The 2026 Elite List
Wealth advisors reviewed for fiduciary standards, professional credentials, planning depth, investment discipline, and fee transparency. These standouts serve Los Angeles and the surrounding Greater Los Angeles market.
Editorial research pilot
Best for integrated planning for complex wealth
Aspiriant stands out among Los Angeles wealth management companies for integrated planning for complex wealth, with its public firm information emphasizing financial planning, investment management, tax planning.
11100 Santa Monica Blvd, Suite 500, Los Angeles, CA 90025Also serves Santa Monica
Advisory services
Best for personalized private wealth strategy
Miracle Mile Advisors stands out among Los Angeles wealth management companies for personalized private wealth strategy, with its public firm information emphasizing wealth planning, portfolio management, retirement planning.
11300 W. Olympic Blvd, Suite 800 Los Angeles, CA 90064 310-246-1243,,Advisory services
Best for multi-generational wealth planning
Signature Estate & Investment Advisors stands out among Los Angeles wealth management companies for multi-generational wealth planning, with its public firm information emphasizing investment management, estate planning, family office services.
155 N Lake Avenue, Suite 780, Pasadena, CA 91101Also serves Redondo Beach · Pasadena
Advisory services
Best for independent family wealth advice
Evoke Wealth stands out among Los Angeles wealth management companies for independent family wealth advice, with its public firm information emphasizing family office services, investment management, tax strategy.
10635 Santa Monica Blvd, Suite 240, Los Angeles, CA 90025Advisory services
Best for high-net-worth portfolio design
Lido Advisors stands out among Los Angeles wealth management companies for high-net-worth portfolio design, with its public firm information emphasizing investment management, wealth planning, tax-aware investing.
1875 Century Park East, Suite 950, Los Angeles, CA 90067Also serves Pasadena
Advisory services
Best for technology-enabled financial planning
AdvicePeriod stands out among Los Angeles wealth management companies for technology-enabled financial planning, with its public firm information emphasizing financial planning, investment management, estate planning.
120 Newport Center Drive, Newport Beach, CA 92660Advisory services
Best for risk-aware investment management
Churchill Management Group stands out among Los Angeles wealth management companies for risk-aware investment management, with its public firm information emphasizing portfolio management, financial planning, retirement planning.
8383 Wilshire Blvd, Suite 800, Beverly Hills, CA 90211Advisory services
Best for full-service investment guidance
Wedbush Wealth Management stands out among Los Angeles wealth management companies for full-service investment guidance, with its public firm information emphasizing investment management, financial planning, retirement services.
225 S. Lake Ave., Penthouse Pasadena, CA 91101Also serves Pasadena
Advisory services
