Laurels
Best Financial
Advisors in Los
Angeles
2017

Why These Financial Advisors?

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

ReviewedCuratedTop Picks89854620

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

1080 Financial Group

1080 Financial Group is an investment advisor in Sherman Oaks. The firm acts as a fiduciary that places the clients’ best interest at the top of the company’s priority list, and its core values are collaboration, innovation, and objectivity. 1080 Financial Group caters to individuals, families, trusts, foundations, and businesses.

Sherman Oaks, CA(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.

Encino, CA(818) 272-8511

Website

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.

Los Angeles, CA(310) 730-1330

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CG Financial Services

CG Financial Services is a provider of “the right financial advice” in Los Angeles. The firm offers unbiased consultation to single and married people, including domestic partners, and the focus areas include cash flow and debt management, education funding, employee benefits optimization, tax strategies, and investment analysis. CG Financial Services is a registered investment adviser that works on fee-only terms to avoid conflict of interest.

Los Angeles, CA(323) 222-4622

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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.

Los Angeles, CA(310) 556-2220

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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.

Beverly Hills, CA(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.

Westlake Village, CA(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.

Torrance, CA(310) 791-3226

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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.

Los Angeles, CA(310) 473-5445

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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.

Los Angeles, CA(310) 246-1243

Website

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.

Los Angeles, CA(800) 943-2295

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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.

Los Angeles, CA(310) 475-5854

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Pacific Oak Wealth Management

Pacific Oak Wealth Management is a financial planning and accounting advisory firm in Santa Monica. The company caters to individuals, families, and organizations in the Greater Los Angeles area, and the team helps them find a balance between their financial means and life goals. Pacific Oak Wealth Management works on fee-only terms that see to the clients’ best interest, and it does not require asset minimums and product purchases.

Santa Monica, CA(310) 477-7979

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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.

Los Angeles, CA(310) 836-1600

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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.

Torrance, CA(800) 731-3623

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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.

Sherman Oaks, CA(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.

Los Angeles, CA(310) 935-4726

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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.

Los Angeles, CA(213) 612-0220

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Silver Oak Wealth Advisors

Silver Oak Wealth Advisors is a financial planning consultancy in Los Angeles. The firm caters to “individuals in transition,” and the client types include executives nearing retirement. Silver Oak Wealth Advisors arms people and businesses with the tools needed to attain economic security and deal with eventualities that may come their way.

Los Angeles, CA(310) 207-4800

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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.

Los Angeles, CA(310) 829-0300

Website

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