Financial advisers in Beverly Hills, CA
29 registered investment adviser firms in Beverly Hills managing $92.8B in assets, based on public SEC Form ADV filings.
Platinum Equity Advisors, LLC
Beverly Hills, CA · Est. 2012
- AUM
- $47.7B
- Per adviser
- $264M
- Advisers
- 181
No reported disclosures
Levine Leichtman Capital Partners, LLC
Beverly Hills, CA · Est. 2006
- AUM
- $11.9B
- Per adviser
- $228M
- Advisers
- 52
No reported disclosures
Butterfly Equity LP
Beverly Hills, CA · Est. 2018
- AUM
- $7.1B
- Per adviser
- $337M
- Advisers
- 21
No reported disclosures
Mozaic, LLC
Beverly Hills, CA · Est. 2008
- AUM
- $3.6B
- Per adviser
- $331M
- Advisers
- 11
No reported disclosures
Gobi Capital LLC
Beverly Hills, CA · Est. 2016
- AUM
- $2.7B
- Per adviser
- $672M
- Advisers
- 4
No reported disclosures
Checchi Capital Advisers, LLC
Beverly Hills, CA · Est. 2007
- AUM
- $2.6B
- Per adviser
- $288M
- Advisers
- 9
No reported disclosures
Grant Tani Barash & Altman, LLC
Beverly Hills, CA · Est. 2023
- AUM
- $2.3B
- Per adviser
- $326M
- Advisers
- 7
No reported disclosures
Joel R. Mogy Investment Counsel INC.
Beverly Hills, CA · Est. 1980
- AUM
- $2.2B
- Per adviser
- $727M
- Advisers
- 3
No reported disclosures
Monogram Capital Management, L.P.
Beverly Hills, CA · Est. 2018
- AUM
- $1.8B
- Per adviser
- $163M
- Advisers
- 11
No reported disclosures
Levine Leichtman Strategic Capital, LLC
Beverly Hills, CA · Est. 2017
- AUM
- $1.5B
- Per adviser
- $29M
- Advisers
- 52
No reported disclosures
Cheviot Value Management, LLC
Beverly Hills, CA · Est. 2013
- AUM
- $1.2B
- Per adviser
- $167M
- Advisers
- 7
No reported disclosures
Centricus Investment Advisors (US) LLC
Beverly Hills, CA · Est. 2026
- AUM
- $1.0B
- Per adviser
- $68M
- Advisers
- 15
No reported disclosures
Aire Advisors, LLC
Beverly Hills, CA · Est. 2020
- AUM
- $1.0B
- Per adviser
- $112M
- Advisers
- 9
No reported disclosures
Beverly Hills Private Wealth, LLC
Beverly Hills, CA · Est. 2022
- AUM
- $912M
- Per adviser
- $152M
- Advisers
- 6
No reported disclosures
Elyxium Wealth LLC
Beverly Hills, CA · Est. 2024
- AUM
- $819M
- Per adviser
- $137M
- Advisers
- 6
No reported disclosures
Angeleno Group, LLC
Beverly Hills, CA · Est. 2021
- AUM
- $577M
- Per adviser
- $72M
- Advisers
- 8
No reported disclosures
Life Line Wealth Management LLC
Beverly Hills, CA · Est. 2019
- AUM
- $558M
- Per adviser
- $112M
- Advisers
- 5
No reported disclosures
Provenance Management Co., LP
Beverly Hills, CA · Est. 2023
- AUM
- $454M
- Per adviser
- $57M
- Advisers
- 8
No reported disclosures
O'Boyle Wealth Management, INC.
Beverly Hills, CA · Est. 2018
- AUM
- $444M
- Per adviser
- $89M
- Advisers
- 5
No reported disclosures
Center Capital Partners LLC
Beverly Hills, CA · Est. 2024
- AUM
- $415M
- Per adviser
- $59M
- Advisers
- 7
No reported disclosures
Gordonmd Global Investments LP
Beverly Hills, CA · Est. 2023
- AUM
- $322M
- Per adviser
- $64M
- Advisers
- 5
No reported disclosures
The Gores Group, LLC
Beverly Hills, CA · Est. 2012
- AUM
- $287M
- Per adviser
- $41M
- Advisers
- 7
No reported disclosures
Tiller Partners, LLC
Beverly Hills, CA · Est. 2014
- AUM
- $261M
- Per adviser
- $261M
- Advisers
- 1
No reported disclosures
Galliott Capital Advisors, LLC
Beverly Hills, CA · Est. 2021
- AUM
- $249M
- Per adviser
- $124M
- Advisers
- 2
No reported disclosures
Great Gable Wealth Management, LLC
Beverly Hills, CA · Est. 2021
- AUM
- $221M
- Per adviser
- $74M
- Advisers
- 3
No reported disclosures
Eliot Finkel Investment Counsel, LLC
Beverly Hills, CA · Est. 1974
- AUM
- $187M
- Per adviser
- $187M
- Advisers
- 1
No reported disclosures
Tryperion Manager LLC
Beverly Hills, CA · Est. 2024
- AUM
- $184M
- Per adviser
- $18M
- Advisers
- 10
No reported disclosures
Lewis Capital Management
Beverly Hills, CA · Est. 2005
- AUM
- $180M
- Per adviser
- $180M
- Advisers
- 1
No reported disclosures
Jaffe Asset Management LLC
Beverly Hills, CA · Est. 2026
- AUM
- $116M
- Per adviser
- $116M
- Advisers
- 1
No reported disclosures