Laurels

Best Financial Advisors in Los Angeles
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Los Angeles Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 901 549 23

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

athoscapitaladvisors.com FEATURED Expertise.com

Athos Capitol Advisors is a wealth management firm comprised of financial advisors to residents in and around the Los Angeles area. It brings institutional-level investment advice to clients as well as best practices to individual and high net worth investors. Company founder and president, Henry Miketa, has served one of the world’s premier investment advisory firms and brings the same level of expertise and service demanded by the world’s leading endowments, foundations, and family offices to each of his individual clients.

Los Angeles, CA

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KCS Wealth Advisory

Mastering your financial situation can lighten your mood and transform your life. We want as many people as possible to experience that change. We make our impact through meticulous financial planning, a rigorous investment process and “always on” situational advice.

11150 W Olympic Blvd. Suite 790
Los Angeles, CA 90064

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South Bay Planning

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.

3868 Carson Street
Torrance, CA 90503

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