Los Angeles · Financial

Best Financial Advisors in Los Angeles 2026

This page lists financial advisors from the Greater Los Angeles (LA County + Orange County) research set. Towns named in that set include Long Beach, Santa Monica, Pasadena, Beverly Hills, Glendale, and Irvine.

15 businesses have a numbered rank because they have at least one counted independent source. 0 are listed below without a rank. Nothing on this page is a paid placement, and there is no composite score.

Methodology: Numbered order is the research file's source count, highest first. Ties break on recorded recognition strength: Best Law Firms tier, then Super Lawyers and Best Lawyers listings, then Newsweek, then Vault Law 100, then the research notes' suggested order. A source count of zero is unranked and alphabetical. Rankings are not paid, and this page has no composite score.

Towns covered: Anaheim, Anaheim Hills, Arcadia, Beverly Hills, Brea, Brentwood, Burbank, Calabasas, Canoga Park, Cerritos, Chatsworth, Costa Mesa, Covina, Culver City, Downey, El Segundo, Encino, Fountain Valley, Fullerton, Garden Grove, Glendale, Granada Hills, Harbor City, Hawthorne, Hermosa Beach, Huntington Beach, Irvine, La Canada Flintridge, La Crescenta, La Crescenta-Montrose, Laguna Hills, Laguna Niguel, Lakewood, Long Beach, Los Angeles, Los Angeles (Arts District), Los Angeles (Bel Air), Los Angeles (Century City), Malibu, Manhattan Beach, Marina Del Rey, Mission Viejo, Monrovia, Montebello, Montrose, Newport Beach, Orange, Palmdale, Pasadena, Rancho Palos Verdes, Redondo Beach, Rolling Hills Estates, San Fernando, San Pedro, Santa Ana, Santa Fe Springs, Santa Monica, Seal Beach, Sherman Oaks, South Pasadena, Studio City, Sylmar, Tarzana, Torrance, Tujunga, Tustin, Valley Glen, Van Nuys, Walnut, West Hollywood, Westlake Village, Woodland Hills, Yorba Linda.

Ranked Financial Advisors in Los Angeles

15 with at least one counted independent source, ordered by source count, then recognition strength, then the research notes.

1

PureFinancial.com

2020 Main St Ste 690, Irvine, CA 92614 · (949) 777-4130 · 1 counted independent source

PureFinancial.com, in Irvine, California, is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
2

Lake Avenue Financial

70 South Lake Avenue, Pasadena, CA 91101 · (866) 528-3660 · 1 counted independent source

In Pasadena, California, Lake Avenue Financial is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
3

Crux Wealth Advisors

3444 East Anaheim Street, Long Beach, CA 90804 · (562) 735-3875 · 1 counted independent source

Crux Wealth Advisors is a financial-advisory practice in Long Beach, California. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
4

Windfall Advisors LLC

100 Wilshire Boulevard #700, Santa Monica, CA 90401 · (310) 405-5114 · 1 counted independent source

In Santa Monica, California, Windfall Advisors LLC is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
5

Navigoe

417 Beryl Street, Redondo Beach, CA 90277 · (310) 697-0400 · 1 counted independent source

In Redondo Beach, California, Navigoe is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
6

WorthPointe

895 Dove Street, Newport Beach, CA 92660 · (800) 620-4232 · 1 counted independent source

WorthPointe is a financial-advisory practice in Newport Beach, California. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
7

Tellone Financial

6200 East Canyon Rim Road, Anaheim, CA 92807 · (714) 998-2290 · 1 counted independent source

Tellone Financial is a financial-advisory practice in Anaheim, California. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
8

Wells Fargo

1551 North Tustin Avenue, Santa Ana, CA 92705 · (714) 406-0571 · 1 counted independent source

In Santa Ana, California, Wells Fargo is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
9

EP Wealth Advisors

21515 Hawthorne Boulevard, Torrance, CA 90503 · (800) 272-2328 · 1 counted independent source

EP Wealth Advisors, in Torrance, California, is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
10

Miracle Mile Advisors

11300 W. Olympic Blvd. Suite 800, Los Angeles, CA 90064 · (310) 246-1243 · 1 counted independent source

Miracle Mile Advisors, in Los Angeles, New York, is a financial-advisory practice. Source copy also refers to California. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
11

Keep It Simple Financial Planning

333 The City Drive South, Orange, CA 92868 · 877-673-8473 · 1 counted independent source

Keep It Simple Financial Planning is a financial-advisory practice in Orange, California. Recorded practice details include financial planning. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
12

First Financial Equity Corporation

6700 E. Pacific Coast Highway, Suite 286, Long Beach, CA 90803 · (562) 598-7575 · 1 counted independent source

In Long Beach, California, First Financial Equity Corporation is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
13

Advisory Group West

330 North Brand Boulevard, Glendale, CA 91203 · (818) 241-9061 · 1 counted independent source

Advisory Group West is a financial-advisory practice in Glendale, California. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
14

ACap Advisors & Accountants

12031 Ventura Boulevard, Los Angeles, CA 91604 · 8182728511 · 1 counted independent source

ACap Advisors & Accountants, in Los Angeles, New York, is a financial-advisory practice. Source copy also refers to California. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
15

Affluencer Financial

226 South Beverly Drive, Beverly Hills, CA 90212 · 3107301330 · 1 counted independent source

In Beverly Hills, California, Affluencer Financial is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)

About Los Angeles's Financial Advisors

What this list covers and how to read it.

The list covers financial advisors recorded for the Greater Los Angeles (LA County + Orange County). It is not limited to Los Angeles city limits.

Counted sources on the numbered part of this list include Expertise.com. A star mark or a review total is shown only when the research file records that exact figure.

A numbered row is an editorial order, not a paid position. Every business on this page has a counted independent source, so there is no unranked section.

Our Ranking Methodology

Updated Oct 2026.

This order uses only the research file. Each business has a source count: how many distinct independent publishers were counted. Best Law Firms and individual Best Lawyers listings count as one publisher. Higher source counts come first. A numbered rank requires a source count of at least 1. Other counted sources, including Expertise.com, change that count and do not add a separate strength step.

When source counts match, recorded recognitions break the tie. Best Law Firms Tier 1 ranks above Tier 2, and more Tier 1 rankings rank above fewer. A larger set of recorded tier rankings ranks above a smaller set when the best tier and the Tier 1 count match. Super Lawyers and Best Lawyers listings are next: a full Super Lawyers selection or a Best Lawyers listing outranks Rising Stars and Ones to Watch, and more names outrank fewer. A Newsweek listing is next, and a higher star mark recorded on that Newsweek listing outranks a lower one. A Vault Law 100 rank is next, with a lower rank number ahead of a higher one. Anything still tied follows the research notes' suggested order, then the business name. Avvo review figures are shown when the file records an exact total, and they are not a further tie-break.

A source count of 0 is not a negative mark. Those businesses are under Also serving the area, A to Z, with no number and no score. Sponsored blocks, paid directory placements, and awards that appear only on a business's own site are not counted. Rank on this page is not for sale. There is no featured-partner placement and no composite score.

Source count

Higher counts of distinct independent publishers come first. One counted source is enough for a numbered rank.

Recognition strength

Ties break on Best Law Firms tier, then Super Lawyers and Best Lawyers listings, then Newsweek, then Vault Law 100.

Research order

Remaining ties follow the research notes' suggested order, then the business name. Avvo totals are not a tie-break.

Unranked, and not for sale

Zero counted sources means an alphabetical listing with no number and no score. Rank is not paid.

Corrections

See a listing that needs a correction?

Rank on this page is not for sale. If a business in this metro is missing, or a recorded fact needs an update, use the listing form. Editorial review decides what is included.

Submit a Listing