Financial Planners in Los Angeles, CA — 85 Firms (2026)
85 financial planners in Los Angeles, California meet our listing bar — a website plus a public review record. They average 3.37★ across 85 rated firms, and 23 are rated 4.5★ or higher. The highest-rated is Infinite Financial Firm Credit Doc at 5.0★ across 767 Google reviews.
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IF
Infinite Financial Firm Credit Doc✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 5.0★ across 767 Google reviews.
JA
Jeung Agency✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 5.0★ across 129 Google reviews.
EI
Empress Investment Group✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 5.0★ across 87 Google reviews.
RW
RVW Wealth, LLC✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 5.0★ across 82 Google reviews.
PS
Pacific Sun Financial Corp Los Angeles✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 5.0★ across 20 Google reviews.
PF
Pathway Financial Services, LLC✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 5.0★ across 19 Google reviews.
UP
Universal Pacific 1031 Exchange✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 5.0★ across 16 Google reviews.
WL
West Los Angeles Branch TFA✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 5.0★ across 13 Google reviews.
BP
Beacon Pointe Advisors✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 5.0★ across 11 Google reviews.
OF
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering advisory. Rated 5.0★ across 11 Google reviews.
BC
Brittney Castro, Inc.✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 5.0★ across 10 Google reviews.
TM
The Mohri Group - Franklin Mohri, CFP®✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 5.0★ across 10 Google reviews.
EB
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 5.0★ across 9 Google reviews.
EI
European Investment Management Services✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 5.0★ across 9 Google reviews.
MW
Monarch Wealth Strategies - Los Angeles✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 5.0★ across 9 Google reviews.
SC
Sage Capital – Andrew J Manier✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 5.0★ across 9 Google reviews.
SW
Satori Wealth Management, Inc.✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 5.0★ across 7 Google reviews.
AW
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory.
KF
Kohen Financial Group✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 4.9★ across 43 Google reviews.
EW
EFC Wealth Management Firm✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 4.9★ across 39 Google reviews.
MC
Monarch Capital Corporation✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 4.7★ across 19 Google reviews.
XF
Xcel Financial Services LLC✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 4.6★ across 14 Google reviews.
NM
Northwestern Mutual✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 4.5★ across 26 Google reviews.
GI
Goldline, Inc✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 4.3★ across 176 Google reviews.
HW
HCR Wealth Advisors✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 4.2★ across 5 Google reviews.
RS
Retirement Solutions, LLC✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 4.2★ across 5 Google reviews.
LA
Los Angeles Federal Credit Union✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 3.9★ across 94 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 3.9★ across 12 Google reviews.
KF
Kinetic Financial✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 3.7★ across 9 Google reviews.
CF
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 3.7★ across 6 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering advisory. Rated 3.5★ across 46 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 3.4★ across 78 Google reviews.
OS
One Stop Collection Agency✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 3.4★ across 45 Google reviews.
IW
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 3.4★ across 5 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 3.3★ across 15 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 3.2★ across 39 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering advisory. Rated 3.2★ across 29 Google reviews.
BO
Bank of America ATM✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 3.2★ across 9 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 3.1★ across 111 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 3.1★ across 94 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 3.1★ across 25 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 3.1★ across 19 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 3.0★ across 109 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 3.0★ across 72 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 3.0★ across 34 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering advisory. Rated 3.0★ across 12 Google reviews.
WS
Wedbush Securities✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 2.9★ across 16 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 2.8★ across 122 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 2.8★ across 84 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 2.8★ across 66 Google reviews.
Top financial planners in Los Angeles
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Infinite Financial Firm Credit Doc✓ | Financial Planning | ★ 5.0 | 767 |
| 2 | Jeung Agency✓ | Financial Planning | ★ 5.0 | 129 |
| 3 | Empress Investment Group✓ | Financial Planning | ★ 5.0 | 87 |
| 4 | RVW Wealth, LLC✓ | Financial Planning | ★ 5.0 | 82 |
| 5 | Pacific Sun Financial Corp Los Angeles✓ | Financial Planning | ★ 5.0 | 20 |
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.