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Find Best Financial Advisors in Los Angeles, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Los Angeles is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Los Angeles & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Los Angeles?

Looking for a qualified financial advisor in Los Angeles? We can help you by narrowing down your options & listing the best financial advisors in Los Angeles as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Los Angeles near you with the list of certified and vetted Los Angeles financial advisors.

List of Qualified Financial Advisors in Los Angeles, California

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Personal Capital

Personal Capital

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Los Angeles, CA 90012

650-556-1310

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Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310-556-2502

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William Hu

LPL Financial

251 S Lake Ave
Suite 800

Pasadena, CA 91101

323-542-8003

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Sasha Shteyn

Edelman Financial Engines, LLC

225 South Lake Avenue
Suite 1185

Pasadena, CA 91101

626-768-2972

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Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310-451-3339

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John E. Meinert

Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562-474-1717

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Ira Zito

Financial Peak

5850 Canoga Ave., Suite 400
Suite 400

Woodland Hills, CA 91367

818-639-9278

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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740

562-799-5595

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Andrew Selu

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367

818-450-8186

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Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

818-309-4065

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Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

805-727-2700

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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714-841-0982

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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657-212-3060

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Michael Jensen

Falcon Wealth Planning, Inc.

2030 Main St
13th Floor

Irvine, CA 92614

855-963-2526

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Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660

949-674-5190

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

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Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877-433-3665

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
ROTHSCHILD & CO CREDIT MANAGEMENT (NORTH AMERICA)
633 West 5th Street, Suite 6700 Los Angeles, CA 90071
136191 $2,799,578,706 10 A percentage of AUM
Performance Based
THE PATTERSON CAPITAL CORPORATION
11100 Santa Monica Blvd, Suite 1950 Los Angeles, CA 90025
105507 $1,244,627,751 12 A percentage of AUM
BELMONT CAPITAL GROUP
1875 Century Park East, Suite 1780 Los Angeles, CA 90067
154078 $556,798,392 199 A percentage of AUM
CHELSEA MANAGEMENT COMPANY
444 South Flower St, Suite 2340 Los Angeles, CA 90071-2924
110399 $511,130,136 249 A percentage of AUM
SFE INVESTMENT COUNSEL INC.
801 S. Figueroa Street, Suite 610 Los Angeles, CA 90017
145530 $445,713,360 716 A percentage of AUM
Fixed fees
POWER ASSET MANAGEMENT LLC
1901 Avenue Of The Stars, Suite 200 Los Angeles, CA 90067
128580 $360,000,000 41 A percentage of AUM
OLD WEST INVESTMENT MANAGEMENT, LLC
601 South Figueroa Street, Suite 1975 Los Angeles, CA 90017
148343 $343,629,068 238 A percentage of AUM
Performance Based
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT
11111 Santa Monica Blvd, Suite 2250 Los Angeles, CA 90025
131359 $333,794,481 185 A percentage of AUM
AG ASSET ADVISORY, LLC
10100 Santa Monica Boulevard, Suite 300 Los Angeles, CA 90067
154406 $307,257,783 150 A percentage of AUM
Fixed fees
Performance Based
PRIVATE FINANCIAL COUNSELING
1901 Avenue Of The Stars, 11th Floor Los Angeles, CA 90067-6002
110648 $238,914,220 445 A percentage of AUM
ALPHA ANALYTICS INVESTMENT GROUP LLC
1901 Avenue Of The Stars, Suite 1100, Los Angeles, CA 90067
109844 $210,443,000 133 A percentage of AUM
Hourly charges
Other (MONTHLY RETAINERS)
DOHENY ASSET MANAGEMENT, L.L.C.
12400 Wilshire Blvd., Suite 1480 Los Angeles, CA 90025
106434 $139,724,263 66 A percentage of AUM
QCA CAPITAL MANAGEMENT INC
11111 Santa Monica Blvd, Suite 1650 Los Angeles, CA 90025
112104 $119,785,761 65 A percentage of AUM
TCW-WLA JV VENTURE LLC
11100 Santa Monica Blvd., Suite 2000 Los Angeles, CA 90025
154760 $2,128,631 1 A percentage of AUM
Performance Based
WILLIAM O'NEIL + COMPANY
12655 Beatrice Street, Suite 2a Los Angeles, CA 90066
152620 $0 0 Subscription fees
Fixed fees

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andrew Basch
Inquire with Andrew
10960 Wilshire Blvd, Ste 2000 Los Angeles, CA 90024 310-443-0538
Alexander Manolopoulos, CFA®
Inquire with Alexander
10960 Wilshire Blvd, Ste 2000 Los Angeles, CA 90024 310-443-0567
Brett Dalton
Inquire with Brett
2029 Century Park E, Ste 2550 Los Angeles, CA 90067 818-592-3377
Ben Crisologo
Inquire with Ben
444 South Flower St, 34th Fl Los Angeles, CA 90071 213-486-8926
ABP Financial Services
Inquire with ABP
6404 Wilshire Blvd., Suite 1215 Los Angeles, CA 90048 323-658-7733
Bernadette Harbour
Inquire with Bernadette
444 South Flower St, 34th Fl Los Angeles, CA 90071 213-486-7173
B. Riley Wealth Management: J.J. Feldman
Inquire with B.
11100 Santa Monica Blvd.,, Suite 800 Los Angeles, CA 90025 310-750-9575
Andrew Rayner
Inquire with Andrew
10960 Wilshire Blvd, Ste 2000 Los Angeles, CA 90024 310-443-0522
Bernard Dillard
Inquire with Bernard
444 South Flower St, 34th, Fl Los Angeles, CA 90071 213-486-8814
Bonnie Hong
Inquire with Bonnie
444 South Flower St, 34th Fl Los Angeles, CA 90071 213-486-8860

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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