Who We Are

Your team. You and your family come first.

Balasa Dinverno Foltz LLC (BDF) is an independent private wealth management firm. We manage approximately $3 billion in assets for business owners, women, individuals and families, and institutions.

Objective

As independent advisors, we put you first, always. We provide personalized, objective advice to build and maintain a secure foundation of wealth for your family. Motivated by trust and transparency, we discuss our thinking and decisions with you all along the way. We are vested not only in the well-being of your wealth but also in the well-being of your family.

Team culture

Our unified and personalized approach to wealth management lies in our unique ability to leverage an expansive team of wealth managers and specialized experts to provide our clients with comprehensive solutions. With your goals as our guide and the assistance of a dedicated team of independent experts — Wealth Managers, CPAs, tax specialists, lawyers and insurance professionals, we are able to coordinate the development of an integrated strategy and a realistic road map to help you enjoy a full life.

Conflict free

As a Securities and Exchange Commission Registered Investment Advisor, we are legally responsible to act in your best interest and to avoid (and disclose if present) conflicts of interest. We take this responsibility very seriously.

Recognized

We are proud to be consistently recognized among the industry, including recently being named one of the top local independent advisers by Five Star Professionals as featured in Chicago magazine.

Listed below are some of our most recent accomplishments:

2016

  • Financial Times Top 300 Registered Investment Advisors
  • Financial Advisor’s RIA ranking

2015

  • Forbes Top 100 Wealth Managers
  • Barron’s Top 100 Independent Advisors (Top 15)
  • Barron’s Top Advisor Rankings for CA (Top 8)
  • Financial Times Top 300 Registered Investment Advisors
  • Financial Advisor Magazine RIA Ranking (Top 30)
  • Chicago Magazine Five Star Wealth Managers
  • CNBC top 100 fee-only Wealth Management firms
  • The Wall Street Journal Women in Wealth Five Star Wealth Managers

2014

  •  Barron’s Top Independent Financial Advisors (Top 20)
  • Wealth & Money Management Awards: Most Unbiased Wealth Management Team – USA
  • Wealth & Money Management Awards: Most Established Investment Advisory Firm of the Year – CA
  • Chicago Magazine Five Star Wealth Managers
  • Financial Advisor Magazine – RIA Ranking (Top 30)
  • Financial Times Top 300 Registered Investment Advisors
  • Investment News Best Practice Award for growth and productivity
  • Chicago Magazine Women in Wealth-Five Star Wealth Managers
  • CNBC Top 100 Fee-only Wealth Management firms

2013

  • Financial Advisor Magazine – RIA Ranking (Top 25)
  • Forbes Top 50 Wealth Managers
  • Forbes Fastest Growing Wealth Managers
  • InvestmentNews.com – Top Fee Only RIAs
  • InvestmentNews.com – RIA Ranking
  • Orange County Business Journal – Best Places to Work
  • Rep/WealthManagement.com – Top 100 RIAs
    2012
  • Barron’s – Top 100 Independent Wealth Advisors
  • Financial Advisor Magazine – RIA Ranking (Top 20)
  • Rep/WealthManagement.com – Top 100 RIAs
  • Barron’s Top 100 Independent Financial Advisors
  • Best of Newport Beach Award (Financial Consultant category)

2011

  • Financial Advisor Magazine – Top RIA Ranking
  • Registered Rep – Top 50 Wealth Management RIAs
  • AdvisorOne.com – Top Wealth Managers
  • Trusts and Estates – Top 50 Wealth Management RIAs
  • Orange County Business Journal – Best Places to Work

2010

  • Orange Coast Magazine – Top Scoring Wealth Managers
  • WealthManagerWeb.com – Top Wealth Managers
  • Investment Advisor – Top 100 Wealth Managers
  • Financial Advisor – Top RIA Rankings

2009

  • Wealth Manager – Top 50 Women in Wealth Management
  • Registered Rep – America’s Top 100 RIA’s
  • Wealth Manager – Top Wealth Managers
  • Orange Coast Magazine – Best Personal Wealth Managers in the OC Area

2008

  •  Wealth Manager – Top Wealth Managers
  • Registered Rep – America’s Top 100 RIA’s
  • Forbes – Top 10 Most Dependable Wealth Managers (Goldline Research selection, So. Cal.)

2007

  • Financial Advisors – Top RIA Firms Ranked by Asset Growth

2006

  • Wealth Manager – Top Wealth Managers Superstars

2005

  • Bloomberg Wealth Manager – Top Wealth Managers