Top Financial Advisors in Los Angeles, CA

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Lido Advisors, a fee-based firm that generally requires a $1 million account minimum, leads off our list of the top financial advisors in Los Angeles. The firm predominantly serves high-net-worth individuals, but it also works with non-high-net-worth clients and institutions. 

Advisors on staff hold a variety of certifications, including the Certified Financial Planner™ (CFP®), certified public accountant (CPA), certified investment management analyst (CIMA) and accredited investment fiduciary (AIF), among other designations. However, certain Lido representatives are also representatives of a securities broker-dealer and those individuals may receive commissions or fees for the sale of these products in a client’s advisory account.

The firm’s namesake is an island reef called a lido that separates the lagoon of Venice, Italy, from the Adriatic Sea. The firm, like the lido, sees itself as a protector against tumultuous, sometimes troubled waters. Its services include investment management and asset allocation, financial planning, retirement planning and estate planning. Lido Advisors goes beyond using just stocks and bonds. As a way to manage volatility and to work toward clients’ goals, the firm aims to invest in assets that are not highly correlated.

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Evoke Wealth is a fee-only firm, which means that advisors do not earn commissions for selling insurance or securities. The firm works primarily with high-net-worth individuals and institutional clients that include pooled investment vehicles, retirement funds, charities and corporations.

While Evoke does not have a minimum fee or account requirement for clients, asset management fees are generally based on a percentage of assets under management. Services at Evoke include financial planning and consulting, cash flow analysis, investment planning, retirement planning and investment management.

The Evoke Wealth advisory team holds a range of financial credentials, from the Certified Financial Planner™ (CFP®) and chartered financial analyst (CFA) to the Certified Trust and Fiduciary Advisor (CTFA) and Certified Exit Planning Advisor (CEPA) designations. 

The firm typically recommends broad diversification across a wide range of asset classes—both public and private—including stocks, bonds, mutual funds, ETFs, closed-end funds, structured products, options and alternative investments. Evoke often combines liquid and illiquid investments to improve a portfolio’s return potential after taxes and inflation. Their approach emphasizes personalized planning and portfolio construction, and they adjust strategies based on each client’s tax profile, wealth transfer objectives and other unique needs. 

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SEIA (Signature Estate & Investment Advisors, LLC) is a fee-based firm, which means that certain advisors are licensed to sell insurance and investment products, and could earn commissions on those transactions. However, the firm has a fiduciary duty that requires their advisors to act in the best interests of their clients.

Account minimum depends on the account option. Its lowest account minimum, for its equity/blended portfolios, is $250,000. For the fee-based firm’s fixed-income portfolios, it’s $500,000.

SEIA has a large team of financial advisors that hold many certifications, including the Certified Financial Planner™ (CFP®), accredited investment fiduciary (AIFs), chartered mutual fund counselor (CMFC), chartered financial consultant (ChFC) and chartered life underwriter (CLU) designations. Those advisors provide clinets with personalized wealth management services that include investment management, financial planning, investment consulting and retirement plan consulting. 

SEIA’s Department of Investment Management and Economic Strategy (DIMES) heads up the firm’s research and development of asset allocation strategies for investment portfolios. The team is guided by the principles of strategic macro asset allocation, which considers asset class and style and tactical micro allocation, which looks at business cycles, global and domestic economic conditions and event-driven opportunities.

SEIA portfolios are primarily composed of stocks, bonds, mutual funds, closed-end mutual funds, exchange-traded funds, trusts, certificates of deposit, options, as well as alternative investments and third-party money managers.

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Aspirant is a fee-only firm that charges clients directly for services and does not collect commissions for trades or the sales of products. The financial advisor team manages assets for both non-high-net-worth and high-net-worth individuals, as well as a limited number of institutional clients. 

The firm has a minimum annual fee of $14,000, and while it doesn't impose a minimum requirement for investment portfolios, Aspirant typically works with client accounts worth $1.5 million or more.

Aspirant’s advisors hold multiple certifications, including Certified Financial Planners™ (CFPs®), chartered financial analysts (CFAs), certified public accountants (CPAs), and certified investment management analysts (CIMAs), among other designations.

Aspiriant can help you with far more than just financial planning and investing. The firm provides divorce financial consulting through its on-staff certified divorce financial analyst (CDFA), who will work with you and your attorney to develop budgets and conduct a financial analysis. 

When it comes to building portfolios and investing client assets, Aspiriant builds investment portfolios based on each client’s financial goals, risk tolerance, time frame and tax considerations. Portfolios can include a mix of stocks, bonds, real estate, private investments and other assets, with a blend of both passive and active strategies. The firm uses a combination of in-house research and outside market forecasts to guide decisions, and portfolios may follow either a set target or a more flexible approach. Risk is managed through diversification, periodic rebalancing, careful selection of managers and ongoing portfolio reviews and adjustments.

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Churchill Management Group is another fee-only firm whose advisors do not sell insurance or investment products for commissions. The firm, which has a minimum account size of $750,000, primarily serves high-net-worth individuals. However, Churchill also manages money for individuals below the high-net-worth threshold, as well as a variety of institutional clients. 

Churchill provides discretionary investment management, which means the firm has autonomy to make transactions without client approval. The firm manages both individual accounts and private investment partnerships known as the Chartwell Family Funds. The firm, which has several Certified Financial Planners™ (CFP®) on staff, offers financial planning services to clients who request them.

Churchill’s investment philosophy is centered on the belief that financial markets and economic environments move cyclically. The firm believes that different investments provide different results depending on the point of the market cycle. Thus, Churchill views the market cycle as a reference point for its investment decisions. The firm primarily invests its clients in equity and equity-related securities that are publicly traded.

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NWF Advisory Services is a fee-based firm that mostly caters to individuals who do not have a high net worth. This is no surprise, considering that the firm offers investment programs with account minimums as low as $5,500. High-net-worth individuals and retirement plans round out NWF's client base. 

Investment services encompass the allocation of funds into specific securities, ongoing financial counseling, account reviews and detailed securities research. The firm also provides a range of planning services from basic financial plan design focusing on saving strategies and asset accumulation to advanced planning for clients with significant income or assets, covering areas such as estate, tax and investment planning.

As a fee-based firm, some advisors may sell financial products on a commission basis. While this presents a potential conflict of interest, the firm’s fiduciary duty requires them to act in the client’s best interests. 

The firm primarily focuses on long-term acquisitions of stocks, bonds and mutual funds, complemented by short-term tactical strategies. The firm tailors its investment strategies to align with individual client profiles, which include considerations such as risk tolerance, investment goals and objectives, any specific restrictions, level of investment experience, time horizon for investments and the client's overall financial situation.

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Composition Wealth is a fee-based advisory firm with a $500,000 minimum account size requirement. The firm primarily works with individuals below the high-net-worth threshold, although it also serves high-net-worth individuals and institutional clients. 

Composition Wealth provides investment management, financial planning and retirement plan advisory services. The firm typically combines portfolio management with broader wealth management, helping clients define financial goals, assess risk tolerance and develop investment strategies. The firm also offers standalone financial planning services covering areas like retirement, education, insurance and estate planning.

The firm relies on a long-term investment approach built around diversified portfolios of mutual funds, ETFs, individual securities, and, when appropriate, alternative investments like private funds and hedge fund. The firm uses both fundamental and technical analysis to guide portfolio construction, with ongoing monitoring and adjustments.

Keep in mind that some Composition Wealth's advisors are also licensed insurance agents who can earn commissions when selling insurance products to advisory clients. While this represents a conflict of interest, these advisors will not receive commissions and advisory fees on the same assets. Additionally, the firm has a fiduciary duty to act in clients' best interests. 

The firm's team includes advisors with the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), certified investment management analyst (CIMA) designations, among others.

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To be a client of this fee-only Los Angeles firm, you’ll need at least $5 million. As a result, Westmount Asset Management mainly works with high-net-worth individuals. Like most other advisory firms, though, Westmount reserves the right to waive this account minimum. Non-high-net-worth individuals and instutions comprise the rest of the firm's clinet base. 

The Westmount advisor team holds multiple certifications including the Certified Financial Planner™ (CFP®) and chartered financial analyst (CFA) designations, among others. The firm is fee-only, so clients can only pay fees based on their investments and services. No commissions are paid to advisors at this firm.

The firm builds portfolios mainly with no-load mutual funds and offers clients access to alternative assets such as private equity, real estate, private lending and hedge funds. Westmount’s process combines quantitative and qualitative analysis, with its Investment Committee overseeing fund selection and due diligence. Portfolios are monitored, rebalanced as needed, and clients receive regular performance reports. While Westmount does not use leverage, clients may maintain margin balances if desired.

In addition to its investing services, the firm offers financial planning services that may encompass retirement planning analysis, cash-flow modeling, Monte Carlo projections and Social Security claiming strategies. 

Oakmont Corporation is a fee-only firm that manages assets for high-net-worth individuals, pooled investment vehicles and corporations. While clients typically are not required to meet a minimum account or investment size, the firm does not currently work with any individuals below the high-net-worth threshold. 

Oakmont Corporation provides investment advice, financial planning and administrative services to a select group of clients, primarily members of a single family and individuals with long-standing relationships with them. The firm manages portfolios on a discretionary basis and advises on a wide range of assets, including public equities, debt securities, venture capital, private equity, real estate and leveraged buyout funds.

Clients generally have long-term investment horizons with a focus on long-term capital appreciation. The firm relies on a bottom-up, fundamental approach to research and analysis, which aims to measure the intrinsic value of investments.

The firm also serves as general partner or manager of pooled investment vehicles and administers certain entities created for specific client investments. Services are tailored to individual client needs, and clients may impose investment restrictions where appropriate.

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Perennial Financial Services is a fee-based advisory firm that primarily caters to individuals and high-net-worth individuals, as well as some institutional clients. While Perennial Investment Advisors does not enforce a minimum account requirement for initiating or maintaining services, clients who engage in electronic statement delivery or maintain a minimum of $1 million in assets at Fidelity benefit from waived transaction fees on U.S. listed equities and exchange-traded funds.

The firm's team of advisors hold a variety of financial certifications, including the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), certified public accountant (CPA), certified divorce financial analyst (CDFA) designations, among others. As a fee-based firm, certain advisors may sell financial products on a commission basis. While this presents a potential conflict of interest, the firm’s fiduciary duty requires them to act in the client’s best interests.

While the firm markets itself as Perennial Financial Serivces, its legal name is Perennial Investment Advisors, LLC. In addition to its headquarters in Los Angeles, Perennial has additional offices throughout California, Arizona, Idaho, Florida, Minnesota, Philadelphia and New York. 

Perennial builds personalized investment portfolios using a mix of stocks, bonds, mutual funds, ETFs, options and alternative investments. The firm tailors each portfolio based on a client’s financial goals, risk tolerance, and time frame, and reviews portfolios regularly to keep them on track. Perennial combines different investment styles, including both long-term strategies and more active approaches, and may use outside platforms like SEI, LPL Financial, Envestnet and Pontera to offer clients additional options.