Expertise.com

2024

Last updated:

Best Financial Advisors in Los Angeles

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

897Reviewed

545Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Los Angeles, CA
Free Consultation

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Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Los Angeles, CA

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Why choose this provider?

Need help contacting a Financial Advisor in Los Angeles? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Los Angeles, CA 90024

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Why choose this provider?

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.

10866 Wilshire Boulevard, Suite 1600, Los Angeles, CA 90024

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Review Sources

Facebook
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

3868 Carson Street, Torrance, CA 90503

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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.

Los Angeles, CA 90064

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Yelp
5.0 (14)
Facebook
5.0 (10)
Google
4.3 (6)

Why choose this provider?

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.

Los Angeles, CA 90049

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Why choose this provider?

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.

Sherman Oaks, CA 91403

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Review Sources

Yelp
5.0 (1)

Why choose this provider?

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.

920 Hampshire Road, Westlake Village, CA 91361

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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.

  • Estate Planning
  • Retirement Planning

990 West 190th Street, Torrance, CA 90502

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Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

801 South Figueroa Street, Los Angeles, CA 90017

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Review Sources

Facebook
5.0 (2)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning

21515 Hawthorne Boulevard, Torrance, CA 90503

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Facebook
5.0 (59)
Yelp
5.0 (5)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

155 North Lake Avenue, Pasadena, CA 91101

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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.

  • Estate Planning
  • Certified Financial Planner (CFP)

226 South Beverly Drive, Beverly Hills, CA 90212

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Review Sources

Yelp
5.0 (11)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

12031 Ventura Boulevard, Los Angeles, CA 91604

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Review Sources

Yelp
5.0 (63)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

21600 West Oxnard Street, Woodland Hills, CA 91367

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Tax Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

226 South Beverly Drive, Beverly Hills, CA 90212

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Review Sources

Yelp
5.0 (47)

Why choose this provider?

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.

  • Retirement Planning

2919 Acresite St, Los Angeles, CA 90039

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Facebook
5.0 (22)
Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Do you need a new financial plan after a life transition in Los Angeles?

    Life transitions usually happen to individuals and business owners in Los Angeles. If you have experienced sudden changes in your life circumstances, including a downturn in business or the death of a loved one, you might need a new financial plan. Your financial planner will create short-term and long-term financial projections suited to your goals. He or she will determine your post-event financial objectives and evaluate your insurance, real estate holdings, and wealth transfer strategies.

  • Why is financial planning during a divorce in Los Angeles important?

    It is important to seek financial planning services in Los Angeles during a divorce because it can help you look out for your financial interests. A divorce process involves child support and alimony that always come with financial matters. Most of the time, families dealing with divorce face financial problems. Having a financial planner will help you become prepared for your life's next chapter after a divorce.

  • How can you create a legacy of charitable giving in Los Angeles?

    You can create a legacy of charitable giving in Los Angeles by establishing a private foundation. You should be in charge of the organization's operation, accounting, grant-making, and investment management. You should also be willing to sponsor charitable events. Your organization must be operated exclusively for charitable purposes for it to become tax-exempt.

  • When do incentive stock options and non-qualified stock options in Los Angeles become taxable?

    In Los Angeles, incentive stock options are usually obtained by employees. Employees exercising ISOs only pay taxes when they sell their shares. Capital gains instead of ordinary income are taxable if an employee holds the shares for at least one full year after vesting and two years after the grant date. While on the other hand, non-qualified stock options are taxed even if you have an ordinary income rate. Regardless of whether your keep your stock options or sell them, you should pay for their taxes.

  • How do you manage your cash in Los Angeles?

    Cash management refers to the handling and using, organization, and tracking of your money. In Los Angeles, it is important to manage your cash to achieve financial freedom. You can manage your cash by establishing proper accounts to facilitate all the outflows and inflows of your money. You should also analyze or review your income and expenses.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.