Ways to browse Independent advisors serving Los Angeles, CA

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

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	916
Wealth management	783
Options & derivatives strategies	752
Private / alternative investments	649
Executive	539
Active portfolio management	499
Retirement plans for business owners (SEP, solo 401k)	449
Retirement income strategy	297
Concentrated stock management	291
Tax-loss harvesting	281
Real estate investing	280
General retirement planning	223
ESG / Sustainable investing	219
Cash flow / budgeting	215
Retired	206
College savings (529s, UTMA, etc.)	180
Passive / index investing	171
Annuities	150
Charitable giving & philanthropy	145
General tax planning	133
Business exit / sale strategy	123
Tax strategies for small businesses	123
Income planning	90
Debt management	87
General estate planning guidance	84
Business ownership considerations	71
Equity compensation tax strategy	70
HENRY (High Earners, Not Rich Yet)	68
Mid-Career Professionals	64
Retirement withdrawal strategies	56
Social Security optimization	47
Business sale tax planning	41
Young Families	40
Business succession planning	35
Self-Employed	35
Long-term care insurance	32
Young Professionals	32
Divorce financial planning	28
Approaching retirement	20
Financial Professional	20
Business Financial Management	19
Life insurance needs analysis	18
Religious/faith focused	18
Values-based investing	17
Multi-generational wealth transfer	14
Family Business	13
Established Professionals	12
Factor investing / smart beta	12
Attorney	11
Doctor or Medical Professional	11
Roth conversion strategy	11
Charitable giving tax strategies	10
Educators, Teachers, and Academics	9
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	9
Equity Recipients (RS/RSU, SOP, ESPP)	8
Entertainment Industry	6
Entity structure planning (LLC, S-Corp)	5
Sandwich Generation	5
Technology Professional	5
Women Professionals	5
Financial coaching / therapy	4
Medicare planning	4
Parents	3

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