Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Los Angeles Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Los Angeles area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Los Angeles is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
15.4% of Los Angeles's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Los Angeles area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Los Angeles area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Los Angeles area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Los Angeles area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Los Angeles area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Los Angeles area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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: 17 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: 15 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: 13 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: 10 years

SIGNATURE INVESTMENT ADVISORS, LLC

Website

(888) 349-3241

2121 Avenue Of The Stars
Suite 1600
Los Angeles, CA 90067

SEC#: 801-76593
Years in Business: 9 years