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.
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AF
AIO Fee Only Financial Advisors✓ Verified
Financial PlanningBeverly Hills, CA
Financial Planning in Beverly Hills, California offering financial planning, and advisory. Rated 5.0★ across 23 Google reviews.
AF
AFFLUENCER FINANCIAL ADVISORS✓ Verified
Financial PlanningBeverly Hills, CA
Financial Planning in Beverly Hills, California offering financial planning, and advisory. Rated 5.0★ across 10 Google reviews.
BH
Beverly Hills Private Wealth✓ Verified
Financial PlanningBeverly Hills, CA
Financial Planning in Beverly Hills, California offering financial planning, and advisory. Rated 5.0★ across 7 Google reviews.
LL
Financial PlanningBeverly Hills, CA
Financial Planning in Beverly Hills, California offering financial planning.
★5.0 (3)
GG
Global Gold Investments✓ Verified
Financial PlanningBeverly Hills, CA
Financial Planning in Beverly Hills, California offering financial planning, and advisory. Rated 4.9★ across 52 Google reviews.
AM
American Mortgage Finance✓ Verified
Financial PlanningBeverly Hills, CA
Financial Planning in Beverly Hills, California offering financial planning, and advisory. Rated 4.8★ across 105 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningBeverly Hills, CA
Financial Planning in Beverly Hills, California offering financial planning, and advisory. Rated 3.6★ across 29 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningBeverly Hills, CA
Financial Planning in Beverly Hills, California offering financial planning, and advisory. Rated 3.2★ across 49 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningBeverly Hills, CA
Financial Planning in Beverly Hills, California offering advisory. Rated 2.7★ across 19 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningBeverly Hills, CA
Financial Planning in Beverly Hills, California offering financial planning, and advisory. Rated 2.6★ across 9 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningBeverly Hills, CA
Financial Planning in Beverly Hills, California offering financial planning, and advisory. Rated 2.2★ across 41 Google reviews.
TW
Truist Wealth✓ Verified
Financial PlanningBeverly Hills, CA
Financial Planning in Beverly Hills, California offering financial planning, and advisory. Rated 1.7★ across 12 Google reviews.
Top financial planners in Beverly Hills
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | AIO Fee Only Financial Advisors✓ | Financial Planning | ★ 5.0 | 23 |
| 2 | AFFLUENCER FINANCIAL ADVISORS✓ | Financial Planning | ★ 5.0 | 10 |
| 3 | Beverly Hills Private Wealth✓ | Financial Planning | ★ 5.0 | 7 |
| 4 | Kevins7✓ | Financial Planning | ★ 5.0 | 5 |
| 5 | Life Line Financial Group✓ | Financial Planning | ★ 5.0 | 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.