Best Financial Advisors in Los Angeles, California

Endeavor Advisors, LLC is a fee-only financial planning firm led by Ajay Vadukul, CFP®, EA, with over 20 years of industry experience serving 500+ clients. They specialize in comprehensive retirement planning, tax-efficient investment management, and personalized financial strategies for families and business owners. The firm combines evidence-based investing principles with detailed financial planning covering retirement income, tax optimization, estate planning, insurance analysis, and college savings.

Empress Investment Group is a Los Angeles-based financial advisory firm specializing in wealth planning for women. Using their proprietary 4-Step Prosperity Planning Process, they help clients build confidence in their financial future, preserve wealth, and protect their legacy. The firm focuses on comprehensive financial planning with an emphasis on clarity and purposeful wealth management.

RVW Wealth is an independent financial advisory firm in Los Angeles specializing in wealth management, investment advice, and financial planning for high-net-worth clients. Founded by CPA and Personal Financial Planner Selwyn Gerber, the firm is led by a team of credentialed advisors (CPAs, CFAs, and PFPs) who operate as fiduciaries, placing client interests ahead of their own. They employ evidence-based portfolio design rooted in Nobel Prize-winning economics to help clients preserve, grow, and transfer wealth in a tax-efficient manner.

MDRN Wealth is a fee-only financial advisory firm based in Venice that helps clients achieve financial independence and early retirement through comprehensive wealth management. They offer retirement planning, investment management, tax planning, and income strategy services to clients nationwide via virtual consultations. Founded on fiduciary principles, MDRN Wealth specializes in working with busy professionals and high-net-worth individuals navigating complex financial situations, with a focus on accelerating the path to financial freedom through sophisticated strategies and proactive tax solutions.

Pure Financial Advisors is a fee-only financial advisory firm in Brea specializing in comprehensive financial planning, retirement planning, investment management, and tax reduction strategies. Led by experienced, credentialed professionals, they focus on creating personalized financial blueprints through a transparent, education-first approach. Their holistic advisory process addresses retirement readiness, portfolio alignment, tax minimization, and long-term wealth building for clients at various life stages.

Windfall Advisors is a fee-only, fiduciary registered investment advisor specializing in sudden wealth management for individuals who have experienced inheritances, lottery wins, business sales, settlements, divorces, or other major financial windfalls. Founded by Daniel with over two decades of experience, the firm helps clients protect, plan, and grow unexpected wealth into lasting legacies through personalized financial planning, investment management, tax optimization, and estate planning strategies. The team addresses the emotional and financial complexities of sudden wealth syndrome, guiding clients through risk management, asset diversification, and sustainable budgeting to ensure long-term financial security.

Wealth Management Partners of Los Angeles, Inc. is a comprehensive financial advisory firm in Encino serving clients throughout the Los Angeles area. They specialize in wealth management, financial planning, retirement planning, estate planning, investment management, insurance services, and risk mitigation strategies. The firm helps clients grow and protect their assets while preparing for market volatility, with innovative approaches like leveraging life insurance for tax-advantaged growth and specialized guidance for life transitions like divorce.

EFC Wealth Management is a Los Angeles-based financial advisory firm specializing in comprehensive retirement planning for individuals and families. Founded and led by Chief Financial Architect Cory, the firm guides clients through their retirement journey using their proprietary 'Code to Retirement™' framework—a five-element approach covering investments, income planning, tax planning, healthcare, and legacy planning. EFC's 'Sound Fiscal House' process delivers customized financial blueprints designed to help clients build security, reduce tax exposure, and create lasting family legacies.

AIO Fee Only Financial Advisors is an independent financial advisory firm based in Beverly Hills specializing in comprehensive wealth management and financial planning. As a fee-only advisor, AIO eliminates conflicts of interest by charging transparent fees rather than commissions, ensuring advice is truly in clients' best interests. They serve high-net-worth individuals and families seeking personalized investment management, retirement planning, and strategic financial guidance.

Phil Fiore is a CFP® certified financial advisor and Chartered Special Needs Consultant (ChSNC®) based in Los Angeles, specializing in comprehensive financial planning and investment management. With dual credentials, Phil serves individuals and families seeking personalized financial strategies, retirement planning, and specialized guidance for special needs situations. His practice combines fee-only advisory services with a fiduciary commitment to putting clients' interests first.

WellAcre Global Wealth Advisors is a Santa Monica-based financial advisory firm led by CFP-certified planners who provide comprehensive wealth management, investment strategy, and financial planning services. They specialize in helping clients build and protect their wealth through personalized strategies tailored to individual goals and life circumstances. The firm combines fiduciary principles with global investment expertise to deliver fee-only advisory services without commission conflicts.

Pathway Financial Services, LLC is a Los Angeles-based financial consulting firm specializing in comprehensive financial planning and investment management. The team helps clients navigate retirement planning, investment strategies, and wealth management to build and protect their financial futures. They focus on personalized service and transparent guidance to help clients achieve their long-term financial goals.

Pure Financial Advisors, LLC is an independent financial advisory firm serving the Woodland Hills and greater Los Angeles area. They provide comprehensive financial planning and investment management services designed to help clients build and protect their wealth. The team specializes in personalized strategies tailored to individual financial goals, retirement planning, and investment portfolio management.

Beacon Pointe Advisors is an independent financial advisory firm serving Los Angeles and Southern California with comprehensive wealth management, retirement planning, investment management, and tax-efficient strategies. Founded on a fiduciary standard, the firm works with affluent individuals and families to build and preserve wealth through personalized financial planning. Their team combines deep market expertise with a commitment to putting clients' interests first.

Affluencer Financial Advisors is a Beverly Hills-based financial advisory firm specializing in wealth management and financial planning for high-net-worth individuals. The firm provides comprehensive financial strategies, investment management, and personalized consulting to help clients build and preserve wealth. With a focus on tailored solutions for affluent clients, Affluencer combines expert analysis with dedicated service to address complex financial goals.

Gerber Kawasaki Wealth and Investment Management is an independent financial advisory firm based in Santa Monica that specializes in comprehensive wealth management, investment management, and financial planning for individuals and businesses. Led by experienced advisors, they offer personalized strategies for retirement planning, investment portfolio management, and tax-efficient wealth building. Their holistic approach combines investment expertise with accounting and financial consulting services to help clients achieve their long-term financial goals.

EP Wealth Advisors is an independent financial advisory firm serving the South Bay and greater Los Angeles area. They provide comprehensive financial planning, investment management, and wealth advisory services to help clients build and protect their financial futures. The firm focuses on personalized strategies tailored to each client's unique goals and circumstances.

Satori Wealth Management is an independent financial advisory firm based in Los Angeles serving high-net-worth individuals and families. They provide comprehensive wealth management, investment management, retirement planning, and financial strategy services tailored to each client's unique goals. The firm is known for personalized service and a client-focused approach to building and preserving wealth.

Signature Estate & Investment Advisors is a wealth management firm serving Los Angeles and the surrounding area with comprehensive financial planning, investment management, and estate planning services. Their team of experienced advisors works with clients to develop personalized strategies for wealth accumulation, preservation, and transfer across generations. They combine investment expertise with tax-efficient planning to help clients achieve their long-term financial goals.

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 is an independent financial advisory firm based in Culver City, CA, specializing in personalized financial planning and wealth management services. They work with clients to develop comprehensive financial strategies tailored to individual goals and circumstances. Their team provides guidance on investments, retirement planning, and long-term financial security.

Bel Air Investment Advisors is a Los Angeles-based financial advisory firm serving high-net-worth individuals and families. They provide personalized investment management and financial planning services tailored to clients' long-term wealth goals. Located in the prestigious Avenue of the Stars office building, they bring expertise and attentive service to comprehensive financial strategy.

HCR Wealth Advisors is an independent financial advisory firm based in Los Angeles specializing in comprehensive wealth management and financial planning. The team works with individuals and families to develop personalized investment strategies, retirement planning, and overall financial guidance. They focus on helping clients build and preserve wealth through a consultative approach to financial decision-making.

Fidelity Investments operates a local investor center in Woodland Hills offering comprehensive financial services including brokerage accounts, retirement planning, investment management, and wealth advisory. As one of the nation's largest financial services companies, Fidelity provides access to a wide range of investment products, educational resources, and personalized guidance from financial advisors. Their Woodland Hills location serves local clients seeking professional investment and retirement planning support.

Aspiriant Wealth Management is an independent financial advisory firm serving high-net-worth individuals and families in Los Angeles. They provide comprehensive wealth management services including investment management, retirement planning, tax strategy, and estate planning to help clients build and preserve wealth. Aspiriant focuses on personalized service and long-term financial relationships for affluent clients seeking sophisticated financial guidance.

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 an independent financial advisory firm based in Venice, CA, specializing in personalized wealth management and financial planning services. The firm works with clients to build comprehensive financial strategies tailored to their individual goals and circumstances. Their consultant-led approach focuses on helping clients make informed decisions about investments, retirement planning, and long-term wealth building.

Morgan Stanley Financial Advisors in Sherman Oaks provides comprehensive financial planning and investment management services to individuals and families. As part of the global Morgan Stanley wealth management network, they offer personalized advisory services designed to help clients build and protect their wealth through diversified investment strategies, retirement planning, and financial goal-setting. Their team leverages Morgan Stanley's institutional resources and research to deliver tailored solutions for clients seeking professional financial guidance.

Creative Planning is a comprehensive wealth management and financial advisory firm serving the Los Angeles area from their Sherman Oaks office. They provide personalized financial planning, investment management, retirement planning, and wealth strategy services designed to help clients build and preserve wealth. The firm emphasizes a fiduciary approach to financial guidance, putting client interests first.

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.