Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Los Angeles, United States

Name: Financial planning consulting firms based in Los Angeles, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 160 companies tracked

RevenueBase identified 160 financial planning consulting firms headquartered in Los Angeles, United States as of September 2026 and tracks 1,165 professional contacts across them, including 375 with verified work emails. Across the United States, New York is the largest hub for this category (424 companies); Los Angeles has 160.

This list covers financial planning consulting firms headquartered in Los Angeles, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review

160Companies

1,165Contacts tracked

375Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial planning consulting firms based in Los Angeles, United States

Ranked by team size

Top 25 of 160 financial planning consulting firms based in Los Angeles, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Evoke Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	51-200	108 contacts →
	Strong evidence “Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Source: RevenueBase Database · checked Sep 30, 2026
2	Churchill Management Group At Focus Partners Wealth	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	1,001-5,000	87 contacts →
	Indirect evidence “Churchill Management Group at Focus Partners Wealth's objective is to help our clients make money and keep it.” Source: RevenueBase Database · checked Sep 30, 2026
3	Ground Control Business Management	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	201-500	77 contacts →
	Indirect evidence “Ground Control is a business management firm built for those with boundless potential.” Source: RevenueBase Database · checked Sep 30, 2026
4	JSF Financial	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	11-50	42 contacts →
	Partial evidence “In 1996, Jeff Fishman’s deep lifelong passion for helping people and his expertise and experience in financial services converged in the founding of JSF Financial.” Source: RevenueBase Database · checked Sep 30, 2026
5	Gerber & CO LLP	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	51-200	17 contacts →
	Partial evidence “Gerber & Co provide cost-effective, value-added, pro-active input to save taxes and optimize financial results.” Source: RevenueBase Database · checked Sep 30, 2026
6	HCR Wealth Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	11-50	15 contacts →
	Partial evidence “HCR Advisors is a Los Angeles-based registered investment advisory firm offering personalized wealth management for high-net-worth individuals navigating complex financial lives.” Source: RevenueBase Database · checked Sep 30, 2026
7	Mason And Associates, INC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	11-50	14 contacts →
	Indirect evidence “Mason & Associates, Inc.” Source: RevenueBase Database · checked Sep 30, 2026
8	Stonekimbro	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	11-50	12 contacts →
	Partial evidence “At StoneKimbro, we believe in the power of integrated financial wisdom; wisdom that has been battle tested through decades of our team’s experience; wisdom that draws out what is…” Source: RevenueBase Database · checked Sep 30, 2026
9	Tanner Mainstain Glynn & Johnson	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	51-200	12 contacts →
	Indirect evidence “Since its founding in 1975, Tanner Mainstain Glynn & Johnson has built a reputation as one of Los Angeles' largest and most respected business management firms.” Source: RevenueBase Database · checked Sep 30, 2026
10	Kinetic Financial	Partial evidence	Los Angeles, United StatesHQ checked Sep 30, 2026	11-50	12 contacts →
	Partial evidence “At Kinetic Financial, we understand that your portfolio is more than just a number.” Source: RevenueBase Database · checked Sep 30, 2026
11	Foundry Financial Advisor In LOS Angeles	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	1-10	10 contacts →
	Strong evidence “At Foundry Financial we make financial planning and impact investing practical.” Source: RevenueBase Database · checked Sep 30, 2026
12	Bernstein Financial Services	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	11-50	10 contacts →
	Partial evidence “Consider us to be your financial success squad-a dedicated team of accountants, bookkeepers, tax professionals, and financial analysts working together to help you achieve your…” Source: RevenueBase Database · checked Sep 30, 2026
13	Dorfman & Company, LLP	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	11-50	10 contacts →
	Indirect evidence “At Dorfman & Company LLP, we believe that the selection of an accounting firm is one of the most important decisions an individual or business can make.” Source: RevenueBase Database · checked Sep 30, 2026
14	GO Business Plans	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	11-50	9 contacts →
	Strong evidence “Go Business Plans is a strategic business planning and consulting firm headquartered in Los Angeles, California.” Source: RevenueBase Database · checked Sep 30, 2026
15	NA Business Advisors And Cpas, INC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	1-10	9 contacts →
	Partial evidence “NA BUSINESS ADVISORS AND CPAS, INC.(NABA) is a local accounting and consulting firm located in Sherman Oaks, California.” Source: RevenueBase Database · checked Sep 30, 2026
16	Sparq Partners LLC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	11-50	8 contacts →
	Partial evidence “We bring CFO clarity, operational insight, and long-view financial strategy to the boldest creators in the world.” Source: RevenueBase Database · checked Sep 30, 2026
17	Silver OAK Wealth Advisors, LLC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	1-10	8 contacts →
	Indirect evidence “Silver Oak Wealth Advisors caters to individuals in transition and executives in the Greater Los Angeles area and beyond.” Source: RevenueBase Database · checked Sep 30, 2026
18	Peak Financial Planning	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	1-10	8 contacts →
	Indirect evidence “Most of us are never taught about money or how to run a business.” Source: RevenueBase Database · checked Sep 30, 2026
19	Applied Wealth Management	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	11-50	8 contacts →
	Partial evidence “Panoramic Wealth Planning” Source: RevenueBase Database · checked Sep 30, 2026
20	Framework Insurance & Financial Solutions, LLC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Indirect evidence “Securities Offered through The Leaders Group, Inc, Member FINRA/SIPC, 26, W.” Source: RevenueBase Database · checked Sep 30, 2026
21	Folk Williams Financial Management	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Indirect evidence “Since 1958, when Walter Williams founded Williams Tax Service, we have provided knowledgeable Tax advice, ensuring that our clients comply with all federal, state and local tax…” Source: RevenueBase Database · checked Sep 30, 2026
22	Kaufman & Kabani, Accountants And Consultants	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	11-50	7 contacts →
	Indirect evidence “Since our founding in 1981, Kaufman & Kabani has evolved beyond a traditional accounting firm.” Source: RevenueBase Database · checked Sep 30, 2026
23	Pinnacle TAX Services	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Indirect evidence “Pinnacle Tax Services provides a wide range of services to individuals and businesses in a variety of industries.” Source: RevenueBase Database · checked Sep 30, 2026
24	Retirement Choices Of California	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	11-50	6 contacts →
	Indirect evidence “Retirement Choices of California (RCC) is committed to providing objective advice and guidance to individuals, families, small business owners, non-profit organizations and…” Source: RevenueBase Database · checked Sep 30, 2026
25	HJB Management, INC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 30, 2026	11-50	5 contacts →
	Partial evidence “Our business services encompass corporate, partnership, fiduciary/estate, individual taxation needs, and fringe benefit plans relating to choice of legal entity planning.” Source: RevenueBase Database · checked Sep 30, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial planning consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial planning consulting firms.
Partial evidence: Its own public description names part of financial planning consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 160 financial planning consulting firms based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 375 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial planning consulting firms based in Los Angeles, United States at a glance

As of Sep 30, 2026

32.2%Verified-email coverage

7.3Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

120

11-50

51-200

201-500

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for Los Angeles, so it is reported there. Company counts and contact totals on this page are exact for Los Angeles, over 160 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Los Angeles, United States whose own description of what they do matches “financial planning consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial planning consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial planning consulting firms, and records with no verified work email. Companies headquartered outside Los Angeles are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 375 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 30, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial planning consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial planning consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial planning consulting firms are there based in Los Angeles, United States?

RevenueBase identified 160 financial planning consulting firms headquartered in Los Angeles, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Evoke Advisors, headquartered in Los Angeles, tops this list with the largest team on record.

Which city in the United States has the most financial planning consulting firms?

New York leads the United States with 424 headquartered companies, followed by Houston (278) and Atlanta (231). Los Angeles has 160.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 375 verified decision-maker contacts tracked across these 160 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.

Ready to reach these companies? Verified emails and direct dials for all 160 financial planning consulting firms based in Los Angeles, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial planning consulting firms by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.