Find a Financial Advisor in Los Angeles County, CA

 

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

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We Only Work With The Best Los Angeles County 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 County, CA


  • Financial Advisor Close to Los Angeles County, 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 County, 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 County, CA

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

  • Population: 10081,570
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $588,300
  • Average Monthly Housing Cost: $1,620
  • Average Household Income: $99,133
  • 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 County, 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 County, CA Financial Advisor FAQs

Verify if they have a fiduciary responsibility so you can get the assurance that they are working for your best interest.
The cost for financial advisors depends on their fees and the size of your portfolio. Advisors might take an hourly rate, a percentage fee, or charge a flat monthly rate. For larger investments or increasingly complex portfolios, your advisor may charge by the hour so you know how much you're spending at any given time.
Look for financial advisors who have been in their profession for several years and who possess a good professional background.
A financial advisor can advise on various ways to invest, save and spend money. A good course of action is understanding the client's personal situation and pinpoint what outcome they're trying to reach.