Fee-OnlyFinder

Advisers in Los Angeles, CA

127 advisers in Los Angeles — 127 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (64)Hourly fees (41)Flat / fixed fees (61)% of assets managed (126)Retirement plan consulting (28)

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Shifting the Culture Wealth Partners LLC3680 Wilshire Blvd, Suite P04-1181 · Los Angeles, CA 90010 · (323) 405-3855 · Financial planningCRD 309408 · % of assets, Fixed fees · $2.0 million AUMState registeredNo commissions reportedShrier Wealth Management, LLC1925 Century Park East, Suite 2020 · Los Angeles, CA 90067 · (310) 201-0200 · Financial planningCRD 332673 · % of assets, Hourly charges, Fixed fees · $390.6 million AUMSEC registeredNo commissions reportedSignature Investment Advisors, LLC2121 Avenue of the Stars, Suite 1600 · Los Angeles, CA 90067 · (888) 349-3241 · % of assets managedCRD 160715 · % of assets · $6.8 billion AUMSEC registeredNo commissions reportedSilver Oak Wealth Advisors Services, LLC10940 Wilshire Blvd, Suite 975 · Los Angeles, CA 90024 · (310) 207-4800 · Financial planningCRD 291645 · % of assets, Hourly charges, Fixed fees · $300.0 million AUMSEC registeredNo commissions reportedSolomon Investment Consulting, INC.691 Irolo Street, #504 · Los Angeles, CA 90005 · (213) 365-6780 · Financial planningCRD 281606 · % of assets, Hourly charges, Fixed fees · $27.8 million AUMState registeredNo commissions reportedSsi Investment Management LLC2121 Avenue of the Stars, Suite 2050 · Los Angeles, CA 90067 · (310) 595-2000 · % of assets managedCRD 104889 · % of assets, Other · $2.6 billion AUMSEC registeredNo commissions reportedSteelpeak Wealth, LLC1880 Century Park East, Suite 1017 · Los Angeles, CA 90067 · (818) 835-8720 · Financial planningCRD 165168 · % of assets, Fixed fees, Performance-based fees · $4.1 billion AUMSEC registeredNo commissions reportedSteven Robert Jakowchik522 S. Sepulveda Blvd., #207 · Los Angeles, CA 90049 · (310) 476-5142 · Flat / fixed feesCRD 136550 · % of assets, Fixed fees · $29.3 million AUMState registeredNo commissions reportedStonebridge Capital Management INC1801 Century Park East, Suite 1800 · Los Angeles, CA 90067 · (310) 277-1450 · Flat / fixed feesCRD 106073 · % of assets, Fixed fees · $268.7 million AUMSEC registeredNo commissions reportedSurety Investment Services4520 Wilshire Blvd, Suite 201 · Los Angeles, CA 90010 · (323) 939-3100 · % of assets managedCRD 135295 · % of assets · $62.7 million AUMState registeredNo commissions reported
Sustainable Wealth Advisory Group3415 S Sepulveda Blvd., Ste 1100 · Los Angeles, CA 90034 · (855) 275-7924 · Financial planningCRD 336574 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reportedTcw Asset Management Company LLC515 South Flower Street · Los Angeles, CA 90071 · (213) 244-0000 · Flat / fixed feesCRD 105742 · % of assets, Fixed fees, Performance-based fees · $81.2 billion AUMSEC registeredNo commissions reportedTcw Investment Management Company LLC515 South Flower Street · Los Angeles, CA 90071 · (213) 244-0000 · % of assets managedCRD 106546 · % of assets, Performance-based fees · $38.8 billion AUMSEC registeredNo commissions reportedThe Wealth Collective, LLC360 E 2nd Street, 8th Floor · Los Angeles, CA 90012 · (310) 906-0313 · Financial planningCRD 310389 · % of assets, Hourly charges, Fixed fees · $42.5 million AUMState registeredNo commissions reportedTolton Asset Management, LLC8939 S Sepulveda Blvd, Ste 440 · Los Angeles, CA 90045 · (310) 568-8749 · Hourly feesCRD 310631 · % of assets, Hourly charges, Fixed fees · $36.1 million AUMState registeredNo commissions reportedTrinity Asset Management CO.545 So. Figueroa Street, Suite 1233 · Los Angeles, CA 90071 · (213) 623-2770 · % of assets managedCRD 128702 · % of assets · $109.0 million AUMState registeredNo commissions reportedTruelink Capital Management, LLC11111 Santa Monica Blvd, Suite 2170 · Los Angeles, CA 90025 · (310) 736-5853 · % of assets managedCRD 323910 · % of assets, Performance-based fees · $4.2 billion AUMSEC registeredNo commissions reportedWave Digital Assets LLC12400 Wilshire Boulevard · Los Angeles, CA 90025 · (213) 533-9899 · Flat / fixed feesCRD 305726 · % of assets, Fixed fees, Performance-based fees · $91.9 million AUMSEC registeredNo commissions reportedWeinberger Asset Management, INC10866 Wilshire Blvd, Ste 830 · Los Angeles, CA 90024 · (310) 442-8472 · % of assets managedCRD 106176 · % of assets, Other · $503.6 million AUMSEC registeredNo commissions reportedWestmount Partners, LLC2049 Century Park East, Suite 2500 · Los Angeles, CA 90067 · (310) 556-2502 · Financial planningCRD 158857 · % of assets · $5.9 billion AUMSEC registeredNo commissions reportedWestpark Capital, INC.1800 Century Park East, Suite 220 · Los Angeles, CA 90067 · (310) 843-9300 · Financial planningCRD 39914 · % of assets, Fixed fees · $53.1 million AUMSEC registeredNo commissions reportedWestside Financial Advisors LLC814 South Westgate Ave, Suite 270 · Los Angeles, CA 90049 · (310) 777-1120 · Financial planningCRD 308953 · % of assets, Hourly charges, Fixed fees · $6.2 million AUMState registeredNo commissions reportedWestwood Wealth Management11150 Santa Monica Blvd., Suite 740 · Los Angeles, CA 90025 · (424) 255-3120 · % of assets managedCRD 290658 · % of assets · $300.4 million AUMSEC registeredNo commissions reportedWhalen Financial Planning13101 W. Washington Blvd, Suite 237 · Los Angeles, CA 90066 · (424) 258-4398 · Financial planningCRD 289431 · % of assets, Hourly charges · $998,825 AUMState registeredNo commissions reportedWilliams Wealth Management, INC.1000 Wilshire Blvd, Suite 1650 · Los Angeles, CA 90017 · (213) 488-0300 · Financial planningCRD 133335 · % of assets · $80.9 million AUMState registeredNo commissions reportedWindward Capital Management CO11111 Santa Monica Boulevard, Suite 1200 · Los Angeles, CA 90025 · (310) 893-3000 · % of assets managedCRD 106908 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedZuckerman Capital Management, LLC2029 Century Park East, Suite 400 · Los Angeles, CA 90067 · (310) 867-2778 · Financial planningCRD 148549 · % of assets · $123.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Los Angeles? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.