Laurels

Best Financial
Advisors in Los
Angeles
2020

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.

Grace Wealth Management Group, Inc. FEATURED Expertise

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.

Athos Capital Advisors FEATURED Expertise

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.

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.

Sherman Oaks, CA 91403

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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 90212

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 91361

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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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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 90049

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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 90502

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.

Sherman Oaks, CA 91403

Website

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 90024

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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 90025

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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.

155 N Lake Avenue, Suite 800
Pasadena, CA 91011

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