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Investment Firms in Los Angeles to Consider

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Investment Firms in Los Angeles to Consider

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.

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.

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.

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.

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.

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.

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.

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.

9. Kinetic Financial

Kinetic Financial provides holistic financial planning services, specializing in wealth management, retirement planning, tax, estate planning, and business consulting.

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.

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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