Finding the right financial advisor in Los Angeles is essential for anyone looking to build long-term security and financial clarity. Best Financial Advisors simplifies that process. We’re a trusted referral and matching service that connects Los Angeles residents with experienced professionals who understand your unique goals.
Our simple quiz will provide you with a personalized list of financial advisors based on your investing goals, preferences, and location.
Advisor | Years of Experience | Services Offered | Rating |
Empress Investment Group
| 22 years (founded in 2003) | Wealth management, retirement income planning, tax reduction strategies, estate planning | ★★★★★ |
Wealth Management Partners of Los Angeles, Inc.
| Not publicly disclosed | Wealth management, insurance, financial planning, tax strategy | ★★★★☆ |
Pathway Financial Services, LLC
| Not publicly disclosed | Retirement planning, investment review & allocation, estate planning, insurance review | ★★★★★ |
RVW Wealth, LLC
| 19 years (founded in 2006) | Portfolio management, financial planning, estate & trust advisory, business advisory | ★★★★★ |
Phil Fiore: CFP® & ChSNC®
| Not publicly disclosed | Financial planning, asset management, estate planning strategies, risk management | ★★★★★ |
Everett Harris & Co
| 88 years (founded in 1937) | Investment management, retirement planning, trust & estate services | ★★★★★ |
Satori Wealth Management, Inc.
| Not publicly disclosed | Retirement income planning, financial planning, tax planning | ★★★★★ |
Avant Advisory Group
| ~25 years | M&A advisory, financial restructuring, forensic & fraud advisory | ★★★★☆ |
Monarch Wealth Strategies – Los Angeles
| Not publicly disclosed | Financial planning, cash flow & income projections, retirement plan review, real estate advice | ★★★★★ |
49 Financial – Los Angeles
| 10 years (founded in 2015) | Retirement planning, tax mitigation strategies, business planning, investments | ★★★★★ |
Los Angeles has a diverse and fast-moving economy, from entertainment and tech to real estate and small business. With high living costs, complex tax considerations, and evolving market trends, personalized financial planning is more important than ever.
A local advisor offers insight into California tax laws, regional investment opportunities, and financial strategies tailored to LA’s unique lifestyle. Best Financial Advisors helps you find professionals who provide clarity, customized planning, and the confidence to move forward.
A financial advisor helps with retirement planning, investment management, tax strategies, estate planning, insurance guidance, and overall financial decision-making. Advisors referred by Best Financial Advisors provide personalized support based on your goals.
Fees vary by advisor and may include flat fees, hourly rates, or a percentage of assets managed. During your consultation, the referred advisor will explain their structure clearly so you can choose what fits best.
A fiduciary is legally required to act in your best interest. Some advisors operate under a fiduciary standard, while others may follow a suitability standard. Best Financial Advisors can connect you with fiduciary advisors if that aligns with your needs.
Consider your goals, the advisor’s specialties, their communication style, and their fee model. Our referral service matches you with advisors based on your unique financial situation and preferences.
Choosing the right financial advisor is one of the most important steps toward long-term financial clarity. Best Financial Advisors ensures you’re not navigating that decision alone.
Our referral service takes the guesswork out of the process—making it easier, faster, and more reliable to find the advisor who truly fits your needs. With the right financial professional on your side, you can plan with confidence and move forward with a clear strategy.
