Choosing the right financial advisor can define the quality of your retirement and investment outcomes. Los Angeles is home to hundreds of advisors, but finding the right fit—whether fee-only fiduciaries or commission-based planners—requires knowing who offers transparency, expertise, and a proven track record.
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Below, we highlight some of the most reputable financial advisors in Los Angeles who specialize in retirement planning and investment management, comparing their services, certifications, and compensation models to help you make an informed choice.

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Fee-Only Financial Advisors in Los Angeles

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1. Pure Financial Advisors – Sherman Oaks

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Compensation: Fee-only fiduciary (no commissions)
Services: Comprehensive financial planning, retirement planning, tax optimization, estate planning, and investment management.
Certifications: All advisors hold Certified Financial Planner (CFP®) designations.
Location: Sherman Oaks, CA 91403
Website: purefinancial.com
Reviews: 5.0/5 on Yelp
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Pure Financial Advisors is a NAPFA-registered firm known for offering transparent, client-first financial planning. Their advisors specialize in helping clients prepare for retirement using tax-efficient strategies, personalized investment portfolios, and holistic financial roadmaps. Clients particularly praise their clarity on fees—there are no commissions or product markups.

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2. EP Wealth Advisors – Torrance

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Compensation: 100% fee-only (fiduciary)
Services: Retirement and tax planning, estate strategy, and investment management for individuals and businesses.
Certifications: Multiple Certified Financial Planner (CFP®) professionals on staff.
Location: 21515 Hawthorne Blvd, Torrance, CA 90503
Website: epwealth.com
Reviews: 5.0/5 on Yelp and Facebook
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EP Wealth Advisors stands out as one of Southern California’s most established firms. With billions in assets under management, the company provides a structured approach to financial planning, using advanced tools to model retirement scenarios, optimize tax outcomes, and manage investments based on clients’ long-term objectives.

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3. ACap Advisors & Accountants – Studio City

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Founder: Ara Oghoorian, CFP®, CPA, CFA
Compensation: Fee-only
Services: Integrated wealth management, retirement planning, and tax/accounting services. Location: 12031 Ventura Blvd, Los Angeles, CA 91604
Website: acapam.com
Reviews: 5.0/5 on Yelp (88 reviews) and Facebook (64 reviews)
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ACap Advisors offers a hybrid model of financial and tax expertise, ideal for professionals and small business owners. Ara Oghoorian, a triple-certified CFP®, CPA, and CFA, brings over 25 years of experience in both investment strategy and accounting. The firm’s boutique size allows for highly personalized planning that aligns with both personal and business goals.

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4. Foundry Financial – Los Angeles

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Compensation: Fee-only fiduciary
Services: Retirement and estate planning, investment management, tax planning, and education funding strategies.
Certifications: Led by Kevin Lum, CFP®; team includes CPAs for tax integration.
Location: 2919 Acresite St, Los Angeles, CA 90039
Website: foundryfinancial.org
Reviews: 5.0/5 on Google and Facebook
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Foundry Financial focuses on values-based financial planning, helping clients align their investments with their personal goals and social priorities. The firm’s holistic planning framework combines long-term wealth building with practical cash-flow management and tax minimization.

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5. Miracle Mile Advisors – West Los AngelesCompensation: Fee-based (AUM model; no product commissions)

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Services: Custom wealth management, tax-efficient investing, and retirement income planning.
Certifications: SEC-registered, CFP® professionals on staff.
Location: Los Angeles, CA 90064
Website: miraclemileadvisors.com
Reviews: 5.0/5 on Yelp and Facebook
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Miracle Mile Advisors is a boutique fiduciary firm that works primarily with high-net-worth individuals and families. They combine advanced analytics with human expertise to design portfolios and income strategies tailored for long-term financial independence.

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Commission-Based and Hybrid Financial Advisors in Los Angeles

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6. Affluencer Financial – Beverly Hills

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Founder: Samuel Rad, CFP®
Compensation: Hybrid (fee-based + commission)
Services: Retirement and investment planning, tax strategy, insurance and annuity products, estate planning.
Certifications: CFP®, CPA, CFA professionals on staff.
Location: 226 S Beverly Dr, Beverly Hills, CA 90212
Website: affluencer.com
Reviews: 5.0/5 on Yelp and Google
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Affluencer Financial bridges fee-based advice with product flexibility. This hybrid model benefits clients who need both financial planning and access to commission-based insurance or annuity products. Founder Samuel Rad is recognized for his ability to simplify complex financial topics for professionals and retirees alike.

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7. Artisan Capital Partners (Formerly NWF Advisory Group) – Los Angeles

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Compensation: Hybrid (fee-based and commission)
Services: Financial planning, investment management, insurance consulting, and estate planning.
Certifications: Team includes CFP® and ChFC® professionals with over 30 years of experience.
Location: 11835 W Olympic Blvd, Suite 1155E, Los Angeles, CA 90064
Website: artisancap.com
Reviews: Strong long-term reputation, managing over $1.1 billion in assets
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Artisan Capital Partners, previously known as NWF Advisory Group, has been serving the Los Angeles community since 1969. The firm combines fee-based financial planning with commissionable product access for insurance and securities. Their flexible structure makes them a good fit for clients who want both custom advice and access to traditional investment products.

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How to Choose the Right Financial Advisor in Los Angeles

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When comparing advisors, consider the following factors:
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• Fiduciary Duty: Fee-only advisors are legally bound to put your interests first.
  
  
• Compensation Model: Commission-based advisors may sell products for compensation, which can create conflicts of interest if not disclosed transparently.
  
  
• Certifications: Look for CFP®, CPA, or CFA credentials as signs of education and ethics.
  
  
• Specialization: Some advisors focus on retirement income planning, while others emphasize investment management or tax strategies.
  
  
• Client Fit: Seek someone who understands your goals, risk tolerance, and communication preferences.
  
  

Using AI Tools to Complement Your Financial Advisor

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Even the best financial advisors rely on technology to stay ahead of market shifts. Modern platforms now help both advisors and individual investors monitor breaking financial events, analyze company data, and identify opportunities or risks faster than traditional research allows.
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One such tool gaining traction among professional advisors is LevelFields AI, which tracks over 6,000 publicly traded U.S. companies for market-moving events—such as dividend increases, layoffs, leadership changes, government contracts, and buybacks. For investors in Los Angeles working with fiduciary or hybrid advisors, this type of AI-driven insight can serve as an early-warning system and opportunity detector between client meetings.
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Advisors can use these alerts to adjust portfolio allocations, protect gains, or identify short-term trade setups aligned with each client’s goals. For self-directed investors, LevelFields offers direct access to the same event-driven intelligence professionals use—helping users react to catalysts that historically move stocks, instead of relying solely on quarterly updates.
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In short, pairing your advisor’s personalized guidance with AI-powered event monitoring brings together the best of both worlds: human judgment backed by real-time market awareness. It ensures your retirement and investment strategy stays proactive, data-driven, and responsive to changing conditions.

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Final Thoughts

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Los Angeles offers a wide range of financial professionals—from fiduciary planners serving retirees to hybrid advisors catering to business owners. Whether you prefer fee-only transparency or the flexibility of a commission-based model, the key is finding an advisor whose values, services, and expertise align with your financial goals.
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Before committing, review their Form ADV, check their credentials on FINRA’s BrokerCheck or the CFP Board, and schedule an introductory consultation to assess fit.