Best Financial Advisors in Los Angeles

1080 Financial Group is a financial advisory firm in Encino that provides fiduciary financial planning and investment services in Los Angeles and its neighboring areas. The firm helps its clients with the different aspects of investments. These include investment planning, risk management, cost control, managed tax investment, and retirement accounts. Additionally, it assists in various financial planning facets, such as financial forecasting, tax planning, and employer benefits maximization. 1080 Financial Group has been featured in publications such as Investopedia and The Wall Street Journal.

ACap Advisors & Accountants is a financial planning, accounting, and wealth management firm located in Los Angeles. It primarily provides financial advice for medical professionals such as dentists, pediatricians, and neurologists. Its team handles investment portfolio management and implements strategies that aim to lessen portfolio turnover and minimize expense ratios. Ara Oghoorian founded ACap Advisors & Accountants in 2006. The CFP, CPA, and Chartered Financial Analyst has more than 26 years of experience in the financial services field.

Affluencer Financial is an independent wealth management firm serving individuals, families, and business owners throughout the Greater Los Angeles metro area. The company is composed of certified public accountants, Certified Financial Planners, and Certified Financial Analysts who are knowledgeable in retirement planning, taxes, and estate planning. Its professionals help clients take charge of their finances and make informed decisions when it comes to their pensions, investments, life insurance, and annuities. They also offer personal finance classes.

Dash Investments is an independent investment advisory firm that serves individuals and families from Los Angeles and the surrounding areas. It offers a full range of wealth management services, including financial planning and retirement planning. It also provides portfolio management services that include research, investment strategies and selection, and annuities evaluations. The managing executives of Dash Investments have a combined experience of more than 50 years. The firm has been featured in The Wall Street Transcript and Forbes Magazine.

EP Wealth Advisors is a financial planning and investment management company near Los Angeles. The firm creates financial plans with analysis in tax preparation, insurance, real estate investment, Social Security, and employee benefits. Its portfolio managers help with either bond selection or mutual fund allocation while minimizing portfolio risks. It also offers assistance in planning taxes, retirement, estate, business, and life transition. EP Wealth Advisors has been featured in several media organizations, including CNBC, Yahoo! Finance, Forbes, and Financial Times.

Fischer Investment Strategies caters to individuals and businesses in Los Angeles and the surrounding areas. Its financial planning services include cash flow analysis, estate planning, education savings, risk and tax management, and Social Security optimization. It also offers business financial reviews and employee benefits recommendations. Ted Fischer, the founder, has more than 25 years of experience in financial services. He holds various designations, including Accredited Investment Fiduciary, Certified Financial Planner, and Qualified Plan Financial Consultant.

Foundry Financial is a fiduciary firm serving clients in Los Angeles and the surrounding communities. It helps individuals invest and take control of their finances by providing them with a wide range of services, including cash management, as well as retirement, estate, insurance, tax, and education planning. Its team also develops investment portfolios that match customers' needs, goals, and risk tolerance. The company's CEO, Kevin Lum, has a CFP designation. Foundry Financial has an office in Washington, D.C.

Established in 1988, HCR Wealth Advisors provides financial planning, investment management, and other financial services from its Los Angeles location. In addition to creating investment portfolios, the team of experienced fiduciaries focuses on all aspects of clients' financial well-being, helping to develop tax strategies, create retirement plans, and provide estate planning assistance. Although the firm serves a variety of high-net-worth individuals and families, HCR specializes in serving business owners, divorcees, pre-retirees, athletes, and figures in the entertainment industry.

Miracle Mile Advisors is an asset protection and wealth preservation consultancy in Los Angeles. The firm is a registered investment adviser that has gained the approval of the United States Securities and Exchange Commission, and it offers a range of services, including portfolio design and implementation. Miracle Mile Advisors caters to persons and families of high net worth, and those who seek the financially secure life that they have worked hard for and deserve.

Montecito Capital Management Group is a registered investment adviser in Los Angeles that Forbes has listed as one of Southern California’s ten most dependable wealth managers. The firm enjoys the reputation as a trusted custodian with low fees, and it adds an extra layer of peace of mind by giving clients 24/7 access to the team’s services. Montecito Capital Management Group provides unbiased financial, investment, and retirement advice, and it offers a complimentary initial portfolio review and consultation. As a team, the firm has a range of expertise designations such as Masters of Business Administration (MBA), Chartered Financial Analyst (CFA) designation, and Certified Financial Planner (CFP) designation.

NWF Advisory Group is a wealth management consultancy that serves the Los Angeles metro. Founded in 1969, the team of financial advisors offers multi-generational wealth planning, estate planning, education funding, and charitable planning. The consultancy uses investment strategies designed to produce favorable long-term results that meet the needs of individuals, families, and businesses. President and CEO Shehab Mohammad is involved in different non-profit organizations and is a member of the advisory board of Optimist Youth Homes.

Pence Wealth Management is a financial advisory agency that has been serving clients in Los Angeles and the surrounding areas for over 30 years. It performs cash flow analysis, education and tax planning, and will and trust reviews. It also provides investment management solutions, such as discretionary portfolio management, portfolio analysis and comparison, and tax-efficient investing. Laila Pence, the president, was recognized as one of the Top 100 Independent Financial Advisors by Barron's from 2016 to 2020.

Pure Financial Advisors is a wealth management and preservation consulting firm in Sherman Oaks. The company guides clients through their journey to an economically sound future, and the team consists of seasoned professionals who each hold a Certified Financial Planner designation. Pure Financial Advisors belongs in the National Association of Personal Financial Advisors and Financial Planning Association, and it offers a free assessment.

Samuel Rad is a financial consultant who has been serving Los Angeles clients for more than a decade. Rad heads a team that caters to local residents, investors, women, and retirement professionals. The team evaluates clients' current financial status, such as assets, income, and savings, and crafts and executes a structured plan tailored to each individual. In addition to financial coaching, they also offer investment analysis and security optimization. Rad works as a financial officer in a local foundation for the elderly called LASHA.

SFE Investment Counsel is an independent and employee-owned financial advisory company serving Los Angeles and the surrounding cities. For more than 40 years, it has been helping businesses, families, and individuals manage their finances and achieve their long-term goals. The firm offers wealth management solutions that include investment and risk management. Through Pathways (SRI) All-Cap, it designs socially responsible investing strategies for companies and nonprofits. SFE Investment Counsel's co-chief investment officers are Chartered Financial Analysts.

Silver Oak Wealth Advisors is a team of financial advisors serving clients in Los Angeles. It specializes in helping women boost their financial confidence, especially if they're working through issues brought about by the death of a spouse or divorce. With 15 years of experience, the firm has also assisted multi-generational families in transferring assets and preparing heirs for the responsibilities of protecting the family legacy. It is led by Linda Cao, who is a Certified Financial Planner and Certified Financial Transitionist.

South Bay Planning is a financial management company that caters to the needs of clients in Los Angeles and nearby localities. The firm assists private individuals and businesses in securing and maximizing their financial assets. Its financial advisors specialize in financial planning, investment management, and insurance planning. The team also handles retirement plan consulting and business succession planning for commercial clients. The company's lead financial advisor, Matthew Stratman, has been helping clients manage their finances for over 10 years.

Vida Private Wealth is a Pasadena-based financial institution serving clients in the Los Angeles area. It offers wealth management, financial life planning, and multi-family office services. Its multi-family office services include family governance, estate planning, business succession, investment management, and risk management administration. Mike Alves, the managing director and founder of Vida Private Wealth, attained the Certified Financial Planner designation in 2010. He has been in the financial services industry since 2005 and has previously worked as a wealth management advisor.