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Top Financial Advisors in Los Angeles

Considering the state of California alone would rank as the world’s 5th biggest economy, it’s no surprise that its biggest city, Los Angeles, is one of the most dynamic economic environments in the world as well. Also being the second largest metro area in the country, finding the best financial advisor for you in Los Angeles shouldn’t be a difficult task, but Benzinga has done the hard work for you in finding the best financial advisors possible for anyone’s income, goals and aspirations.

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  • $783,586,079
    252
    • Financial planning services
    • Pension consulting services
    • SEE SCHEDULE D-MISCELLANEOUS
  • CDR# 114025
    $569,217,483
    225
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
  • CDR# 297601
    $71,143,424
    82
    • Financial planning services
  • $262,900,000
    363
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • CDR# 154899
    $147,000,000
    98
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $3,602,578,005
    2,368
    • PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS.
  • $641,980,143
    27
    • Financial planning services
    • Pension consulting services
  • CDR# 169846
    $169,774,868
    201
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • CDR# 140923
    $840,378,919
    953
  • $1,399,690,508
    226
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)

To determine the top financial advisors in Los Angeles we poured through all SEC registered advisory firms who have an office in Los Angeles. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

OAKWOOD CAPITAL MANAGEMENT LLC

CDR# 108080
$783,586,079
252
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • SEE SCHEDULE D-MISCELLANEOUS
  • A percentage of assets under your management
  • Other
12121 WILSHIRE BLVD., SUITE 1250
LOS ANGELES CA, 90025
310-772-2600

$783,586,079
252
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • SEE SCHEDULE D-MISCELLANEOUS
  • A percentage of assets under your management
  • Other

JSF FINANCIAL, LLC

CDR# 114025
$569,217,483
225
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
6300 WILSHIRE BLVD. SUITE 700
LOS ANGELES CA, 90048
323-866-0833

$569,217,483
225
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions

THE PACIFIC GROUP

CDR# 297601
$71,143,424
82
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
500 S. GRAND AVE SUITE 1650
LOS ANGELES CA, 90071
310-807-0140

$71,143,424
82
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

PERENNIAL FINANCIAL SERVICES

CDR# 286477
$262,900,000
363
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
11620 WILSHIRE BOULEVARD SUITE 400
LOS ANGELES CA, 90025
310-445-2504

$262,900,000
363
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

VICTUS CAPITAL WEALTH

CDR# 154899
$147,000,000
98
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
11766 WILSHIRE BOULEVARD SUITE 1220
LOS ANGELES CA, 90025
310-622-1280

$147,000,000
98
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

RNC GENTER CAPITAL MANAGEMENT

CDR# 108618
$3,602,578,005
2,368
Works with high networth individuals
  • PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS.
  • A percentage of assets under your management
  • Other
11601 WILSHIRE BLVD., 25TH FLOOR
LOS ANGELES CA, 90025-1770
310-477-6543

$3,602,578,005
2,368
Works with high networth individuals
  • PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS.
  • A percentage of assets under your management
  • Other

AVITAS WEALTH MANAGEMENT, LLC

CDR# 291155
$641,980,143
27
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
1901 AVENUE OF THE STARS SUITE 1901
LOS ANGELES CA, 90067
(424) 371-9010

$641,980,143
27
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management

KCS WEALTH ADVISORY

CDR# 169846
$169,774,868
201
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
11150 W. OLYMPIC BLVD. SUITE 790
LOS ANGELES CA, 90064
310-734-4740

$169,774,868
201
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

L & S ADVISORS, INC

CDR# 140923
$840,378,919
953
Works with high networth individuals
  • A percentage of assets under your management
12121 WILSHIRE BLVD SUITE 1100
LOS ANGELES CA, 90025-1123
310-893-6060

$840,378,919
953
Works with high networth individuals
  • A percentage of assets under your management

MIRACLE MILE ADVISORS, LLC

CDR# 143483
$1,399,690,508
226
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
11300 WEST OLYMPIC BLVD SUITE 800
LOS ANGELES CA, 90064
(310) 246-1243

$1,399,690,508
226
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)