Financial Advisors in Los Angeles, California

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Aequitas Wealth Management - Los Angeles, CA NAPFA Member We aim to provide our clients with a strategy to achieve their goals, confidence in their financial decisions and the professional assistance to implement them. NEW CLIENT minimum portfolio size = $500,000... more info about Aequitas Wealth Management
Convergent Wealth Advisors - Los Angeles, CA We specialize in managing the financial intricacies that considerable wealth requires, so you don't have to. By focusing on the ultra-affluent, we are intimately familiar with their unique needs and the most appropriate solutions available. Min. = $1M.. more info about Convergent Wealth Advisors
Covington Capital Management - Los Angeles, CA Our firm was founded in 2004 as an independent, employee-owned investment advisor, and is currently staffed by professionals with over 200 years of combined experience in financial services. NEW CLIENT minimum portfolio size = 1,000,000... more info about Covington Capital Management
Kenfield Capital Strategies - Los Angeles, CA As an Independent RIA firm, we are free to choose the investments that best meet our clients' needs. Our fees are based on Assets Under Management (AUM) rather than commissions, so our goals are aligned with yours. NEW CLIENT Min Portfolio Size = $500K... more info about Kenfield Capital Strategies
McComsey Asset Management, LLC - Los Angeles, CA Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in southern CA. Our NEW CLIENT minimum portfolio size = $250,000... more info about McComsey Asset Management, LLC
Summit Portfolio Management Inc. - Los Angeles, CA We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Summit Portfolio Management Inc.
The Darrow Company, Inc. - Los Angeles, CA We are a Fee-Only financial advisor dedicated to providing wealth management services to high-net-worth individuals and families in the Boston and Los Angeles areas and nationwide. NEW CLIENT minimum portfolio size = $500,000... more info about The Darrow Company, Inc.
Westmount Asset Management Inc - Los Angeles, CA Westmount Asset Management, Inc. is an investment advisory firm that blends sophisticated institutional money management strategies with a wide range of consulting and planning services. NEW CLIENT minimum portfolio size = $500,000... more info about Westmount Asset Management Inc