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Financial Advisors in Los Angeles to Consider

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Finding the right financial advisor can be a pivotal step toward securing your financial future. Whether you’re focused on retirement planning, wealth preservation, or navigating investment strategies, Los Angeles is home to a wide range of advisory firms that cater to individuals, families, and businesses alike. Here’s a curated list of 10 financial advisory firms in Los Angeles, CA that are worth considering.

Financial Advisors in Los Angeles to Consider

  1. AdvicePeriod
  2. AGC Wealth Advisors Inc.
  3. Aqua Financial Center
  4. Archiball (Roosevelt & West)
  5. Athos Capital Advisors
  6. Atlantic Investments A Registered Investment Advisor Inc.
  7. B. Riley Advisory Services
  8. Bel Air Investment Advisors
  9. Blue Sky Finance
  10. BLX Group LLC

1. AdvicePeriod

AdvicePeriod delivers results-driven wealth management with a sharp focus on planning, accountability, and generational wealth preservation. Now part of Mariner Wealth Advisors, the firm is dedicated to providing strategic financial solutions backed by transparency and trust.
Website: adviceperiod.com
Phone: (424) 281-3600
Email: scott.davis@adviceperiod.com
Address: 2121 Avenue of the Stars, Los Angeles, CA 90067

2. AGC Wealth Advisors Inc.

AGC Wealth Advisors offers a personalized approach to financial planning, investment strategies, and client education. Led by Founder Andrew Cook, the firm is known for building long-lasting relationships and providing practical solutions tailored to individual client goals.
Website: agcwealth.com
Phone: (424) 360-1133
Email: acook@agcwealth.com
Address: 12655 W Jefferson Blvd UNIT 400, Los Angeles, CA 90066

3. Aqua Financial Center

Aqua Financial Center is on a mission to educate one million families by 2025. Specializing in retirement planning, credit repair, and real estate financing, the firm offers a holistic approach to financial literacy and empowerment across multiple states, including California, New York, and Texas.
Website: aquafinancialcenter.com
Phone: (747) 233-3646
Email: tina.carter6@verizon.net
Address: 16501 Ventura Blvd Ste 400, Los Angeles, CA 91436

4. Archiball (Roosevelt & West)

Archiball offers consulting finance and accounting services with a philosophy rooted in integrity and long-term impact. Inspired by economist Robert J. Shiller, the firm emphasizes financial planning as a means to achieve deep, personal goals—not just wealth accumulation.
Website: archibal.net
Phone: (323) 970-2029
Email: iinfo@archibal.net
Address: 12440 Firestone Blvd Ste 1015-D, Los Angeles, CA 90010

5. Athos Capital Advisors

Focused on high-net-worth individuals and families, Athos Capital Advisors offers tailored investment strategies and personalized financial planning. Their client-centric model prioritizes long-term relationships and comprehensive goal-setting.
Website: athoscapitaladvisors.com
Phone: (310) 971-4765
Email: clientservice@athoscapitaladvisors.com
Address: 733 Kings Rd #104, Los Angeles, CA 90069

6. Atlantic Investments A Registered Investment Advisor Inc.

Atlantic Investments encompasses several financial entities offering wealth management, equity investment, and business growth strategies. With a broad investment philosophy and reach, this firm serves a diverse clientele across industries.
Website: atlanticinvestments.com
Phone: (866) 997-6234
Email: advisor@atlanticinvestments.com
Address: 2029 Century Park E Suite 400, Los Angeles, CA 90067

7. B. Riley Advisory Services

B. Riley Financial offers an expansive portfolio of services, from investment banking to wealth management and tax preparation. Their holistic, multidisciplinary approach makes them a solid choice for individuals and corporations seeking a one-stop financial advisory platform.
Website: brileyfin.com
Phone: (213) 409-6240
Email: tsantoro@brileyfin.com
Address: 555 W 5th St Suite 3725, Los Angeles, CA 90013

8. Bel Air Investment Advisors

Bel Air Investment Advisors specialize in strategic advisory services, including mergers and acquisitions, capital raising, and business development. They work closely with businesses and investors to drive sustainable growth and value.
Website: belair-llc.com
Phone: (310) 229-1500
Email: cludwigson@belair-llc.com
Address: 1999 Avenue of the Stars #3200, Los Angeles, CA 90067

9. Blue Sky Finance

Blue Sky Finance provides innovative solutions in mortgage lending, financial planning, and investment strategy. Known for their transparency and client-first philosophy, they strive to empower clients with the tools they need to make confident financial decisions.
Website: blueskyfinancela.com
Phone: (213) 723-0085
Email: mail@blueskyfinancela.com
Address: 626 Wilshire Blvd, Los Angeles, CA 90017

10. BLX Group LLC

BLX Group LLC stands out for its expertise in arbitrage rebate compliance and financial services for municipalities and non-profits. Their industry knowledge and client-focused approach help institutions navigate complex regulatory environments while maximizing financial performance.
Website: blxgroup.com
Phone: (213) 612-2200
Email: vnguyen@blxgroup.com
Address: 355 S Grand Ave #2700, Los Angeles, CA 90017

These firms represent a range of expertise and services in the financial advisory landscape of Los Angeles. When considering an advisor, factors such as service offerings, areas of specialization, and experience may help guide the decision-making process.

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