Financial Planners in Beverly Hills, CA — 13 Firms (2026)
13 financial planners in Beverly Hills, California meet our listing bar — a website plus a public review record. They average 3.90★ across 13 rated firms, and 7 are rated 4.5★ or higher. The highest-rated is AIO Fee Only Financial Advisors at 5.0★ across 23 Google reviews.
Showing 13 of 13 · sorted by Google rating
1.
AIO Fee Only Financial Advisors
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210
Services: advisory
2.
AFFLUENCER FINANCIAL ADVISORS
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 226 S Beverly Dr Suite 200, Beverly Hills, CA 90212
Services: advisory
3.
Beverly Hills Private Wealth
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 350 S Beverly Dr Suite 360, Beverly Hills, CA 90212
Services: advisory
4.
Kevins7
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 9440 S Santa Monica Blvd Suite 301, Beverly Hills, CA 90210
5.
Life Line Financial Group
★★★★★★★★★★5.0(3 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 8447 Wilshire Blvd #200, Beverly Hills, CA 90211
6.
Global Gold Investments
★★★★★★★★★★4.9(52 Google reviews)✓ Verified on Google
Financial Planning · 9440 Santa Monica Blvd, Beverly Hills, CA 90210
Services: advisory
7.
American Mortgage Finance
★★★★★★★★★★4.8(105 Google reviews)✓ Verified on Google
Financial Planning · 8671 Wilshire Blvd #714, Beverly Hills, CA 90211
Services: advisory
8.
Bank of America Financial Center
★★★★★★★★★★3.6(29 Google reviews)✓ Verified on Google
Financial Planning · 9454 Wilshire Blvd, Beverly Hills, CA 90212
Services: advisory
9.
Bank of America Financial Center
★★★★★★★★★★3.2(49 Google reviews)✓ Verified on Google
Financial Planning · 468 N Beverly Dr, Beverly Hills, CA 90210
Services: advisory
10.
BMO Bank N.A Branches
★★★★★★★★★★2.7(19 Google reviews)✓ Verified on Google
Financial Planning · 9401 Wilshire Blvd, Beverly Hills, CA 90212
Services: advisory
11.
TD Ameritrade
★★★★★★★★★★2.6(9 Google reviews)✓ Verified on Google
Financial Planning · 9757 Wilshire Blvd, Beverly Hills, CA 90212
Services: advisory
12.
Bank of America Financial Center
★★★★★★★★★★2.2(41 Google reviews)✓ Verified on Google
Financial Planning · 8760 Wilshire Blvd, Beverly Hills, CA 90211
Services: advisory
13.
Truist Wealth
★★★★★★★★★★1.7(12 Google reviews)✓ Verified on Google
Financial Planning · 9777 Wilshire Blvd suite 700, Beverly Hills, CA 90212
Services: advisory
Top financial planners in Beverly Hills
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | AIO Fee Only Financial Advisors | Financial Planning | 5.0 / 5 | 23 |
| 2 | AFFLUENCER FINANCIAL ADVISORS | Financial Planning | 5.0 / 5 | 10 |
| 3 | Beverly Hills Private Wealth | Financial Planning | 5.0 / 5 | 7 |
| 4 | Kevins7 | Financial Planning | 5.0 / 5 | 5 |
| 5 | Life Line Financial Group | Financial Planning | 5.0 / 5 | 3 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.