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 personal finance advisors headquartered in Los Angeles, United States as of September 2026 and tracks 826 professional contacts across them, including 240 with verified work emails. New York is the largest hub.

This list covers personal finance advisors 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 20, 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 20, 2026 86% judged on-target in blind review

80Companies

826Contacts tracked

240Verified emails

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

Ranked by team size

Top 25 of 80 personal finance advisors based in Los Angeles, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal finance advisors: 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	Churchill Management Group At Focus Partners Wealth	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 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 20, 2026
2	Ground Control Business Management	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 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 20, 2026
3	Adviceperiod	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	51-200	59 contacts →
	Indirect evidence “At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth.” Source: RevenueBase Database · checked Sep 20, 2026
4	JSF Financial	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 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 20, 2026
5	Mason And Associates, INC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Mason & Associates, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
6	Kinetic Financial	Partial evidence	Los Angeles, United StatesHQ checked Sep 20, 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 20, 2026
7	Silver OAK Wealth Advisors, LLC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial 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 20, 2026
8	Peak Financial Planning	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 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 20, 2026
9	Framework Insurance & Financial Solutions, LLC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Securities Offered through The Leaders Group, Inc, Member FINRA/SIPC, 26, W.” Source: RevenueBase Database · checked Sep 20, 2026
10	Retirement Choices Of California	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 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 20, 2026
11	Blacklines Financial	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
12	Mainstream Capital Management	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “We specialize in advising our clients on Wealth Management, Investment Management, Estate Planning, Concentrated Equity holdings, Tax Planning, and Insurance.” Source: RevenueBase Database · checked Sep 20, 2026
13	Miracle Mile Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	51-200	4 contacts →
	Partial evidence “Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better.” Source: RevenueBase Database · checked Sep 20, 2026
14	Sunset West Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
15	Bemel, Ross & Avedon, LLP	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	3 contacts →
	Indirect evidence “We are dedicated to your success.” Source: RevenueBase Database · checked Sep 20, 2026
16	MAP Strategic Wealth Advisors, A Member Of Advisory Services Network, LLC	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “MAP Strategic Wealth Advisors is a Los Angeles-based financial advisory practice serving both local and international clientele.” Source: RevenueBase Database · checked Sep 20, 2026
17	The Pacific Group	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “The Pacific Group is a full service investment advisory firm for new investors and experienced investors alike.” Source: RevenueBase Database · checked Sep 20, 2026
18	Mcintosh Capital Advisors, INC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “McIntosh Capital Advisors, Inc, Alfred McIntosh, Los Angeles, CA” Source: RevenueBase Database · checked Sep 20, 2026
19	Laura Bella International	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	201-500	2 contacts →
	Partial evidence “We do more than just provide financial services.” Source: RevenueBase Database · checked Sep 20, 2026
20	Inflection Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Our firm desires to create lasting relationships through impactful financial planning, assisting through life events and establishing a strong investment foundation Our custodian…” Source: RevenueBase Database · checked Sep 20, 2026
21	Jeung Agency	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Partial evidence “Welcome to Jeung Agency, an independent financial services firm founded in 2011 by Stephen Jeung.” Source: RevenueBase Database · checked Sep 20, 2026
22	Klein & Company Management, INC	Indirect evidence	Los Angeles, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
23	Aqua Capital Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “We are your partner - planning together to organize your financial life, achieve your goals, invest appropriately according to your unique circumstances, and avoid emotional…” Source: RevenueBase Database · checked Sep 20, 2026
24	Atto Advisory	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Atto Advisory LLC is recognized in the business community for its unique and innovative method of delivering professional services to its clientele.” Source: RevenueBase Database · checked Sep 20, 2026
25	WIN Wealth Solutions	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Dedicated to assisting clients with their greatest financial concerns, Win Wealth offers comprehensive investment management and financial strategies, coupled with unbiased advice…” Source: RevenueBase Database · checked Sep 20, 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: personal finance advisors. 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 personal finance advisors.
Partial evidence: Its own public description names part of personal finance advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal finance advisors. 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 80 personal finance advisors based in Los Angeles, United States

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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)

268.8%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among personal finance advisors, 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 “personal finance advisors”. 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 personal finance advisors), 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 personal finance advisors, 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, 240 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 20, 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.

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

RevenueBase identified 80 personal finance advisors 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?

Churchill Management Group At Focus Partners Wealth, headquartered in Los Angeles, tops this list with the largest team on record.

Which city has the most personal finance advisors?

New York leads with 215 headquartered companies, followed by Atlanta (148) and Houston (148).

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 240 verified decision-maker contacts tracked across these 80 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 20, 2026.

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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.