FinanceHQ’s team of experts conducted thorough research on financial advisors in Los Angeles. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Los Angeles range from $1B to $17B in AUM, and have an average of 31 years of experience.Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
EP Wealth Advisors is a top financial advisor in Los Angeles, CA because of its extensive experience and expertise in investment management, financial planning, and wealth advisory services. Founded in 1987 by best friends Derek Holman and Brian Parker, the firm has grown to become one of the largest financial planning and investment advisory firms in the country. Their commitment to personalized approaches and unbiased advice has earned them a reputation as a trusted partner for individuals seeking guidance in navigating the complexities of the financial world.
The Mather Group is a top financial advisor in Los Angeles, CA because of their commitment to educating investors about fiduciary responsibility and their fee-only approach. Founded in 2011 and headquartered in Chicago, IL, they offer comprehensive financial planning services including retirement planning, tax planning, estate planning, and investment management. Their specialization in cost-effective investment strategies and their free investment audit for new clients demonstrate their dedication to maximizing clients' investment potential while minimizing unnecessary costs.
Churchill Management Group is a top financial advisor in Los Angeles, CA because they have over five decades of experience in the industry and are headquartered in LA. They specialize in wealth management, retirement planning, and financial planning, offering customized investment strategies to meet each client's specific goals and objectives. With their commitment to delivering first-class support and their focus on customization, Churchill Management Group stands out as a reputable and reliable choice for individuals seeking financial advisory services in Los Angeles.
Wetherby Asset Management is a top financial advisor in Los Angeles, CA due to their extensive experience since being founded in 1990 and their commitment to providing exceptional service. Specializing in wealth planning, investment advice, financial counsel, and investment recommendations, they offer objective and unbiased financial counsel tailored to each client's unique needs. Their high client retention rate, numerous referrals from existing clients, and recognition in national press validate their dedication to excellence.
Miracle Mile Advisors, LLC is considered a top financial advisor in Los Angeles, CA because they have been providing best-in-class guidance and advice since their founding in 2007. They specialize in integrating dynamic financial planning and expert investment management, offering sophisticated advice using low-cost, custom investment strategies backed by a fiduciary standard. With over 50 advisory rankings from reputable sources and a commitment to diversity and opportunity, Miracle Mile Advisors prioritizes comprehensive support for clients' overall financial well-being.
HCR Wealth Advisors is a top financial advisor in Los Angeles, CA due to their extensive experience and commitment to client well-being. Founded in 1999 and headquartered in Los Angeles, they specialize in financial planning, retirement planning, and investment management. Their holistic approach considers individual lifestyles and personal considerations, allowing them to provide personalized service and comprehensive advice to help clients overcome challenges on their financial journey.
No, not all financial advisors in Los Angeles, CA have a minimum investment requirement. While some advisors may impose minimums, our platform connects you with a diverse range of advisors, allowing you to find professionals who align with your financial goals and preferences, regardless of investment size. Explore personalized advice and resources tailored to your needs without constraints on minimum investments.
When selecting a financial advisor in Los Angeles, CA consider their credentials, such as certifications (CFP, CFA), experience, and track record. Assess their fee structure to ensure transparency and compatibility with your financial situation. Additionally, seek client reviews and testimonials to gauge customer satisfaction and verify that the advisor aligns with your long-term financial goals.
Yes, many financial advisors in Los Angeles, CA offer assistance with income tax preparation as part of their services. It's advisable to inquire about their expertise in tax planning, and if they collaborate with tax professionals to ensure a comprehensive approach to your financial well-being. FinanceHQ connects you with advisors who can provide guidance on tax-related matters to optimize your overall financial strategy.
Yes, a life transition in Los Angeles, CA, such as marriage, divorce, or retirement, often necessitates a reassessment and adjustment of your financial plan. Our fintech platform connects you with advisors who specialize in navigating these changes, ensuring your financial strategy aligns with your evolving circumstances in the vibrant city of Los Angeles. Consider reviewing and updating your plan with expert guidance to address new goals and challenges associated with life transitions.
Yes, financial advisors in Los Angeles, CA can assist with your estate plan. FinanceHQ connects you with professionals who specialize in comprehensive financial planning, including estate planning. Collaborate with an advisor to ensure your assets are managed and distributed according to your wishes, providing peace of mind for you and your loved ones.
The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.
We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.
The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.
Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.
** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.© 2024 FinanceHQ