# Fee-only financial advisors in Los Angeles, CA

> AdvisorCensus lists 384 investment advisory firms with a principal office in the Los Angeles metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/los-angeles/fee-only/page/5

## At a glance

- Investment advisory firms: 384
- Registration: SEC-registered investment adviser: 167, State-registered investment adviser: 217
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 384 (100%); Percentage of assets 352 (92%); Hourly charges 155 (40%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 195 (51%)
- Regulatory assets under management (Item 5.F): Under $25 million 113 (29%); $25 million to $100 million 86 (22%); $100 million to $500 million 101 (26%); $500 million to $1 billion 24 (6%); $1 billion to $5 billion 24 (6%); Over $5 billion 7 (2%); Not reported 29 (8%)
- Years registered: Under 5 years 149 (39%); 5 to 9 years 90 (23%); 10 to 19 years 81 (21%); 20 years or more 64 (17%)

## Firms (page 5 of 8, 201 to 250 of 384, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Lucidity Wealth Advisors Inc.](https://advisorcensus.com/firm/lucidity-wealth-advisors-inc-brea-ca-326482) ([md](https://advisorcensus.com/firm/lucidity-wealth-advisors-inc-brea-ca-326482.md)) | 326482 | Brea, CA | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [M2 Capital Advisors](https://advisorcensus.com/firm/m2-capital-advisors-valencia-ca-288829) ([md](https://advisorcensus.com/firm/m2-capital-advisors-valencia-ca-288829.md)) | 288829 | Valencia, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [M3 Asset Management, Inc.](https://advisorcensus.com/firm/m3-asset-management-inc-pasadena-ca-169461) ([md](https://advisorcensus.com/firm/m3-asset-management-inc-pasadena-ca-169461.md)) | 169461 | Pasadena, CA | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [M83 Investment Group, LLC](https://advisorcensus.com/firm/m83-investment-group-llc-calabasas-ca-332416) ([md](https://advisorcensus.com/firm/m83-investment-group-llc-calabasas-ca-332416.md)) | 332416 | Calabasas, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Malaga Cove Capital, LLC](https://advisorcensus.com/firm/malaga-cove-capital-llc-palos-verdes-estates-ca-146959) ([md](https://advisorcensus.com/firm/malaga-cove-capital-llc-palos-verdes-estates-ca-146959.md)) | 146959 | Palos Verdes Estates, CA | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets |
| [MAR Vista Investment Partners, LLC](https://advisorcensus.com/firm/mar-vista-investment-partners-llc-los-angeles-ca-144906) ([md](https://advisorcensus.com/firm/mar-vista-investment-partners-llc-los-angeles-ca-144906.md)) | 144906 | Los Angeles, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets |
| [Marosek, Yuka](https://advisorcensus.com/firm/marosek-yuka-san-clemente-ca-333832) ([md](https://advisorcensus.com/firm/marosek-yuka-san-clemente-ca-333832.md)) | 333832 | San Clemente, CA | State-registered investment adviser | Not reported | 1 | Fixed fee |
| [Marrick Wealth](https://advisorcensus.com/firm/marrick-wealth-irvine-ca-164758) ([md](https://advisorcensus.com/firm/marrick-wealth-irvine-ca-164758.md)) | 164758 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [MB Blue GP LLC](https://advisorcensus.com/firm/mb-blue-gp-llc-santa-monica-ca-300176) ([md](https://advisorcensus.com/firm/mb-blue-gp-llc-santa-monica-ca-300176.md)) | 300176 | Santa Monica, CA | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [McDonald Hartman Wealth Advisors](https://advisorcensus.com/firm/mcdonald-hartman-wealth-advisors-santa-monica-ca-316031) ([md](https://advisorcensus.com/firm/mcdonald-hartman-wealth-advisors-santa-monica-ca-316031.md)) | 316031 | Santa Monica, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [McIntosh Capital Advisors, Inc.](https://advisorcensus.com/firm/mcintosh-capital-advisors-inc-los-angeles-ca-131188) ([md](https://advisorcensus.com/firm/mcintosh-capital-advisors-inc-los-angeles-ca-131188.md)) | 131188 | Los Angeles, CA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [MDRN Wealth](https://advisorcensus.com/firm/mdrn-wealth-venice-ca-323177) ([md](https://advisorcensus.com/firm/mdrn-wealth-venice-ca-323177.md)) | 323177 | Venice, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [MEM Investments](https://advisorcensus.com/firm/mem-investments-laguna-beach-ca-144893) ([md](https://advisorcensus.com/firm/mem-investments-laguna-beach-ca-144893.md)) | 144893 | Laguna Beach, CA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets |
| [Michael W. Duran, CPA, APC](https://advisorcensus.com/firm/michael-w-duran-cpa-apc-fullerton-ca-137276) ([md](https://advisorcensus.com/firm/michael-w-duran-cpa-apc-fullerton-ca-137276.md)) | 137276 | Fullerton, CA | State-registered investment adviser | Not reported | 14 | Hourly |
| [Mile Wealth Management](https://advisorcensus.com/firm/mile-wealth-management-irvine-ca-288519) ([md](https://advisorcensus.com/firm/mile-wealth-management-irvine-ca-288519.md)) | 288519 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Mission Street Wealth Planning](https://advisorcensus.com/firm/mission-street-wealth-planning-pasadena-ca-115310) ([md](https://advisorcensus.com/firm/mission-street-wealth-planning-pasadena-ca-115310.md)) | 115310 | Pasadena, CA | State-registered investment adviser | $25 million to $100 million | 24 | % of assets, Fixed fee |
| [MK Capital Group](https://advisorcensus.com/firm/mk-capital-group-pasadena-ca-127608) ([md](https://advisorcensus.com/firm/mk-capital-group-pasadena-ca-127608.md)) | 127608 | Pasadena, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly |
| [Modern Assets, LLC](https://advisorcensus.com/firm/modern-assets-llc-los-angeles-ca-285269) ([md](https://advisorcensus.com/firm/modern-assets-llc-los-angeles-ca-285269.md)) | 285269 | Los Angeles, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Most Capital](https://advisorcensus.com/firm/most-capital-woodland-hills-ca-304451) ([md](https://advisorcensus.com/firm/most-capital-woodland-hills-ca-304451.md)) | 304451 | Woodland Hills, CA | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Mostt Inc.](https://advisorcensus.com/firm/mostt-inc-sherman-oaks-ca-332063) ([md](https://advisorcensus.com/firm/mostt-inc-sherman-oaks-ca-332063.md)) | 332063 | Sherman Oaks, CA | SEC-registered investment adviser | Under $25 million | 2 | Fixed fee |
| [Mozaic, LLC](https://advisorcensus.com/firm/mozaic-llc-beverly-hills-ca-145777) ([md](https://advisorcensus.com/firm/mozaic-llc-beverly-hills-ca-145777.md)) | 145777 | Beverly Hills, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [MRD, Inc.](https://advisorcensus.com/firm/mrd-inc-irvine-ca-111227) ([md](https://advisorcensus.com/firm/mrd-inc-irvine-ca-111227.md)) | 111227 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Mullaney Financial & Tax, Inc.](https://advisorcensus.com/firm/mullaney-financial-and-tax-inc-woodland-hills-ca-299906) ([md](https://advisorcensus.com/firm/mullaney-financial-and-tax-inc-woodland-hills-ca-299906.md)) | 299906 | Woodland Hills, CA | State-registered investment adviser | Not reported | 7 | Hourly, Fixed fee |
| [Munifi, LLC](https://advisorcensus.com/firm/munifi-llc-hermosa-beach-ca-331613) ([md](https://advisorcensus.com/firm/munifi-llc-hermosa-beach-ca-331613.md)) | 331613 | Hermosa Beach, CA | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Murawski Wealth Management](https://advisorcensus.com/firm/murawski-wealth-management-los-angeles-ca-332094) ([md](https://advisorcensus.com/firm/murawski-wealth-management-los-angeles-ca-332094.md)) | 332094 | Los Angeles, CA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Murphy Investment Advisors, Inc.](https://advisorcensus.com/firm/murphy-investment-advisors-inc-pasadena-ca-290611) ([md](https://advisorcensus.com/firm/murphy-investment-advisors-inc-pasadena-ca-290611.md)) | 290611 | Pasadena, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [My Money MGR](https://advisorcensus.com/firm/my-money-mgr-irvine-ca-325395) ([md](https://advisorcensus.com/firm/my-money-mgr-irvine-ca-325395.md)) | 325395 | Irvine, CA | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [My Portfolio Guide, LLC](https://advisorcensus.com/firm/my-portfolio-guide-llc-seal-beach-ca-153188) ([md](https://advisorcensus.com/firm/my-portfolio-guide-llc-seal-beach-ca-153188.md)) | 153188 | Seal Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Navalign, LLC](https://advisorcensus.com/firm/navalign-llc-encino-ca-119919) ([md](https://advisorcensus.com/firm/navalign-llc-encino-ca-119919.md)) | 119919 | Encino, CA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Hourly, Fixed fee |
| [Navigate Financial LLC](https://advisorcensus.com/firm/navigate-financial-llc-laguna-niguel-ca-168711) ([md](https://advisorcensus.com/firm/navigate-financial-llc-laguna-niguel-ca-168711.md)) | 168711 | Laguna Niguel, CA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [Navigoe, LLC](https://advisorcensus.com/firm/navigoe-llc-redondo-beach-ca-168716) ([md](https://advisorcensus.com/firm/navigoe-llc-redondo-beach-ca-168716.md)) | 168716 | Redondo Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Fixed fee |
| [Neya Capital](https://advisorcensus.com/firm/neya-capital-palmdale-ca-325185) ([md](https://advisorcensus.com/firm/neya-capital-palmdale-ca-325185.md)) | 325185 | Palmdale, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Nollenberger McCullough Investment Advisors LLC](https://advisorcensus.com/firm/nollenberger-mccullough-investment-advisors-llc-newport-beach-ca-165451) ([md](https://advisorcensus.com/firm/nollenberger-mccullough-investment-advisors-llc-newport-beach-ca-165451.md)) | 165451 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [North Pier Fiduciary Management, LLC](https://advisorcensus.com/firm/north-pier-fiduciary-management-llc-marina-del-rey-ca-148128) ([md](https://advisorcensus.com/firm/north-pier-fiduciary-management-llc-marina-del-rey-ca-148128.md)) | 148128 | Marina del Rey, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Fixed fee |
| [O'Brien Investment Management, LLC](https://advisorcensus.com/firm/o-brien-investment-management-llc-torrance-ca-284057) ([md](https://advisorcensus.com/firm/o-brien-investment-management-llc-torrance-ca-284057.md)) | 284057 | Torrance, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [O'Neill Financial Management, Inc.](https://advisorcensus.com/firm/o-neill-financial-management-inc-lake-forest-ca-283273) ([md](https://advisorcensus.com/firm/o-neill-financial-management-inc-lake-forest-ca-283273.md)) | 283273 | Lake Forest, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Ocean Path Advisors, LLC](https://advisorcensus.com/firm/ocean-path-advisors-llc-manhattan-beach-ca-338933) ([md](https://advisorcensus.com/firm/ocean-path-advisors-llc-manhattan-beach-ca-338933.md)) | 338933 | Manhattan Beach, CA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets |
| [Oder Investment Management, LLC](https://advisorcensus.com/firm/oder-investment-management-llc-woodland-hills-ca-134506) ([md](https://advisorcensus.com/firm/oder-investment-management-llc-woodland-hills-ca-134506.md)) | 134506 | Woodland Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Old World Financial Advisors](https://advisorcensus.com/firm/old-world-financial-advisors-newport-beach-ca-329141) ([md](https://advisorcensus.com/firm/old-world-financial-advisors-newport-beach-ca-329141.md)) | 329141 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Olhoeft Financial, LLC](https://advisorcensus.com/firm/olhoeft-financial-llc-san-juan-capistrano-ca-139870) ([md](https://advisorcensus.com/firm/olhoeft-financial-llc-san-juan-capistrano-ca-139870.md)) | 139870 | San Juan Capistrano, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Opes Capital Group, LLC](https://advisorcensus.com/firm/opes-capital-group-llc-los-angeles-ca-166106) ([md](https://advisorcensus.com/firm/opes-capital-group-llc-los-angeles-ca-166106.md)) | 166106 | Los Angeles, CA | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Optimize Financial Inc.](https://advisorcensus.com/firm/optimize-financial-inc-irvine-ca-315963) ([md](https://advisorcensus.com/firm/optimize-financial-inc-irvine-ca-315963.md)) | 315963 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Osage Pacific Advisors, Inc.](https://advisorcensus.com/firm/osage-pacific-advisors-inc-laguna-hills-ca-284257) ([md](https://advisorcensus.com/firm/osage-pacific-advisors-inc-laguna-hills-ca-284257.md)) | 284257 | Laguna Hills, CA | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Otium Advisory Group, LLC](https://advisorcensus.com/firm/otium-advisory-group-llc-los-angeles-ca-285173) ([md](https://advisorcensus.com/firm/otium-advisory-group-llc-los-angeles-ca-285173.md)) | 285173 | Los Angeles, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [P&L Family Wealth](https://advisorcensus.com/firm/p-and-l-family-wealth-city-of-industry-ca-341272) ([md](https://advisorcensus.com/firm/p-and-l-family-wealth-city-of-industry-ca-341272.md)) | 341272 | City of Industry, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Pacific Global Investment Management Company](https://advisorcensus.com/firm/pacific-global-investment-management-company-glendale-ca-106962) ([md](https://advisorcensus.com/firm/pacific-global-investment-management-company-glendale-ca-106962.md)) | 106962 | Glendale, CA | SEC-registered investment adviser | $25 million to $100 million | 34 | % of assets, Hourly, Fixed fee |
| [Pacific Haven Financial, LLC](https://advisorcensus.com/firm/pacific-haven-financial-llc-torrance-ca-173457) ([md](https://advisorcensus.com/firm/pacific-haven-financial-llc-torrance-ca-173457.md)) | 173457 | Torrance, CA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Pacific Investment Research](https://advisorcensus.com/firm/pacific-investment-research-orange-ca-132063) ([md](https://advisorcensus.com/firm/pacific-investment-research-orange-ca-132063.md)) | 132063 | Orange, CA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Pacific Oak Financial Planning LLC](https://advisorcensus.com/firm/pacific-oak-financial-planning-llc-woodland-hills-ca-226649) ([md](https://advisorcensus.com/firm/pacific-oak-financial-planning-llc-woodland-hills-ca-226649.md)) | 226649 | Woodland Hills, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Pacific Park Financial, Inc.](https://advisorcensus.com/firm/pacific-park-financial-inc-laguna-hills-ca-122867) ([md](https://advisorcensus.com/firm/pacific-park-financial-inc-laguna-hills-ca-122867.md)) | 122867 | Laguna Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets |

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## Questions people ask

**How many financial advisory firms are there in Los Angeles, CA?**
AdvisorCensus lists 1,666 investment advisory firms with a principal office in the Los Angeles metro area, from Form ADV filings as of October 2026: 715 SEC-registered, 580 state-registered, and 371 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Los Angeles, CA?**
384 of the 1,666 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Los Angeles, CA offer financial planning?**
632 of the 1,295 firms in Los Angeles, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Los Angeles, CA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 384 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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- [Financial advisors in Manhattan Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/manhattan-beach) (https://advisorcensus.com/advisors/ca/los-angeles/manhattan-beach.md)
- [Financial advisors in Woodland Hills, CA](https://advisorcensus.com/advisors/ca/los-angeles/woodland-hills) (https://advisorcensus.com/advisors/ca/los-angeles/woodland-hills.md)
- [Financial advisors in Torrance, CA](https://advisorcensus.com/advisors/ca/los-angeles/torrance) (https://advisorcensus.com/advisors/ca/los-angeles/torrance.md)
- [Financial advisors in West Hollywood, CA](https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood) (https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood.md)
- [Financial advisors in Hermosa Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach) (https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach.md)
- [Financial advisors in Huntington Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach) (https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach.md)
- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Los Angeles, CA: 384 firms from Form ADV filings as of October 2026.