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.
Showing 50 of 85 · sorted by Google rating
1.
Infinite Financial Firm Credit Doc
★★★★★★★★★★5.0(767 Google reviews)✓ Verified on Google
Financial Planning · 1722 Westwood Blvd Ste 200, Los Angeles, CA 90024
2.
Jeung Agency
★★★★★★★★★★5.0(129 Google reviews)✓ Verified on Google
Financial Planning · 5670 Wilshire Blvd, Los Angeles, CA 90036
3.
Empress Investment Group
★★★★★★★★★★5.0(87 Google reviews)✓ Verified on Google
Financial Planning · 321 N Larchmont Blvd Ste 800, Los Angeles, CA 90004
Services: advisory
4.
RVW Wealth, LLC
★★★★★★★★★★5.0(82 Google reviews)✓ Verified on Google
Financial Planning · 1880 Century Pk E #200, Los Angeles, CA 90067
5.
Pacific Sun Financial Corp Los Angeles
★★★★★★★★★★5.0(20 Google reviews)✓ Verified on Google
Financial Planning · 10940 Wilshire Blvd Ste 1450, Los Angeles, CA 90024
Services: advisory
6.
Pathway Financial Services, LLC
★★★★★★★★★★5.0(19 Google reviews)✓ Verified on Google
Financial Planning · 13101 Washington Blvd #241, Los Angeles, CA 90066
Services: advisory
7.
Universal Pacific 1031 Exchange
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 1180 S Beverly Dr # 500, Los Angeles, CA 90035
8.
West Los Angeles Branch TFA
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 12400 Wilshire Blvd #300, Los Angeles, CA 90025
9.
Beacon Pointe Advisors
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 11601 Wilshire Blvd Suite 1950, Los Angeles, CA 90025
Services: advisory
10.
Optimized Financial and Insurance Services Inc.
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 975 S Atlantic Blvd, Los Angeles, CA 90022
Services: advisory
11.
Brittney Castro, Inc.
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 8023 Beverly Blvd Ste 1-375, Los Angeles, CA 90048
Services: advisory
12.
The Mohri Group - Franklin Mohri, CFP®
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 10880 Wilshire Blvd Ste 2222, Los Angeles, CA 90024
13.
Ellen B Holden Personal Financial Planning & Tax Services
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 10517 Rountree Rd, Los Angeles, CA 90064
Services: advisory
14.
European Investment Management Services
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 11661 San Vicente Blvd # 220, Los Angeles, CA 90049
15.
Monarch Wealth Strategies - Los Angeles
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 6430 Sunset Blvd Suite 1433, Los Angeles, CA 90028
16.
Sage Capital – Andrew J Manier
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 515 Flower St Fl 34, Los Angeles, CA 90071
17.
Satori Wealth Management, Inc.
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 12100 Wilshire Blvd 8th floor, Los Angeles, CA 90025
Services: advisory
18.
Aspiriant Wealth Management
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 11100 Santa Monica Blvd Ste 600, Los Angeles, CA 90025
Services: advisory
19.
Kohen Financial Group
★★★★★★★★★★4.9(43 Google reviews)✓ Verified on Google
Financial Planning · 12100 Wilshire Blvd Ste 800, Los Angeles, CA 90025
20.
EFC Wealth Management Firm
★★★★★★★★★★4.9(39 Google reviews)✓ Verified on Google
Financial Planning · 5777 W Century Blvd #985, Los Angeles, CA 90045
21.
Monarch Capital Corporation
★★★★★★★★★★4.7(19 Google reviews)✓ Verified on Google
Financial Planning · 6080 Center Dr 6th Floor, Los Angeles, CA 90045
22.
Xcel Financial Services LLC
★★★★★★★★★★4.6(14 Google reviews)✓ Verified on Google
Financial Planning · 2900 N Eastern Ave, Los Angeles, CA 90032
23.
Northwestern Mutual
★★★★★★★★★★4.5(26 Google reviews)✓ Verified on Google
Financial Planning · 515 Flower St Fl 34, Los Angeles, CA 90071
Services: advisory
24.
Goldline, Inc
★★★★★★★★★★4.3(176 Google reviews)✓ Verified on Google
Financial Planning · 11835 W Olympic Blvd #500, Los Angeles, CA 90064
25.
HCR Wealth Advisors
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 10866 Wilshire Blvd # 1600, Los Angeles, CA 90024
Services: advisory
26.
Retirement Solutions, LLC
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 12100 Wilshire Blvd Ste 800, Los Angeles, CA 90025
Services: advisory
27.
Los Angeles Federal Credit Union
★★★★★★★★★★3.9(94 Google reviews)✓ Verified on Google
Financial Planning · 201 N Los Angeles St #201, Los Angeles, CA 90012
28.
First Republic Bank
★★★★★★★★★★3.9(12 Google reviews)✓ Verified on Google
Financial Planning · 11770 San Vicente Blvd, Los Angeles, CA 90049
29.
Kinetic Financial
★★★★★★★★★★3.7(9 Google reviews)✓ Verified on Google
Financial Planning · 633 W 5th St #1050, Los Angeles, CA 90071
30.
Computax Financial Services Inc
★★★★★★★★★★3.7(6 Google reviews)
Financial Planning · 1930 Wilshire Blvd # 1208, Los Angeles, CA 90057
31.
BMO Bank N.A Branches
★★★★★★★★★★3.5(46 Google reviews)✓ Verified on Google
Financial Planning · 915 Wilshire Blvd #100, Los Angeles, CA 90017
Services: advisory
32.
Bank of America Financial Center
★★★★★★★★★★3.4(78 Google reviews)✓ Verified on Google
Financial Planning · 333 S Hope St Ste 100, Los Angeles, CA 90071
Services: advisory
33.
One Stop Collection Agency
★★★★★★★★★★3.4(45 Google reviews)✓ Verified on Google
Financial Planning · 7190 Sunset Blvd #505, Los Angeles, CA 90046
34.
Innovative Wealth Strategists
★★★★★★★★★★3.4(5 Google reviews)
Financial Planning · 6767 Forest Lawn Dr Ste 120, Los Angeles, CA 90068
35.
Fidelity Investments
★★★★★★★★★★3.3(15 Google reviews)✓ Verified on Google
Financial Planning · 2000 Ave of the Stars Ste A-50, Los Angeles, CA 90067
36.
Bank of America Financial Center
★★★★★★★★★★3.2(39 Google reviews)✓ Verified on Google
Financial Planning · 2420 Glendale Blvd, Los Angeles, CA 90039
Services: advisory
37.
BMO Bank N.A Branches
★★★★★★★★★★3.2(29 Google reviews)✓ Verified on Google
Financial Planning · 123 Astronaut Ellison S Onizuka St, Los Angeles, CA 90012
Services: advisory
38.
Bank of America ATM
★★★★★★★★★★3.2(9 Google reviews)✓ Verified on Google
Financial Planning · 5800 S Eastern Ave, Los Angeles, CA 90040
Services: advisory
39.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.1(111 Google reviews)✓ Verified on Google
Financial Planning · 3320 W Olympic Blvd, Los Angeles, CA 90019
Services: advisory
40.
Bank of America Financial Center
★★★★★★★★★★3.1(94 Google reviews)✓ Verified on Google
Financial Planning · 888 W 7th St #100, Los Angeles, CA 90017
Services: advisory
41.
Bank of America Financial Center
★★★★★★★★★★3.1(25 Google reviews)✓ Verified on Google
Financial Planning · 4510 Franklin Ave, Los Angeles, CA 90027
Services: advisory
42.
Bank of America Financial Center
★★★★★★★★★★3.1(19 Google reviews)✓ Verified on Google
Financial Planning · 7215 W Manchester Ave, Los Angeles, CA 90045
Services: advisory
43.
Bank of America Financial Center
★★★★★★★★★★3.0(109 Google reviews)✓ Verified on Google
Financial Planning · 3442 Wilshire Blvd, Los Angeles, CA 90010
Services: advisory
44.
Bank of America Financial Center
★★★★★★★★★★3.0(72 Google reviews)✓ Verified on Google
Financial Planning · 850 N Broadway, Los Angeles, CA 90012
Services: advisory
45.
Bank of America Financial Center
★★★★★★★★★★3.0(34 Google reviews)✓ Verified on Google
Financial Planning · 1572 Sunset Blvd, Los Angeles, CA 90026
Services: advisory
46.
BMO Bank N.A Branches
★★★★★★★★★★3.0(12 Google reviews)✓ Verified on Google
Financial Planning · 300 S Grand Ave, Los Angeles, CA 90071
Services: advisory
47.
Wedbush Securities
★★★★★★★★★★2.9(16 Google reviews)✓ Verified on Google
Financial Planning · 1000 Wilshire Blvd, Los Angeles, CA 90017
Services: advisory
48.
Bank of America Financial Center
★★★★★★★★★★2.8(122 Google reviews)✓ Verified on Google
Financial Planning · 10340 S Central Ave, Los Angeles, CA 90002
Services: advisory
49.
Bank of America Financial Center
★★★★★★★★★★2.8(84 Google reviews)✓ Verified on Google
Financial Planning · 4103 S Western Ave, Los Angeles, CA 90062
Services: advisory
50.
Bank of America Financial Center
★★★★★★★★★★2.8(66 Google reviews)✓ Verified on Google
Financial Planning · 5420 Wilshire Blvd, Los Angeles, CA 90036
Services: advisory
Top financial planners in Los Angeles
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Infinite Financial Firm Credit Doc | Financial Planning | 5.0 / 5 | 767 |
| 2 | Jeung Agency | Financial Planning | 5.0 / 5 | 129 |
| 3 | Empress Investment Group | Financial Planning | 5.0 / 5 | 87 |
| 4 | RVW Wealth, LLC | Financial Planning | 5.0 / 5 | 82 |
| 5 | Pacific Sun Financial Corp Los Angeles | Financial Planning | 5.0 / 5 | 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.