Best Financial Planners in Los Angeles (2026 Rankings)

Empress Investment Group stands out as the premier financial planning service in Los Angeles, boasting an exceptional 5-star rating and a robust number of client reviews. They are dedicated to providing personalized strategies that align with your unique financial goals. Their commitment to client success makes them a leader in investment management and financial guidance.

This center offers a highly-rated approach to financial guidance, focusing on empowering clients through education and personalized counseling. With a perfect 5-star rating, they demonstrate a strong commitment to helping individuals and families achieve their financial objectives. Expect clear, actionable advice tailored to your specific circumstances.

Lake Avenue Financial has earned a stellar 5-star reputation among Los Angeles residents for its expert financial planning services. They pride themselves on developing bespoke financial plans designed to optimize your assets and secure your future. Their client-centric approach ensures that your financial journey is supported with dedicated expertise.

As a trusted name in financial advising, Transamerica offers a strong 5-star service in Los Angeles, backed by a solid base of client reviews. They provide a wide array of financial solutions, from retirement planning to investment strategies. Their advisors are committed to helping you build and protect your wealth effectively.

AIO Fee Only Financial Advisors distinguishes itself with a transparent, fee-only model, ensuring unbiased advice for their clients. They have garnered a perfect 5-star rating from their clientele in Los Angeles. This approach provides peace of mind, knowing that your financial advisor's recommendations are solely in your best interest.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.

Phil Fiore offers specialized financial planning services, holding prestigious CFP® and ChSNC® designations, indicating a high level of expertise. With a perfect 5-star rating, clients appreciate his dedicated approach to financial strategy and wealth management. He focuses on providing tailored advice for your unique life circumstances.

Foundry Financial, LLC is recognized for its forward-thinking approach to financial planning and investment management in Los Angeles. They maintain a flawless 5-star rating, reflecting client satisfaction with their strategic guidance. The firm is dedicated to helping clients forge a strong financial future through innovative strategies.

AFFLUENCER FINANCIAL ADVISORS caters to clients seeking to enhance and manage their wealth with a sophisticated touch. This firm holds a perfect 5-star rating, signifying exceptional client service and financial acumen. They focus on strategies designed for affluent individuals and families aiming for significant financial growth.

Brittney Castro, Inc. offers a personalized and empowering approach to financial planning, earning a perfect 5-star rating from her clients. She focuses on demystifying finances and providing clear, actionable advice. Her services are designed to help individuals build confidence in their financial decisions and achieve their goals.

Beverly Hills Private Wealth provides high-net-worth individuals with discreet and comprehensive financial planning services. Despite a smaller review count, their perfect 5-star rating highlights exceptional client satisfaction and tailored wealth management strategies. They offer a sophisticated approach to managing complex financial portfolios in a luxury setting.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.