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Wealth Managers in Lennox, CA: 2026 rankings

132 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lennox: RVW Wealth, LLC, RFA Score 70/100; 5.0★ from 82 Google reviews.

  2. 2

    Most-reviewed: Gerber Kawasaki Wealth and Investment Management, 186 Google reviews at 4.6★, the most of 132 ranked; ranked #2.

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

132 Lennox wealth managers are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 5.0★ across 132 rated firms.

Top 10 wealth managers in Lennox 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 wealth managers in Lennox at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1RVW Wealth, LLC705.0★ (82)Los Angeles, 9 mi away—Top score
2Gerber Kawasaki Wealth and Investment Management704.6★ (186)Santa Monica, 9 mi away—Most reviews
3MDRN Wealth695.0★ (61)Venice, 7 mi away——
4Wealth Management Partners of Los Angeles, Inc.694.9★ (98)Encino, 17 mi awaySat · Sun · Evenings—
5EFC Wealth Management Firm694.9★ (39)Los Angeles, 2 mi away——
6Arbor Wealth Strategies685.0★ (55)Downey, 13 mi away——
7BML Wealth Management675.0★ (154)Irvine, 35 mi away——
8Navigoe Wealth Management675.0★ (26)Redondo Beach, 7 mi away——
9Abacus Wealth Partners674.9★ (31)Santa Monica, 10 mi away——
10Tax & Wealth Management, LLC674.9★ (57)Cypress, 19 mi away——

All 132 wealth managers in Lennox, 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.

  1. Ranked #1 in Lennox

    #1 RVW Wealth, LLC

    Based in Los Angeles, 9 mi away

    70/100RFA Score

    Ranked #1 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

  3. #3 MDRN Wealth

    Based in Venice, 7 mi away

    69/100RFA Score

    Ranked #3 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

  7. #7 BML Wealth Management

    Based in Irvine, 35 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 154 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 154 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2 Park Plaza #800, Irvine, CA 92614
    View profile for BML Wealth Management(949) 682-9105

  9. #9 Abacus Wealth Partners

    Based in Santa Monica, 10 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    429 Santa Monica Blvd #500, Santa Monica, CA 90401
    View profile for Abacus Wealth Partners(888) 422-2287

  13. #13 Modern Wealth Law

    Based in Irvine, 34 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 114 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 114 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    2600 Michelson Dr Ste 950, Irvine, CA 92612
    View profile for Modern Wealth Law(949) 371-5003

  14. #14 EP Wealth Advisors

    Based in Torrance, 7 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    21535 Hawthorne Blvd Ste 400, Torrance, CA 90503
    View profile for EP Wealth Advisors(310) 543-4559

  15. #15 Falcon Wealth Planning

    Based in Irvine, 34 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 90 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 90 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2030 Main St 13th floor, Irvine, CA 92614
    View profile for Falcon Wealth Planning(855) 963-2526

  16. #16 LA Wealth Management

    Based in Hermosa Beach, 6 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 20 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    832 Hermosa Ave, Hermosa Beach, CA 90254
    View profile for LA Wealth Management(424) 450-7435

  21. #21 M&M Wealth Associates

    Based in Santa Ana, 30 mi away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat–Sun closed
    Address
    2900 S Harbor Blvd Ste 225, Santa Ana, CA 92704
    View profile for M&M Wealth Associates(714) 494-9515

  24. #24 Dorsey Wealth Management

    Based in Torrance, 7 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    21250 Hawthorne Blvd Suite 500, Torrance, CA 90503
    View profile for Dorsey Wealth Management(310) 370-7776

  25. #25 Arise Private Wealth

    Based in Carson, 12 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    550 Silver Spur Rd Ste 350, Rolling Hills Estates, CA 90275
    View profile for Arise Private Wealth(310) 270-9033

Wealth managers 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 132 ranked wealth managers here; the rest are on their profiles.

wealth managers in Lennox, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Serenity Wealth Management645.0★ (16)15 mi
27Falcon Wealth Planning644.6★ (11)7 mi
28Mosley Wealth Management644.9★ (35)28 mi
2924Acres Wealth645.0★ (10)11 mi
30Morton Wealth645.0★ (25)25 mi
31Wealthbridge Financial645.0★ (14)16 mi
32Beverly Hills Private Wealth645.0★ (8)9 mi
33Monarch Wealth Strategies - Los Angeles645.0★ (9)11 mi
34Fiducia Wealth Management Investment Advisor Representative Juan Salazar635.0★ (14)19 mi
35One Wealth Management634.3★ (6)3 mi
36Evermont Wealth635.0★ (43)38 mi
37HK Wealth Management, Inc.634.1★ (13)10 mi
38WealthArch Investment Services635.0★ (13)19 mi
39Satori Wealth Management, Inc.635.0★ (7)10 mi
40Carl Grande- Wealth Mentor635.0★ (27)31 mi
41OC Wealth Coach635.0★ (29)33 mi
42Von Adelung Wealth Management635.0★ (12)20 mi
43WestPac® Wealth Partners (La Cañada Flintridge)635.0★ (12)20 mi
44Arens Wealth Partners635.0★ (8)15 mi
45M&A Wealth625.0★ (5)9 mi
46Composition Wealth624.3★ (6)9 mi
47Homestead Wealth Management625.0★ (25)34 mi
48Finterra Wealth Management625.0★ (10)20 mi
49Karam Wealth Advisors625.0★ (14)26 mi
50Confidence Wealth Management624.3★ (6)10 mi

Also serving Lennox

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Lennox
BusinessGoogle ratingDistance
Angela Dax - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)6 mi
Aspiriant Wealth Management5.0★ (2)9 mi
Create My Wealth5.0★ (2)16 mi
Dax Wealth Management Group - Ameriprise Financial Services, LLC3.5★ (2)6 mi
Equanimity Wealth5.0★ (2)16 mi
Focus Wealth Partners3.0★ (2)19 mi
Holly Street Wealth Advisors5.0★ (2)19 mi
Huntington Alternative Wealth3.0★ (2)7 mi
jLife Wealth Management - Roger Conde, AIF CWS RFC5.0★ (2)5 mi
LA Wealth Management5.0★ (2)15 mi
Los Angeles, CA Private Wealth Management - UBS Financial Services Inc.5.0★ (2)9 mi
Modern Wealth Management - El Segundo5.0★ (2)2 mi
Next Chapter Wealth Management5.0★ (2)15 mi
Optimum Wealth Management3.0★ (2)16 mi
Pasadena Private Wealth4.5★ (2)19 mi
Pillar Wealth Strategies5.0★ (2)9 mi
Ryan Onishi - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)4 mi
Saba Jahanian - BancWest Investment Services Wealth Financial Advisor1.0★ (2)10 mi
Victus Capital Wealth5.0★ (2)10 mi
Wendell Charles Wealth Management5.0★ (2)3 mi

How we ranked Lennox wealth managers

We scored 132 Lennox wealth managers 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 Lennox 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Lennox: frequently asked questions

Which wealth manager has the highest RFA Score in Lennox?

By RFA Score, the highest-ranked wealth manager in Lennox, CA is RVW Wealth, LLC with an RFA Score of 70/100. It has 5.0★ from 82 Google reviews. Gerber Kawasaki Wealth and Investment Management (#2) and MDRN Wealth (#3) follow. We ranked 132 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Lennox?

RankedFinancialAdvisors ranks 132 wealth managers serving Lennox, CA. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Lennox work on weekends?

14 of 132 ranked wealth managers post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Wealth Management Partners of Los Angeles, Inc. (#4) and Hermosa Wealth Management (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lennox wealth managers have?

The median Google rating among 132 rated wealth managers in Lennox is 5.0★, with a median of 9 reviews. Gerber Kawasaki Wealth and Investment Management has the most, 186 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Lennox count in this ranking?

Yes, if they are within 40 mi of the Lennox city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Lennox ranked?

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

How do I check a wealth manager’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 wealth manager in Lennox 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 wealth managers 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 Lennox

  1. November 2026: RFA Scores recalculated for 132 wealth managers serving Lennox.
  2. November 2026: 3 duplicate listings merged.

More wealth managers and Lennox pages