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Investment Advisors in Lomita, CA: 2026 rankings

152 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lomita: Kay Properties and Investments, RFA Score 75/100; 4.9★ from 192 Google reviews; open Saturdays until 6 PM.

  2. 2

    Most-reviewed: Lear Capital, 709 Google reviews at 4.7★, the most of 152 ranked; ranked #2.

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

152 Lomita investment advisors are ranked here by RFA Score, from eight published factors. 28 open Saturdays and 12 open Sundays, based on posted hours. The median Google rating is 4.8★ across 152 rated firms.

Top 10 investment 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 investment advisors in Lomita at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Kay Properties and Investments754.9★ (192)Torrance, 4 mi awaySatTop score
2Lear Capital734.7★ (709)Los Angeles, 19 mi away—Most reviews
3Lyon Stahl Investment Real Estate - Evelyn Baez Nguyen, Commercial - Multi Family - 1031 Exchange695.0★ (25)El Segundo, 9 mi awaySat · Evenings—
4Lambert Investment Inc.685.0★ (43)Venice, 16 mi away——
5Break of Day Capital675.0★ (15)Manhattan Beach, 8 mi awaySat · Sun · Evenings—
6InveServe Corp664.3★ (248)Alhambra, 24 mi away——
7Gatsby Investment664.8★ (37)Beverly Hills, 20 mi away——
8Universal Pacific 1031 Exchange655.0★ (16)Los Angeles, 19 mi awaySat—
9Farmers & Merchants Trust653.7★ (3)Torrance, 3 mi away——
10Patriot Gold Group644.9★ (463)Seal Beach, 14 mi awaySat—

All 152 investment 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.

  2. #2 Lear Capital

    Based in Los Angeles, 19 mi away

    73/100RFA Score

    Ranked #2 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

  3. #3 Lyon Stahl Investment Real Estate - Evelyn Baez Nguyen, Commercial - Multi Family - 1031 Exchange

    Based in El Segundo, 9 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 7 AM–7:30 PM · Sat 8 AM–5 PM · Sun closed
    Address
    830 Pacific Coast Hwy Ste 200, El Segundo, CA 90245
    View profile for Lyon Stahl Investment Real Estate - Evelyn Baez Nguyen, Commercial - Multi Family - 1031 Exchange(951) 902-3006

  6. #6 InveServe Corp

    Based in Alhambra, 24 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.3★ from 248 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 248 Google reviews
    Address
    231 E Bay State St, Alhambra, CA 91801
    View profile for InveServe Corp(626) 458-3435

  7. #7 Gatsby Investment

    Based in Beverly Hills, 20 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 37 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 37 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9250 Wilshire Blvd #100, Beverly Hills, CA 90212
    View profile for Gatsby Investment(866) 428-7291

  10. #10 Patriot Gold Group

    Based in Seal Beach, 14 mi away

    64/100RFA Score

    Ranked #10 because of its Google rating and review volume: 4.9★ from 463 Google reviews.

    • 4.9★ from 463 Google reviews
    Hours
    Mon–Thu 6:30 AM–5 PM · Fri 7 AM–3 PM · Sat 7 AM–1 PM · Sun closed
    Address
    3010 Old Ranch Pkwy Ste 350, Seal Beach, CA 90740
    View profile for Patriot Gold Group(888) 870-5457

  14. #14 Renewable Land

    Based in Manhattan Beach, 8 mi away

    64/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 3 Google reviews
    Address
    125 Manhattan Beach Blvd, Manhattan Beach, CA 90266
    View profile for Renewable Land(888) 895-1776

  15. #15 TCW Group

    Based in Los Angeles, 18 mi away

    64/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    515 Flower St, Los Angeles, CA 90071
    View profile for TCW Group(213) 244-0000

  18. #18 Fidelity Investments

    Based in El Segundo, 9 mi away

    63/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 2.8★ from 6 Google reviews, listed on Google as “Investment service”.

    • 2.8★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2009 Park Pl, El Segundo, CA 90245
    View profile for Fidelity Investments(833) 945-4260

  20. #20 Thorofare Capital, Inc

    Based in El Segundo, 10 mi away

    63/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 2.6★ from 5 Google reviews, listed on Google as “Investment service”.

    • 2.6★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    PCT, 200 N Pacific Coast Hwy Suite 1850, El Segundo, CA 90245
    View profile for Thorofare Capital, Inc(213) 873-4000

  21. #21 INVEST IN SPACEX

    Based in Los Angeles, 18 mi away

    63/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    601 W 5th St Unit 6, Los Angeles, CA 90071
    View profile for INVEST IN SPACEX(213) 658-2642

  22. #22 Bellwether

    Based in El Segundo, 10 mi away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.7★ from 3 Google reviews, listed on Google as “Investment service”.

    • 2.7★ from 3 Google reviews
    Address
    200 N Pacific Coast Hwy #1400, El Segundo, CA 90245
    View profile for Bellwether(310) 525-3022

  23. #23 Brentwood Associates

    Based in Los Angeles, 19 mi away

    62/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.1★ from 9 Google reviews, listed on Google as “Investment company”.

    • 4.1★ from 9 Google reviews
    Hours
    Mon–Sat 7 AM–6:30 PM · Sun closed
    Address
    11150 Santa Monica Blvd #1200, Los Angeles, CA 90025
    View profile for Brentwood Associates(310) 477-6611

  25. #25 DoubleLine

    Based in Los Angeles, 18 mi away

    62/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.6★ from 5 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 5 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    333 S Grand Ave 18th floor, Los Angeles, CA 90071
    View profile for DoubleLine(213) 633-8200

Investment 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 152 ranked investment advisors here; the rest are on their profiles.

investment advisors in Lomita, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Sierra Investment Management, LLC624.2★ (5)18 mi
27Nexus Capital Management LP623.9★ (7)19 mi
28Dimensional Fund Advisors625.0★ (4)19 mi
29GreenLake Asset Management LLC624.6★ (10)24 mi
30Fidelity Investments623.4★ (14)19 mi
31Wells Fargo Advisors615.0★ (3)18 mi
32Capital Group613.1★ (15)18 mi
33AEW Capital Management615.0★ (3)19 mi
34Gideon Strategic Partners615.0★ (3)19 mi
35Columbia Bank615.0★ (40)5 mi
36Columbia Bank614.9★ (36)3 mi
37CIM Group613.0★ (29)19 mi
38March Capital613.7★ (3)19 mi
39Wells Fargo Advisors602.0★ (3)19 mi
40RKB Investments601.0★ (8)15 mi
41William Allan Investment Advisors605.0★ (6)7 mi
42Wells Fargo Advisors605.0★ (3)25 mi
43American Vision Group (American Vision Capital)604.0★ (4)25 mi
44Navigoe Wealth Management605.0★ (26)6 mi
45Hollywood Gold & Silver Exchange594.7★ (231)22 mi
46Empress Investment Group595.0★ (92)20 mi
47SaveDaily593.7★ (3)24 mi
48EP Wealth Advisors594.8★ (22)4 mi
49Independent Capital Management - A Torrance Financial Advisor Firm594.7★ (3)5 mi
50EFC Wealth Management Firm594.9★ (39)11 mi

Also serving Lomita

20 more investment 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 investment advisors serving Lomita
BusinessGoogle ratingDistance
Andre Logan - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)9 mi
Angela Dax - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)7 mi
Bank of America Financial Center2.0★ (39)In Lomita
Brown Management - Financial Consultant, Fiduciary5.0★ (2)6 mi
BRS Realty, Credit Repair & Foreclosure Solutions5.0★ (2)3 mi
Cerity Partners5.0★ (2)10 mi
Charles Schwab4.5★ (2)9 mi
Dax Wealth Management Group - Ameriprise Financial Services, LLC3.5★ (2)7 mi
Edward Jones - Financial Advisor: Nicholas M Pennino, CFP®|ChFC®|CLU®|AAMS®5.0★ (2)7 mi
Edward Jones - Financial Advisor: Trevor Kimbro5.0★ (2)4 mi
Investment Fraud Protection Bureau5.0★ (2)2 mi
MARK RIZKALLA - ThriventIn Lomita
Nickerson Insurance Services, Inc.4.6★ (25)In Lomita
Pier View Group5.0★ (2)9 mi
Sage Point FinancialIn Lomita
Signature Estate & Investment Advisors, LLC4.5★ (2)4 mi
Sunlight Investments1.0★ (2)7 mi
Wells Fargo Advisors5.0★ (2)In Lomita
Wells Fargo Advisors5.0★ (2)4 mi
Wendell Charles Wealth Management5.0★ (2)9 mi

How we ranked Lomita investment advisors

We scored 152 Lomita investment 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Lomita: frequently asked questions

Which investment advisor has the highest RFA Score in Lomita?

By RFA Score, the highest-ranked investment advisor in Lomita, CA is Kay Properties and Investments with an RFA Score of 75/100. It has 4.9★ from 192 Google reviews. It is open Saturdays until 6 PM. Lear Capital (#2) and Lyon Stahl Investment Real Estate - Evelyn Baez Nguyen, Commercial - Multi Family - 1031 Exchange (#3) follow. We ranked 152 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Lomita?

RankedFinancialAdvisors ranks 152 investment advisors serving Lomita, CA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Lomita work on weekends?

28 of 152 ranked investment advisors post Saturday hours and 12 post Sunday hours. The highest-ranked open Saturdays are Kay Properties and Investments (#1), Lyon Stahl Investment Real Estate - Evelyn Baez Nguyen, Commercial - Multi Family - 1031 Exchange (#3) and Break of Day Capital (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lomita investment advisors have?

The median Google rating among 152 rated investment advisors in Lomita is 4.8★, with a median of 9 reviews. Lear Capital has the most, 709 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Lomita count in this ranking?

Yes, if they are within 25 mi of the Lomita city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Lomita ranked?

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

How do I check an investment 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 investment 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 investment 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 152 investment advisors serving Lomita.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Lomita pages