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Best Financial Advisors in Los Angeles, CA

Handpicked from 107 vetted & reviewed Financial Planning & Wealth Management firms in the Los Angeles area, explore the top 5 leading options among the selected group of 24 finalists.

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Pathway Financial Services

Pathway Financial Services

(15)
Featured Links, Client Center, Fees
“My income, needs, and goals are certainly different now (age 40, married, baby #1 on the way) than they were when we first began working together (early 30s, single, paying off student loans and other debt).”
Transparent Fees & Pricing
In Business Since 2014
13101 Washington Blvd #241, Los Angeles, CA
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Tax Payers Services

Tax Payers Services

(2)
“Down to earth..”
Transparent Fees & Pricing
Free Initial Consultation
Coupons & Offers
Offers Financing Options
901 S La Brea Ave #4, Los Angeles, CA
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Gerber & Co

Gerber & Co

(17)
Family Office / Business Management, Tax Problem Resolution, Real Estate Investment Tax Planning
“Our preparer, Tawny, has been doing our taxes for 20-25 years now and never fails to impress us with her devotion to getting the job done graciously and accurately.”
Accepts All Major Credit Cards
Family Business
Licensed, BBB Rating: A+
In Business Since 2012
1880 Century Park East Second Floor, Los Angeles, CA
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Atlantic Tax Services

Atlantic Tax Services

(18)
  • Questions
  • Check
  • Company
“Last year my brother recommended ATLANTIC TAX SERVICE to me everything was done over the phone just sent email with all necessary docs it was a little pricy but because customer service was good the process was fast and easy i guess that made it less...”
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2012
744 S Atlantic Blvd, East Los Angeles, CA
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Maurice Joffe Tax Services

Maurice Joffe Tax Services

(29)
Services For Individuals, Business Services, Tax Services
“I have had several accountants before him, and he is the first one to present me with a proper analysis, help me start my S-Corporation, and provide me with appropriate solutions for my small business.”
Transparent Fees & Pricing
In Business Since 1969
12222 Wilshire Blvd Suite 106, Los Angeles, CA
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Efros Financial -

Efros Financial -

(30)
Business Consulting, Tax Resolution, Retirement Planning
“Needless to say, Alex is highly regarded and greatly recommended as an exceptional tax expert by myself and considerably many others for very good reason.”
In Business Since 2018
10866 Wilshire Blvd Suite 400, Los Angeles, CA
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Financial Counseling Center

Financial Counseling Center

(24)
  • Comfortable
  • Questions
  • Debt
“Michael is probabably the most knowledgeable person I have ever met in person, concerning the understanding of financial planning, and also economical and consumer statistics.”
Se Habla Español
In Business Since 2003
4311 Wilshire Blvd Ste 602, Los Angeles, CA
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Oren Hen EA

Oren Hen EA

(20)
  • Family
  • Accountant
  • Money
“He is very professional , takes his time to explain everything and always does his best and helps save me thousands of dollars each year while educating me .”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2014
6404 Wilshire Blvd #800, Los Angeles, CA
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Advise RE

Advise RE

(22)
  • Feel
  • Questions
  • Information
“Consistently going the extra mile, I feel MFA is like an extension of my own team and I'm keen on utilizing other services including business set-up and personal portfolio advice.”
In Business Since 2022
8023 Beverly Blvd Suite 1 - #1179, Los Angeles, CA
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Tax Legend

Tax Legend

(17)
  • The Irs
  • Season
“I am grateful to come across a good team that take their time and value you as customer I got my stuff resolved with the IRS and my civil rights were respected.”
Transparent Fees & Pricing
In Business Since 2014
1855 W Manchester Ave Unit 106, Los Angeles, CA
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OCM Investments

OCM Investments

(1)
“Also, here's a picture of the building being torn down by a crane.”
Licensed, BBB Rating: A+
In Business Since 2013
333 S Grand Ave # 28, Los Angeles, CA
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Empyrean Funding & Management

Empyrean Funding & Management

“At Empyrean Funding, we have passion for what we do – helping other people's dreams come true. As one of the strongest and safest residential and commercial mortgage companies in the industry, we know that trust and integrity are the most important e...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2005
11677 San Vicente Blvd # 206, Los Angeles, CA
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RVW Wealth

RVW Wealth

(30)
  • Trust
  • Investment
  • Integrity
“Jonathan Gerber's knowledge and insights about my potential family business acquisition and the financial/estate planning implications was outstanding.”
CISA Certified
In Business Since 2016
1880 Century Park E Suite 200, Los Angeles, CA
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Sabocor & Co.

Sabocor & Co.

Succession Planning, Cash Flow Management, Strategic Business Planning
“Sabocor & Co., LLP is licensed in CA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1996
767 N Hill St STE 205, Los Angeles, CA
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Ramineh,fani,nowakhtar & Rashidi

Ramineh,fani,nowakhtar & Rashidi

(3)
Financial Planning, Tax Services, Business Services
“I cannot say enough great things about them.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1986
SAG-AFTRA, 5757 Wilshire Blvd # 937, Los Angeles, CA
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Xcel Financial Services

Xcel Financial Services

(5)
“I have never had a problem when they have handled my taxes”
Licensed, BBB Rating: A+
In Business Since 1994
2900 N Eastern Ave, Los Angeles, CA
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Ellen B Holden Personal Financial Planning

Ellen B Holden Personal Financial Planning

(10)
Tax Preparation For Individuals (Not Companies), Review of a Client's Overall Financial Situation, Budgeting: in Mid-Career Years, Planning to Pay Off Debts
“My husband and I've been preparing our taxes and getting financial advising from Ellen for 10yrs now and we've been very happy with all the services Ellen provides.”
In Business Since 2005
10517 Rountree Rd, Los Angeles, CA
Featured

Wonder when you can afford to retire? My custom retirement plan can tell you. It starts with a summary of your spending & savings & projects them to your retirement goal and through expected life. Cost is moderate. It helps you plan what you need to do to retire and what options you have for early retirement! My name is Ellen Holden and I am a CFP for over 25 years. Give me a call or visit my website for all of your financial planning/retirement planning needs!! I have both retirement plans and strategies through age 95! I also do investment planning/mutual funds!

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Houlihan Lokey

Houlihan Lokey

(2)
Financial Restructuring, , Financial and Valuation Advisory
“Can say my experience was great”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1996
10250 Constellation Blvd 5th fl, Los Angeles, CA
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Elias Aziz Lavi CPA

Elias Aziz Lavi CPA

(6)
Recordkeeping, Financial Planning, Paycheck Protection Program (Ppp)
“Shawn is great, he helped me save a lot of money on taxes.”
Remote Consultations Available
Accepts All Major Credit Cards
In Business Since 2017
7707 Sunset Blvd, Los Angeles, CA
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Williammahaniancpa.com

Williammahaniancpa.com

(1)
Industries, Business Services, Tax Services
“He made me realize that my last accountant was lacking in knowledge and I suffered dearly for hiring my prior accountant.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2008
10850 Wilshire Blvd STE 725, Los Angeles, CA
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Katz, Khayut and Stroll

Katz, Khayut and Stroll

(1)
Tax Services, Business Services, Services For Individuals
“Amazing”
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 1998
4929 Wilshire Blvd #985, Los Angeles, CA
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Satori Wealth Management

Satori Wealth Management

(7)
  • Pleasure
“If you are looking for a straightforward, well-qualified financial advisor and want to plan your carefree retirement, we recommend you make an appointment with Satori.”
Remote Consultations Available
Accepts All Major Credit Cards
In Business Since 2007
12100 Wilshire Blvd 8th floor, Los Angeles, CA
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Financial Green

Financial Green

(1)
“The staff was very helpful in answering my questions about their radio ad.”
Emergency Services
In Business Since 2017
1055 W 7th St, Los Angeles, CA
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Greenberg & Jackson

Greenberg & Jackson

(3)
Individual Services personal Financial Planning
“They are professionals!”
Transparent Fees & Pricing
In Business Since 2000
1480 Colorado Blvd #200, Los Angeles, CA
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Retirement Planning and Investment Management Services in Los Angeles, CA Cost Estimates

Minimum cost
$1250
Maximum cost
$10623
National Average
$3750
Avg Per Hour Rates
$375
$2500
$6874
Typical price range is based on 394 cost profiles
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Average Cost $3750
Minimum cost $1250
Maximum cost $10623
Avg Per Hour Rates $375

Typical range $2500 to $6874 is based on 394 cost profiles.

Why these companies made our list

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