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List Of All financial planner Leads in Los Angeles

Here's what's listed for financial planner in Los Angeles right now - 20 businesses with addresses, phone numbers, and ratings. Empress Investment Group currently holds the top rating at 5.0★, while the average across the list sits around 4.9★. Updated 9/6/2026 - scroll down to compare the full list and follow through to whichever business suits your needs.

20 results · last updated 9/6/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Empress Investment GroupFinancial planner
321 N Larchmont Blvd Ste 800, Los Angeles, CA 90004, United StatesView on Google Maps
5.0(90)
+********904View in Leads Searchin**@e********.comView in Leads Searchwww.empressig.com/
LinkedInInstagramFacebookX (Twitter)YouTube
RVW Wealth, LLCFinancial planner
1880 Century Pk E #200, Los Angeles, CA 90067, United StatesView on Google Maps
5.0(83)
+****9****00View in Leads Searchco*****@r********.comView in Leads Searchrvwwealth.com/
LinkedInFacebookX (Twitter)
WINDFALL FINANCIAL ADVISORS, Fee-Only, FiduciaryFinancial planner
100 Wilshire Blvd #700, Santa Monica, CA 90401, United StatesView on Google Maps
5.0(43)
+*9*9***7*02View in Leads Searchin**@w***************.comView in Leads Searchwww.windfalladvisors.com/?utm_source=GBP&utm_medium=organic
LinkedInInstagramYouTube
Phil Fiore: CFP® & ChSNC®Financial Advisor
5700 Wilshire Blvd Ste 120A, Los Angeles, CA 90036, United StatesView on Google Maps
5.0(25)
+*******7775View in Leads Searchph***********@e********.comView in Leads Searchwww.phillipfiore.com/-
Pacific Sun Financial Corp Los AngelesFinancial advisor
10940 Wilshire Blvd Ste 1450, Los Angeles, CA 90024, United StatesView on Google Maps
5.0(21)
+*9*97*68642View in Leads Searchmi***@p**************.comView in Leads Searchpacsunfinancial.com/?utm_source=Google&utm_medium=Organic&utm_campaign=LocalSEO-
Satori Wealth Management, Inc.Financial planner
12100 Wilshire Blvd 8th floor, Los Angeles, CA 90025, United StatesView on Google Maps
5.0(7)
+*******7*75View in Leads Searchin**@s***********.comView in Leads Searchwww.satoriwealth.com/
X (Twitter)
Los Angeles, CA Private Wealth Management - UBS Financial Services Inc.Financial Advisor
South, 2000 Ave of the Stars 12th Floor, Los Angeles, CA 90067, United StatesView on Google Maps
5.0(2)
+*8888**6991View in Leads Search-local.ubs.com/los-angeles-pwm/?utm_source=synup&utm_medium=en&utm_campaign=165942-
Morgan Stanley Financial AdvisorsFinancial Advisor
10960 Wilshire Blvd Ste 2000, Los Angeles, CA 90024, United StatesView on Google Maps
5.0(2)
+*********00View in Leads Search-advisor.morganstanley.com/westwood-plaza-branch?y_source=1_MjM2MTgyMS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D-
Morgan Stanley Private Wealth AdvisorsFinancial Advisor
1999 Ave of the Stars Ste 2400, Los Angeles, CA 90067, United StatesView on Google Maps
5.0(2)
+****788**00View in Leads Search-advisor.morganstanley.com/los-angeles-pwm-market?y_source=1_MjA3ODA4Ny03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D-
OC
Oakmont CorporationInvestment company
2598, 865 S Figueroa St Unit 700, Los Angeles, CA 90017, United StatesView on Google Maps
5.0(1)
+****89*6*00View in Leads Search---
Angeles Investment AdvisorsFinancial planner
429 Santa Monica Blvd, Santa Monica, CA 90401, United StatesView on Google Maps
5.0(1)
+*****9*6*00View in Leads Search-www.angelesinvestments.com/
LinkedIn
Los Angeles, CA Branch Office - UBS Financial Services Inc.Financial Advisor
515 Flower St #50, Los Angeles, CA 90071, United StatesView on Google Maps
5.0(1)
+****97***11View in Leads Search-local.ubs.com/los-angeles-pwm/?utm_source=Yext&utm_medium=GMB&utm_campaign=164021&y_source=1_MjM2NzgxMjUtNzE1LWxvY2F0aW9uLndlYnNpdGU=-
Wealth Management Partners of Los Angeles, Inc.Financial planner
15760 Ventura Blvd #700, Encino, CA 91436, United StatesView on Google Maps
4.9(98)
+****96***32View in Leads Search-wmplainc.com/-
Financial Counseling CenterFinancial Advisor
4221 Wilshire Blvd Ste 255, Los Angeles, CA 90010, United StatesView on Google Maps
4.9(66)
+****7*9**52View in Leads Searchmi*****@f************************.comView in Leads Searchwww.financialcounselingcenter.com/
LinkedInInstagramFacebook
EFC Wealth Management FirmFinancial advisor
5777 W Century Blvd #985, Los Angeles, CA 90045, United StatesView on Google Maps
4.9(40)
+****6****01View in Leads Searchin**@e******************.comView in Leads Searchwww.efcwealthmanagement.com/
LinkedInInstagramFacebookX (Twitter)YouTube
PF
Peymynt FinancialSoftware company
Identifies as Black-ownedView on Google Maps
4.8(20)
----
Gerber Kawasaki Wealth and Investment ManagementFinancial planner
2437 Main St, Santa Monica, CA 90405, United StatesView on Google Maps
4.6(185)
+*****996*97View in Leads Searchin**@g*************.comView in Leads Searchwww.gerberkawasaki.com/
LinkedInInstagramFacebookX (Twitter)YouTube
West LA Financial CenterFinancial institution
2999 Overland Ave, Los Angeles, CA 90064, United StatesView on Google Maps
4.6(9)
+****876**44View in Leads Searchad***@w*****************.comView in Leads Searchwww.worldsystembuilder.com/
InstagramFacebookYouTube
Composition WealthFinancial advisor
11300 W Olympic Blvd #800, Los Angeles, CA 90064, United StatesView on Google Maps
4.3(6)
+******6**43View in Leads Search-www.composition.com/
LinkedIn
Whalen Financial PlanningFinancial planner
13101 Washington Blvd #237, Los Angeles, CA 90066, United StatesView on Google Maps
-+******8**98View in Leads Search-www.whalenfinancialplanning.com/-

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