The institutions behind us
The brokerage and custody platform behind your accounts. The nation’s #1 ranked independent broker-dealer.
$1.74T under management · 28,888 advisors
Our registered investment adviser and the fiduciary of record, and one of the largest RIAs in the country.
$145.2B+ under advisement · 530+ advisors
My 360 Wealth Management Group
The firm you engage, and the team accountable for the advice — from the first plan through a business sale and into the next generation.
Where accounts are held
How we’re built
Somebody holds the whole picture.
Most families end up with a set of specialists who never speak to each other — an attorney here, a CPA there, a broker somewhere else. A Family CFO and the team around them sit in the middle of that group and keep the plan, the documents and the accounts pointing the same way. It is a function, not a person: your family should never depend on any single individual, including us.
Nobody upstream decides what we recommend.
We are independent. No parent company sets a product list, and no proprietary fund has to appear in your portfolio. Where a family needs a specialist we don’t have — an M&A attorney, a forensic CPA — we bring in a vetted one rather than stretch to cover it.
Built to outlast any one person.
Including us, and including you. Everything sits in one place your family can reach, with a written continuity protocol, so nobody is ever handed a shoebox of statements and told to start over.
Founded and led by Pierre M. Movsessian, MBA, CFP®, AIF®, CEPA → from Glendale, California, with a team credentialed across financial planning, fiduciary investment management, retirement income and exit planning.
As CERTIFIED FINANCIAL PLANNER™ professionals, Accredited Investment Fiduciaries® and Investment Adviser Representatives, we are committed to high professional and ethical standards. When providing advisory services we are subject to fiduciary obligations, and focused on helping clients make informed financial decisions.
Custodian names and logos are the property of their respective owners and are shown for identification only. Their inclusion does not imply endorsement of, or affiliation with, My 360 Wealth Management Group.
My 360° Wealth Management Group, Global Retirement Partners and LPL Financial do not provide tax or legal advice. Tax, legal, accounting and other professional services are offered by independent third parties and are separate from services offered through My 360° Wealth Management Group, Global Retirement Partners and LPL Financial. Clients are under no obligation to use any referenced provider.
Figures as reported by LPL Financial and Global Retirement Partners. “#1 independent broker-dealer” per Financial Advisor magazine’s 2025 ranking of the Top 30 Independent Broker-Dealers, based on FY2024 data. Rankings are not indicative of future performance and do not reflect any one client’s experience.