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Gerber & Co
“We really appreciated his advice related to our rather complicated international tax situation.”
Best Financial Advisors in Los Angeles, CA
20 firms listed · all 20 in Los Angeles · 1 open 24/7 · 5 open weekends · 18 rated 4.5+
Data verified October 31, 2026
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Jeung Agency
“Stephen Jeung provided First Class service, he was engaging, transparent and very professional.”
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Empress Investment Group
“I love our touch-base sessions to discuss our investment, ways to maximize the return given our situation.”
Maurice Joffe Tax Services
“I'm moving out of state this year and will fly back here in order to continue my long relationship with them.”
Oren Hen EA
“He came highly recommended from a trusted friend, and went out of his way to make time for me as I'm starting a new business and creating an infrastructure to set me up for the future.”
Efros Financial -
“I used Efros Financial for my business and personal taxes for the first time and it was fantastic.”
The 20 firms listed for Los Angeles, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Los Angeles, CA
All 20 firms we list here are in Los Angeles itself. We have 114 firms in Los Angeles on file; this page shows the highest-rated 20. 19 of the firms on this page have a rating, from 4.0 to 5.0 across 565 reviews; 4 have 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (80%) and quality (75%). 1 is open around the clock; 4 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are tax preparation (5), tax planning (4), bookkeeping (3), business services (3) and financial planning (3). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers urgent consultations; 2 offer payment plans; 2 offer a free initial consultation and 2 are family- or locally-owned. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Los Angeles take financial planning bookings online?
5 of the 20 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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RVW Wealth
“Have seen first-hand attention and detail clients are given on a daily basis.”
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Pathway Financial Services
“She took the time to really get to know us, and our goals and dreams, so that she could make informed recommendations about our financial planning.”
Kohen Financial Group
“Avi Kohen makes everything so simple when it comes to the mortgage process.”
Empyrean Funding & Management
Xcel Financial Services
“I have never had a problem when they have handled my taxes”
Ramineh,fani,nowakhtar & Rashidi
“Hooman Rashidi and their staff and by far have had the best experience in helping practice remain organized and compliant.”
Elias Aziz Lavi CPA
“Their professional advise has saved me millions of dollars over the years.”
EFC Wealth Management Firm
“EFC, Cory came highly recommended by a colleague and thus far am impressed with our portfolio performance.”
Ellen B Holden Personal Financial Planning
“Ellen is easy to talk too, thinks practically, has taught me a lot about how to approach my finances.”
Financial Green
“The staff was very helpful in answering my questions about their radio ad.”
Marc M. Asheghian Co.
“Recommended to all my family and friends”
Sternshein Robert J CPA
“Aside from how smart he is and how hard he works to ensure all of my personal and corporation and LLC taxes are taken care of and paid, he is a kind and wonderful person that truly cares about his clients!”
Marriage Financial Solutions
Innovative Wealth Strategists
“In the many years I have entrusted Bruce Horowitz and his capable staff with my financial planning, I have been more than pleased with the quality of service and advice I have been given.”
Why these companies made our list
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