. Of its 149,233 customer accounts, just 11% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Royal Alliance Associates, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules depend on which services the firm provides the client. However, fee types charged by Royal Alliance Associates, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11835 W. Olympic Blvd. Suite 1155 E
Los Angeles, CA 90064

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

CA Average: $10,121,009,343
Total Number of Employees

3,704

CA Average: 92
Total Number of Accounts

149,233

CA Average: 6,978
Average Account Size

$197,920

CA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Yasharel Work History

Daniel has been registered as a financial advisor for 26 years.*

2005 - Present (19 years)

Nwf Advisory Group, Inc

2005 - Present (19 years)

Nwf Advisory Services, Inc

1994 - Present (30 years)

Royal Alliance Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Yasharel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Trisha Qualy
St Louis Park, MN
Joel Morales
Wesley Chapel, FL
Stephen Carter
Grandville, MI
David Whitfield
Mishawaka, IN
Samuel Clark
South Jordan, UT
Grant Hartwell
Torrance, CA
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started