List Of All financial planner Leads in Los Angeles
Here's what's listed for financial planner in Los Angeles right now — 20 businesses with addresses, phone numbers, and ratings. Empress Investment Group currently holds the top rating at 5.0★, while the average across the list sits around 4.9★. Updated 9/6/2026 — scroll down to compare the full list and follow through to whichever business suits your needs.
20 results · last updated 9/6/2026
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| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| Empress Investment Group321 N Larchmont Blvd Ste 800, Los Angeles, CA 90004, United States | +******••••4 | in**••••*.comRegister to View | 5.0(90 reviews) | Financial planner | |
| RVW Wealth, LLC1880 Century Pk E #200, Los Angeles, CA 90067, United States | +****9*••••0 | co****••••*.comRegister to View | 5.0(83 reviews) | Financial planner | |
| WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary100 Wilshire Blvd #700, Santa Monica, CA 90401, United States | +*9*9**••••2 | in**••••*.comRegister to View | 5.0(43 reviews) | Financial planner | |
| Phil Fiore: CFP® & ChSNC®5700 Wilshire Blvd Ste 120A, Los Angeles, CA 90036, United States | +******••••5 | ph****••••*.comRegister to View | 5.0(25 reviews) | Financial Advisor | |
| Pacific Sun Financial Corp Los Angeles10940 Wilshire Blvd Ste 1450, Los Angeles, CA 90024, United States | +*9*97*••••2 | mi***••••*.comRegister to View | 5.0(21 reviews) | Financial advisor | |
| Satori Wealth Management, Inc.12100 Wilshire Blvd 8th floor, Los Angeles, CA 90025, United States | +******••••5 | in**••••*.comRegister to View | 5.0(7 reviews) | Financial planner | |
| Los Angeles, CA Private Wealth Management - UBS Financial Services Inc.South, 2000 Ave of the Stars 12th Floor, Los Angeles, CA 90067, United States | +*8888*••••1 | — | 5.0(2 reviews) | Financial Advisor | |
| Morgan Stanley Financial Advisors10960 Wilshire Blvd Ste 2000, Los Angeles, CA 90024, United States | +******••••0 | — | 5.0(2 reviews) | Financial Advisor | |
| Morgan Stanley Private Wealth Advisors1999 Ave of the Stars Ste 2400, Los Angeles, CA 90067, United States | +****78••••0 | — | 5.0(2 reviews) | Financial Advisor | |
| Oakmont Corporation2598, 865 S Figueroa St Unit 700, Los Angeles, CA 90017, United States | +****89••••0 | — | 5.0(1 reviews) | Investment company | |
| Angeles Investment Advisors429 Santa Monica Blvd, Santa Monica, CA 90401, United States | +*****9••••0 | — | 5.0(1 reviews) | Financial planner | |
| Los Angeles, CA Branch Office - UBS Financial Services Inc.515 Flower St #50, Los Angeles, CA 90071, United States | +****97••••1 | — | 5.0(1 reviews) | Financial Advisor | |
| Wealth Management Partners of Los Angeles, Inc.15760 Ventura Blvd #700, Encino, CA 91436, United States | +****96••••2 | — | 4.9(98 reviews) | Financial planner | |
| Financial Counseling Center4221 Wilshire Blvd Ste 255, Los Angeles, CA 90010, United States | +****7*••••2 | mi****••••*.comRegister to View | 4.9(66 reviews) | Financial Advisor | |
| EFC Wealth Management Firm5777 W Century Blvd #985, Los Angeles, CA 90045, United States | +****6*••••1 | in**••••*.comRegister to View | 4.9(40 reviews) | Financial advisor | |
| Peymynt FinancialIdentifies as Black-owned | — | — | 4.8(20 reviews) | Software company | |
| Gerber Kawasaki Wealth and Investment Management2437 Main St, Santa Monica, CA 90405, United States | +*****9••••7 | in**••••*.comRegister to View | 4.6(185 reviews) | Financial planner | |
| West LA Financial Center2999 Overland Ave, Los Angeles, CA 90064, United States | +****87••••4 | ad***••••*.comRegister to View | 4.6(9 reviews) | Financial institution | |
| Composition Wealth11300 W Olympic Blvd #800, Los Angeles, CA 90064, United States | +******••••3 | — | 4.3(6 reviews) | Financial advisor | |
| Whalen Financial Planning13101 Washington Blvd #237, Los Angeles, CA 90066, United States | +******••••8 | — | — | Financial planner |