Company lists · Data refreshed September 2026

Top 25 Personal finance advisors based in Los Angeles, United States

Name: Personal finance advisors 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 20, 2026 80 companies tracked

RevenueBase identified 80 company matches for personal finance advisors associated with Los Angeles, United States as of September 2026 and tracks 826 professional contacts across them, including 240 with verified work emails. Across the United States, New York is the largest hub for this category (215 companies); Los Angeles has 80.

This list covers company matches for personal finance advisors associated with Los Angeles, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

80Companies

826Contacts tracked

240Verified emails

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

The 25 largest personal finance advisors based in Los Angeles, United States

Ranked by team size

Top 25 of 80 company matches for personal finance advisors based in Los Angeles, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Churchill Management Group At Focus Partners Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1,001-5,000	87 contacts →
	Exact match “Churchill Management Group at Focus Partners Wealth's objective is to help our clients make money and keep it.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Ground Control Business Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	201-500	77 contacts →
	Exact match “Ground Control is a business management firm built for those with boundless potential.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Adviceperiod	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	51-200	59 contacts →
	Exact match “At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	JSF Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	42 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Mason And Associates, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “Mason & Associates, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Kinetic Financial	Exact match	Los Angeles, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “At Kinetic Financial, we understand that your portfolio is more than just a number.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Silver OAK Wealth Advisors, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Silver Oak Wealth Advisors caters to individuals in transition and executives in the Greater Los Angeles area and beyond.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Peak Financial Planning	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Most of us are never taught about money or how to run a business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Framework Insurance & Financial Solutions, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Securities Offered through The Leaders Group, Inc, Member FINRA/SIPC, 26, W.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Retirement Choices Of California	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Retirement Choices of California (RCC) is committed to providing objective advice and guidance to individuals, families, small business owners, non-profit organizations and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Blacklines Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “You’re making good money-but still wondering, “Am I doing this right?” We help busy professionals and business owners in fast-paced industries like tech and entertainment turn…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Mainstream Capital Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We specialize in advising our clients on Wealth Management, Investment Management, Estate Planning, Concentrated Equity holdings, Tax Planning, and Insurance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Miracle Mile Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	51-200	4 contacts →
	Exact match “Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Sunset West Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Sunset West Advisors is an Independent Wealth Management and Investment Advisory Firm based in Los Angeles, California that specializes in serving the diverse financial planning…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Bemel, Ross & Avedon, LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “We are dedicated to your success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	MAP Strategic Wealth Advisors, A Member Of Advisory Services Network, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “MAP Strategic Wealth Advisors is a Los Angeles-based financial advisory practice serving both local and international clientele.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	The Pacific Group	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “The Pacific Group is a full service investment advisory firm for new investors and experienced investors alike.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Mcintosh Capital Advisors, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “McIntosh Capital Advisors, Inc, Alfred McIntosh, Los Angeles, CA” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Laura Bella International	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	201-500	2 contacts →
	Exact match “We do more than just provide financial services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Inflection Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Our firm desires to create lasting relationships through impactful financial planning, assisting through life events and establishing a strong investment foundation Our custodian…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Jeung Agency	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “Welcome to Jeung Agency, an independent financial services firm founded in 2011 by Stephen Jeung.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Klein & Company Management, INC	Exact match	Los Angeles, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “We offer a platform with a wide range of services to our individual and business clients and provide business management services to the entertainment industry, high net worth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Aqua Capital Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We are your partner - planning together to organize your financial life, achieve your goals, invest appropriately according to your unique circumstances, and avoid emotional…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Atto Advisory	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Atto Advisory LLC is recognized in the business community for its unique and innovative method of delivering professional services to its clientele.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	WIN Wealth Solutions	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Dedicated to assisting clients with their greatest financial concerns, Win Wealth offers comprehensive investment management and financial strategies, coupled with unbiased advice…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal finance advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 80 personal finance advisors based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 240 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Personal finance advisors based in Los Angeles, United States at a glance

As of Sep 20, 2026

29.1%Verified-email coverage

10.3Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

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 80 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Los Angeles, United States whose business descriptions match “personal finance advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 240 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal finance advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal finance advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance advisors are there based in Los Angeles, United States?

RevenueBase identified 80 company matches for personal finance advisors associated with Los Angeles, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Churchill Management Group At Focus Partners Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal finance advisors?

New York leads the United States with 215 company records, followed by Atlanta (148) and Houston (148). Los Angeles has 80.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 240 professional contacts with verified work emails tracked across these 80 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 80 personal finance advisors based in Los Angeles, United States. Start with a free account, no credit card.

Download this list →

Related lists

Personal finance advisors 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 SmartSearch, 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.