Fiduciary advisors in Los Angeles, CA

Los Angeles, California

Brentwood Financial Advisors operates offices in Los Angeles, Aspen, Nashville, and Tucson, serving entrepreneurs and families with retirement planning and investment management. The firm's advisors average over 30 years of combined experience and guide clients through a wealth management process that addresses asset allocation, investment strategy, and tax considerations. The firm earned Diamond Status recognition at the 2025 Cetera Circle of Excellence.

Los Angeles, California

Composition Wealth is a Los Angeles-based firm managing over $11 billion in assets across 40+ states with more than 20 advisory teams. The firm offers financial planning, tax integration, retirement planning, liquidity and credit services, and investment management, with service lines tailored to different life stages from young professionals to private wealth clients. Composition Wealth structures goal-based financial plans designed to evolve alongside client circumstances and priorities.

Los Angeles, California

EFC Wealth Management, based in Los Angeles, offers financial planning and investment management services with a stated focus on retirement strategy. The firm employs a documented six-step process called the Sound Fiscal House approach, which incorporates investments, income planning, tax planning, healthcare, legacy planning, and risk analysis. Services are delivered by advisors referred to as Financial Architects, and the firm manages client assets as part of its comprehensive planning engagement.

Los Angeles, California

Lynn A. Newman is a CERTIFIED FINANCIAL PLANNER™ with over 40 years in financial services who leads Eagle Strategies LLC, a New York Life registered investment advisory firm based in Los Angeles. She provides fee-based financial planning and investment management services, with particular expertise in retirement planning and work with entrepreneurs, business owners, and high-net-worth families. Newman emphasizes a comprehensive planning approach that addresses risk management, tax planning, estate planning, and major life transitions, and has been in practice since 1991.

Los Angeles, California

Mason & Associates, Inc. provides estate planning, financial planning, investment management, and tax planning services to individuals, families, business owners, and entrepreneurs in Los Angeles. Founded in 1989, the firm uses a four-step Life Planning approach centered on understanding clients' core values and objectives, developing customized investment strategies based on asset allocation and risk tolerance, implementing portfolios through an open architecture platform, and conducting ongoing reviews to adjust as circumstances change. The firm collaborates with clients' other professional advisors and emphasizes building close relationships to align all aspects of clients' financial and legal planning.

Los Angeles, California

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Los Angeles, California. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Los Angeles, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Los Angeles, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Los Angeles, California

Pacific Sun Financial Corp Los Angeles is an investment advisory firm in Los Angeles, California. Services include Financial Planning and Investment Management. The office is open five days a week. It holds a 5-star rating from 19 Google reviews.

Los Angeles, California

Retirement Solutions, LLC provides financial planning, investment management, and retirement planning services to single women age 45 and older in the Los Angeles area. The firm offers a financial wellness program that includes retirement income strategies, investment organization aligned with client risk tolerance and values, and specialized Social Security claiming guidance. Founded in 1980, the firm is led by a principal focused on serving women navigating retirement transitions, including those who are widowed or divorced.

Los Angeles, California

Insurance-Based

Souheir M. Alrachid, Financial Advisor - Eagle Strategies is an insurance-based firm in Los Angeles, California. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Los Angeles, California

Wealth Enhancement Group is an investment advisory firm in Los Angeles, California. Services include Financial Planning and Investment Management. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week.