Finding the right wealth management firm can make a lasting impact on your financial journey—whether you’re preparing for retirement, managing a growing investment portfolio, or navigating the complexities of estate planning.
Los Angeles is home to a wide range of seasoned financial advisors and wealth management firms, each offering unique services tailored to individuals, families, and businesses alike.
To help you identify the right partner, we’ve curated a list of 10 wealth management firms in Los Angeles. These firms stand out for their commitment to fiduciary responsibility, personalized service, and long-term financial planning.
1. JG Wealth Management
Website: https://www.jg-wm.com/
Phone: 206-428-6016
Email: [email protected]
Address: 445 S Figueroa St 31st Floor, Los Angeles, CA 90071
JG Wealth Management, led by founder Jerome Greene, provides tailored financial strategies with a compassionate and client-first approach. Based in Los Angeles, the firm emphasizes low client-to-advisor ratios to ensure high-touch service and individualized attention.
2. EP Wealth Advisors
Website: https://www.epwealth.com/
Phone: 424-361-0090
Email: [email protected]
Address: 11400 W Olympic Blvd #170, Los Angeles, CA 90064
With over $31 billion in assets under management, EP Wealth Advisors offers comprehensive planning, tax strategies, and investment management through a fiduciary lens. Their nationwide team of professionals brings together deep expertise in holistic wealth solutions.
3. EFC Wealth Management Firm
Website: http://www.efcwealthmanagement.com/
Phone: 310-645-0001
Email: [email protected]
Address: 5777 W Century Blvd #985, Los Angeles, CA 90045
EFC Wealth Management Firm provides retirement and wealth planning services rooted in education and ethical guidance. Their boutique approach allows for custom strategies across income planning, risk management, and more.
4. Satori Wealth Management Inc.
Website: https://www.satoriwealth.com/
Phone: 310-210-7275
Email: [email protected]
Address: 12100 Wilshire Blvd 8th Floor, Los Angeles, CA 90025
Specializing in retirement planning, Satori Wealth Management uses a transparent, fee-only model to provide clients nearing retirement with expert advice. Their RetireNow™ Checkup helps evaluate financial readiness with no pressure or commitment.
5. Avitas Wealth Management
Website: https://avitaswealth.com/
Phone: 424-371-9010
Email: [email protected]
Address: 1901 Avenue of the Stars #1901, Los Angeles, CA 90067
Avitas Wealth Management, a partner of Lido Advisors, brings comprehensive solutions to high-net-worth clients through estate planning, investment management, and trust services. Their integration with the Lido One platform reflects a modern family office experience.
6. Entertainment Wealth Management
Website: http://www.entwealthmgmt.com/
Phone: 323-512-4719
Email: [email protected]
Address: 3575 Cahuenga Blvd W Suite 251, Los Angeles, CA 90068
As an affiliate of Ent Credit Union, this firm delivers personalized wealth management services backed by the resources of one of Colorado’s largest credit unions. Their offerings include retirement, estate, and investment planning.
7. Westmount Asset Management
Website: https://www.westmount.com/
Phone: 310-556-2502
Email: [email protected]
Address: 2049 Century Park E #2500, Los Angeles, CA 90067
Founded in 1990, Westmount Asset Management blends traditional and alternative investments while providing financial planning and family office services. Their status as a Certified B Corporation underscores their commitment to social and environmental responsibility.
8. Vested Wealth Advisors
Website: https://vwaplanning.com/
Phone: 844-548-2887
Email: [email protected]
Address: 7083 Hollywood Blvd 1st Floor, Los Angeles, CA 90028
Serving attorneys and mid-career tech professionals, Vested Wealth Advisors crafts strategic financial plans that evolve with clients’ life changes. The firm’s step-by-step process ensures clarity, optimization, and alignment with personal values.
9. H & S Wealth Management
Website: http://www.handswealth.com/
Phone: 866-498-1031
Email: [email protected]
Address: 6633 S Halm Ave, Los Angeles, CA 90056
H&S Wealth Management offers a wide range of services, including 1031 exchanges and alternative investments. Their team is committed to fiduciary ethics and prioritizing each client’s financial aspirations and individual concerns.
10. Henney Wealth Management
Website: https://www.henneywealth.com/
Phone: 310-571-1277
Email: [email protected]
Address: 12100 Wilshire Blvd #1035, Los Angeles, CA 90025
Led by David Henney, Esq., Henney Wealth Management offers decades of experience in managing portfolios for high-net-worth individuals. Their team emphasizes transparency, technical expertise, and risk-sensitive strategies.
Each of these wealth management firms brings a distinct set of strengths, values, and service models to meet the needs of clients in Los Angeles and beyond. Whether you’re seeking comprehensive retirement planning, investment guidance, or a personalized financial roadmap, these firms exemplify professionalism, integrity, and dedication.
Take the time to research and consult with the advisor that best aligns with your financial vision—your future deserves the right partner.
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