Top Financial Advisors in Los Angeles, CA

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Lido Advisors is a fee-based firm that generally requires a $1 million account minimum.

The firm predominantly serves high-net-worth individuals, but it also works with non-high-net-worth clients, banking or thrift institutions, investment companies, pooled investment vehicles, charities, insurance companies, corporations and ERISA pooled plans.

Certifications earned by advisors at the firm include Certified Financial Planner™ (CFP®), certified public accountant (CPA), certified investment management analyzt (CIMA) and accredited investment fiduciary (AIF), among other designations.

Certain Lido representatives are also representatives of a securities broker-dealer and those individuals may receive commissions or fees for the sale of these products in a client’s advisory account.

Lido Advisors Background

Lido Advisors was founded in 2001. According to the firm's brochure, "Lido is majority-owned by certain pooled investment vehicles advised by affiliates of Charlesbank Capital Partners LLC," which is "a middle-market private equity firm." The firm's chief executive officer Jason Ozur, president Ken Stern, chairman and founder Gregory Kushner and other Lido employees own directly or indirectly the substantial remainder of Lido.

The firm’s namesake is an island reef called a lido that separates the lagoon of Venice, Italy, from the Adriatic Sea. The firm, like the lido, sees itself as a protector against tumultuous, sometimes troubled waters. Its services include investment management and asset allocation, financial planning, retirement planning and estate planning. 

Lido Advisors Investment Strategy

Lido Advisors goes beyond using just stocks and bonds. As a way to manage volatility and to work toward clients’ goals, the firm aims to invest in assets that are not highly correlated.

The firm offers clients investment management, asset allocation and financial planning, among other services.

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SEIA (Signature Estate & Investment Advisors, LLC) is a fee-based firm, which means that certain advisors are licensed to sell insurance and investment products, and could earn commissions on those transactions. However, the firm’s advisors have a fiduciary duty that requires them to act in the best interests of their clients.

Account minimum depends on the account option. Its lowest account minimum, for its equity/blended portfolios, is $250,000. For the fee-based firm’s fixed-income portfolios, it’s $500,000.

SEIA's financial advisor team holds many certifications, including Certified Financial Planners™ (CFPs®), accredited investment fiduciaries (AIFs), chartered mutual fund counselors (CMFCs), chartered financial consultants (ChFCs) and chartered life underwriters (CLUs).

SEIA Background

SEIA was founded in 1997. According to the firm's brochure, "SEIA is wholly owned by Signature Financial Service Group, LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V, L.P." 

The firm offers five different types of wealth management services: 

• Signature Elite: A six-step investment management process that helps clients identify their financial goals. 
• Signature Allocation Series, a discretionary service based on client needs.
• Financial planning, either modular or comprehensive
• Investment consulting
• Retirement plan consulting 

SEIA Investment Strategy

SEIA’s Department of Investment Management and Economic Strategy (DIMES) heads up the firm’s research and development of its asset allocation strategies for portfolios. The team is guided by the principles of strategic macro asset allocation, which considers asset class and style and tactical micro allocation, which looks at business cycles, global and domestic economic conditions and event-driven opportunities.

SEIA portfolios are primarily composed of stocks, bonds, mutual funds, closed-end mutual funds, exchange-traded funds, trusts, certificates of deposit, and options, among other investments.

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Aspirant is a fee-only firm that charges clients directly for services and does not collect commissions for trades or the sales of products.

The financial advisor team manages assets for both non-high-net-worth and high-net-worth individuals, as well as investment companies, pensions and profit sharing plans, charitable organizations and corporations.

Aspirant generally charges clients annual management fees that are assessed as a pecrentage of assets under management, ranging from 0.2% to 0.85%.

The firm has a minimum annual fee of $14,000, and while it doesn't impose a minimum requirement for investment portfolios, Aspirant typically works with client accounts worth $1.5 million or more.

Aspirant’s advisors hold multiple certifications, including Certified Financial Planners™ (CFPs®), chartered financial analysts (CFAs), certified public accountants (CPAs), and certified investment management analysts (CIMAs), among other designations.

In 2017, Barron’s ranked the firm as one of the top 10 independent registered investment advisor firms.

Aspiriant Background

Aspiriant was founded in 2008. The firm is owned by holding companies, and more than 30% of the Aspiriant’s employees have an ownership stake in the firm.

Aspiriant Investment Strategy

Aspiriant can help you with far more than just financial planning and investing. The firm provides divorce financial consulting through its on-staff certified divorce financial analyst (CDFA), who will work with you and your attorney to develop budgets and conduct a financial analysis.

The firm can also help with things like buying or remodeling a house and philanthropic planning. One of its unique offerings is its assistance with preparing kids for college.

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Evoke Wealth is a fee-only firm, which means that advisors do not earn commissions for selling insurance or securities. The firm works primarily with high-net-worth individuals and institutional clients that include pooled investment vehicles, retirement funds, charities and corporations.

While Evoke does not have a minimum fee or account requirement for clients, asset management fees are generally based on a percentage of assets under management, which range between .75% and 1%.

Evoke Wealth Background

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Churchill Management Group is a fee-based firm, which means that certain advisors could earn commissions from selling insurance and investment products. Nevertheless, the firm’s advisors have a fiduciary duty that requires them to act in the best interests of clients.

Annual management fees are assessed as a percentage of the client’s assets under management, ranging from 0.60% to 1.25%. The firm also has a minimum accouint requirement of $750,000.

Churchill's advisor team manages assets for high-net-worth individuals, as well as other individual accounts. Institutional clients include pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations and nondiscretionary accounts.

Churchill Management Group Background

Fred Fern founded Churchill Management Group in 1963. He remains the firm’s CEO and chairman, as well the chair of the Churchill Management Group Investment Team, which manages all of the firm’s investment accounts. Fern is also the firm’s controlling owner.

Churchill Management Group Investment Strategy

Churchill’s investment philosophy is centered on the belief that financial markets and economic environments move cyclically.

The firm believes that different investments provide different results depending on the point of the market cycle. Thus, Churchill views the market cycle as a reference point for its investment decisions. The firm primarily invests its clients in equity and equity-related securities that are publicly traded.

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NWF Advisory Services is a fee-based firm that caters to a diverse clientele that includes trusts, individuals, pension and profit-sharing plans, estates or charitable organizations and corporations.

Investment services encompass the allocation of funds into specific securities, ongoing financial counseling, account reviews, and detailed securities research. The firm also provides a range of planning services from basic financial plan design focusing on saving strategies and asset accumulation to advanced planning for clients with significant income or assets, covering areas such as estate, tax and investment planning.?

As a fee-based firm, some advisors may sell financial products on a commission basis. While this presents a potential conflict of interest, the firm’s fiduciary duty requires them to act in the client’s best interests.

NWF Advisory Services Background

NWF Advisory Services was founded in 1986. The firm is currently under the ownership of Shehab Mohammad, who is the sole owner. The firm operates across the country with a variety of names. Today, the firm manages more than $3.7 billion across its two advisors.

NWF Advisory Services Investment Strategy

The firm employs a dual approach to investment management, focusing on long-term acquisitions of stocks, bonds and mutual funds, complemented by short-term tactical strategies. The firm tailors its investment strategies to align with individual client profiles, which include considerations such as risk tolerance, investment goals and objectives, any specific restrictions, level of investment experience, time horizon for investments and the client's overall financial situation.

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Miracle Mile Advisors typically requires clients engaging investment services to have at least $500,000 under management with the firm. The advisor team works with both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, insurance companies and businesses.

As a fee-based firm, advisors may take commissions for trades and the sales of products. While this could be a potential confilct of interest, Miracle Mile has a fiduciary obligation to put the interests of clients first.

Miracle Mile Advisors Background

Founded in 2007, Miracle Mile Advisors is a wholly-owned subsidiary of Miracle Mile Advisor Holdings LLC.

As part of the firm’s commitment to open communication, its advisory team meets with its clients regularly and the firm also routinely publishes portfolio updates, research and notes to keep clients in the loop.

Miracle Mile Advisors Investment Strategy

Miracle Mile Advisors strives to customize the allocation of assets according to each client’s risk tolerance and investment goals.

The firm uses fundamental and technical analysis to develop investment strategies for clients. Research and analysis comes from numerous sources, including financial media companies, third-party research materials, Internet sources and the review of company activities.

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To be a client of this fee-only Los Angeles firm, you’ll need at least $5 million. The firm works primarily with high-net-worth individuals and other individuals. Institutional clients include pooled investment vehicles, pension and profit-sharing plans, charitable organizations and corporations.

The Westmount Asset Management advisor team holds multiple certifications. These include Certified Financial Planners™ (CFPs®) and chartered financial analysts (CFAs), among other designations.

The firm is fee-only, so clients can only pay fees based on their investments and services. No commissions are paid to advisors at this firm.

Westmount Asset Management Background

Westmount Asset Management was founded in 1990. According to the firm's brochure, "the current operating entity, Westmount Asset Management, LLC was established in 2011 and is owned by Westmount Asset Management, Inc. (majority owner) and Temperance Partners (minority owner)." And James Berliner is the principal owner of the firm through Westmount Asset Management Inc.

In addition to its investing services, the firm also offers financial planning services including retirement planning analysis, cash-flow modeling, Monte Carlo projections and guidance on Social Security claiming strategies. 

Westmount Asset Management Investment Strategy

Westmount Asset Management doesn’t limit itself to the conventional. While the firm uses traditional investments like stocks and bonds, it has an open mind toward complementing those with a range of alternative investments. Similarly, while the firm primarily opts for long-term investing, it will also take advantage of any short-term opportunities that may arise.

Clients also have the flexibility to shape their portfolios as they wish. Westmount allows clients to place restrictions on their accounts, such as on specific holds or cash minimums or maximums.

Oakmont Corporation is a fee-only firm, which means it does not collect commissions on trades or the sale of certain products. The firm’s advisors manage assets for high-net-worth individuals. Other clients include pooled investment vehicles, charities and corporations. 

Oakmont generally charges clients annual management fees that are assessed as a percentage of the assets, ranging from 0.75% to 0.85%. The firm may also charge additional or stand-alone fixed annual fees based on specific services, but these could be negotiated or waived.  

Clients typically are not required to have account minimums at Oakmont.

Oakmont Corporation Background

Formed in 1980, the firm is owned by Robert Day, who is also the chairman and co-manages the firm’s portfolios with Andrew Katz.  Oakmont provides a variety of client services, including investment and financial planning, as well as a variety of administrative services.   

Oakmont Corporation Strategy

Clients generally have long-term investment horizons with a focus on long-term capital appreciation. The firm relies on fundamental research and analysis to measure the value of its investments. It’s philosophy prioritizes individual investment selection over market timing.

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Perennial Financial Services is a fee-based advisory firm that caters to a diverse clientele including individuals and high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as corporations, limited liability companies, and other business entities. While Perennial Investment Advisors does not enforce a minimum account requirement for initiating or maintaining services, clients who engage in electronic statement delivery or maintain a minimum of $1 million in assets at Fidelity benefit from waived transaction fees on U.S. listed equities and exchange-traded funds.

As a fee-based firm, certain advisors may sell financial products on a commission basis. While this presents a potential conflict of interest, the firm’s fiduciary duty requires them to act in the client’s best interests.

Perennial Financial Services Background

Perennial Financial Services was founded in 2017. The firm is controlled by multiple owners, with John Petrick and Christopher Nowakowski each holding a significant stake of 25% or more through Perennial Financial Services, LLC. Today, the firm manages more than $1.4 billion in assets under management (AUM) across its 32 advisors. 

Perennial Financial Services Investment Strategy

The firm employs a multifaceted approach to investment management, incorporating various strategies. These methodologies are tailored to align with each client's unique investment objectives, risk tolerance, time horizons, and overall financial situation. This personalized strategy ensures that portfolios are built to meet individual goals and adaptable to changing market conditions and personal circumstances.