Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which we continue to operate by today.
Interests aligned with our clients, providing comprehensive transparent advice.
Decades of experience advising wealthy families and investing across generations.
A high advisor-to-client ratio with our most experienced advisors doing the work.
Supporting our clients in their belief that we all bear a responsibility to our communities.
Our clients have needs that extend past their portfolios and Bel Air is built to service those needs minimizing conflict and additional fees. Through trusted partners, we curate meaningful value-added services.