# Financial advisors for retirement plans in Los Angeles, CA

> Find financial advisors in Los Angeles, CA who work with retirement plans. AdvisorCensus lists 344 investment advisory firms with a principal office in the Los Angeles metro area that report retirement plans among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/los-angeles/for-retirement-plans/page/5

## At a glance

- Investment advisory firms: 344
- Registration: SEC-registered investment adviser: 241, State-registered investment adviser: 103
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 97 (28%); Percentage of assets 333 (97%); Hourly charges 155 (45%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 199 (58%); Commissions 3 (1%); Performance-based fees 67 (19%); Other 39 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 36 (10%); $25 million to $100 million 53 (15%); $100 million to $500 million 104 (30%); $500 million to $1 billion 36 (10%); $1 billion to $5 billion 58 (17%); Over $5 billion 48 (14%); Not reported 9 (3%)
- Years registered: Under 5 years 72 (21%); 5 to 9 years 80 (23%); 10 to 19 years 92 (27%); 20 years or more 99 (29%); Not reported 1 (0%)

## Firms (page 5 of 7, 201 to 250 of 344, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Mogul Wealth Management, Inc.](https://advisorcensus.com/firm/mogul-wealth-management-inc-manhattan-beach-ca-144711) ([md](https://advisorcensus.com/firm/mogul-wealth-management-inc-manhattan-beach-ca-144711.md)) | 144711 | Manhattan Beach, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Money Truth Strategic Planning](https://advisorcensus.com/firm/money-truth-strategic-planning-orange-ca-300191) ([md](https://advisorcensus.com/firm/money-truth-strategic-planning-orange-ca-300191.md)) | 300191 | Orange, CA | State-registered investment adviser | Under $25 million | 7 | Other |
| [Morton Wealth](https://advisorcensus.com/firm/morton-wealth-calabasas-ca-141250) ([md](https://advisorcensus.com/firm/morton-wealth-calabasas-ca-141250.md)) | 141250 | Calabasas, CA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee |
| [MT Ryan, Inc.](https://advisorcensus.com/firm/mt-ryan-inc-san-clemente-ca-168392) ([md](https://advisorcensus.com/firm/mt-ryan-inc-san-clemente-ca-168392.md)) | 168392 | San Clemente, CA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [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 |
| [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 |
| [Newbury Capital Management, LLC](https://advisorcensus.com/firm/newbury-capital-management-llc-south-pasadena-ca-148516) ([md](https://advisorcensus.com/firm/newbury-capital-management-llc-south-pasadena-ca-148516.md)) | 148516 | South Pasadena, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Ninepointtwo Capital LLC](https://advisorcensus.com/firm/ninepointtwo-capital-llc-los-angeles-ca-297270) ([md](https://advisorcensus.com/firm/ninepointtwo-capital-llc-los-angeles-ca-297270.md)) | 297270 | Los Angeles, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance 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'Boyle Wealth Management, Inc.](https://advisorcensus.com/firm/o-boyle-wealth-management-inc-beverly-hills-ca-292849) ([md](https://advisorcensus.com/firm/o-boyle-wealth-management-inc-beverly-hills-ca-292849.md)) | 292849 | Beverly Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, 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 |
| [Oaktree Capital Management, L.P.](https://advisorcensus.com/firm/oaktree-capital-management-l-p-los-angeles-ca-106793) ([md](https://advisorcensus.com/firm/oaktree-capital-management-l-p-los-angeles-ca-106793.md)) | 106793 | Los Angeles, CA | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Performance fee |
| [Ocean Park Asset Management, LLC](https://advisorcensus.com/firm/ocean-park-asset-management-llc-santa-monica-ca-145634) ([md](https://advisorcensus.com/firm/ocean-park-asset-management-llc-santa-monica-ca-145634.md)) | 145634 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % 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 |
| [Onitus Capital, LLC](https://advisorcensus.com/firm/onitus-capital-llc-newport-beach-ca-321632) ([md](https://advisorcensus.com/firm/onitus-capital-llc-newport-beach-ca-321632.md)) | 321632 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Optivest, Inc.](https://advisorcensus.com/firm/optivest-inc-san-juan-capistrano-ca-137070) ([md](https://advisorcensus.com/firm/optivest-inc-san-juan-capistrano-ca-137070.md)) | 137070 | San Juan Capistrano, CA | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [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 |
| [Paamco Prisma, LLC](https://advisorcensus.com/firm/paamco-prisma-llc-newport-beach-ca-108989) ([md](https://advisorcensus.com/firm/paamco-prisma-llc-newport-beach-ca-108989.md)) | 108989 | Newport Beach, CA | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Performance fee |
| [Pacific Financial Planners, LLC](https://advisorcensus.com/firm/pacific-financial-planners-llc-laguna-niguel-ca-132314) ([md](https://advisorcensus.com/firm/pacific-financial-planners-llc-laguna-niguel-ca-132314.md)) | 132314 | Laguna Niguel, CA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Pacific Income Advisers Inc](https://advisorcensus.com/firm/pacific-income-advisers-inc-el-segundo-ca-104719) ([md](https://advisorcensus.com/firm/pacific-income-advisers-inc-el-segundo-ca-104719.md)) | 104719 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 40 | % of assets |
| [Pacific Investment Management Company LLC](https://advisorcensus.com/firm/pacific-investment-management-company-llc-newport-beach-ca-104559) ([md](https://advisorcensus.com/firm/pacific-investment-management-company-llc-newport-beach-ca-104559.md)) | 104559 | Newport Beach, CA | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Performance 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 |
| [Pan Global Advisers, LLC](https://advisorcensus.com/firm/pan-global-advisers-llc-newport-beach-ca-301863) ([md](https://advisorcensus.com/firm/pan-global-advisers-llc-newport-beach-ca-301863.md)) | 301863 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee |
| [Pariax Private Wealth Management](https://advisorcensus.com/firm/pariax-private-wealth-management-newport-beach-ca-301474) ([md](https://advisorcensus.com/firm/pariax-private-wealth-management-newport-beach-ca-301474.md)) | 301474 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Pasadena Private Wealth, LLC](https://advisorcensus.com/firm/pasadena-private-wealth-llc-pasadena-ca-295178) ([md](https://advisorcensus.com/firm/pasadena-private-wealth-llc-pasadena-ca-295178.md)) | 295178 | Pasadena, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee, Performance fee |
| [Pathway Capital Management, LP](https://advisorcensus.com/firm/pathway-capital-management-lp-irvine-ca-108016) ([md](https://advisorcensus.com/firm/pathway-capital-management-lp-irvine-ca-108016.md)) | 108016 | Irvine, CA | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Fixed fee, Performance fee |
| [Pathway Financial Services, LLC](https://advisorcensus.com/firm/pathway-financial-services-llc-los-angeles-ca-170424) ([md](https://advisorcensus.com/firm/pathway-financial-services-llc-los-angeles-ca-170424.md)) | 170424 | Los Angeles, CA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Pavion Blue Capital, LLC](https://advisorcensus.com/firm/pavion-blue-capital-llc-newport-beach-ca-301968) ([md](https://advisorcensus.com/firm/pavion-blue-capital-llc-newport-beach-ca-301968.md)) | 301968 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Payden & Rygel](https://advisorcensus.com/firm/payden-and-rygel-los-angeles-ca-107160) ([md](https://advisorcensus.com/firm/payden-and-rygel-los-angeles-ca-107160.md)) | 107160 | Los Angeles, CA | SEC-registered investment adviser | Over $5 billion | 43 | % of assets, Fixed fee, Performance fee |
| [Perennial Financial Services](https://advisorcensus.com/firm/perennial-financial-services-los-angeles-ca-286477) ([md](https://advisorcensus.com/firm/perennial-financial-services-los-angeles-ca-286477.md)) | 286477 | Los Angeles, CA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Portfolio Design Labs, LLC](https://advisorcensus.com/firm/portfolio-design-labs-llc-encino-ca-318127) ([md](https://advisorcensus.com/firm/portfolio-design-labs-llc-encino-ca-318127.md)) | 318127 | Encino, CA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Performance fee |
| [Positive Delta Asset Management LLC](https://advisorcensus.com/firm/positive-delta-asset-management-llc-los-angeles-ca-134775) ([md](https://advisorcensus.com/firm/positive-delta-asset-management-llc-los-angeles-ca-134775.md)) | 134775 | Los Angeles, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Performance fee |
| [Post Advisory Group, LLC](https://advisorcensus.com/firm/post-advisory-group-llc-los-angeles-ca-108860) ([md](https://advisorcensus.com/firm/post-advisory-group-llc-los-angeles-ca-108860.md)) | 108860 | Los Angeles, CA | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Performance fee, Other |
| [Prattes Wealth Partners](https://advisorcensus.com/firm/prattes-wealth-partners-newport-beach-ca-298746) ([md](https://advisorcensus.com/firm/prattes-wealth-partners-newport-beach-ca-298746.md)) | 298746 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Performance fee |
| [Premier Wealth Advisors, Inc.](https://advisorcensus.com/firm/premier-wealth-advisors-inc-woodland-hills-ca-146676) ([md](https://advisorcensus.com/firm/premier-wealth-advisors-inc-woodland-hills-ca-146676.md)) | 146676 | Woodland Hills, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly |
| [Preneed Advisory, LLC](https://advisorcensus.com/firm/preneed-advisory-llc-newport-beach-ca-338417) ([md](https://advisorcensus.com/firm/preneed-advisory-llc-newport-beach-ca-338417.md)) | 338417 | Newport Beach, CA | State-registered investment adviser | Not reported | 0 | % of assets |
| [Primecap Management Co](https://advisorcensus.com/firm/primecap-management-co-pasadena-ca-105516) ([md](https://advisorcensus.com/firm/primecap-management-co-pasadena-ca-105516.md)) | 105516 | Pasadena, CA | SEC-registered investment adviser | Over $5 billion | 43 | % of assets |
| [Private Management Group Inc](https://advisorcensus.com/firm/private-management-group-inc-irvine-ca-104707) ([md](https://advisorcensus.com/firm/private-management-group-inc-irvine-ca-104707.md)) | 104707 | Irvine, CA | SEC-registered investment adviser | $1 billion to $5 billion | 40 | % of assets |
| [Probitas Financial](https://advisorcensus.com/firm/probitas-financial-newport-beach-ca-143819) ([md](https://advisorcensus.com/firm/probitas-financial-newport-beach-ca-143819.md)) | 143819 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets |
| [Procore Advisors, LLC](https://advisorcensus.com/firm/procore-advisors-llc-newport-beach-ca-289037) ([md](https://advisorcensus.com/firm/procore-advisors-llc-newport-beach-ca-289037.md)) | 289037 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Prosperitas Financial, LLC](https://advisorcensus.com/firm/prosperitas-financial-llc-valencia-ca-315768) ([md](https://advisorcensus.com/firm/prosperitas-financial-llc-valencia-ca-315768.md)) | 315768 | Valencia, CA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Prosperity Road, LLC](https://advisorcensus.com/firm/prosperity-road-llc-santa-ana-ca-281894) ([md](https://advisorcensus.com/firm/prosperity-road-llc-santa-ana-ca-281894.md)) | 281894 | Santa Ana, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Provenio Capital](https://advisorcensus.com/firm/provenio-capital-newport-beach-ca-333009) ([md](https://advisorcensus.com/firm/provenio-capital-newport-beach-ca-333009.md)) | 333009 | Newport Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Fixed fee, Performance fee |
| [Purus Wealth Management, LLC](https://advisorcensus.com/firm/purus-wealth-management-llc-newport-beach-ca-174490) ([md](https://advisorcensus.com/firm/purus-wealth-management-llc-newport-beach-ca-174490.md)) | 174490 | Newport Beach, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Qualified Plan Advisory, LLC](https://advisorcensus.com/firm/qualified-plan-advisory-llc-santa-ana-ca-135324) ([md](https://advisorcensus.com/firm/qualified-plan-advisory-llc-santa-ana-ca-135324.md)) | 135324 | Santa Ana, CA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/ca/los-angeles/for-retirement-plans/page/4.md
- Next page: https://advisorcensus.com/advisors/ca/los-angeles/for-retirement-plans/page/6.md

## Questions people ask

**Which financial advisors in Los Angeles, CA work with retirement plans?**
344 investment advisory firms with a principal office in the Los Angeles metro area report retirement plans among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**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.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Fee-only financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/fee-only) (https://advisorcensus.com/advisors/ca/los-angeles/fee-only.md)
- [Flat-fee financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/flat-fee) (https://advisorcensus.com/advisors/ca/los-angeles/flat-fee.md)
- [Hourly financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/hourly) (https://advisorcensus.com/advisors/ca/los-angeles/hourly.md)
- [Financial advisors for business owners in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/business-owners) (https://advisorcensus.com/advisors/ca/los-angeles/business-owners.md)
- [Financial advisors for concentrated stock positions in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/concentrated-stock-positions) (https://advisorcensus.com/advisors/ca/los-angeles/concentrated-stock-positions.md)
- [Financial advisors for divorce in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/divorce) (https://advisorcensus.com/advisors/ca/los-angeles/divorce.md)
- [Financial advisors for entertainers and musicians in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/entertainers-and-musicians) (https://advisorcensus.com/advisors/ca/los-angeles/entertainers-and-musicians.md)
- [Financial advisors for inheritance and sudden wealth in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/inheritance-and-sudden-wealth) (https://advisorcensus.com/advisors/ca/los-angeles/inheritance-and-sudden-wealth.md)
- [Financial advisors for multigenerational families in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/multigenerational-families) (https://advisorcensus.com/advisors/ca/los-angeles/multigenerational-families.md)
- [Financial advisors for pre-retirees in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/pre-retirees) (https://advisorcensus.com/advisors/ca/los-angeles/pre-retirees.md)
- [Financial advisors for real estate investors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/real-estate-investors) (https://advisorcensus.com/advisors/ca/los-angeles/real-estate-investors.md)
- [Financial advisors for retirees in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/retirees) (https://advisorcensus.com/advisors/ca/los-angeles/retirees.md)
- [Financial advisors in Newport Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/newport-beach) (https://advisorcensus.com/advisors/ca/los-angeles/newport-beach.md)
- [Financial advisors in Irvine, CA](https://advisorcensus.com/advisors/ca/los-angeles/irvine) (https://advisorcensus.com/advisors/ca/los-angeles/irvine.md)
- [Financial advisors in Santa Monica, CA](https://advisorcensus.com/advisors/ca/los-angeles/santa-monica) (https://advisorcensus.com/advisors/ca/los-angeles/santa-monica.md)
- [Financial advisors in Pasadena, CA](https://advisorcensus.com/advisors/ca/los-angeles/pasadena) (https://advisorcensus.com/advisors/ca/los-angeles/pasadena.md)
- [Financial advisors in Beverly Hills, CA](https://advisorcensus.com/advisors/ca/los-angeles/beverly-hills) (https://advisorcensus.com/advisors/ca/los-angeles/beverly-hills.md)
- [Financial advisors in El Segundo, CA](https://advisorcensus.com/advisors/ca/los-angeles/el-segundo) (https://advisorcensus.com/advisors/ca/los-angeles/el-segundo.md)
- [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. Financial advisors for retirement plans in Los Angeles, CA: 344 firms from Form ADV filings as of October 2026.
