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Financial Advisors - Los Angeles, California | Compare Top Local Advisors

Morris Amiri, Financial Advisor from Los Angeles, California

Expect More From Your Financial AdvisorDash Investments is a privately owned, fee-only independent investment advisor. The firm manages private client accounts for individuals and families across America and was ranked by "Money Magazine" as one of the top financial advisors in the country.Catering to the individual investor, Dash Investments offer...

Todd Butler, CFP®, Financial Advisor from Los Angeles, California

WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of individuals and families. Founded in 1988, WESCAP Group is headquartered in Burbank, California, and serves clients throughout the United States. Our extraordinary client retention rate is dri...

Bob Farmer, Financial Advisor from Los Angeles, California

We maintain a constant commitment to putting service first by keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant.We can help you define your long-time investment objectives and build a personalized investment portfolio that...

Eric Pritz, CFP, Financial Advisor from Los Angeles, California

Welcome to Signature Estate & Investment Advisors, LLC Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations. SEIA's reputation is earned on a daily basis,...

Theodore  Saade CFP AIF CMFC, Financial Advisor from Los Angeles, California

Welcome to Signature Estate & Investment Advisors, LLC Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations. SEIA's reputation is earned on a daily basis,...

Marcus Sitrin, Financial Advisor from Los Angeles, California

With over 60 years of combined experience, Sitrin Capital Portfolio Management has relationships with over 100 families, many of which span three generations. Prior to founding Sitrin Capital Portfolio Management, Marcus, Efren, and Ryan collectively known as the Sitrin Group were at Merrill Lynch, where they served as Vice Presidents and Port...

Duncan Rolph, Financial Advisor from Los Angeles, California

Miracle Mile Advisors is a leader in independent, objective investment advice. We specialize in providing sophisticated financial plans using low cost index funds and ETFs, and have an average of over 15 years of proven experience working with high net worth families. Come learn why we are one of the fastest growing firms in the country....

EP Wealth Advisors, Inc., Financial Advisor from Los Angeles, California

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a ...

Anthony A. Saccaro, ChFC, Financial Advisor from Los Angeles, California

Providence Financial & Insurance Services provides comprehensive financial, estate and tax planning education and services for clients in the greater Los Angeles area. We specialize in conservative investment strategies for baby boomers and retirees. Our service first philosophy means we invest our time in you and listen to your situation before ev...

Keith Ellen, Financial Advisor from Los Angeles, California

American Financial Network offers clients a highly customized approach to investing with comprehensive financial solutions, plus service & support that we believe is unparalleled in the industry. Utilizing innovate investment techniques, AFN specializes in asset allocation and portfolio design. Clients benefit from our expertise with full access to...

James  Kirby , Financial Advisor from Los Angeles, California

Jim and his associates are concerned about the high level of our national debt and the rapid growth of our money supply. Our gross national debt has increased at an alarming rate in recent years. The Fed has increased the money supply by $2.3 trillion with Quantitative Easing 1 and Quantitative Easing 2 ("QE1" and "QE2"*). We expect an inflat...

William G Knapp, Financial Advisor from Los Angeles, California

As a Retirement Specialist and Estate Planner, I help clients ensure an independent future by planning properly. At Knapp Financial Advisors, we manage your assets and implement your estate plan with great care. We provide wealth management for retirees and pre-retirees, assist in the creation of living trusts, perform IRA rollovers, and establish ...

John Kostic, Financial Advisor from Los Angeles, California

Locally Grown Fortunes Begin HereABOUT USFounded in 1984, F500 Advisory is a stable, secure, and long-term presence in the U.S. investment advisory world. With over 100 years of collective experience on our advisory and fund management teams, we provide prudent investment planning and personalized customer service to each and every client. The proo...

Simon Reeves, Financial Advisor from Los Angeles, California

Simon brings 20 years of investment experience to his role as founder and chief executive officer of TideRock Financial. He specializes in advising wealthy families and high-net worth individuals to help them achieve their long-term investment goals, including estate and heritage planning. As a former Wall Street trader, Simon utilizes his unique...

Charles Oreilly Doud, Financial Advisor from Los Angeles, California

Dennis Michael Doyel, Financial Advisor from Los Angeles, California

Donald Warren Jr Crowell, Financial Advisor from Los Angeles, California

John Morris Hales, Financial Advisor from Los Angeles, California

Anthony Paul George, Financial Advisor from Los Angeles, California

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Financial Advisors in California, CA

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  • Minimum 5 years of Experience
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