Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Los Angeles, United States

Name: Senior financial planning 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 22, 2026 149 companies tracked

RevenueBase identified 149 company matches for senior financial planning firms associated with Los Angeles, United States as of September 2026 and tracks 2,944 professional contacts across them, including 889 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Los Angeles has 149.

This list covers company matches for senior financial planning firms 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 22, 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 22, 2026 How this list was built

149Companies

2,944Contacts tracked

889Verified emails

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

Ranked by team size

Top 25 of 149 company matches for senior financial planning firms based in Los Angeles, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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	Aspiriant	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	201-500	227 contacts →
	Exact match “We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Signature Estate & Investment Advisors, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	201-500	210 contacts →
	Exact match “Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Composition Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	51-200	126 contacts →
	Exact match “Composition Wealth (formerly Miracle Mile Advisors) is a national registered investment advisor bringing together accomplished financial advisors and specialists to help…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Evoke Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	51-200	108 contacts →
	Exact match “Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Churchill Management Group At Focus Partners Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
6	Ground Control Business Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
7	Adviceperiod	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
8	Westmount Partners	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	11-50	42 contacts →
	Exact match “In LA, you have numerous wealth management firms to choose from.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	JSF Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
10	Level Four Business Management, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	11-50	23 contacts →
	Exact match “Level Four Business Management, LLC is a full service business management firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	HCR Wealth Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	11-50	15 contacts →
	Exact match “HCR Advisors is a Los Angeles-based registered investment advisory firm offering personalized wealth management for high-net-worth individuals navigating complex financial lives.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Mason And Associates, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	11-50	14 contacts →
	Exact match “Mason & Associates, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Kinetic Investment Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	11-50	12 contacts →
	Exact match “At Kinetic Investment Management, we understand that your portfolio is more than just a number.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Stonekimbro	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	11-50	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Kinetic Financial	Exact match	Los Angeles, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
16	Howard Capital Management Howardcapital.com	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	11-50	11 contacts →
	Exact match “Founded in 1974, Howard Capital Management is a fee-based financial services company with offices in Los Angeles and New York.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Foundry Financial Advisor In LOS Angeles	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	1-10	10 contacts →
	Exact match “At Foundry Financial we make financial planning and impact investing practical.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	L&s Advisors, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	11-50	10 contacts →
	Exact match “At L&S Advisors, we strive to help individuals and families manage their wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Dorfman & Company, LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	11-50	10 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Silver OAK Wealth Advisors, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
21	Peak Financial Planning	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
22	Applied Wealth Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	11-50	8 contacts →
	Exact match “Panoramic Wealth Planning” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Framework Insurance & Financial Solutions, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
24	KLK Capital Management LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “KLK Capital Management LLC offers wealth management services through various unaffiliated companies including advisory services offered by Diversify Advisory Services…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Folk Williams Financial Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning firms”. 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 149 senior financial planning firms based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 889 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in Los Angeles, United States at a glance

As of Sep 22, 2026

30.2%Verified-email coverage

19.8Average contacts per company

1-10Median size (employees)

Sep 22, 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 149 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 “senior financial planning firms” 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 889 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 22, 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.

Senior financial planning firms 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 149 company matches for senior financial planning firms 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?

Aspiriant 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 senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256). Los Angeles has 149.

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 889 professional contacts with verified work emails tracked across these 149 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 22, 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 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.