Los Angeles is home to a diverse and dynamic financial landscape, offering a wide range of investment firms that cater to individuals, families, and institutions. Whether you seek comprehensive wealth management, retirement planning, or precious metals investment, the following firms provide thoughtful solutions tailored to your financial goals. Here are 10 investment firms based in Los Angeles to consider.
1. New River Investments
New River Investments is a fee-only registered investment advisor founded in 2011, dedicated to providing transparent investment management services to individuals, trusts, retirement plans, and institutions.
- Phone: 19543338803
- Email: guillermo@newriverinvestments.com
- Address: 633 W 5th St, Los Angeles, CA 90071
- Website: newriverinvestments.com
2. First Florida Investment Services
First Florida Investment Services, affiliated with First Florida Credit Union, offers personalized financial planning and investment solutions, partnering with LPL Financial to provide a wide array of options.
- Phone: 19043596800
- Email: fb1@firstflorida.org
- Address: 500 W 1st St, Los Angeles, CA 90012
- Website: firstflorida.org
3. Redwood Investment Management
Redwood Investment Management specializes in risk-managed investment solutions, including ETFs and mutual funds, using their proprietary RiskFirst® approach to align portfolios with clients’ risk tolerances.
- Phone: 18886171444
- Email: info@redwoodim.com
- Address: 1117 S Robertson Blvd, Los Angeles, CA 90035
- Website: redwoodim.com
4. Signature Investment Advisors
Signature Investment Advisors (SIA) is an SEC-registered investment advisory firm managing approximately $23.8 billion in assets, offering tailored portfolios, financial planning, and risk management services.
- Phone: 18883493241
- Email: dmccoy@seia.com
- Address: 2121 Avenue of the Stars #1600, Los Angeles, CA 90067
- Website: signatureia.com
5. Churchill Management Group – Los Angeles
Churchill Management Group offers personalized investment strategies and financial planning, managing over $10 billion in assets, with a strong focus on retirement and risk analysis.
- Phone: 18779377110
- Email: bturnbow@churchillmanagement.com
- Address: 5900 Wilshire Blvd #400, Los Angeles, CA 90036
- Website: churchillmanagement.com
6. Atlantic Investments A Registered Investment Advisor Inc.
Atlantic Investments is a fee-only RIA firm providing comprehensive services such as wealth management, retirement income planning, and Social Security maximization with a fiduciary commitment.
- Phone: 18669976234
- Email: advisor@atlanticinvestments.com
- Address: 2029 Century Park E Suite 400, Los Angeles, CA 90067
- Website: atlanticinvestments.com
7. Pinnacle Tax Services
Pinnacle Tax Services is a CPA firm specializing in tax, accounting, and financial planning services, known for its client-first approach and competitive pricing.
- Phone: 18772240217
- Email: stacey@pinnacletaxandaccounting.com
- Address: 520 S Grand Ave Ste 320, Los Angeles, CA 90071
- Website: pinnacletaxandaccounting.com
8. Private Wealth Management
U.S. Bank Private Wealth Management offers personalized investment management, estate planning, and banking solutions for high-net-worth clients in Los Angeles.
- Phone: 8339617496
- Email: 24hrmilitaryservicecenter.shared@usbank.com
- Address: 633 West 5th Street 29th Floor, Los Angeles, CA 90071
- Website: usbank.com
9. Kinetic Financial
Kinetic Financial provides holistic financial planning services, specializing in wealth management, retirement planning, tax, estate planning, and business consulting.
- Phone: 18007114818
- Email: info@kineticfinancial.com
- Address: 633 W 5th St #1050, Los Angeles, CA 90017
- Website: kineticfinancial.com
10. American Hartford Gold
American Hartford Gold helps individuals diversify and protect their wealth through investments in gold, silver, and platinum, offering Precious Metals IRAs and physical delivery options.
- Phone: 18004620071
- Email: rivacy@americanhartfordgg.com
- Address: 11755 Wilshire Blvd, 11th Floor, Los Angeles, CA 90025
- Website: americanhartfordgold.com
Selecting the right investment firm can play a crucial role in securing your financial future. Each of these Los Angeles-based firms offers distinct advantages, whether you are seeking specialized asset management, tax strategies, or wealth protection solutions. Take time to explore their offerings and find the partnership that aligns with your financial objectives.
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