California is home to a thriving investment industry, with numerous companies offering a range of services tailored to meet the needs of investors. Whether you’re looking to grow your wealth through stocks, bonds, real estate, or other assets, selecting the right investment firm is crucial. The best investment companies in California offer expert financial planning, personalized strategies, and valuable insights to help individuals and businesses achieve their financial goals.
In this guide, we highlight the top investment companies in California for 2025. These firms provide a combination of experience, trustworthiness, and customer service, ensuring that you receive the guidance and support needed to make informed investment decisions. Each company has its own strengths, from wealth management to real estate investment, catering to a variety of needs for both seasoned and new investors.
1. Empress Investment Group
Empress Investment Group, based in Los Angeles, CA, has been serving investors for over 10 years. Known for their personalized approach to financial planning, Empress offers a variety of investment services designed to help clients build and preserve wealth. With a commitment to providing tailored strategies and a strong client-first focus, they are a trusted partner for those looking to maximize their investment potential.
Contact:
Phone: +1 310-450-2904
Location: Los Angeles, CA, United States
2. Lakeside Investment Company
Lakeside Investment Company, located in San Francisco, CA, specializes in real estate and asset management investments. With more than a decade of experience, they offer services that help individuals and businesses grow their portfolios in the highly competitive California market. Known for their meticulous research and deep industry insights, they provide clients with solid investment opportunities.
Contact:
Phone: +1 510-336-4718
Location: San Francisco, CA, United States
3. Brighton Investment Solutions
Based in Fresno, CA, Brighton Investment Solutions has over 10 years of experience in providing comprehensive financial and investment services. They focus on helping clients navigate the complexities of asset management and strategic investment, offering personalized solutions to meet individual financial goals. The team at Brighton is highly regarded for their professionalism and dedication to client success.
Contact:
Phone: +1 559-495-9322
Location: Fresno, CA, United States
4. Sterling Investment Group, Inc.
Sterling Investment Group, Inc. in San Diego, CA, is a well-respected firm that has been in business for over 5 years. Known for their commitment to delivering long-term investment strategies, Sterling focuses on providing clients with effective wealth management solutions. Whether you’re new to investing or looking to expand your portfolio, their team of experts offers solid advice and guidance.
Contact:
Phone: +1 619-356-2819
Location: San Diego, CA, United States
5. Wealth Management Partners of Los Angeles, Inc.
Wealth Management Partners, located in Encino, CA, has been offering wealth management and investment services for over 10 years. Their expertise lies in providing customized investment strategies and financial planning services that meet the unique needs of high-net-worth individuals. Their approach is designed to ensure clients’ financial goals are met with precision and care.
Contact:
Phone: +1 818-600-6614
Location: Encino, CA, United States
6. Towerpoint Wealth
Towerpoint Wealth in Sacramento, CA, specializes in long-term investment strategies and financial planning services. With more than 7 years in business, they offer a holistic approach to wealth management, helping clients build secure, diversified investment portfolios. Towerpoint’s expert team is dedicated to providing personalized financial advice and strategies tailored to each client’s needs.
Contact:
Phone: +1 916-405-9140
Location: Sacramento, CA, United States
7. WealthArch Investment Services
WealthArch Investment Services, based in Pasadena, CA, has built a reputation for offering strategic financial and investment planning. Known for their client-focused approach, WealthArch has helped many investors build wealth through well-researched investment solutions. Their team is known for its transparency and dedication to helping clients make informed decisions.
Contact:
Phone: +1 626-888-2314
Location: Pasadena, CA, United States
8. Los Angeles Investment Company, LLC
Los Angeles Investment Company, LLC, has been offering comprehensive investment services for over 10 years. Specializing in asset management and investment consulting, they provide clients with tailored investment strategies designed to optimize returns. Their team is committed to delivering high-quality services that focus on long-term growth and stability.
Contact:
Phone: +1 626-318-6003
Location: Los Angeles, CA, United States
9. Cypress Equity Investments
Cypress Equity Investments, located in Beverly Hills, CA, specializes in real estate investment and development. With over 7 years in business, they have a proven track record of successful projects across California. Their team works closely with clients to identify investment opportunities and develop strategies that maximize the potential of real estate investments.
Contact:
Phone: +1 310-405-0316
Location: Beverly Hills, CA, United States
10. Sierra Investment Management, LLC
With over 35 years of experience, Sierra Investment Management, LLC in Santa Monica, CA, is known for its expertise in traditional investment management, including stocks, bonds, and mutual funds. They provide customized wealth management solutions designed to meet the unique financial goals of their clients, making them a trusted partner for long-term financial success.
Contact:
Phone: +1 310-452-1887
Location: Santa Monica, CA, United States
