Ways to browse advisors serving Los Angeles, CA

Pick a specialty or descriptor to browse more advisors serving Los Angeles, CA.

By how they work

Type	Advisors
Large-firm	7,165
Flat-fee	4,088
Seasoned	3,142
Independent	2,300
CFP®-certified	1,342

By who they serve

Type	Advisors
High-net-worth	2,694
Baby Boomer	116
Millennial	12
Gen X	7

Browse by specialty

Find advisors serving Los Angeles, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	6,267
Executive	4,372
Wealth management	3,590
Retired	2,320
Tax-loss harvesting	2,219
Retirement plans for business owners (SEP, solo 401k)	1,918
Private / alternative investments	1,663
Options & derivatives strategies	1,506
HENRY (High Earners, Not Rich Yet)	1,444
Active portfolio management	1,405
General estate planning guidance	1,178
College savings (529s, UTMA, etc.)	1,158
Mid-Career Professionals	1,123
General retirement planning	1,087
Approaching retirement	1,083
Retirement income strategy	1,064
ESG / Sustainable investing	801
Business exit / sale strategy	792
Real estate investing	791
Cash flow / budgeting	758
Charitable giving & philanthropy	744
Annuities	689
Income planning	521
Concentrated stock management	484
Passive / index investing	443
Established Professionals	437
Equity compensation tax strategy	406
Social Security optimization	381
Retirement withdrawal strategies	374
Attorney	271
Divorce financial planning	240
Multi-generational wealth transfer	216
Business ownership considerations	208
Financial Professional	206
Consultant	156
Technology Professional	149
Tax strategies for small businesses	135
Self-Employed	122
General tax planning	121
Married/Couples/Partners	114
Women Professionals	109
Business succession planning	104
Debt management	95
Planning for children with special needs	84
Values-based investing	80
Long-term care insurance	69
Parents	66
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	63
Young Families	53
Family Business	50
Business sale tax planning	49
Educators, Teachers, and Academics	42
Factor investing / smart beta	37
Young Professionals	35
Entertainment Industry	33
Business Financial Management	32
Women's Finance	32
LGBTQIA	31
Doctor or Medical Professional	28
Liquidity event planning	28
Dentist	26
Equity Recipients (RS/RSU, SOP, ESPP)	25
Life insurance needs analysis	23
Religious/faith focused	19
Retired	17
Medicare planning	16
Military & Veterans	14
Roth conversion strategy	14
Professional Athlete	13
Intergenerational Families	12
Charitable giving tax strategies	11
Trust structures (GRAT, IDGT, revocable)	10
Early retirement planning	6
Sandwich Generation	6
Entity structure planning (LLC, S-Corp)	5
Financial coaching / therapy	4
Divorced Women	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support