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2024

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Best Financial Advisors in Hollywood, CA

Our Recommended Top 12

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 Hollywood Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

31Reviewed

23Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Hollywood, CA
Free Consultation

Expertise.com Rating

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

Hollywood, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Hollywood? 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.

12031 Ventura Blvd Suite 1, Studio City, CA 91604

Expertise.com Rating

Review Sources

Facebook
5.0 (105)
Google
4.9 (27)

Why choose this provider?

ACap delivers personalized accounting, financial planning, and investment strategies to Hollywood residents. Its advisors evaluate clients' goals to create investment portfolios that will benefit them the most. They help individuals manage their investments and risks, preparing for their preferred retirement lifestyle. In addition, the advisors guide in planning college education funding. The company offers individual retirement accounts, 401K or employer-sponsored retirement guides, and socially responsible investing information. Founder Ara Oghoorian has CFP, CFA, and CPA certifications.

  • Finance Planning

529 N Kilkea Dr, Los Angeles, CA 90048

Expertise.com Rating

Review Sources

Yelp
4.6 (20)
Google
5.0 (5)

Why choose this provider?

David Rae CFP is a financial planner who serves individuals, couples, and professionals in the Hollywood area and the surrounding locations. Rae specializes in assisting clients with managing their finances and making decisions. His services cover the areas of financial, retirement, and tax planning, and investment management. Rae, who is the president and founder of DRM Wealth Management LLC, has served as a financial advisor and guest on various shows, such as CBS Evening and Morning News, NBC Nightly News with Lester Holt, and USA TODAY.

  • Certified Financial Planner (CFP)

429 Santa Monica Blvd, Suite 500, Santa Monica, CA 90401

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Abacus caters to the financial planning and investment guidance needs of Hollywood residents. It helps create plans that evolve based on its clients' financial situations and life events. Its advisors consider their goals, money, safety, and tax, as well as spending habits and preparedness for possible demise. In addition, they offer investment advice based on their capability and risk tolerance. Abacus, which was founded in 1987, is composed of advisors and Certified Financial Planners.

  • Estate Planning
  • Financial Planning

1255 N Cherokee Ave, Los Angeles, CA 90038

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Brentwater Partners is a financial advisory firm serving the Hollywood community and neighboring areas. By delivering broad financial guidance, it helps clients make well-informed decisions toward achieving their objectives. Its services cover cash management, tactical and strategic financial planning, budgeting, and data analysis. Jason Rehfeld, the firm's co-founder, is a Certified Financial Planner and real estate broker. He obtained a bachelor's degree in Business Administration and Economics from a local institution.

  • Wealth Management

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Founded in 2001, Angeles is an investment firm that provides wealth advice and solutions to clients in Hollywood. The office offers proprietary research, portfolio execution, and back-office assistance. Its investment professionals advise fiduciaries on setting client-appropriate investment objectives and parameters and educate and communicate investment strategies. Its clients are mainly high net worth individuals, families, trusts, estates, and associated businesses and philanthropic organizations. President and CEO of Angeles Jonathan Foster has over 25 years of experience in the financial services industry.

  • Finance Planning

28494 Westinghouse Place Suite 111, Valencia, CA 91355

Expertise.com Rating

Why choose this provider?

Martin & Company is a financial services firm that serves clients in Hollywood. For over 30 years, it has been offering a range of services involving cash flow and debt management, insurance, investments, and wealth preservation. Its other services include business, education, estate, legacy, retirement, and special planning. It advises its clients on how to best manage their wealth and assists them in developing plans to help them achieve their financial goals. In addition, it provides tax and accounting services.

  • Financial Planning

8159 Santa Monica Blvd. Suite 200, West Hollywood, CA 90046

Expertise.com Rating

Review Sources

Google
5.0 (31)
Facebook
5.0 (6)

Why choose this provider?

Velin & Associates, Inc., is a partner-owned accounting firm that serves the financial needs of Hollywood. The firm helps individuals and businesses achieve their financial goals through its broad variety of financial services like cash flow analysis, tax planning, and investment review. Led by Dmitriy Velin, a certified public accountant, its team of professionals also assists in retirement planning, estate planning, and business succession review. Velin endeavors to progress professionally through the California Society of Certified Public Accountants.

  • Estate Planning
  • Retirement Planning
  • Financial Planning

1848 S Elena Avenue, Suite 100, Redondo Beach, CA 90277

Expertise.com Rating

Review Sources

Google
4.5 (2)

Why choose this provider?

Signature Estate & Investment Advisors, LLC, Rondondo Beach, serves the communities of Hollywood, offering investment management and financial planning services. Its advisors handle matters such as financial planning, risk management, tax planning, and wealth counseling. It also offers business advisory services, including designing company retirement plans, employee benefits, and transition planning with ERISA fiduciaries and business owners. The firm has been in business since 1997 and has since managed $15.8 billion worth of assets.

  • Financial Planning

1875 Century Park East, Suite 950, Los Angeles, CA 90067

Expertise.com Rating

Review Sources

Google
4.8 (4)

Why choose this provider?

Lido Advisors is a company serving Hollywood's high-net-worth and ultra-high-net-worth individuals, families, and institutions. It provides comprehensive wealth and investment planning strategies, collaborating with clients closely to assess their financial goals, implement their objectives, set realistic targets, and identify roadblocks to legacy-building. Asset allocation, legacy planning, and charity giving are among the company's other offerings. Lido Advisors comprises financial planners, CPAs, analysts, and attorneys, and it has managed $10 billion in assets.

  • Financial Planning
  • Wealth Management

1880 Century Park East, Suite 200, Los Angeles, CA 90067

Expertise.com Rating

Review Sources

Google
5.0 (83)

Why choose this provider?

RVW Wealth is a financial advisory firm that has been providing investment management and related services to clients in Hollywood since 2006. It has financial advisors, personal financial planners, CPAs, tax specialists, and economists that provide research-based financial and investment advice. The company's president, Jonathan Gerber, is a personal financial specialist accredited by the American Institute of Certified Public Accountants. He also holds a Certified Information Systems Auditor designation from the Information Systems Audit and Control Association.

  • Financial Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Hollywood, CAFree Consultation
ACap
12031 Ventura Blvd Suite 1, Studio City, CA 91604
David Rae CFP
529 N Kilkea Dr, Los Angeles, CA 90048
Abacus
429 Santa Monica Blvd, Suite 500, Santa Monica, CA 90401
Brentwater Partners
1255 N Cherokee Ave, Los Angeles, CA 90038
Angeles
429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401
Martin & Company
28494 Westinghouse Place Suite 111, Valencia, CA 91355
Velin & Associates, Inc.
8159 Santa Monica Blvd. Suite 200, West Hollywood, CA 90046
SEIA Redondo Beach
1848 S Elena Avenue, Suite 100, Redondo Beach, CA 90277
Lido Advisors
1875 Century Park East, Suite 950, Los Angeles, CA 90067
RVW Wealth
1880 Century Park East, Suite 200, Los Angeles, CA 90067

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.

  • In Hollywood, how can you manage student loans?

    Most people are having a hard time paying their student loan debts while managing other financial responsibilities. In Hollywood, you can address your student loans by considering refinancing or consolidating loans. You can use a single private loan to pay multiple student loans. You can also ask your employer regarding loan repayment assistance and know your government program options to settle federal loans.

  • What should you do if you are newly unemployed in Hollywood?

    If you are newly unemployed in Hollywood, you can file for unemployment benefits through in-person, online, or telephone. It is also important to review your health insurance options and cut back your budget. Just include necessary expenses and stop your subscriptions to streaming services. You can also withdraw from your retirement account. However, funds from your IRA or 401(k) account are taxed as ordinary income.

  • Who can receive Social Security survivor benefits in Hollywood?

    Social Security survivor benefits in Hollywood are given to qualified family members of eligible workers who have died. Beneficiaries can get high benefits if their deceased loved ones have high earnings. The qualifying survivors include a dependent parent who is over 62 years old, a widow or widower who is more than 60 years old, and unmarried children who are under 18 years old or up to 19 years old if they are full-time elementary or secondary students.

  • How can you maximize your retirement savings in Hollywood if you are starting late?

    If you are starting late in planning for your retirement, you can maximize your savings in Hollywood by focusing on investing in low-risk accounts. These accounts include index funds, bonds, and certificates of deposit, which can provide steady returns with minimal risks. You can also use your employer-sponsored savings plan and pay the maximum amount to maximize your contributions.

  • Why is it important to build and manage investment portfolios in Hollywood?

    It is important to build and manage investment portfolios in Hollywood because it can help you determine your short-term and long-term life and financial goals. It allows you to meet your goals while achieving the life you want. Investment management can also help you assess your current financial status through an evaluation of your income and risk tolerance.

  • 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.