Explore Financial Advisors Serving Los Angeles, CA

Bel Air Capital provides specialized wealth management services for high-net-worth individuals and institutions. We focus on creating customized financial strategies to address complex situations like business exits, inheritance planning, and intergenerational wealth transfer. Our experienced team delivers tailored investment solutions grounded in decades of industry expertise.

AdvicePeriod is a financial advisory firm specializing in wealth management, estate planning, and investment oversight. We deliver personalized, data-driven strategies to high-net-worth individuals, families, and business owners. Our focus on transparency, tax efficiency, and long-term financial security ensures clients achieve their goals with clarity and confidence.

JSF Financial provides customized financial planning, investment management, and private wealth services for individuals, families, and institutions. Our client-first approach focuses on building prudent strategies for retirement, tax minimization, and legacy planning. With expertise in complex financial scenarios, we help clients navigate life-changing decisions through personalized, data-driven solutions.

EFC Wealth Management provides comprehensive retirement planning and wealth management services, specializing in income planning, tax strategies, and estate planning. Our client-centric approach combines personalized financial blueprints with holistic life planning to ensure long-term financial security. We empower clients to achieve their retirement goals through our proprietary Sound Fiscal House methodology.

Solstice Medicine Company specializes in distributing premium Traditional Chinese Medicine products. We provide ethically sourced, FDA-compliant herbal remedies to support holistic wellness. Our mission is to educate and empower customers through accessible, time-tested TCM solutions.

SL Reed & Company is a broker-dealer specializing in retirement plan consulting and investment advisory services. We serve corporate clients and individual investors, emphasizing regulatory compliance, cost efficiency, and personalized financial strategies. Our expertise spans fiduciary oversight, investment analysis, and employee education to optimize long-term financial security.

Shrier Wealth Management offers tailored financial planning, asset management, and retirement solutions. Our disciplined investment approach prioritizes wealth preservation and growth through high-quality equities, risk management, and personalized strategies. We serve affluent families, individuals, and foundations with transparent advice and a commitment to long-term client partnerships.

Silver Oak Wealth Advisors offers comprehensive financial planning and wealth management services for individuals and families experiencing life transitions. Specializing in retirement reimagining, women's financial empowerment, and family wealth stewardship, we deliver personalized strategies that integrate financial security with personal fulfillment. Our client-centered approach combines technical expertise with emotional intelligence to address complex financial challenges.

LA Wealth Management is a client-focused financial advisory firm specializing in long-term wealth planning, retirement strategies, and legacy solutions. Our team of Certified Financial Planners provides personalized guidance for college funding, tax-efficient investing, and insurance planning. We serve clients across Southern California with a collaborative approach emphasizing education, diversification, and community impact.

LNW specializes in comprehensive wealth management, offering tailored financial planning, tax optimization, and estate strategy services. Our client-centric approach focuses on multigenerational wealth preservation through personalized investment management and trust services. With decades of experience, we help clients navigate complex financial decisions while aligning their resources with their values and aspirations.

Red Mountain Capital Partners provides strategic investment banking and financial advisory services for middle-market companies. Specializing in M&A advisory, board advisory, and private capital raising, the firm leverages decades of experience from former Goldman Sachs partners and industry leaders. Our client-centric approach focuses on maximizing value through tailored solutions and expert guidance during transformative business periods.

Wedbush Securities is a leading financial services firm offering wealth management, investment banking, and multi-asset clearing solutions. With 70+ years of industry experience and 100+ offices nationwide, we provide comprehensive financial products and services to individual investors, institutions, and corporate clients. Our nearly 200 investment professionals deliver innovative strategies supported by advanced technology and a commitment to regulatory transparency.

Argyle Capital Partners provides personalized wealth management solutions for individuals, families, businesses, and nonprofits. We specialize in tailored investment strategies, financial planning, and fiduciary advisory services. Our approach combines active portfolio management with a focus on long-term client relationships.

Highmore Group Advisors Group Advisors specializes in alternative investment management, offering private credit solutions and portfolio strategies for private and institutional clients. We employ a proprietary risk mitigation framework to identify undervalued opportunities in both public and private markets. Our holistic approach combines tactical precision with long-term strategic planning to optimize client portfolios.

Sunset West Advisors provides comprehensive wealth management solutions through personalized financial planning and institutional-grade investment strategies. Our fiduciary-driven approach focuses on aligning client objectives with customized plans that address risk management, tax efficiency, and long-term wealth preservation. We serve individuals seeking transparent fee structures and dedicated advisory support.

Salem Partners is a Los Angeles-based boutique investment bank and wealth management firm offering tailored financial solutions. Specializing in mergers & acquisitions, valuation services, and personalized wealth strategies, we prioritize trust, integrity, and long-term growth. Our fiduciary-driven wealth management division serves entrepreneurial clients with a multi-family office approach.

Stapleton Group provides fiduciary services, financial advisory, and turnaround consulting for businesses and creditors facing financial distress. We specialize in receiverships, bankruptcy proceedings, and dispute resolution through strategic planning and operational improvements. Our team delivers customized solutions to maximize asset recovery and restore business stability.

Kayne Anderson Rudnick Investment Management specializes in high-conviction investment strategies and wealth advisory services. With over 30 years of experience, we deliver tailored financial solutions through rigorous fundamental research and disciplined risk management. Recognized as a top-ranked independent advisor by industry authorities, we serve clients across the United States with personalized investment advisory services.

Empress Investment Group provides tailored financial planning services focused on retirement income strategies, wealth preservation, and legacy planning. Our fiduciary advisors create customized solutions for individuals and businesses through advanced portfolio management and risk analysis. With a strong emphasis on client education and technology-enabled accessibility, we serve clients locally in Los Angeles and remotely across multiple states.

Ellen B. Holden provides fee-only financial planning and tax preparation services in West Los Angeles. Specializing in retirement planning, investment analysis, and budgeting strategy, the practice helps clients optimize Social Security benefits, manage debt, and navigate real estate decisions. With 25+ years of experience as a Certified Financial Planner, the business offers personalized guidance without product sales.

Williams Financial Services Financial Services provides integrated accounting, tax advisory, and wealth management solutions for individuals and businesses. Established in 2000, we combine CPA expertise with personalized financial planning to deliver tax-optimized strategies across Los Angeles and surrounding regions. Our client-centric approach ensures sophisticated financial management through proactive planning and comprehensive risk assessment.

Conservative Wealth Management is a registered investment advisory firm serving high-net-worth individuals, including executives, professionals, and retirees. We specialize in tax-efficient portfolio management, risk control, and estate planning, leveraging decades of experience to deliver personalized financial strategies. Our client-centric approach prioritizes transparency, ethical standards, and long-term wealth preservation.