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Financial Advisors in Lomita, CA: 2026 rankings

604 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lomita: Infinite Financial Firm Credit Doc, RFA Score 73/100; 5.0★ from 777 Google reviews; open 7 days a week.

  2. 43

    Most-reviewed: Loan Factory - We Dare You to Compare, 1,960 Google reviews at 5.0★, the most of 604 ranked; ranked #43.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

604 Lomita financial advisors are ranked here by RFA Score, from eight published factors. 192 open Saturdays and 47 open Sundays, based on posted hours. The median Google rating is 4.7★ across 604 rated firms.

Top 10 financial advisors in Lomita at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Lomita at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Infinite Financial Firm Credit Doc735.0★ (777)Los Angeles, 19 mi awaySat · Sun · EveningsTop score
2Kay Properties and Investments724.9★ (192)Torrance, 4 mi awaySat—
3Endeavor Advisors, LLC: Ajay Vadukul CFP®, EA715.0★ (107)Torrance, 4 mi away——
4Black Inc Tax Services714.8★ (514)East Los Angeles, 18 mi away——
5Lear Capital704.7★ (709)Los Angeles, 19 mi away——
6Liberty Debt Relief704.7★ (1,114)Orange, 24 mi awaySat · Evenings—
71st Quality Tax Service705.0★ (152)Inglewood, 13 mi away——
8Mohamed Peer Rafeek: Primerica - Financial Services694.9★ (68)Torrance, 4 mi away——
9Class XVI694.9★ (99)Los Angeles, 10 mi awaySun · Evenings—
10Little Saigon Living Trust685.0★ (148)Westminster, 20 mi away——

All 604 financial advisors in Lomita, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Black Inc Tax Services

    Based in East Los Angeles, 18 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 514 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 514 Google reviews
    Hours
    Mon–Thu 10 AM–6 PM · Fri–Sun closed
    Address
    742 S Atlantic Blvd, East Los Angeles, CA 90022
    View profile for Black Inc Tax Services(323) 263-3399

  5. #5 Lear Capital

    Based in Los Angeles, 19 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.7★ from 709 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 709 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    1990 S Bundy Dr Ste 650, Los Angeles, CA 90025
    View profile for Lear Capital(800) 576-9355

  6. #6 Liberty Debt Relief

    Based in Orange, 24 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.7★ from 1,114 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 1,114 Google reviews
    Hours
    Mon–Fri 6 AM–9 PM · Sat 7 AM–4 PM · Sun closed
    Address
    333 City Blvd W 17th FL, Orange, CA 92868
    View profile for Liberty Debt Relief(800) 756-8447

  7. #7 1st Quality Tax Service

    Based in Inglewood, 13 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 152 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 152 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    1401 N La Brea Ave, Inglewood, CA 90302
    View profile for 1st Quality Tax Service(310) 677-1047

  9. #9 Class XVI

    Based in Los Angeles, 10 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 99 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 99 Google reviews
    Hours
    Mon–Fri 12 AM–12 AM · Sat closed · Sun 12 AM–12 AM
    Address
    160 E 108th St, Los Angeles, CA 90061
    View profile for Class XVI(657) 216-4388

  11. #11 Edwin Does Taxes

    Based in Downey, 13 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 92 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat 10 AM–5 PM · Sun closed
    Address
    12950 Paramount Blvd #203, Downey, CA 90242
    View profile for Edwin Does Taxes(562) 334-5163

  14. #14 Accounting Breeze

    Based in El Segundo, 11 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.7★ from 100 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 100 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    100 W Imperial Ave Ste R, El Segundo, CA 90245
    View profile for Accounting Breeze(310) 363-7055

  20. #20 Columbia Bank

    Based in San Pedro, 3 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 36 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 36 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1000 N Western Ave Ste 101, San Pedro, CA 90732
    View profile for Columbia Bank(310) 832-1984

  22. #22 Empress Investment Group

    Based in Los Angeles, 20 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 92 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    321 N Larchmont Blvd Ste 800, Los Angeles, CA 90004
    View profile for Empress Investment Group(310) 450-2904

  24. #24 RVW Wealth, LLC

    Based in Los Angeles, 20 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Fri 8 AM–5:30 PM · Sat–Sun closed
    Address
    1880 Century Pk E #200, Los Angeles, CA 90067
    View profile for RVW Wealth, LLC(310) 945-4000

  25. #25 MDRN Wealth

    Based in Venice, 16 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    606 Venice Blvd. Ste 107, Venice, CA 90291
    View profile for MDRN Wealth(310) 307-5523

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 604 ranked financial advisors here; the rest are on their profiles.

financial advisors in Lomita, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Arbor Wealth Strategies665.0★ (55)15 mi
27Stan DiLiberto, CPA, CFP , Inc.664.8★ (65)14 mi
28Nickerson Insurance Services, Inc.654.6★ (25)In Lomita
29ALEVO Financial & Insurance Agency654.9★ (72)19 mi
30Strand Life Wealth Management655.0★ (23)4 mi
31Navigoe Wealth Management655.0★ (26)6 mi
32Cesar Macedo MBA, CFP654.9★ (54)15 mi
33American Consumer Credit Counseling, Inc.655.0★ (507)7 mi
34Financial Counseling Center654.9★ (67)19 mi
35Orange County’s Credit Union - Long Beach654.3★ (83)10 mi
36EFC Wealth Management Firm654.9★ (39)11 mi
37EP Wealth Advisors654.8★ (22)4 mi
38Astute Advisors654.8★ (22)4 mi
39Joffe Tax Advisors654.9★ (64)19 mi
40THE CREDIT CARD GUY merchant services645.0★ (29)10 mi
41Rima Alexanian: Primerica - Financial Services645.0★ (38)14 mi
42NexusWorks LLC644.9★ (19)4 mi
43Loan Factory - We Dare You to Compare645.0★ (1,960)21 mi
44Henry Nicolas: Primerica - Financial Services645.0★ (32)12 mi
45Lambert Investment Inc.645.0★ (43)16 mi
46George Hatcher: Primerica - Financial Services645.0★ (19)5 mi
47Lyon Stahl Investment Real Estate - Evelyn Baez Nguyen, Commercial - Multi Family - 1031 Exchange645.0★ (25)9 mi
48Los Angeles Federal Credit Union644.7★ (47)14 mi
49The Financial Alliance & Insurance Solutions644.9★ (39)14 mi
50Halbert Hargrove644.7★ (26)7 mi

Also serving Lomita

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Lomita
BusinessGoogle ratingDistance
24/7 Mobile NotaryIn Lomita
Advanced Portfolio Strategies5.0★ (2)4 mi
Angela Dax - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)7 mi
Brown Management - Financial Consultant, Fiduciary5.0★ (2)6 mi
Dax Wealth Management Group - Ameriprise Financial Services, LLC3.5★ (2)7 mi
Edward Jones - Financial Advisor: Trevor Kimbro5.0★ (2)4 mi
INVEST IN YOU!5.0★ (2)1 mi
Investment Fraud Protection Bureau5.0★ (2)2 mi
LA Wealth Management5.0★ (2)7 mi
MARK RIZKALLA - ThriventIn Lomita
McCallister Financial Group5.0★ (2)3 mi
ROBERT HARTE5.0★ (2)2 mi
Sage Point FinancialIn Lomita
Signature Estate & Investment Advisors, LLC4.5★ (2)4 mi
Strategic Asset Preservation, Inc.5.0★ (2)3 mi
Sunlight Investments1.0★ (2)7 mi
Tamela Letrice Butts: Primerica - Financial Services5.0★ (2)4 mi
Upgrowth CFO Solutions LLCIn Lomita
Wells Fargo Advisors5.0★ (2)In Lomita
Wells Fargo Advisors5.0★ (2)4 mi

How we ranked Lomita financial advisors

We scored 604 Lomita financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Lomita data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Lomita: frequently asked questions

Which financial advisor has the highest RFA Score in Lomita?

By RFA Score, the highest-ranked financial advisor in Lomita, CA is Infinite Financial Firm Credit Doc with an RFA Score of 73/100. It has 5.0★ from 777 Google reviews. It is open 7 days a week. Kay Properties and Investments (#2) and Endeavor Advisors, LLC: Ajay Vadukul CFP®, EA (#3) follow. We ranked 604 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lomita?

RankedFinancialAdvisors ranks 604 financial advisors serving Lomita, CA. 1 of them is based in Lomita; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Lomita work on weekends?

192 of 604 ranked financial advisors post Saturday hours and 47 post Sunday hours. The highest-ranked open Saturdays are Infinite Financial Firm Credit Doc (#1), Kay Properties and Investments (#2) and Liberty Debt Relief (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lomita financial advisors have?

The median Google rating among 604 rated financial advisors in Lomita is 4.7★, with a median of 19 reviews. Loan Factory - We Dare You to Compare has the most, 1,960 reviews, and ranks #43. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Lomita count in this ranking?

Yes, if they are within 25 mi of the Lomita city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Lomita ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Lomita a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Lomita

  1. November 2026: RFA Scores recalculated for 604 financial advisors serving Lomita.
  2. November 2026: 11 duplicate listings merged.

More financial advisors and Lomita pages