Areas served: Los Angeles, Irvine, Long Beach
BML Wealth Management is a retirement-focused wealth management firm in Irvine led by financial professionals dedicated to personalized retirement planning. They offer comprehensive services including income planning, investment management, tax planning, healthcare planning, and legacy planning through their proprietary Retirement Fingerprint® program—a 5-step process that creates customized financial roadmaps tailored to each client's unique goals and values. Named to the Inc. 5000 list of America's fastest-growing private companies, BML combines strategic planning with ongoing advisor support and a secure digital portal to help clients confidently navigate their financial future.
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.
Falcon Wealth Planning is a fee-only, fiduciary financial advisory firm serving clients nationwide with comprehensive wealth management services including retirement planning, investment management, tax planning, financial planning, and estate planning. Led by CFP® certified professionals with over 30 years of combined experience, Falcon specializes in tax-efficient strategies for business owners, retirees, and individuals building wealth. They manage over $1.4 billion in assets and prioritize transparency and personalized planning without commissions or hidden fees.
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.
John Stokes Financial is an independent financial advisory firm based in Irvine specializing in comprehensive wealth management, retirement planning, and investment strategies for individuals and families. With a focus on personalized service and fiduciary principles, they help clients navigate complex financial decisions and build long-term wealth. Their experienced team works closely with each client to develop customized financial plans aligned with their specific goals and circumstances.
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.
Warren Street Wealth Advisors is a fee-only, fiduciary financial advisory firm founded in 2015, serving individuals, families, and business owners in Southern California. Their CFP® advisors provide comprehensive financial planning, investment management, tax planning and preparation, and estate planning services. All advisors operate as fiduciaries with no commissions on investment recommendations, ensuring advice is solely in the client's best interest.
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.
Mosley Wealth Management, led by founder Tom Mosley since 1995, provides comprehensive financial planning and wealth management services to retirees and pre-retirees throughout Southern California. They specialize in retirement income strategies, asset protection, estate planning, life insurance, tax-efficiency strategies, IRA/401(k) rollovers, annuities, investments, and long-term care planning. Built on principles of personal relationships and trust, Mosley Wealth Management helps clients preserve their assets and pursue their retirement goals with confidence.
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.
Maven Group Investment Strategies is a financial advisory firm based in Irvine specializing in comprehensive financial planning, investment management, and tax strategy optimization. The firm helps clients discover hidden tax opportunities and develop personalized financial plans tailored to their goals. Maven Group serves individual investors and families seeking professional guidance to grow and protect their wealth.
Three Arch Wealth Management is a boutique, fee-only wealth management firm serving families and institutions with $500k+ in investable assets across Orange County. Founded and run by CFP-certified advisors Becky and Tyler, the firm manages over $700 million in assets under management with a 99% client retention rate. They offer comprehensive financial planning, tax-efficient investment management, and estate planning through their integrated "Three Arch Approach," which combines personalized goal-based planning, globally diversified portfolios backed by Nobel Prize-winning research, and prosperity-building strategies for retirees, high-income earners, founders, and business owners.
Pure Financial Advisors is a fee-only registered investment advisor in Irvine specializing in comprehensive financial planning, retirement planning, investment management, and tax reduction strategies. Their certified financial professionals provide personalized financial blueprints and holistic wealth management for individuals nearing retirement, in retirement, or navigating major life changes. The firm emphasizes financial education and transparent advisory processes, offering free assessments and retirement planning classes to help clients achieve long-term financial goals.
Blue Trust is a wealth management and fiduciary advisory firm serving individuals, families, business owners, and institutional clients across Orange County and beyond. Combining financial expertise with biblical principles, they offer comprehensive services including financial planning, investment management, estate and trust services, business consulting, family office services, and specialized guidance for athletes, entertainers, ministries, and nonprofits. The firm is known for their holistic approach to stewardship and legacy planning, helping clients align their financial decisions with their values and long-term goals.
Tidecrest Wealth Management, LLC is an independent financial advisory firm located in Newport Beach, California, serving affluent individuals and families with comprehensive wealth management services. The firm specializes in investment management, retirement planning, and personalized financial strategies designed to build and preserve wealth across multiple generations. Tidecrest's team works closely with clients to develop customized financial plans aligned with their long-term goals and values.
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.
Check Capital Management is a financial advisory firm based in Costa Mesa specializing in comprehensive wealth management and financial planning services. They work with individuals and businesses to develop customized strategies for investment management, retirement planning, and long-term financial growth. Their team of experienced consultants provides personalized guidance to help clients achieve their financial goals.
KPP Financial Inc. is a financial consulting firm based in Irvine specializing in comprehensive financial planning and advisory services. With over two decades of experience, they help individuals and businesses develop strategies for wealth management, retirement planning, and investment management. Their team of certified professionals delivers personalized guidance tailored to each client's unique financial goals.
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.
Irvine Wealth Management is an independent financial advisory firm based in Irvine, CA, offering comprehensive wealth management and financial planning services to individuals and families. The firm provides personalized investment management, retirement planning, and strategic financial guidance tailored to each client's unique goals and circumstances. They focus on building long-term relationships with clients seeking professional expertise in managing and growing their wealth.
Clearview Wealth Management, LLC is a financial advisory firm based in Irvine specializing in comprehensive wealth management and financial planning services. The team helps clients develop personalized financial strategies to achieve their long-term goals, including retirement planning, investment management, and comprehensive financial planning. They work with individuals and families to create actionable plans tailored to their specific situations and objectives.
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.
Financial Advisors Network is an independent financial advisory firm based in Tustin serving Orange County and surrounding areas. They provide comprehensive financial planning, investment management, and retirement planning services tailored to individual clients' goals and circumstances. The firm focuses on personalized guidance to help clients build and protect their wealth.
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.
Ray Valencia is an independent financial planner based in Irvine specializing in comprehensive financial planning and investment management. Serving individuals and families throughout Orange County, Ray works directly with clients to develop personalized strategies aligned with their long-term goals. His practice focuses on helping clients build wealth, plan for retirement, and make informed investment decisions.
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.
Gordon Wang is a financial advisor with Transamerica Financial Advisors, based in Irvine. He provides personalized financial planning and advisory services to help clients build and protect their wealth. With a focus on individual client needs, Gordon works to develop comprehensive financial strategies tailored to each client's goals and circumstances.
Serenity Wealth Management is an independent financial advisory firm based in Costa Mesa serving Orange County clients with personalized wealth management, retirement planning, and investment strategy. The firm focuses on helping individuals and families build and preserve wealth through comprehensive financial planning tailored to their specific goals and life circumstances.
Kanani Advisory Group is a financial advisory firm based in Irvine specializing in comprehensive wealth management, investment management, and financial planning for individuals and families. The firm helps clients build and preserve wealth through personalized strategies tailored to their unique financial goals and circumstances.
Pacific Coast Wealth Management is an independent financial advisory firm based in Aliso Viejo serving the Southern California region. They provide comprehensive wealth management, financial planning, investment management, and insurance services to help clients build and protect their assets. The firm combines personalized advisory expertise with a focus on understanding each client's unique financial goals and circumstances.
EP Wealth Advisors is a financial advisory firm based in Irvine that provides comprehensive wealth management and financial planning services to individuals and families in Orange County. The team specializes in investment management, retirement planning, and personalized financial strategies designed to help clients build and preserve wealth. With a focus on personalized service and fiduciary standards, EP Wealth Advisors works as a trusted partner to help clients achieve their long-term financial goals.
Applied Financial Planning, Inc. is an independent financial advisory firm based in Irvine serving Orange County and surrounding areas. They provide comprehensive financial planning and investment management services to help clients build and preserve wealth through personalized strategies. The firm focuses on understanding each client's unique goals and circumstances to deliver tailored financial solutions.
Resilience Wealth Group is a financial advisory firm based in Irvine serving clients throughout Southern California. They provide comprehensive wealth management, financial planning, and investment management services designed to help clients build and preserve their financial futures. The firm focuses on creating personalized strategies tailored to individual client needs and goals.
Hall Wealth Management Group is an independent financial advisory firm located in Irvine, California, specializing in comprehensive wealth management and financial planning for individuals and families. The team provides personalized investment management, retirement planning, and financial strategy services designed to help clients build and preserve wealth. They focus on understanding each client's unique financial goals and circumstances to develop tailored solutions.
Edward Jones Financial Advisor Jason Jiang, CEPA®|AAMS®|CRPC™|CRPS™, provides comprehensive financial planning and investment management services to individuals and families in the Irvine area. With multiple professional certifications, Jason offers personalized guidance on retirement planning, investment strategies, and wealth management tailored to each client's financial goals. Edward Jones is a trusted national firm known for its local, relationship-based approach to financial advisory services.
Charles Schwab is a full-service financial services firm offering investment management, retirement planning, and brokerage services to individual and business clients. The Irvine branch provides personalized financial guidance, account management, and access to a wide range of investment products and tools. Schwab combines self-directed investing options with professional advisory services to help clients build and manage their wealth.