We Have Listed The Top 10 Financial Advisors In Los Angeles To Help You Choose The Best Professional For Your Needs.
Explore how our financial technology solutions and services can help your asset management, wealth management, and alternative investment business needs. Leverage our suite of award-winning financial technology software and services to optimize your workflows. Our software and services built for asset managers fulfill business needs including portfolio management, rebalancing, client portal, data management, outsourcing, and fund order management. Portfolio management, accounting, and reporting Trading, rebalancing, and compliance Client portal Data management Outsourcing Fund order management Client relationship management Fund Accounting Implementation and professional services Reconciliation and workflow management Research management Revenue management Keep your financial knowledge up-to-date through our resources specific to asset management including portfolio management, rebalancing, data management, fund order management and more. Learn about the latest asset management technology and the newest industry topics at our annual conferences, regional roadshows, online webinars and more. Our software and services built for wealth managers fulfill business needs including portfolio management, rebalancing, client portal, data management, outsourcing, and fund order management. Portfolio management, accounting, and reporting Trading, rebalancing, and compliance Client portal Data management Outsourcing Fund order management Client relationship management Reconciliation and workflow management Revenue management Keep your financial knowledge up-to-date through our resources specific to wealth management including portfolio management, rebalancing, data management, fund order management and more. Learn about the latest wealth management technology and the newest industry topics at our annual conferences, regional roadshows, online webinars and more.
Address: 299 E Harrison St, Corona, CA 92879
Phone: 888-221-0278
Website: https://www.gpcapitalgroup.com/home
The GP Capital Management Team has unparalleled experience in the AgTech sector, and can offer a unique combination of hands-on understanding of the industry with seasoned financial expertise, to maximize return potential for our investors. According to the Financial Times, more money went into funding agricultural technology start-ups last year than the previous two combined, as battle lines were drawn between traditional “big ag” companies and some of the Silicon Valley venture capitalists looking to upend the multibillion-dollar industry. Nearly one quarter of 2017’s ag tech investments were made by corporations or their venture capital arms, including those of giants Monsanto and Syngenta, up 7 percent from 2016. Do You Want Stress-Free, High-Return Financial Growth? Asset Purchases 100% Tax Deductible Buy-Back Options IRA Approved We invest in AgTech - one of the fastest growing markets in the world. According to FORBES, the first wave of agtech startups are looking to scale in a sector that has around $3 trillion value at the farm gate, and multiples of that downstream. Find out how if AgTech is right for your investment portfolio. We offer a unique opportunity to invest in the AgTech sector and enjoy stability and well-above average returns. Investors purchase speciality "Grow Pods" - self contained indoor micro farms, and lease them back to our ag affiliates. Investors receive regular lease payments on this asset-backed secure investment vehicle.
Address: 11300 West Olympic Boulevard Los Angeles, CA 90064
Phone: 310-246-1243
Website: https://miraclemileadvisors.com/
Our firm combines a wealth of experience and qualifications with the drive of our next gen advisors. We invest in our people inside and outside the workplace, and our commitment to a culture of diversity and opportunity shows in the award-winning work we do for our clients. A few moments of our time can significantly improve the returns on your money. Whether you have a simple question about financial planning or you need a full portfolio analysis, our award-winning advisors will conduct an initial assessment free of charge. All of our work and recommendations are yours to keep. You set the agenda and our team of experts can provide the answers. We are a boutique firm that works with select clients where we can add tangible value – we are happy to do the upfront work to see if we can help you further. Miracle Mile Advisors is an independent, registered investment advisory firm. We are fiduciaries focused on providing best-in-class guidance, advice, and technology tailored to evolve with you over time. We are dedicated to improving your return on life. If you are a trustee, board member, or staff, our award-winning institutional consulting team is available as a resource. Whether you have a simple question about your investment policy statement or need a comprehensive third party portfolio analysis, we will conduct an initial assessment free of charge. All of our work and recommendations are yours to keep.
Address: 10866 Wilshire Blvd Suite 1600 Los Angeles, CA 90024
Phone: 310-473-5445
Website: https://www.hcrwealth.com/
Your life is a collection of important moments. It is in these moments where you stake your claim, create your identity and dictate your future. These times of transition are often tied to an important financial decision, and when money touches your life in consequential ways, HCR Wealth Advisors is at its best. Established in 1988, our firm has spent decades earning a reputation for objectivity and empathy in the financial planning and investment management space. By providing truly independent comprehensive services, underpinned by extensive experience and a commitment to cultivating lifelong relationships with clients, HCR has proven itself as an exceptional advisor in both life and wealth. We take pride in creating and guiding you along a clear path to financial success, even when complex situations arise. Our team of experienced fiduciaries are squarely focused on all aspects of your financial well-being, so you can focus on what matters most.
Address: 11400 W Olympic Blvd, Los Angeles, CA 90064, USA
Phone: 424-270-8750
Website: https://www.epwealth.com/our-team/west-los-angeles/
Comprehensive Financial Advice – The Purpose of Financial Planning Portfolio performance is only one piece of the wealth puzzle, because the decisions you make on social security, your mortgage, your insurance, your taxes, etc. have just as large of an impact on your wealth as your investment decisions. The purpose of financial planning is to make sure you have all your finances integrated and organized so you make prudent decisions throughout the course of your life. Fee-Only, And Not Fee-Based It’s easy to confuse the two terms, but a quick way to remember the difference is fee-only is where fees to the firm ends, and fee-based is where those fees start. As a fee-only firm, the only fees you’ll be charged are advisory fees and nothing else. And as a fiduciary, we have a legal obligation to provide advice in your best interest. However, at a fee-based firm you may be charged an advisory fee on your money, and also pay hidden commissions to them on products they sell. Highly Qualified Professionals At EP Wealth Advisors, you will have the support of a CERTIFIED FINANCIAL PLANNER™ for your financial planning and multiple Chartered Financial Analysts managing your investment portfolio. The CFP® Certification Examination is designed to assess advisors/planners’ ability to integrate and apply a broad base of financial planning knowledge in the context of real life financial planning situations. CERTIFIED FINANCIAL PLANNERS™ must go through extensive training and are tested on 8 general financial planning areas, including: Investment Planning Tax Planning Retirement Savings and Income Planning Estate Planning Risk Management and Insurance Planning Education Planning General Planning Principles Professional Conduct and Regulation Once certified, they’re held to high ethical standards. And because they understand the complexities of an ever-changing financial landscape, they’ll make financial planning recommendations that are in your best interest.
Schwab isn't one-size-fits-all because everyone has unique financial goals. Whether you're working toward retirement, saving for college or a house, or looking to invest in the market on your own, we have investing options that meet your needs on your terms. Build, manage, and trade stocks in your portfolio with the latest innovative tools and our most advanced desktop platform, StreetSmart Edge®. Our robo-advisor, Schwab Intelligent Portfolios®, automates investing by building, managing, and even rebalancing your portfolio. You have unique financial goals, and a Schwab Financial Consultant can work with you to build a custom financial plan. We help make it easy for you to be an informed investor at Schwab. We clearly explain the fees we charge and help you understand the common costs you can incur. If for any reason you're not completely satisfied, we'll refund your fee or commission and work with you to make things right. You won't find that kind of promise everywhere—but you will find it here. What our guarantee covers We cover losses in your Schwab accounts due to unauthorized activity. Plus, we help keep you secure with two-step authentication and tips on spotting scams. The world of investing is vast and nuanced, so we help you get your brain around it all with thousands of curated, easy-to-search articles on everything from today's market and tomorrow's forecasts to investing and tax strategies. Expert commentary Investing strategies Financial planning tools
Address: 1101 Marina Village Parkway Suite 201 Office #275 Alameda, CA 94501
Phone: 510-404-3148
Website: https://astifinancial.com/
Asti Financial Management, LLC was founded out of a desire to help individuals gain control over their finances and to maximize their wealth in order to realize their goals and dreams. Using our financial skills and knowledge, we help clients live a healthy, balanced life that is free from the stress of worrying about their financial futures. Asti Financial Management, LLC is not just a business – it is an extension of our personal values. We are happy to use our extensive knowledge of finance and investing to help others optimize their financial situations. We work to provide honest, high quality, easy to understand, and implement financial planning advisory services to individuals and small businesses in order to facilitate comfort and balance in their personal and financial lives. We believe your investment portfolio is a tool to help you live the kind of life you want to live. We can work with you to create an investment strategy and portfolio allocation that makes sense given your goals, your tolerance for risk, and your investment preferences. We believe in a diversified portfolio that incorporates different investment asset classes (i.e., large company value, intermediate-term bonds, real estate, international) because we believe that over time, this strategy leads to lower overall risk and better returns. We do not believe that we can predict what the markets will do next. Instead, we work with our clients to develop a solid financial strategy, implement it, and help clients maintain the objectivity and discipline required over time to be successful long-term investors. We implement your investment program using mutual funds, both actively and passively managed, or Exchange Traded Funds, rather than using individual securities. Our value to you is provided in taking the time to understand you and your goals and by designing and implementing an overall financial plan to help you accomplish those goals. Individual security selection is something offered with outstanding skill and very low cost by professional mutual funds managers. We believe in taking a long-term approach to investing and feel that trying to time the market is more futile than fruitful. We believe that your investment portfolio is best constructed after working with you to understand your individual risk tolerance and your portfolio’s purpose, whether it be funding your retirement, your children’s education, a second home, or leaving a legacy for your heirs.
Address: 13101 W. Washington Blvd #237 Los Angeles, CA 90066
Phone: 424-58-4398
Website: https://whalenfinancialplanning.com/
With me, you will not find a flashy smooth talker. My talent is with my analytical skills and I am driven to share my knowledge and experience with others. My interest in financial planning began over 25 years ago and was the driver for my study of finance at USC. At the beginning of my career, I briefly worked at a large financial services company (not listed below) and saw an example of what financial planning should not be. At first, I was excited to be employed within a field that I felt passionately about, but I was quickly disappointed to see that the financial planning process was being used as a tool for selling expensive products. This experience led me to change my career path away from financial planning and toward being a financial analyst. Over the next several years I worked as a financial and business analyst for technology companies in Silicon Valley. I returned to my financial planning career after I discovered the existence of fee-only financial planning. Fee-only financial planners are compensated directly by their clients and not via commissions. Fee-only financial planning removes the conflicts of interest that cause an advisor to recommend expensive insurance products that a client does not need or mutual funds with large upfront expenses. I founded Whalen Financial Planning as a fee-only firm because I do not want the inherent conflicts that come from receiving commissions. Aside from a few years in Silicon Valley, I have lived in Southern California my entire life. I enjoy cooking and spending time with my wife and our three children. I am a second-generation USC graduate and my wife is a second-generation UCLA graduate. For the sake of family harmony, we generally avoid watching or talking about college sports.
Address: 11100 Santa Monica Blvd., Suite 600 Los Angeles, CA 90025
Phone: 310-806-4000
Website: https://aspiriant.com/by-location/los-angeles-financial-advisors/
Passion. Creativity. Dedication. These are just three words to describe the depth and breadth of Aspiriant’s Los Angeles team, which includes some of the firm’s most tenured and experienced wealth managers — including Aspiriant’s Chief Executive Officer (CEO), Rob Francais. Aspiriant was born in 2008 from the combination of two West Coast firms with complementary achievements — including LA-based Quintile. The two firms engineered a strategic vision to attract and retain top talent, using a distributed ownership model that aligned powerfully with client interests. The Quintile team also led the development of Aspiriant’s fully integrated family office services. The mission of the combination between the two firms was to empower families to take control of their financial lives, live their values with clarity and peace of mind, and achieve their dreams. Today, Los Angeles is home to Aspiriant’s Exclusive Family Office practice, which serves ultra high-net-worth families. The team is comprised of several multidisciplinary professionals, including investment professionals, tax specialists, estate planning attorneys, expense management professionals and wealth managers who help families strategize and execute on goals which help them live their values and legacies. Aspiriant’s Los Angeles team is dedicated to providing innovative service and outside the box solutions, efforts which have been recognized by some of the industry’s most notable organizations. Aspiriant has been honored by Advisory HQ as one of the 11 Top Financial Advisors and Wealth Managers in Los Angeles for our total wealth management and exclusive family office services. Wealth managers within our Los Angeles team also have been named among Forbes’ Best-In-State Wealth Advisors for multiple years running.
Address: 11601 Wilshire Boulevard Suite 1600 Los Angeles, CA 90025
Phone: 310-488-7868
Website: https://beaconpointe.com/
Beacon Pointe Advisors is the largest female-led Registered Investment Advisory firm (RIA) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions through the alignment of their wealth and what matters most. The Beacon Pointe team is dedicated to delivering a superb service experience to every client. We understand the importance of being responsive, proactive and strive to go the extra mile to meet the needs of our clients.