Handpicked from 203 vetted & reviewed Financial Planning & Wealth Management firms in the Los Angeles area, explore the top 5 leading options among the selected group of 20 finalists.
Learn how we score.
Top-rated companies A-Z in Los Angeles
Atlantic Tax Services
EFC Wealth Management Firm
Gerber & Co
HCR Wealth Advisors
Tax Payers Services
Prominent finalists A-Z in Los Angeles
Advise RE
Efros Financial –
Elias Aziz Lavi CPA
Ellen B Holden Personal Financial Planning
Financial Counseling Center
Houlihan Lokey
Katz, Khayut and Stroll
Maurice Joffe Tax Services
OCM Investments
Pathway Financial Services
RVW Wealth
Ramineh,fani,nowakhtar & Rashidi
Tax Legend
Williammahaniancpa.com
Xcel Financial Services
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HCR Wealth Advisors
(3)
“HCR is a pleasure to work with”
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EFC Wealth Management Firm
(5)
“Impressed beyond words with Cory and his wonderful staff at EFC--they are canny about investments, up to the changing events on the investment scene and caring about their investors.”
i
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Tax Payers Services
(2)
“Down to earth..”
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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.”
i
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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...”
i
Best of 2023
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.6 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.
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.”
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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.”
i
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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.”
i
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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).”
i
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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.”
i
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OCM Investments
(1)
“Also, here's a picture of the building being torn down by a crane.”
i
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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.”
i
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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.”
i
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Ramineh,fani,nowakhtar & Rashidi
(3)
Financial Planning, Tax Services, Business Services
“I cannot say enough great things about them.”
i
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Xcel Financial Services
(5)
“I have never had a problem when they have handled my taxes”
i
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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.”
i
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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.”
i
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Houlihan Lokey
(2)
Financial Restructuring, , Financial and Valuation Advisory
“Can say my experience was great”
i
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Katz, Khayut and Stroll
(1)
Tax Services, Business Services, Services For Individuals
“Amazing”
i
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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.”
i
Retirement Planning and Investment Management Services in Los Angeles, CA Cost Estimates