Building and Maintaining

Wealth Over the Long Term

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Barron’s Top Advisors

Fred Fern featured in Barron’s, “Top Advisors Talk About Their Firms – And Their Clients"*

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Forbes America’s Top 250 Wealth Advisors

Churchill Management Group's President Randy Conner, jumps seven spots to #15 on Forbes list of America’s Top 250 Wealth Advisors for 2018*

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A Personal Touch to Achieve Your Goals

We believe that close personal attention is the key to helping you achieve your investment goals. Since 1963, we have had the good fortune of developing Client relationships that can be counted in decades, not just years or months. 

Top 250 Wealth Advisors & Best in State Wealth Advisors
Names President Randy Conner #15 Top Wealth Advisor and #4 Best in State for Southern CA in 2018*

Top Financial Advisers
Churchill ranked a 2018 Top 300 Registered Investment Advisers by Financial Times.*

Top 40 RIA Firm
Churchill Management Group ranked a Top Independent Investment Advisor by Barron’s Magazine.*

Our Mission

It is the mission of Churchill Management Group to build wealth for our Clients over the long term.

Executive Team

Churchill Management Group takes great pride in one of its truly unique features, a stable management team.

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