Finding a good financial advisor isn’t always easy. There are a lot of choices, especially in a city as big as Los Angeles, and not all advisors are created equally. Just like different doctors specialize in different areas of health, so do financial advisors who specialize in different areas of wealth.
To help you in your search for a great financial advisor that fits your needs, here are the top five financial advisors in Los Angeles.
Best Financial Advisors in Los Angeles
Churchill Management Group: Churchill Management Group focuses on stock and bond management for high net-worth clients with portfolio sizes ranging from $5 million and up. The firm’s staff of certified financial planners (CFPs) offers investment services. Churchill uses a diverse set of stock and bond investment strategies, including tactical, fully invested, combination, and fixed income strategies, to help its clients achieve their desired financial outcomes. Churchill is great for wealthy families who are looking to place a part of their investment portfolio in high-risk, high-return stock portfolios.
Mutual Fund Management
Miracle Mile Advisors: Miracle Mile Advisors is an independent investment advisory firm. The firm’s team comprises a variety of financial designations, including certified financial planners (CFPs), chartered financial analysts (CFAs), certified public accountants (CPAs), and a chartered financial consultant (ChFC). The firm’s services focus on individuals and families and are designed to form customized investment portfolio solutions and provide mutual fund management. Miracle Mile is great for young investors who are looking to place money in the market and watch it grow over time.
Holistic Financial and Retirement Planning
Affluencer Financial: Affluencer Financial is a unique firm that offers a wide variety of services that are especially focused on retirees, all under one roof. The firm offers estate planning, investment, tax, real estate, and financial planning advice, all coordinated for the clients’ ease of use. Affluencer charges a flat fee, which makes it unique, and has multiple professionals, such as CFAs, CFPs, and CPAs who work with clients to make sure that retirement is done easily and securely. Affluencer Financial is great for clients who have between $1 to $5 million and are looking for holistic financial advice focusing on retirement.
Financial Advice for Businesses
NWF Advisory Group: NWF Advisory Group provides financial management services for businesses that need assistance in ensuring the protection and longevity of their financial resources. The firm was founded in 1969 and has many decades of experience under its belt, with agents in other states. NWF is a good firm for business owners who would like advanced strategies on how to grow and sell their businesses.
Specialty
HCR Wealth Advisors: HCR Wealth Advisors offers financial services for business, such as 401(k) planning, buy/sell agreements, corporate risk management services, loss of value coverage, and more. The firm also works in private equity strategies, as well as business management services. HCR is good for those looking for solutions to unique business problems.
Finding the right financial advisor for you
Not all financial advisors are created equal. Every firm has its own special focus and demographic that it specializes in serving.
You would not choose a podiatrist if you have heart issues; the same goes with financial advisors. You would not choose a private equity firm if you are looking to retire. Even though most financial advisors will accept your business, it is your responsibility to find the firm that best meets your lifestyle needs.
If you’re in need of financial advice, contact the best financial planner in Los Angeles only.