The Best Financial Advisors in Los Angeles

Here is our List of the 10 Los Angeles Financial Advisor
Grace Wealth Management Group, Inc.

As a financial advisor in Irvine, CA, we specialize in retirement planning and investment management. We offer a comprehensive and customized financial road map to help Retirees feel peaceful about their finances in their golden years.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing informed financial information.

In addition to offering over 24 years of expertise in Financial Planning, we are now offering dinner workshops designed to inform and educate people to equip them with the best possible tools to make well thought out and educated decisions over their financial future and goals. Please consider joining us! We hold them at some of Irvine’s top dining spots such as Il Fornaio’s and Antonello Ristorante, to name a couple.These are free, relaxed no sales environment!

19782 MacArthur Boulevard Suite 320 Irvine, CA 92612
Athos Capital Advisors

Athos Capital was founded with the mission of bringing institutional investment advice and best practices to individual and high net worth investors. Athos Capital founder and president, Henry Miketa, began his career working for one of the world’s premier investment advisory firms, advising some of the world’s largest and most sophisticated institutional investors. Athos Capital brings the same level of expertise and service demanded by the world’s leading endowments, foundations, and family offices, and delivers that level of investment service to individual clients.

We are a research focused investment firm and fee only investment advisor meaning we collect no commissions and thus only have our clients’ best interests in mind. Doing what is absolutely best for our clients is at the heart of everything we do.

We believe we can help every investor improve their wealth management and financial planning and we take our job very seriously. All to often, smaller investors who deserve the top advice receive poor advice and are charged outrageous fees. We have turned this dynamic on its head – we deliver institutional level advice and service at lower fees. We have spent our entire careers working for some of the largest and most sophisticated institutional investors with access to the world’s best hedge funds and private equity. We bring that same level of expertise to your portfolio. We are passionate about helping our clients and obsess over every detail necessary to achieving what is in their best interests.

ACap Asset Management

Founded in 2009, ACap Advisors & Accountants (formulated of ACap Asset Management, Inc. and ACap Accounting Services, Inc.) is a boutique fee-only wealth management, and full-service accounting firm based in Los Angeles, CA. We provide comprehensive, unbiased financial advice and guidance, specifically tailored to those in the healthcare industry.

As an independent Fee-Only firm, ACap does not work on commissions, nor sell any products. Our only source of income is through our clients. We are not wed to any investment banks, insurance companies, or mutual funds; as a result, we are free to offer our clients the best investments most suitable to their needs.

Investment Philosophy

At ACap, we believe in investing, not speculating. Our goal is not to speculate on the direction of the market, but to achieve a healthy rate of return that allows our clients to achieve their financial dreams without exposing them to unreasonable risk.

We believe in asset-class investing and that investors should have exposure to several broadly diversified asset classes based on their goals and risk-tolerance. We attempt to keep investment expenses down, minimize expense ratios and transaction costs, and reduce portfolio turnover, all of which affect portfolio value.

Encino, CA 91436
Affluencer Financial

We are a fee-based independent Los Angeles retirement planning firm who specializes in helping clients with investing*, estate planning and tax strategies. Our advisors are highly educated, credentialed and up-to-date on the areas which we specialize in. Being a fiduciary financial advisory firm, we maintain an objective, ‘non-salesy’ approach to helping people understand and maximize their financial lives.

SIMPLE

The financial industry is polluted with jargon and technical gibberish. At Affluencer Financial we take pride in speaking to our clients with SIMPLE and easy to understand words so you are clear and confident in us, and in your financial future. We will never drown you with numbers or speak to you in a way in which you will end up with more questions than answers. All of our associates are also college instructors and therefore they have mastered the art of making complex concepts very simple and easy to understand.

CREATIVE

One of the founding principles that we used in order to start the firm was that we wanted to break away from the traditional cookie-cutter approach to financial advice. We believe that the financial services industry has become complaisant and self-serving rather than resourceful and enthusiastic to help consumers achieve their goals. Most of the industry is now bloated with fees and more concerned with the bottom line rather than the client! We believe that every problem has more than one solution and we are determined to find it for you. Our clients are our employers and we strive to solve their issues.

PERSONABLE

We treat our clients as people and not as account numbers. We know that behind all of the numbers are real people, with real lives, goals and dreams. Our goal is to become a lifetime resource for our clients by always placing them ahead of profits and making sure that their goals are met with the highest level of integrity and transparency. All clients are informed of any costs, fees in advance and we will never speak down to you. That’s our promise!

13340 Washington Blvd. Los Angeles, California 90066
Darrow Wealth Management

Darrow Wealth Management is an asset management and financial planning firm with offices in Boston, MA and Concord, MA. Although we are based in Massachusetts, we partner with executives and professionals across the United States as a SEC-registered investment advisor. Unfortunately, investors tend to prioritize the financial advisor near me search when looking for a wealth manager.

In-person meetings are ideal, but technology makes it easy to meet face-to-face, even if we are in different locations. When looking for a fiduciary financial advisor, consider prioritizing the right complete fit over an office location near you. After all, if you move or your advisor does, you probably won’t want to start over with a new firm.

745 Atlantic Avenue, 8th Floor
Dash Investments

Dash Investments is a privately owned, independent investment advisory firm, managing private client accounts for individuals and families across America. As a Registered Investment Advisor (RIA) firm with the SEC, we are fiduciaries who put our clients’ interests ahead of everything else.

We offer a full range of investment advisory and financial services, which are tailored to each client’s unique needs. We provide institutional-caliber money management services that are based upon a solid, proven research approach. In addition, each client receives comprehensive financial planning to ensure they are moving toward their financial goals. On average, over the last 15 years, more than 9 out of 10 clients have chosen to stay with Dash Investments.*

CEO & Chief Investment Officer Jonathan Dash has been profiled by The Wall Street Journal, Barron’s, and CNBC as a leader in the investment industry with a track record of creating value for his firm’s clients.

Principals of the firm keep a majority of their investable assets under management alongside client investments – assuring 100% alignment of interests with clients. All client accounts are held at well-known, third-party custodial institutions that specialize in asset custody and administration.

As a fee-only advisor, client fees are based on a small percentage of total portfolio value. We are not a broker and thus earn no commissions from making trades in your accounts. This fee structure aligns our interests with yours – our only incentive is your success.

Beverly Hills, CA 90212
Fischer Investment Strategies

Fischer Investment Strategies (FIS), where you will enjoy the benefits of working with an experienced fee-only CFP® who utilizes a customized, client-centered approach to wealth management. At FIS, we cultivate relationships with our clients that are built on transparency, as well as mutual trust and respect.

Whether you are seeking expert counsel on retirement planning, investment management, estate planning, tax planning or risk management, Fischer Investment Strategies will work with you to develop a personalized plan that reflects your unique goals and risk parameters. We will assist you in securing opportunities often unattainable when attempting to negotiate today’s challenging financial environment on your own. We are committed to providing you with a sound investment plan that minimizes your fears while fulfilling your long-term goals.

FIS Professional Financial Advisor Services

    • Fee-Only Investment Advisor
    • Customized Financial Plans
    • Portfolio Rebalancing and Tax Efficiency
    • Dimensional Fund Advisors (DFA): No-Load, Evidence-Based Mutual Funds
    • Non-Markup Personalized Bond Portfolios
    • Investment philosophy based on the Nobel Prize-winning Modern Portfolio Theory of Eugene Fama
Westlake Village, CA 91361
HCR Wealth Advisors

Your life is a collection of important moments. It is in these moments where you stake your claim, create your identity and dictate your future. These times of transition are often tied to an important financial decision, and when money touches your life in consequential ways, HCR Wealth Advisors is at its best.

Established in 1988, our firm has spent decades earning a reputation for objectivity and empathy in the financial planning and investment management space. By providing truly independent comprehensive services, underpinned by extensive experience and a commitment to cultivating lifelong relationships with clients, HCR has proven itself as an exceptional advisor in both life and wealth.

We take pride in creating and guiding you along a clear path to financial success, even when complex situations arise. Our team of experienced fiduciaries are squarely focused on all aspects of your financial well-being, so you can focus on what matters most.

10866 Wilshire Blvd Suite 1600 Los Angeles, CA 90024
Miracle Mile Advisors

Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better. We specialize in providing sophisticated financial planning using low-cost, custom investment strategies backed by a fiduciary standard.

Comprehensive Planning

At Miracle Mile Advisors, we understand the value of creating a customized plan that is tailored to your unique financial goals. Your portfolio is only one piece of the puzzle. We help you make sense of the other important issues life throws at you to design and implement a life plan that will help to get you where you need to go.

Personalized Service

At Miracle Mile Advisors, we provide sophisticated and customized advice to each of our clients. Our partners have an average of 19 years of experience working with high-net worth families. Our goals are simple: We are here to help you achieve your goals.

11300 W. Olympic Blvd., Suite 800 Los Angeles
NWF Advisory Group

At NWF Advisory, we provide professional, comprehensive wealth management services designed to benefit our clients in an ever-changing financial landscape. It is our belief that through our expertise, personal care and concern and our commitment to developing meaningful relationships we can have a positive impact on the lives of our clients.

We are fortunate enough to be part of a large and significant network consisting of a vast array of professional resources, tools, and products to choose from, but also to be independent enough to be able to give the proper time and attention to provide clients with the individualized personal care, dedication, and the financial strategies we feel are best suited for them.

Here at NWF, we pride ourselves on providing our clients with a professional and comprehensive service as our seasoned independent financial advisors draw on years of experience to assist clients in proactively meeting their goals through customized financial planning solutions.

We look forward to getting to know you and helping you make the first and most important step in planning for your future with a competent and trusted advisor in your corner.

Los Angeles, CA 90064

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria