Find a Financial Advisor in Los Angeles, CA

 

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We did the hard work of finding trustworthy partners in Los Angeles, CA.

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We Only Work With The Best LA Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Los Angeles, CA


  • Financial Advisor Close to Los Angeles, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Los Angeles, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Los Angeles, CA

We evaluated over 13,000 RIA firms to bring you the best of the best LA financial advisors.
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How Retirement-Friendly is Los Angeles, CA?

  • Population: 3966,936
  • % of Population 62 Years and Over: 15.4%
  • Average Home Value: $642,400
  • Average Monthly Housing Cost: $1,618
  • Average Household Income: $96,416
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Los Angeles, CA

 

THE PATTERSON CAPITAL CORPORATION

Website

(310) 556-2496

11100 Santa Monica Blvd
Suite 1950
Los Angeles, CA 90025

SEC#: 801-13828
Years in Business: 43 years

ALPHA ANALYTICS INVESTMENT GROUP LLC

Website

(310) 556-0389

1901 Avenue Of The Stars, Suite 1100

Los Angeles, CA 90067

SEC#: 801-113041
Years in Business: 3 years

CHELSEA MANAGEMENT COMPANY

Website

(213) 362-9200

444 South Flower St
Suite 2340
Los Angeles, CA 90071

SEC#: 801-7333
Years in Business: 50 years

POWER ASSET MANAGEMENT LLC

Website

(310) 461-1330

1901 Avenue Of The Stars
Suite 200
Los Angeles, CA 90067

SEC#: 801-62399
Years in Business: 18 years

SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT

Website

(310) 806-4200

11111 Santa Monica Blvd
Suite 2250
Los Angeles, CA 90025

SEC#: 801-63354
Years in Business: 17 years

ROTHSCHILD & CO CREDIT MANAGEMENT (NORTH AMERICA)

Website

(213) 621-3700

633 West 5th Street
Suite 6700
Los Angeles, CA 90071

SEC#: 801-64560
Years in Business: 16 years

SFE INVESTMENT COUNSEL INC.

Website

(213) 612-0220

801 S. Figueroa Street, Ste. 2100

Los Angeles, CA 90017

SEC#: 801-68580
Years in Business: 14 years

BELMONT CAPITAL GROUP

Website

(310) 203-2670

1875 Century Park East
Suite 1780
Los Angeles, CA 90067

SEC#: 801-79309
Years in Business: 7 years

TCW-WLA JV VENTURE LLC

Website

(310) 235-5900

11100 Santa Monica Blvd.
Suite 2000
Los Angeles, CA 90025

SEC#: 801-71746
Years in Business: 11 years

 


Los Angeles, CA Financial Advisor FAQs

Financial advisors are like doctors for your finances. Like doctors, they can specialize in different areas of (financial) health, helping clients leverage their savings through these many different methods. These areas of speciality can range from general financial advice to direct investment portfolio management and also include things like estate planning and tax strategy. Clients often come to financial advisors with certain savings goals in mind such as buying a car or sending a child to college. Though more and more are conducting their business online, traditional financial advisors usually serve clients in their areas. This is key to establishing trust over the long term because most relationships between advisors and clients span the course of several years. For those just starting out in investing, there are also robo-advisors, which are computer algorithms that generate investment advice and a sample portfolio based on information given by the client.
The second-largest city in the United States of America, Los Angeles is considered the capital of the entertainment world. Its Hollywood district is home to most of the major television and movie studios in existence. Los Angeles is also a hub of finance and commerce in its relatively small but mighty downtown area. Additionally, it is a blend of culture with strong Hispanic roots as well as a large population of immigrants from places such as Mexico, Korea and Japan. Los Angeles is also famous for the world-renowned beaches it sits just inland from. Its sprawling suburbs are home to over 10 million people, one of the biggest population concentrations in America. Financial advisors in Los Angeles also serve: Santa Monica, Culver City, Downtown LA, Pasadena, Burbank, Encino, Brentwood, Beverly Hills, Playa Del Rey, Venice Beach, Woodland Hills, Thousand Oaks, Calabasas, and Studio City.