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Best Financial Advisors in Hollywood

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429 Santa Monica Blvd, Suite 500, Santa Monica, CA 90401
Santa Monica, CA 90401
Instagram
  • Estate Planning
  • Financial Planning

Abacus caters to the financial planning and investment guidance needs of Hollywood residents. It helps create plans that evolve based on its clients' financial situations and life events. Its advisors consider their goals, money, safety, and tax, as well as spending habits and preparedness for possible demise. In addition, they offer investment advice based on their capability and risk tolerance. Abacus, which was founded in 1987, is composed of advisors and Certified Financial Planners.

429 Santa Monica Blvd, Suite 500, Santa Monica, CA 90401
Santa Monica, CA 90401

InstagramWebsite(888) 422-2287

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

12031 Ventura Blvd Suite 1, Studio City, CA 91604
Studio City, CA 91604
Instagram
  • Finance Planning

ACap delivers personalized accounting, financial planning, and investment strategies to Hollywood residents. Its advisors evaluate clients' goals to create investment portfolios that will benefit them the most. They help individuals manage their investments and risks, preparing for their preferred retirement lifestyle. In addition, the advisors guide in planning college education funding. The company offers individual retirement accounts, 401K or employer-sponsored retirement guides, and socially responsible investing information. Founder Ara Oghoorian has CFP, CFA, and CPA certifications.

12031 Ventura Blvd Suite 1, Studio City, CA 91604
Studio City, CA 91604

InstagramWebsite(818) 272-8511

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

28 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

2121 Avenue of the Stars, #2400, Los Angeles, CA 90067
Los Angeles, CA 90067
Instagram
  • CFA Charterholder

Since 2014, AdvicePeriod has been providing financial solutions to clients in Hollywood. It guides a wide range of people, from business owners to lawyers, on issues related to financial planning. The company suggests improvements on clients' insurance policies. It also provides other financial services, like bookkeeping, vendor verification, cash flow analysis, and property valuation. One of its founders, Steven Lockshin, is the author of the book “Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off.”

2121 Avenue of the Stars, #2400, Los Angeles, CA 90067
Los Angeles, CA 90067

InstagramWebsite(424) 281-3600

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401
Santa Monica, CA 90401
  • Finance Planning

Founded in 2001, Angeles is an investment firm that provides wealth advice and solutions to clients in Hollywood. The office offers proprietary research, portfolio execution, and back-office assistance. Its investment professionals advise fiduciaries on setting client-appropriate investment objectives and parameters and educate and communicate investment strategies. Its clients are mainly high net worth individuals, families, trusts, estates, and associated businesses and philanthropic organizations. President and CEO of Angeles Jonathan Foster has over 25 years of experience in the financial services industry.

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401
Santa Monica, CA 90401

Website(310) 393-6300

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

1255 N Cherokee Ave, Los Angeles, CA 90038
Los Angeles, CA 90038
  • Wealth Management

Brentwater Partners is a financial advisory firm serving the Hollywood community and neighboring areas. By delivering broad financial guidance, it helps clients make well-informed decisions toward achieving their objectives. Its services cover cash management, tactical and strategic financial planning, budgeting, and data analysis. Jason Rehfeld, the firm's co-founder, is a Certified Financial Planner and real estate broker. He obtained a bachelor's degree in Business Administration and Economics from a local institution.

1255 N Cherokee Ave, Los Angeles, CA 90038
Los Angeles, CA 90038

Website(323) 723-3050

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

529 N Kilkea Dr, Los Angeles, CA 90048
Los Angeles, CA 90048
  • Certified Financial Planner (CFP)

David Rae CFP is a financial planner who serves individuals, couples, and professionals in the Hollywood area and the surrounding locations. Rae specializes in assisting clients with managing their finances and making decisions. His services cover the areas of financial, retirement, and tax planning, and investment management. Rae, who is the president and founder of DRM Wealth Management LLC, has served as a financial advisor and guest on various shows, such as CBS Evening and Morning News, NBC Nightly News with Lester Holt, and USA TODAY.

529 N Kilkea Dr, Los Angeles, CA 90048
Los Angeles, CA 90048

Website(323) 905-4380

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

21 (Better)

Score Consistency:

Consistent (Best)

21250 Hawthorne Blvd Suite 500, Torrance, CA 90503
Torrance, CA 90503
  • Retirement Planning
  • Financial Planning

Serving Hollywood and the surrounding areas, Dorsey Wealth Management is an advisory firm that helps women and couples secure their financial future. Its team of professionals offers assistance with cash flow, investment management, education funding, and tax, estate, and retirement planning. Founder and Certified Financial Planner Angela Dorsey takes time to understand her clients' goals and circumstances in order to implement a strategy tailored to their needs. She also collaborates with mortgage brokers, attorneys, insurance agents, and CPAs to keep them on the right track.

21250 Hawthorne Blvd Suite 500, Torrance, CA 90503
Torrance, CA 90503

Website(310) 370-7776

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

100 E. Corson Street Suite 310, Pasadena, CA 91103
Pasadena, CA 91103
  • Certified Financial Planner (CFP)

Haydel Biel & Associates is a financial advisory firm that offers services to clients in Hollywood and nearby areas. The firm provides financial management services to help achieve various financial goals. It connects clients with insurance, trust service, and banking professionals and institutions and recommends budgeting tools, legal services, and tax consulting solutions. The firm was established in 2004 with a team of financial professionals who have over five decades of combined investment experience.

100 E. Corson Street Suite 310, Pasadena, CA 91103
Pasadena, CA 91103

Website(626) 529-8347

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1875 Century Park East, Suite 950, Los Angeles, CA 90067
Los Angeles, CA 90067
  • Financial Planning
  • Wealth Management

Lido Advisors is a company serving Hollywood's high-net-worth and ultra-high-net-worth individuals, families, and institutions. It provides comprehensive wealth and investment planning strategies, collaborating with clients closely to assess their financial goals, implement their objectives, set realistic targets, and identify roadblocks to legacy-building. Asset allocation, legacy planning, and charity giving are among the company's other offerings. Lido Advisors comprises financial planners, CPAs, analysts, and attorneys, and it has managed $10 billion in assets.

1875 Century Park East, Suite 950, Los Angeles, CA 90067
Los Angeles, CA 90067

Website(310) 278-8232

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

28494 Westinghouse Place Suite 111, Valencia, CA 91355
Valencia, CA 91355
  • Financial Planning

Martin & Company is a financial services firm that serves clients in Hollywood. For over 30 years, it has been offering a range of services involving cash flow and debt management, insurance, investments, and wealth preservation. Its other services include business, education, estate, legacy, retirement, and special planning. It advises its clients on how to best manage their wealth and assists them in developing plans to help them achieve their financial goals. In addition, it provides tax and accounting services.

28494 Westinghouse Place Suite 111, Valencia, CA 91355
Valencia, CA 91355

Website(661) 295-9070

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

617 W 7th St, Suite 300, Los Angeles, CA 90017
Los Angeles, CA 90017
Instagram
  • Tax Planning

Morris Financial Advisors Inc. has been serving individuals and businesses in Hollywood for more than ten years. The firm provides tax preparation, bookkeeping, and cash flow management services, as well as educating clients on real estate acquisition and operational efficiency. Clients can also gain access to their network of banking, legal, and marketing professionals. Stephen Morris, the company's founder, is a member of the CCIM Institute and has assisted in the development of 50 multi-family units in Los Angeles.

617 W 7th St, Suite 300, Los Angeles, CA 90017
Los Angeles, CA 90017

InstagramWebsite(323) 484-1877

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

66 (Best)

Score Consistency:

Consistent (Best)

1880 Century Park East, Suite 200, Los Angeles, CA 90067
Los Angeles, CA 90067
  • Financial Planning

RVW Wealth is a financial advisory firm that has been providing investment management and related services to clients in Hollywood since 2006. It has financial advisors, personal financial planners, CPAs, tax specialists, and economists that provide research-based financial and investment advice. The company's president, Jonathan Gerber, is a personal financial specialist accredited by the American Institute of Certified Public Accountants. He also holds a Certified Information Systems Auditor designation from the Information Systems Audit and Control Association.

1880 Century Park East, Suite 200, Los Angeles, CA 90067
Los Angeles, CA 90067

Website(310) 945-4000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

17 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1848 S Elena Avenue, Suite 100, Redondo Beach, CA 90277
Redondo Beach, CA 90277
  • Financial Planning

Signature Estate & Investment Advisors, LLC, Rondondo Beach, serves the communities of Hollywood, offering investment management and financial planning services. Its advisors handle matters such as financial planning, risk management, tax planning, and wealth counseling. It also offers business advisory services, including designing company retirement plans, employee benefits, and transition planning with ERISA fiduciaries and business owners. The firm has been in business since 1997 and has since managed $15.8 billion worth of assets.

1848 S Elena Avenue, Suite 100, Redondo Beach, CA 90277
Redondo Beach, CA 90277

Website(888) 789-8393

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

960 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

8159 Santa Monica Blvd. Suite 200, West Hollywood, CA 90046
West Hollywood, CA 90046
  • Estate Planning
  • Retirement Planning
  • Financial Planning

Velin & Associates, Inc., is a partner-owned accounting firm that serves the financial needs of Hollywood. The firm helps individuals and businesses achieve their financial goals through its broad variety of financial services like cash flow analysis, tax planning, and investment review. Led by Dmitriy Velin, a certified public accountant, its team of professionals also assists in retirement planning, estate planning, and business succession review. Velin endeavors to progress professionally through the California Society of Certified Public Accountants.

8159 Santa Monica Blvd. Suite 200, West Hollywood, CA 90046
West Hollywood, CA 90046

Website(323) 902-1000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

82 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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