Areas served: Los Angeles, CA and surrounding Los Angeles County
Los Angeles hosts over 8,000 registered investment advisors and financial planners serving one of the nation's most diverse economic landscapes. The region's financial advisory community reflects its varied clientele, from entertainment industry professionals requiring specialized contract and equity compensation planning to multigenerational families managing real estate portfolios and business owners navigating California's complex tax environment. This directory provides verified information on credentials, fee structures, specializations, and fiduciary status to help residents identify advisors suited to their specific financial circumstances.
Pathway Financial Services is a fee-only financial planning firm in Los Angeles led by Erik Sussman, CFP®, with over 15 years of experience. Specializing in retirement planning, tax-efficient investment strategies, and comprehensive financial planning for individuals and families, Erik provides conflict-free advice tailored to each client's unique goals. Based in West Los Angeles, the firm serves clients throughout Southern California with a holistic approach that integrates all aspects of financial life.
“Working with Pathway Financial Service is the best decision I've made! I trust Jen explicitly to give guidance and make financial decisions in my best interest; whether it's credit card balances, stocks/bonds, school loans, or retirement. I've worked with her for over five years -I don't ever have to worry about my finances, what a relief! I am confident in her knowledge and professional guidance. Jen explains things clearly and is patient with any questions I have. She is very responsive, warm, friendly, and a pleasure to work with!”
— Jean Pappalardo, Google Review · 5 ★ avg from 19 reviewsAffluencer Financial Advisors in Beverly Hills is a holistic financial planning firm led by a team of Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA), and Certified Public Accountants (CPA). They specialize in retirement planning, estate planning, and tax strategy for high-net-worth clients, offering unlimited access to their full advisory team for a flat monthly or project-based fee with no commissions or asset management charges. Their fiduciary-only approach serves clients throughout Los Angeles and Southern California seeking comprehensive, conflict-free financial guidance.
“I went to the Retirement Education Seminar and it was the best decision I ever made. My husband and I were just trying to see where we stand as far as when we could retire and the best measures for our future. After meeting with Sam and his amazing team, he advised us we could retire this YEAR and here is the road map to get there. My husband is now retired, I am going to be working part-time shortly, we are moving back to San Diego (this was in the plan) and we have our Trust, Will, and Health Directives completed as well with the help of Sam's team. They are personable, knowledgeable in all areas that you need to retire. We are now lifelong clients of Affluencer Financial Advisors. Dennis & Debbie”
— Deborah Becker, Google Review · 5 ★ avg from 10 reviewsEndeavor Advisors LLC in Torrance, CA is led by Ajay Vadukul, CFP®, EA, and a team of Certified Financial Planners™ with over 20 years of experience serving 500+ clients. They specialize in comprehensive retirement planning, tax-efficient portfolio withdrawal strategies including Roth conversion analysis, and evidence-based investment management using Dimensional Funds (DFA). Operating as fiduciaries with a 5-star rating from 104 Google reviews, they focus on turning retirement dreams into reality through individualized financial planning.
“An awesome experience to be working with Ajay and Endeavor Advisors. Ajay is genuine in his desire to want us to succeed in our financial goals. He is patient with all our questions and understands we are "newbies" in the world of finance. We are looking forward to continuing our pursuit of financial stability in our retirement and daily living with his expertise and guidance.”
— Victor Sur, Google Review · 5 ★ avg from 104 reviewsEmpress Investment Group is a Los Angeles-based financial advisory firm specializing in comprehensive wealth management for women. Using their proprietary 4-Step Prosperity Planning Process, they help clients plan for their future, preserve wealth, and protect their legacy. With a 5-star rating from 84 Google reviews, they serve clients from their Larchmont Boulevard office and focus on creating clarity and confidence around financial decisions.
“Meaghan Phelps and crew are very responsible and respectful! Her financial risk assessments very useful! My portfolio has done amazingly well, for years and not just because of market, but her recommendations on funds and stocks to choose! Her research is fantastic! Great communication, and love the weekly updates on market performance and what’s happening in the world affecting the market! You can check investment performance anytime, anywhere! Highly recommend”
— Iris Weil, Google Review · 5 ★ avg from 84 reviewsRVW Wealth is an independent, fee-only financial advisory firm in Los Angeles led by Selwyn Gerber, CPA, PFP (40+ years experience) and a team where every advisor holds a CPA, CFA, or PFP credential. They specialize in evidence-based portfolio design rooted in Nobel Prize-winning economics, serving high-net-worth clients with fiduciary-only advice—meaning they legally place client interests ahead of their own. With a perfect 5.0-star rating from 82 reviews, RVW serves families and institutions in Century City and throughout Los Angeles seeking transparent, objective wealth management.
“RVW Wealth LLC is an exceptional team of highly knowledgeable financial advisors who truly care for your goals as much as you do. Through the years I developed deep trust and confidence about my finances. It is easy to connect to them whether by phone or email to discuss any of your concerns, and to get focus, clarity in order to avoid emotionally charged decisions. RVW LLC are there for you to develop the customized financial plan for the present as well as for the solid retirement plan for the future. The customers receive monthly newsletters about what the changes and updates of the economics in the country and in the world, explaining and instilling confidence that investment decisions in the portfolios are made with the confidence and intention to keep and to grow. The reports of portfolio performance are provided to get clarity of where you stand, and where you are going. I am happy to recommend RVW Wealth LLC financial advisors team, and looking forward to working with them in the future.”
— Irene S, Google Review · 5 ★ avg from 82 reviewsMDRN Wealth is a Venice, CA-based wealth management firm founded by Jason Blumstein, CFA®, specializing in comprehensive financial planning for tech professionals, startup founders, and equity compensation recipients. The firm combines sophisticated tax-aware investment strategies with personalized financial planning, focusing on clients navigating equity events, IPOs, acquisitions, and complex compensation structures. With a 5-star rating from 52 Google reviews, MDRN Wealth serves clients throughout California and beyond.
“We reached out in a bit of a panic as my layoff was unexpected and I was in a bit of a shock with no clue how to handle my 401K, union pension, Social Security, cash and other stocks etc. John has been outstanding and I can see why everyone gave 5 star reviews. He immediately put our mind at ease and has a very calm demeanor. His reassurance to us that we have enough money and also immediate planning for the future move to retirement in Italy was a huge weight off our shoulders. He even spoke with an Italian accountant to ensure we were making the most of and had a great understanding of the 7% tax incentives available. I would highly recommend John and his team if you are looking to partner with someone who cares about your financial future and will hold your hand throughout the process.”
— colinmonaghan1, Google Review · 5 ★ avg from 52 reviewsPure Financial Advisors is a fee-only registered investment advisory firm serving Brea, CA and surrounding Southern California with comprehensive retirement and tax planning. Led by a team of certified financial professionals (CFP®, CPA, CFA), Pure specializes in holistic financial planning for pre-retirees and retirees, focusing on tax reduction strategies, evidence-based investment management, and retirement income planning. Recognized as #39 among America's top 150 fee-only RIA firms by Financial Planning (2025) and rated 4.5/5 stars by Newsweek, Pure combines fiduciary service with extensive financial education through weekly content, retirement classes, and their "Your Money, Your Wealth" TV and podcast programs.
“Pure Financial is what is known as a truly independent financial planning, advice and services provider. They have kept our best interests at the forefront of their services to me and my wife for over 3 years now. They are very thorough in their analysis of our finances and assets, and provide a regular, up-to-date, and complete picture of where we stand in terms of meeting our long term goals. Investment and portfolio performance is reviewed with us every 4 months, and adjustments to investment and tax strategies are made based on feedback and discussion during those reviews. Pure is very easy to work with, and I trust them implicitly in managing our portfolio during our retirement. Yes, their services do cost a small percentage of the value of the portfolio they manage for you, but the cost is very reasonable given the value of the advice and planning they provide. I am a passive investor, and knowing that someone else who knows far better what they are doing than I do gives me great peace of mind when it comes to managing my assets during retirement.”
— James Olson, Google Review · 5 ★ avg from 45 reviewsWindfall Financial Advisors is a fee-only fiduciary RIA in Santa Monica, CA specializing exclusively in sudden wealth management. Led by certified financial planners with over 20 years of experience, they help lottery winners, inheritance recipients, business sellers, and settlement award recipients navigate the unique challenges of unexpected wealth. As a nationally recognized sudden wealth advisor featured in major media, Windfall Advisors provides comprehensive financial planning, tax optimization, and investment management to transform windfalls into lasting legacies.
“Windfall Financial Advisors has been an invaluable source of knowledge, guidance and support in building my wealth. Daniel and his team have been active in managing the account and helping make decisions that have saved me from downturns in the market and actually GROWN my wealth in an unstable time. I have multiple financial advisors and I can honestly say that Daniel has taken the most active interest in my life and manages the only portfolio that has not taken major hits over the past 24 months. I highly recommend Daniel and the Windfall Financial Advisors team!”
— Sean Lashley, Google Review · 5 ★ avg from 43 reviewsWealth Management Partners of Los Angeles (WMPLA) is a full-service financial advisory firm serving the Los Angeles area, specializing in market risk mitigation strategies that pursue stock market gains while protecting against losses. The firm offers comprehensive wealth management, retirement planning, estate planning, and insurance-based investment strategies designed to leverage tax code benefits. Based in Encino, WMPLA holds a 4.9-star rating from 98+ Google reviews and focuses on building long-term client relationships through tailored financial guidance.
“I contacted Alec Tuckman at Los Angeles Ramsey SmartVestor Pro specifically for help with a 529 college savings plan, and he absolutely delivered. As a Dave Ramsey SmartVestor Pro who gets the baby steps inside and out, Alec took the time to understand my family’s situation in Santa Clarita—high California living costs, wanting tax-free growth for qualified education expenses without overcomplicating things or risking too much. Right from our consultation, he cut through the noise and directed me straight to the best options that align perfectly with Ramsey’s advice: flexible 529 plans invested in strong, low-cost mutual funds you control (no locked-in age-based or prepaid traps), emphasizing not overfunding since the college landscape could change dramatically. He broke down pros/cons clearly, highlighted why California’s own ScholarShare 529 stands out as one of the top-rated plans nationally (low fees, solid investment choices from reputable managers like TIAA-CREF, and great performance track record), and compared it to out-of-state gems if they offered better fits for my goals. No sales pressure—just honest, fiduciary guidance from someone with serious credentials (Accredited Investment Fiduciary®, Chartered Financial Consultant®, Certified Retirement Counselor®). He made sure the recommendations fit my overall financial peace plan: emergency fund solid, debt snowball progressing, retirement on track first. Thanks to Alec pointing me to these top-tier options, I’m now set up confidently with a smart, tax-efficient 529 that’s positioned for steady growth without derailing other priorities. If you’re in the LA area (Torrance, Encino, Pasadena offices make it convenient) and need real expertise on 529s or broader Ramsey-style planning, Alec Tuckman is outstanding—knowledgeable, approachable, and genuinely client-first. 5 massive stars! Highly recommend—reach out to him today. You’ll thank yourself later.”
— Ashish Patil, Google Review · 4.9 ★ avg from 98 reviewsEFC Wealth Management is a Los Angeles-based retirement planning firm founded by Cory Bittner, a fiduciary financial advisor specializing in holistic retirement strategies. They use their proprietary 'Sound Fiscal House' framework and 'Code to Retirement' methodology to help clients navigate the five essential elements of retirement: investments, income planning, tax planning, healthcare, and legacy planning. With a 4.9-star Google rating and a client-first approach, EFC serves families and retirees across the greater Los Angeles area seeking comprehensive retirement guidance.
AIO Fee Only Financial Advisors is a fiduciary wealth management firm in Beverly Hills, CA founded by Alosha Mikulovich, CFP®, CFA, an experienced financial advisor who previously worked at major Wall Street firms. AIO specializes in comprehensive financial planning, investment management, and tax-efficient strategies for high-net-worth individuals, families, and business owners. As a fee-only advisor, they operate under a fiduciary standard with no commissions or conflicts of interest, serving clients across California and nationwide.
“I recently started working with Bill at AIO financial advisors and I find him a pleasure to work with. He is helpful, knowledgeable, easy to talk with, and makes the process clear. We are in the early stages of getting things set up so my review is based on all these initial steps--it has been great!”
— Karen Morgaine, Google Review · 5 ★ avg from 23 reviewsPhil Fiore is a CERTIFIED FINANCIAL PLANNER® and Chartered Special Needs Consultant® serving families in Los Angeles, CA. With dual credentials as a CFP® and ChSNC®, Phil specializes in comprehensive financial planning for families with special needs children and adults, creating secure futures through special needs trusts, ABLE accounts, and estate planning. His practice focuses exclusively on helping families navigate the complex intersection of disability benefits, asset protection, and long-term care planning.
“Working with Phil was such a great experience. He was super helpful from the start and really took the time to understand my financial situation and goals. He put together a comprehensive plan that covered everything from retirement planning and 401k strategy to figuring out where to put my savings and excess cash, plus getting my investment allocation dialed in. What I really appreciated was how he broke everything down - things that felt pretty complex before became way more understandable, and he never made me feel dumb for asking questions. Overall, really nice guy who knows his stuff, super responsive, and genuinely cares about helping you reach your goals. I learned a ton and feel way more intentional about managing my money and investing for the future. I'd definitely recommend working with him if you're looking to get more strategic about your finances.”
— Camden Podesta, Google Review · 5 ★ avg from 22 reviewsWellAcre Global Wealth Advisors is a fee-only fiduciary wealth management firm in Santa Monica led by Certified Financial Planner professionals. They specialize in comprehensive financial planning, investment management, and retirement planning for individuals, families, and business owners. As a fiduciary, they are legally and ethically bound to act in clients' best interests, with transparent pricing and no commissions.
“My partner and I have been clients of Adam for several years, and we couldn’t be more pleased with the exceptional service he and his team provide. They are consistently attentive to our needs, and we have complete confidence in Adam's ability to make the best financial decisions on our behalf. Adam and his team do an excellent job of keeping us informed, and after every meeting, we always feel reassured and positive about how our investments are being managed. What truly sets Adam apart is his deep knowledge of the entertainment industry, which has been invaluable for us. His understanding of the unique financial challenges and opportunities within this space has made a huge difference. We highly recommend WellAcre to anyone in the entertainment industry looking for a financial advisor who genuinely understands their specific needs.”
— Casey Elliott, Google Review · 5 ★ avg from 22 reviewsPure Financial Advisors is a fee-only registered investment advisor serving Woodland Hills, CA and the greater Los Angeles area. Their team of certified financial professionals specializes in retirement planning, tax reduction strategies, and evidence-based investment management. With a 4.8-star Google rating and recognition as one of America's Top Financial Advisory Firms by Newsweek, Pure offers holistic financial planning backed by decades of research and a commitment to transparent, client-first advice.
Beacon Pointe Advisors in Los Angeles is a fee-based wealth management firm led by advisors including Indya Yuill, Trent Jolly, and Julia Cummings. The team specializes in comprehensive financial planning, investment management, and tax strategy for individuals, families, business owners, and women navigating major life transitions such as retirement, divorce, or loss of a spouse. With a 5-star rating from 11 Google reviews and a client-focused approach emphasizing regular communication and personalized strategies, Beacon Pointe serves the greater Los Angeles area from their Wilshire Boulevard office.
“Beacon Pointe, specifically my account management team led by Julia Cummings, are exemplary financial advisors. They are my third financial management team, and have left their predecessors in the dust. I could not be more happy with the financial returns and the level of service they provide. I have had some complicated trust and retirement plan issues to resolve, and Julia and her team have moved mountains to successfully resolve most of them. While it is always a leap of faith to entrust one's most valuable assets with a third party, I have not regretted my choice with Beacon Pointe and Julia. Its not always smooth sailing (especially in this tumultuous world), but BP's strong team and Julia's deft hand help calm my nerves with rational advise.”
— jonas kant, Google Review · 5 ★ avg from 11 reviewsGerber Kawasaki Wealth and Investment Management is an independent wealth management firm in Santa Monica, CA managing over $4.1 billion in assets for thousands of clients nationwide. They specialize in personalized financial planning, thematic investing in technology/AI and climate change, and impact investing focused on social change. With no investment minimums, they serve both young families building wealth and established investors seeking full-service portfolio management, holding a 4.5-star rating from 161 Google reviews.
“This review is for Ben Rosbach. I became a client about seven months ago, and I’ve been consistently impressed and completely satisfied with his services. Not only has my portfolio performed exceptionally well, but Ben has also been incredibly communicative, responsive, and attentive to both me and my goals. When he first evaluated my financial situation, he tailored my portfolio to align with my risk tolerance as well as my short- and long-term objectives, and he also offered thoughtful guidance on managing all of my assets — not just the ones under his direct management. That showed me he truly cares about the full picture of my financial health, not just the areas tied to fees. As an officer in the military, I have unique financial needs, challenges, and benefits, and Ben has been outstanding in helping me navigate all of them. I’m genuinely grateful to have found him. I’ve already recommended him to several of my peers in the military, many of whom have since become his clients — something I wouldn’t have done if I had even the slightest reservation about his abilities. Overall, working with Ben has been one of the best financial decisions I’ve made, and I couldn’t recommend him more highly.”
— Andrew Frohling, Google Review · 4.5 ★ avg from 161 reviewsEP Wealth Advisors is an independent, fee-only financial advisory firm serving clients in Torrance and nationwide through 60+ offices. Their team of CFP® professionals, tax advisors, and estate planners delivers comprehensive wealth management including retirement planning, investment management, tax strategy, and estate coordination. As a fiduciary, EP Wealth operates in clients' best interests with no commission-based conflicts. The firm manages $44.1+ billion in assets and has been recognized by Barron's Top RIAs, Forbes Top RIA Firms, and USA Today's Best Financial Advisory Firms.
Satori Wealth Management is a fee-only fiduciary advisory firm in Los Angeles, CA led by Kevin Vance, CFP®, CPA. The firm specializes in comprehensive financial planning for high-net-worth families, business owners, and professionals navigating complex wealth transitions like business sales, inheritances, and retirement. As an independent RIA, Satori provides conflict-free advice with a focus on tax-efficient investing, estate planning coordination, and multigenerational wealth transfer.
“We have been clients of Danny Michael ever since we started exploring our retirement plans and options. It was about ten years ago, a while before Danny created his company, Satori. Satori stands for sudden enlightenment and wisdom, and Danny abundantly represents these qualities in our view. He is trustworthy, impeccable with his word, highly ethical, and experienced. He always gives sound advice, and we trust that it is in our best interest. If you are looking for a straightforward, well-qualified financial advisor and want to plan your carefree retirement, we recommend you make an appointment with Satori.”
— Alla Kaluzhny, Google Review · 5 ★ avg from 7 reviewsSignature Estate & Investment Advisors (SEIA) is a registered investment advisory firm headquartered in Century City, Los Angeles, led by Chief Executive Officer Brian D. Holmes, MS, CFP®, AIF®. The firm specializes in comprehensive wealth management for high-net-worth individuals, institutions, and corporations, offering investment management, financial planning, trust and estate planning, tax planning, and business advisory services. With a team of CFP®, CFA®, and AIF® credentialed professionals and a fiduciary commitment to client interests, SEIA serves affluent clients throughout the Los Angeles area including Century City, Downtown LA, and West Los Angeles beach communities.
Confidence Wealth Management is a financial advisory firm based in Torrance serving Southern California with comprehensive wealth management, investment management, and financial planning services. The team helps clients build and preserve wealth through personalized strategies tailored to individual goals and circumstances. They focus on retirement planning, investment portfolio management, and comprehensive financial guidance for both individuals and families.
Safe Landing Financial, led by CERTIFIED FINANCIAL PLANNER™ Brian Fry, specializes in helping tech professionals with $1M+ in assets minimize taxes, optimize equity compensation (RSUs, stock options), and build strategies to make work optional. Based in Plano, TX, Brian works virtually with clients at companies like Dell, Meta, and Amazon, focusing on advanced tax planning, retirement readiness, and navigating complex employee benefits. The firm's 4-step planning process includes equity compensation analysis, tax-efficient investing, and scenario modeling for early retirement or career transitions.
“Trust, knowledge and transparency are very important to me when it comes to financial planning. Brian Fry has hit all of these important pillars for me. I have been working with Brian for 4 years and after our meetings I always leave feeling more confident and informed than our previous meeting. Brian and I have great interactions, and he is very personable so I don't feel like a transaction or a number. He is constantly keeping me informed and updated, which separates him from some of my previous advisors.”
— alex lamp, Google Review · 5 ★ avg from 2 reviewsBel Air Investment Advisors is an independent wealth management firm serving high-net-worth individuals, families, and foundations in Los Angeles. Their team of advisors, portfolio managers, and researchers brings decades of combined experience tailoring investment solutions for complex financial situations including liquidity events, intergenerational wealth transfer, IPOs, and foundation asset management. Operating from their Beverly Hills office, they provide comprehensive investment, tax, and estate planning services with a client-centric, customized approach.
“Great people and very attentive to our family needs.”
— Robert haimsohn, Google Review · 5 ★ avg from 2 reviewsHCR Wealth Advisors is a Los Angeles-based financial planning firm known for comprehensive wealth management and a deeply personalized client experience. Their team of experienced financial advisors specializes in retirement planning, tax optimization, and estate planning, tailoring strategies to each client's unique life circumstances. Located in West Los Angeles, they serve clients throughout the greater LA area with a holistic approach that goes beyond traditional financial planning.
“The company has very good professionals in the field of financial planning and cash management. Outstanding experience!”
— Georgi Spasov, Google Review · 4.2 ★ avg from 5 reviewsFidelity Investments' Woodland Hills Investor Center provides in-person financial planning and investment advisory services through licensed advisors affiliated with Strategic Advisers LLC and Fidelity Brokerage Services. Branch Manager Phil Langston leads a team offering personalized financial planning appointments, retirement planning, investment strategy consultations, and guidance on brokerage accounts. Located at 6363 Topanga Canyon Blvd, the center serves Woodland Hills and the greater San Fernando Valley with appointment-based service Monday through Friday.
Aspiriant is a leading independent wealth management firm serving high-net-worth families in Los Angeles and nationwide. Founded by CPAs with deep accounting roots, they offer tax-conscious financial planning, globally diversified investment management, and ongoing execution for multi-generational wealth. With approximately one-third of team members holding ownership stakes, the firm is built for long-term sustainability and client continuity. They specialize in serving tech professionals, executives, and families planning for legacy across generations.
RBC Wealth Management's Beverly Hills branch offers comprehensive financial advisory services to high-net-worth individuals and families. As part of RBC, a leading global financial institution, they provide personalized wealth management, investment strategies, retirement planning, and financial guidance tailored to complex financial situations. Their team of advisors serves clients seeking sophisticated wealth solutions and professional money management.
Crafted Wealth Management is a fiduciary, fee-only financial advisory firm serving creative professionals and mid-career earners in Venice, CA and nationwide. They specialize in helping writers, editors, cinematographers, and other creatives navigate uneven cash flows, equity compensation (RSUs, ISOs), union benefits, and retirement planning with a relaxed, approachable style. Founded by advisors who understand the unique financial challenges of the entertainment and creative industries.
Morgan Stanley Sherman Oaks Branch is a full-service wealth management office led by Branch Manager Melissa Honore Delahoussaye, a Senior Vice President with over 30 years in financial services. The branch team includes Financial Advisors holding designations such as CFP®, CIMA®, CPWA®, and CFA®, as well as firm-recognized specialists in International Client Advisory, Global Sports & Entertainment, Alternative Investments, Lending, Financial Planning, and Family Wealth. Serving individuals, families, and institutions in the San Fernando Valley, the branch provides comprehensive financial planning, investment management, retirement and college planning, lending solutions, legacy planning, and access to Morgan Stanley's full suite of wealth management capabilities.
“Excellent service”
— jose ramirez, Google Review · 5 ★ avg from 1 reviewsCreative Planning is one of the nation's largest independent Registered Investment Advisors (RIAs), with a dedicated Los Angeles Area team led by Managing Directors Jason Phan, Peter Lauer, and Steve Sansone. The Sherman Oaks and El Segundo offices provide comprehensive wealth management services including investment management, tax planning, estate planning, family office services, and charitable giving strategies for households with $500,000+ in investable assets. With a 5-star Google rating and recognition as a Top RIA Firm by Barron's (2019-2025), Creative Planning serves clients across all 50 states and abroad, offering both in-person and virtual meetings to fit your lifestyle.
One Wealth Management is an independent financial advisory firm located in El Segundo, specializing in personalized wealth management and financial planning for individuals and families. They provide comprehensive investment management, retirement planning, and financial strategy services tailored to each client's unique goals and circumstances.
Perennial Financial Services is a financial advisory firm located in Los Angeles that provides comprehensive financial planning and investment management services to clients. Based in the Westwood area near UCLA, they help clients develop personalized financial strategies and manage their investment portfolios to achieve long-term wealth goals.
Wolman Wealth Management is an independent financial advisory firm based in Culver City serving clients throughout Southern California. The firm provides comprehensive wealth management and financial planning services to help clients build and preserve their assets. With a focus on personalized service and client-centered advice, Wolman Wealth Management works with individuals to develop customized financial strategies.
ICG Advisors is a financial consulting firm based in Los Angeles that provides strategic financial guidance to clients. Located on Santa Monica Boulevard, they offer professional financial advisory services tailored to individual and business needs.
Angeles Investment Advisors is an independent financial advisory firm based in Santa Monica offering comprehensive investment management and financial planning services. The firm serves individual investors and families seeking personalized wealth management strategies tailored to their specific financial goals and timelines.
Wells Fargo Advisors in Tarzana provides comprehensive financial advisory services including investment management, retirement planning, and wealth management solutions. As part of the Wells Fargo financial services network, they serve clients seeking professional guidance on portfolio construction, asset allocation, and long-term financial goals.
NWF Advisory Group Inc is a financial consulting firm based in Los Angeles that provides strategic financial guidance and advisory services to individuals and businesses. With a focus on personalized financial planning and consulting, they help clients navigate complex financial decisions and optimize their financial outcomes.
Wealth Management Financial Advisors in Long Beach provides comprehensive financial planning and wealth management services to help clients build and protect their assets. The firm offers investment management, retirement planning, and financial consulting tailored to individual and family needs. With a focus on personalized service and strategic financial guidance, they work to help clients achieve their long-term financial goals.
Northwestern Mutual is a financial services firm offering comprehensive financial planning, investment management, life insurance, and retirement planning solutions. Based in Los Angeles, their financial advisors work with individuals and families to build personalized financial strategies tailored to long-term goals. They provide guidance on wealth accumulation, protection, and distribution through a range of products and advisory services.
Olympic Wealth Advisors is an Ameriprise Financial Services office in Los Angeles offering comprehensive financial planning, investment management, and wealth advisory services. The team helps clients develop personalized strategies for retirement planning, investment allocation, and long-term financial goals. As part of Ameriprise's network, they provide access to institutional-grade resources and professional financial guidance.
Thompson Wealth Management is an independent financial advisory firm based in Culver City serving clients throughout Southern California. They provide comprehensive wealth management, investment management, retirement planning, and financial advisory services tailored to individual and family needs. Their team of experienced advisors focuses on creating personalized financial strategies to help clients build and preserve wealth.
Silver Oak Wealth Advisors is a financial advisory firm based in Los Angeles serving clients throughout Southern California. They provide comprehensive wealth management and financial planning services to help clients build and preserve their financial futures. With a focus on personalized advisory relationships, Silver Oak Wealth Advisors works with individuals and families to develop customized financial strategies.
Eric Smutko is a financial advisor with Ameriprise Financial Services, LLC, serving clients in the Los Angeles area. He provides comprehensive financial planning and investment management services to help clients work toward their financial goals. As part of the Ameriprise network, he offers access to a range of financial products and planning strategies tailored to individual client needs.
UBS Financial Services Inc. is a leading global financial institution offering comprehensive wealth management, investment advisory, and financial planning services to high-net-worth individuals and families in Los Angeles. With offices located at 515 Flower Street, UBS provides personalized guidance on portfolio management, retirement planning, and complex financial strategies backed by institutional expertise and global resources.
Wealth Enhancement Group is a financial advisory firm serving Los Angeles clients with comprehensive wealth management, investment planning, and retirement strategies. Their Los Angeles office provides personalized financial guidance to help clients build and protect their wealth through customized investment management and financial planning services.
Endeavor Advisors, LLC, led by Ajay Vadukul CFP®, EA, is the top-ranked financial advisor in Los Angeles with a Lantern Score of 84.70/100 and a 5★ rating from 104 reviews. With over 20 years of experience serving 500+ clients, they specialize in comprehensive retirement planning and are best for pre-retirees, retirees, healthcare professionals, and business owners needing complex estate planning.
Empress Investment Group is a top-ranked firm (Lantern Score: 84.43/100, 5★) specializing in wealth planning specifically for women using their proprietary 4-Step Prosperity Planning Process. They focus on comprehensive financial planning, wealth preservation strategies, and legacy planning tailored to women's financial goals.
WINDFALL FINANCIAL ADVISORS (Lantern Score: 83.17/100, 5★) specializes in sudden wealth management for inheritance recipients, lottery winners, business sale proceeds recipients, and those experiencing sudden wealth syndrome. As a fee-only, fiduciary registered investment advisor, they help protect and grow unexpected financial gains.
RVW Wealth, LLC (Lantern Score: 84.39/100, 5★ with 82 reviews) is an independent firm specializing in wealth management for high-net-worth clients and is best for wealthy families and business owners seeking tax-efficient wealth transfer strategies. Founded by a CPA, they provide specialized expertise in tax optimization.
MDRN Wealth (Lantern Score: 83.60/100, 5★) is a fee-only firm based in Venice specializing in financial independence and early retirement planning. They're best for high-net-worth professionals with $500k+ in investable assets and busy executives prioritizing tax efficiency and comprehensive wealth management.
No financial advisors in Los Angeles are listed as open on weekends. All 44 financial advisory firms in the Los Angeles directory operate during standard business hours, so you'll need to schedule appointments during regular weekday hours.