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Best Financial Advisors in Los Angeles
2021

We scored 900 Financial Advisors in Los Angeles, CA and Picked the Top 22

Here are the Picks:

Grace Wealth Management Group, Inc. Featured

Athos Capital Advisors Featured

1080 Financial Group

ACap Asset Management

Affluencer Financial

Darrow Wealth Management

Dash Investments

Fischer Investment Strategies

Harris Financial Advisors

HCR Wealth Advisors

KCS Wealth Advisory

Miracle Mile Advisors

Montecito Capital Management Group

NWF Advisory Group

Pathway Financial Services

Pence Wealth Management

Pure Financial Advisors

Samuel Rad

SFE Investment Counsel

Silver Oak Wealth Advisors

The Tax Consultancy Group

Vida Private Wealth

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 900 548 22

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

Grace Wealth Management Group, Inc. FEATURED Expertise.com

Grace Wealth Management Group, Inc. is a full-service financial company that offers multiple services and products to Los Angeles residents. The company has more than two decades of financial planning experience. In addition, the firm holds local workshops to educate people about their financial futures. The company focuses on investment management, financial planning, long-term retirement planning, and insurance products for individuals and families, as well as business planning strategies and multiple employees, benefits plans for business owners.

Click to Call

Los Angeles, CA

Website

(949) 468-3885 Website

Athos Capital Advisors 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.

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Los Angeles, CA

Website Instagram

(323) 615-1921 Website

1080 Financial Group

1080 Financial Group is a financial advisory firm in Encino that provides fiduciary financial planning and investment services as a fee-only registered investment adviser to families and businesses in the Los Angeles area. The firm operates on a transparent fee-only pricing structure and provides objective financial advice in areas such as retirement planning, insurance, investment management, and financial planning.

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Sherman Oaks, CA 91403

Website

(855) 360-1080 Website

ACap Asset Management

ACap Asset Management is a wealth creation and preservation consultancy in Encino. The firm prepares clients for a bright financial future, and it offers them tools to overcome and eventualities that may come their way. ACap Asset Management has another office in New York, and some of the services are education planning, 401k advice, insurance review, portfolio design, risk management, and personalized bookkeeping.

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Encino, CA 91436

Website

(818) 272-8511 Website

Reputation: A+

More Info

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:

63 (Best)

Score Consistency:

Consistent (Best)

Affluencer Financial

Affluencer Financial is a wealth management consultancy in Los Angeles. The company gives unlimited financial advice for a flat, reasonable fee, and it does not force clients to buy securities and similar products. Affluencer Financial is a team of credentialed professionals with Certified Financial Planner and other industry designations, and the focus areas include retirement, taxes, and estate.

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Los Angeles, CA 90034

Website

(310) 730-1330 Website

Reputation: A

More Info

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:

11 (Better)

Score Consistency:

Consistent (Best)

Darrow Wealth Management

Darrow Wealth Management is one of the most trusted financial advisors in Los Angeles. The firm has been satisfying clients since 1987, and the founder holds a Certified Financial Planner designation and is a member of the National Association of Personal Financial Advisors. Darrow Wealth Management offers honest, unbiased recommendations on how individuals, families, and businesses can navigate challenges and enjoy economic stability, and the team does not charge for the initial consultation.

Click to Call

Los Angeles, CA 90067

Website

(310) 556-2220 Website

Reputation: A

More Info

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:

22 (Better)

Score Consistency:

Consistent (Best)

Dash Investments

Dash Investments is a wealth management firm in Beverly Hills. The consultancy caters to individuals and families throughout the United States, and its parent company is Dash Acquisitions. Dash Investments provides a competitive and transparent fee structure, and it shares insightful reports and articles through its website.

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Beverly Hills, CA 90212

Website

(800) 549-3227 Website

Fischer Investment Strategies

Fischer Investment Strategies is a financial advisor in Westlake Village. The company operates on a fee-only arrangement, and it does not force clients to buy securities and similar products for it to earn a commission. Fischer Investment Strategies holds a Certified Financial Planner designation, and it is a member of the National Association of Personal Financial Advisors.

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Westlake Village, CA 91361

Website

(805) 418-7686 Website

Harris Financial Advisors

Harris Financial Advisors is a provider of innovative solutions in Torrance. The company is a Financial Planning Association member, and it holds Certified Financial Planner, Chartered Financial Analyst, and Accredited Investment Fiduciary designations. Harris Financial Advisors has been around since 1992, caters to people and organizations seeking the bright future they deserve.

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Torrance, CA 90505

Website

(310) 791-3226 Website

Reputation: A

More Info

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)

HCR Wealth Advisors

HCR Wealth Advisors is one of the most reputable wealth management firms in Los Angeles. The consultancy has been part of the community since 1988, and the team consists of forward-looking, highly experienced independent advisors with verifiable credentials. HCR Wealth Advisors offers a range of services, including investment strategy design and implementation, and the focus areas include inheritance, entrepreneurship, marriage, and retirement.

Click to Call

Los Angeles, CA 90024

Website

(310) 473-5445 Website

Reputation: A

More Info

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)

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.

Click to Call

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

Website Instagram

(310) 734-4740 Website

Miracle Mile Advisors

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.

Click to Call

Los Angeles, CA 90064

Website

(310) 246-1243 Website

Reputation: A

More Info

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:

14 (Better)

Score Consistency:

Consistent (Best)

Montecito Capital Management Group

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.

Click to Call

Los Angeles, CA 90049

Website

(800) 943-2295 Website

NWF Advisory Group

NWF Advisory Group is an asset protection and wealth management consultancy in Los Angeles. The firm has been part of the industry since 1969, and the team consists of trustworthy, credentialed professionals, whose track record is available for viewing on the FINRA BrokerCheck platform. NWF Advisory Group caters to individuals, families, and businesses seeking to attain their financial objectives and dreams, and the focus areas include disability insurance review, pension design, and estate planning.

Click to Call

Los Angeles, CA 90064

Website

(310) 475-5854 Website

Reputation: A

More Info

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)

Pathway Financial Services

Pathway Financial Services, LLC is a fee-only, financial planning and investment management firm in Los Angeles that operates as a fiduciary. Serving individuals and small businesses, the company offers a range of services from comprehensive financial planning packages, retirement planning, and portfolio management on an annual retainer basis, as well as hourly consulting.

Click to Call

Los Angeles, CA 90016

Website

(310) 836-1600 Website

Reputation: A

More Info

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:

20 (Better)

Score Consistency:

Consistent (Best)

Pence Wealth Management

Pence Wealth Management is a registered investment adviser in Torrance. The company has been serving the community since 1980, and its team members are recipients of numerous honors, including Barron’s awards and a place in Forbes’ Top 200 Women Wealth Advisors list. Pence Wealth Management gives away copies of the eBook, Seven Reasons Why Informed Investors Choose Fiduciaries, and it encourages clients to verify their consultants’ industry credentials through the Financial Industry Regulatory Authority’s BrokerCheck platform.

Click to Call

Torrance, CA 90502

Website

(800) 731-3623 Website

Pure Financial Advisors

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.

Click to Call

Sherman Oaks, CA 91403

Website

(818) 992-2931 Website

Samuel Rad

Samuel Rad is a wealth management consultant in Los Angeles, who holds a Certified Financial Planner designation. Mr. Rad has years of experience in the insurance, investment, and real estate fields, and he continually lectures at workplaces and universities on financial topics, including retirement planning and estate planning. Mr. Rad is a fee-based professional working with the Affluencer group.

Click to Call

Los Angeles, CA 90034

Website

(310) 935-4726 Website

Reputation: A+

More Info

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:

43 (Best)

Score Consistency:

Consistent (Best)

SFE Investment Counsel

SFE Investment Counsel is a financial advisor in Los Angeles. The company is an independent establishment that puts the clients’ best interest first, and it offers straightforward, objective recommendations on attaining an economically sound future. SFE Investment Counsel caters to individuals and institutions, and one of the unique offerings in advice on socially responsible wealth creation.

Click to Call

Los Angeles, CA 90017

Website

(213) 612-0220 Website

Reputation: A

More Info

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)

Silver Oak Wealth Advisors

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.

Click to Call

Los Angeles, CA 90024

Website

(310) 207-4800 Website

The Tax Consultancy Group

The Tax Consultancy Group is a financial advisor in Los Angeles. The company has been satisfying clients for more than 20 years, and the team helps them “navigate complex issues to preserve and enhance family wealth.” The Tax Consultancy Group is a member of the American Institute of Certified Public Accountants, and it caters to executives, business owners, persons of high net worth, and people seeking to live the life they have worked hard for and deserve.

Click to Call

Los Angeles, CA 90025

Website

(310) 829-0300 Website

Vida Private Wealth

Vida Private Wealth is an independent financial services firm providing high-net-worth individuals and families in the Los Angeles area with asset management and financial life planning options. Its financial analysts are committed to aligning their clients' wealth with their values to achieve long-term financial satisfaction. They regularly monitor and update individuals' financial life plans to reflect life and resource changes. Vida Private Wealth also offers a second generation advisory service that familiarizes heirs to the opportunities and risks wealth involves.

Click to Call

155 N Lake Avenue, Suite 800
Pasadena, CA 91011

Website Instagram

(626) 993-6723 Website

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