AdvisorGrade

Financial advisers in Los Angeles, CA

204 registered investment adviser firms in Los Angeles managing $5.8T in assets, based on public SEC Form ADV filings.

Capital Research And Management Company

Los Angeles, CA · Est. 1971

NationalInternational
Fee-only
AUM
$3.8T
Per adviser
$9.6B
Advisers
393

No reported disclosures

Ares Management LLC

Los Angeles, CA · Est. 2005

NationalInternational
Fee-only
AUM
$458.8B
Per adviser
$296M
Advisers
1,550

Oaktree Capital Management, L.P.

Los Angeles, CA · Est. 1995

NationalInternational
Fee-only
AUM
$183.3B
Per adviser
$650M
Advisers
282

Payden & Rygel

Los Angeles, CA · Est. 1983

NationalInternational
Fee-based
AUM
$158.2B
Per adviser
$1.3B
Advisers
122

No reported disclosures

Ares Capital Management LLC

Los Angeles, CA · Est. 2004

NationalInternational
Fee-only
AUM
$97.6B
Per adviser
$238M
Advisers
411

No reported disclosures

Leonard Green & Partners, L.P.

Los Angeles, CA · Est. 2012

NationalInternational
Fee-only
AUM
$85.6B
Per adviser
$1.5B
Advisers
57

No reported disclosures

Tcw Asset Management Company LLC

Los Angeles, CA · Est. 1970

NationalInternational
Fee-based
AUM
$81.2B
Per adviser
$560M
Advisers
145

No reported disclosures

Metropolitan West Asset Management LLC

Los Angeles, CA · Est. 1996

NationalInternational
Fee-based
AUM
$78.5B
Per adviser
$913M
Advisers
86

No reported disclosures

Causeway Capital Management LLC

Los Angeles, CA · Est. 2001

NationalInternational
Fee-only
AUM
$62.2B
Per adviser
$1.6B
Advisers
40

No reported disclosures

Capital International, INC.

Los Angeles, CA · Est. 1988

NationalInternational
Fee-only
AUM
$51.9B
Per adviser
$1.1B
Advisers
46

No reported disclosures

Crescent Capital Group LP

Los Angeles, CA · Est. 2010

RegionalInternational
Fee-only
AUM
$49.7B
Per adviser
$425M
Advisers
117

No reported disclosures

Aristotle Capital Management, LLC

Los Angeles, CA · Est. 2001

RegionalInternational
Fee-based
AUM
$43.5B
Per adviser
$2.4B
Advisers
18

No reported disclosures

Capital Group Private Client Services, INC.

Los Angeles, CA · Est. 2021

RegionalInternational
Fee-only
AUM
$42.7B
Per adviser
$445M
Advisers
96

No reported disclosures

Lido

Los Angeles, CA · Est. 2015

NationalInternational
Fee-based
AUM
$42.5B
Per adviser
$181M
Advisers
235

No reported disclosures

Los Angeles Capital Management LLC

Los Angeles, CA · Est. 2002

RegionalInternational
Fee-based
AUM
$40.6B
Per adviser
$882M
Advisers
46

No reported disclosures

Kayne Anderson Rudnick Investment Management, LLC

Los Angeles, CA · Est. 1985

NationalInternational
Fee-based
AUM
$39.4B
Per adviser
$837M
Advisers
47

No reported disclosures

Tcw Investment Management Company LLC

Los Angeles, CA · Est. 1987

RegionalInternational
Fee-only
AUM
$38.8B
Per adviser
$341M
Advisers
114

No reported disclosures

Hotchkis And Wiley Capital Management, LLC

Los Angeles, CA · Est. 2001

RegionalInternational
Fee-based
AUM
$36.9B
Per adviser
$1.2B
Advisers
32

No reported disclosures

Ares Commercial Real Estate Management LLC

Los Angeles, CA · Est. 2011

RegionalInternational
Fee-only
AUM
$32.5B
Per adviser
$133M
Advisers
245

No reported disclosures

Seia

Los Angeles, CA · Est. 1999

NationalInternational
Fee-based
AUM
$22.5B
Per adviser
$176M
Advisers
128

No reported disclosures

Pccp, LLC

Los Angeles, CA · Est. 2012

RegionalInternational
Fee-based
AUM
$20.1B
Per adviser
$242M
Advisers
83

No reported disclosures

Ares Capital Management II LLC

Los Angeles, CA · Est. 2011

NationalInternational
Fee-only
AUM
$19.6B
Per adviser
$33M
Advisers
597

No reported disclosures

Aspiriant, LLC

Los Angeles, CA · Est. 2008

RegionalInternational
Fee-based
AUM
$18.0B
Per adviser
$172M
Advisers
105

No reported disclosures

Evoke Advisors

Los Angeles, CA · Est. 2019

RegionalInternational
Fee-based
AUM
$17.3B
Per adviser
$691M
Advisers
25

No reported disclosures

Oaktree Fund Advisors, LLC

Los Angeles, CA · Est. 2018

RegionalInternational
Fee-only
AUM
$14.1B
Per adviser
$63M
Advisers
225

No reported disclosures

Post Advisory Group, LLC

Los Angeles, CA · Est. 2000

RegionalInternational
Fee-only
AUM
$13.0B
Per adviser
$543M
Advisers
24

No reported disclosures

Everett Harris & Co

Los Angeles, CA · Est. 1940

Regional
Fee-based
AUM
$11.5B
Per adviser
$887M
Advisers
13

No reported disclosures

Camden Asset Management

Los Angeles, CA · Est. 1991

RegionalInternational
Fee-only
AUM
$11.2B
Per adviser
$2.2B
Advisers
5

No reported disclosures

Jericho Capital Asset Management L.P.

Los Angeles, CA · Est. 2012

RegionalInternational
Fee-only
AUM
$10.1B
Per adviser
$1.3B
Advisers
8

No reported disclosures

Composition Wealth, LLC

Los Angeles, CA · Est. 2012

Regional
Fee-based
AUM
$9.5B
Per adviser
$150M
Advisers
63

No reported disclosures

Mesa West Capital

Los Angeles, CA · Est. 2011

RegionalInternational
Fee-only
AUM
$8.7B
Per adviser
$395M
Advisers
22

No reported disclosures

Icg Advisors, LLC

Los Angeles, CA · Est. 2008

Regional
Fee-only
AUM
$7.9B
Per adviser
$330M
Advisers
24

No reported disclosures

Signature Investment Advisors, LLC

Los Angeles, CA · Est. 2012

Regional
Fee-only
AUM
$6.8B
Per adviser
$845M
Advisers
8

No reported disclosures

Shamrock Capital Advisors, LLC

Los Angeles, CA · Est. 2012

Regional
Fee-only
AUM
$6.7B
Per adviser
$150M
Advisers
45

No reported disclosures

Nwf Advisory Services INC

Los Angeles, CA · Est. 1998

National
Fee-based
AUM
$6.4B
Per adviser
$63M
Advisers
102

No reported disclosures

Aurora Capital Partners Management Vi L.P.

Los Angeles, CA · Est. 2022

Regional
Fee-only
AUM
$6.2B
Per adviser
$248M
Advisers
25

No reported disclosures

Freeman Spogli

Los Angeles, CA · Est. 2012

Regional
Fee-only
AUM
$6.2B
Per adviser
$220M
Advisers
28

No reported disclosures

Westmount Partners, LLC

Los Angeles, CA · Est. 2011

RegionalInternational
Fee-only
AUM
$5.9B
Per adviser
$330M
Advisers
18

No reported disclosures

Silver Rock Financial LP

Los Angeles, CA · Est. 2016

RegionalInternational
Fee-only
AUM
$5.4B
Per adviser
$336M
Advisers
16

No reported disclosures

Arena Capital Advisors

Los Angeles, CA · Est. 2014

RegionalInternational
Fee-based
AUM
$5.3B
Per adviser
$592M
Advisers
9

No reported disclosures

Nexus Capital Management LP

Los Angeles, CA · Est. 2014

RegionalInternational
Fee-only
AUM
$5.1B
Per adviser
$244M
Advisers
21

No reported disclosures

Genter Capital Management

Los Angeles, CA · Est. 1998

Regional
Fee-only
AUM
$5.1B
Per adviser
$392M
Advisers
13

No reported disclosures

Empyrean Capital Partners, LP

Los Angeles, CA · Est. 2006

RegionalInternational
Fee-only
AUM
$5.0B
Per adviser
$292M
Advisers
17

No reported disclosures

Hawk Ridge Capital Management LP

Los Angeles, CA · Est. 2015

RegionalInternational
Fee-only
AUM
$4.5B
Per adviser
$453M
Advisers
10

No reported disclosures

Sci Capital Partners LP

Los Angeles, CA · Est. 2024

Regional
Fee-based
AUM
$4.4B
Per adviser
$486M
Advisers
9

No reported disclosures

Truelink Capital Management, LLC

Los Angeles, CA · Est. 2022

RegionalInternational
Fee-only
AUM
$4.2B
Per adviser
$191M
Advisers
22

No reported disclosures

Brentwood Private Equity, LLC

Los Angeles, CA · Est. 2012

Regional
Fee-only
AUM
$4.0B
Per adviser
$221M
Advisers
18

No reported disclosures

Kingswood Capital Management, L.P.

Los Angeles, CA · Est. 2019

Regional
Fee-only
AUM
$3.8B
Per adviser
$144M
Advisers
26

No reported disclosures

Cft Capital Management, LLC

Los Angeles, CA · Est. 2022

Regional
Fee-based
AUM
$3.7B
Per adviser
$312M
Advisers
12

No reported disclosures

Upfront Ventures

Los Angeles, CA · Est. 2021

Regional
Fee-only
AUM
$3.4B
Per adviser
$423M
Advisers
8

No reported disclosures

Diversis Capital Management, L.P.

Los Angeles, CA · Est. 2020

Regional
Fee-only
AUM
$3.4B
Per adviser
$161M
Advisers
21

No reported disclosures

Focused Investors LLC

Los Angeles, CA · Est. 2006

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
$1.6B
Advisers
2

No reported disclosures

American Realty Advisors

Los Angeles, CA · Est. 1990

Regional
Fee-based
AUM
$3.2B
Per adviser
$90M
Advisers
36

No reported disclosures

Vance Street Capital LLC

Los Angeles, CA · Est. 2012

Regional
Fee-only
AUM
$3.2B
Per adviser
$153M
Advisers
21

No reported disclosures

Rrg Capital Management LLC

Los Angeles, CA · Est. 2018

RegionalInternational
Fee-based
AUM
$2.9B
Per adviser
$107M
Advisers
27

No reported disclosures

Tcw Pt Management Company LLC

Los Angeles, CA · Est. 2024

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$71M
Advisers
38

No reported disclosures

Breakthrough Properties

Los Angeles, CA · Est. 2020

Regional
Fee-only
AUM
$2.7B
Per adviser
$128M
Advisers
21

No reported disclosures

Cim Capital, LLC

Los Angeles, CA · Est. 2015

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$168M
Advisers
16

No reported disclosures

Howard Capital Management Group, LLC

Los Angeles, CA · Est. 2020

RegionalInternational
Fee-only
AUM
$2.6B
Per adviser
$513M
Advisers
5

No reported disclosures

Ssi Investment Management LLC

Los Angeles, CA · Est. 1975

Regional
Fee-only
AUM
$2.6B
Per adviser
$232M
Advisers
11

No reported disclosures

Perennial Financial Services

Los Angeles, CA · Est. 2017

Regional
Fee-based
AUM
$2.5B
Per adviser
$64M
Advisers
39

No reported disclosures

Ifc Advisors LLC

Los Angeles, CA · Est. 2024

Regional
Fee-based
AUM
$2.3B
Per adviser
$260M
Advisers
9

No reported disclosures

Browning West LP

Los Angeles, CA · Est. 2019

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$449M
Advisers
5

No reported disclosures

Oakmont Corporation

Los Angeles, CA · Est. 1992

RegionalInternational
Fee-based
AUM
$2.2B
Per adviser
$370M
Advisers
6

No reported disclosures

Evolve Private Wealth, LLC

Los Angeles, CA · Est. 2025

Regional
Fee-only
AUM
$2.1B
Per adviser
$215M
Advisers
10

No reported disclosures

Fernbridge Capital Management LP

Los Angeles, CA · Est. 2020

RegionalInternational
Fee-only
AUM
$2.1B
Per adviser
$305M
Advisers
7

No reported disclosures

Resmark Equity Partners, LLC

Los Angeles, CA · Est. 2002

Regional
Fee-only
AUM
$2.0B
Per adviser
$120M
Advisers
17

No reported disclosures

Jsf Financial, LLC

Los Angeles, CA · Est. 2010

LocalInternational
Fee-based
AUM
$2.0B
Per adviser
$152M
Advisers
13

No reported disclosures

Hcr Wealth Advisors

Los Angeles, CA · Est. 1999

LocalInternational
Fee-based
AUM
$2.0B
Per adviser
$218M
Advisers
9

No reported disclosures

Ascendant Capital Partners LP

Los Angeles, CA · Est. 2021

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$150M
Advisers
13

No reported disclosures

Rvw Wealth LLC

Los Angeles, CA · Est. 2006

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$215M
Advisers
9

No reported disclosures

Ami Asset Management Corp

Los Angeles, CA · Est. 1994

Local
Fee-only
AUM
$1.9B
Per adviser
$214M
Advisers
9

No reported disclosures

Windward Capital Management Co

Los Angeles, CA · Est. 1995

Local
Fee-only
AUM
$1.9B
Per adviser
$620M
Advisers
3

No reported disclosures

Varsity Healthcare Partners

Los Angeles, CA · Est. 2016

Local
Fee-only
AUM
$1.9B
Per adviser
$133M
Advisers
14

No reported disclosures

Lightbay Capital

Los Angeles, CA · Est. 2017

Local
Fee-only
AUM
$1.8B
Per adviser
$77M
Advisers
24

No reported disclosures

Crescent Cap Advisors, LLC

Los Angeles, CA · Est. 2015

Regional
Fee-only
AUM
$1.8B
Per adviser
Advisers

No reported disclosures

Select Money Management, INC.

Los Angeles, CA · Est. 2010

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$226M
Advisers
8

Regent Properties

Los Angeles, CA · Est. 2020

Local
Fee-only
AUM
$1.8B
Per adviser
$177M
Advisers
10

No reported disclosures

Dorchester Capital Advisors, LLC

Los Angeles, CA · Est. 2012

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$150M
Advisers
11

No reported disclosures

Lone View Capital

Los Angeles, CA · Est. 2022

Local
Fee-only
AUM
$1.6B
Per adviser
$84M
Advisers
19

No reported disclosures

Vercap Management LLC

Los Angeles, CA · Est. 2024

Local
Fee-only
AUM
$1.6B
Per adviser
$316M
Advisers
5

No reported disclosures

Rbc Securities, INC.

Los Angeles, CA · Est. 2010

NationalInternational
Fee-only
AUM
$1.5B
Per adviser
$12M
Advisers
124

Salem Partners Wealth Management, LLC

Los Angeles, CA · Est. 2004

Local
Fee-only
AUM
$1.5B
Per adviser
$499M
Advisers
3

No reported disclosures

Yucaipa Master Manager, LLC

Los Angeles, CA · Est. 2012

Local
Fee-only
AUM
$1.5B
Per adviser
$68M
Advisers
22

No reported disclosures

Brasa Capital Management

Los Angeles, CA · Est. 2021

Local
Fee-only
AUM
$1.4B
Per adviser
$114M
Advisers
12

No reported disclosures

Gallant Capital Partners LLC

Los Angeles, CA · Est. 2018

Local
Fee-only
AUM
$1.4B
Per adviser
$61M
Advisers
22

No reported disclosures

Metzler-Payden, LLC

Los Angeles, CA · Est. 1998

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$11M
Advisers
112

No reported disclosures

Oakhurst Advisors

Los Angeles, CA · Est. 2016

Local
Fee-based
AUM
$1.2B
Per adviser
$312M
Advisers
4

No reported disclosures

Corbel Capital Partners

Los Angeles, CA · Est. 2022

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$88M
Advisers
14

No reported disclosures

Composition Capital LP

Los Angeles, CA · Est. 2024

Local
Fee-based
AUM
$1.2B
Per adviser
$153M
Advisers
8

No reported disclosures

Rlh Equity Partners

Los Angeles, CA · Est. 2012

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$94M
Advisers
13

No reported disclosures

Angeles Equity Partners, LLC

Los Angeles, CA · Est. 2017

Local
Fee-only
AUM
$1.2B
Per adviser
$43M
Advisers
28

No reported disclosures

Manhattan West Asset Management, LLC

Los Angeles, CA · Est. 2016

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$35M
Advisers
33

No reported disclosures

L & S Advisors, INC

Los Angeles, CA · Est. 2006

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$129M
Advisers
9

No reported disclosures

Eldridge Acre Partners, LP

Los Angeles, CA · Est. 2024

Local
Fee-based
AUM
$1.2B
Per adviser
$97M
Advisers
12

No reported disclosures

Forest Road Asset Management LLC

Los Angeles, CA · Est. 2022

Local
Fee-only
AUM
$1.2B
Per adviser
$166M
Advisers
7

No reported disclosures

Cityview Management Services, LLC

Los Angeles, CA · Est. 2011

Local
Fee-only
AUM
$1.1B
Per adviser
$38M
Advisers
30

No reported disclosures

Symbiotic Capital

Los Angeles, CA · Est. 2023

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$189M
Advisers
6

No reported disclosures

Mar Vista Investment Partners, LLC

Los Angeles, CA · Est. 2007

RegionalInternational
Fee-only
AUM
$1.1B
Per adviser
$59M
Advisers
19

No reported disclosures

Crescent Cap Nt Advisors, LLC

Los Angeles, CA · Est. 2023

Regional
Fee-only
AUM
$1.1B
Per adviser
Advisers

No reported disclosures

Cw Investment Advisers, LLC

Los Angeles, CA · Est. 2021

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$39M
Advisers
28

No reported disclosures

Cim Capital Ic Management, LLC

Los Angeles, CA · Est. 2019

Local
Fee-only
AUM
$1.1B
Per adviser
$68M
Advisers
16

No reported disclosures

Caltius Capital Management, LP

Los Angeles, CA · Est. 2012

Local
Fee-only
AUM
$1.1B
Per adviser
$63M
Advisers
17

No reported disclosures

Broadshore Capital Partners, LLC

Los Angeles, CA · Est. 2003

Local
Fee-only
AUM
$982M
Per adviser
$89M
Advisers
11

No reported disclosures

Balmoral Management II L.P.

Los Angeles, CA · Est. 2013

Local
Fee-only
AUM
$974M
Per adviser
$75M
Advisers
13

No reported disclosures

3l Capital Management, LLC

Los Angeles, CA · Est. 2020

LocalInternational
Fee-only
AUM
$932M
Per adviser
$311M
Advisers
3

No reported disclosures

Old West Investment Management, LLC

Los Angeles, CA · Est. 2008

Local
Fee-only
AUM
$916M
Per adviser
$114M
Advisers
8

No reported disclosures

Remy Investors & Consultants, LLC

Los Angeles, CA · Est. 2023

Local
Fee-based
AUM
$888M
Per adviser
$148M
Advisers
6

No reported disclosures

Integrity Growth Partners, L.P.

Los Angeles, CA · Est. 2022

Local
Fee-only
AUM
$873M
Per adviser
$109M
Advisers
8

No reported disclosures

Mason & Associates, INC.

Los Angeles, CA · Est. 2006

Local
Fee-based
AUM
$829M
Per adviser
$104M
Advisers
8

No reported disclosures

Legacy Partners, LLC

Los Angeles, CA · Est. 2011

LocalInternational
Fee-only
AUM
$778M
Per adviser
$259M
Advisers
3

No reported disclosures

Blue Zone Wealth Advisors, LLC

Los Angeles, CA · Est. 2019

Local
Fee-based
AUM
$770M
Per adviser
$128M
Advisers
6

No reported disclosures

Sfe Investment Counsel INC.

Los Angeles, CA · Est. 2007

LocalInternational
Fee-based
AUM
$748M
Per adviser
$83M
Advisers
9

No reported disclosures

Curewell Capital Management, LLC

Los Angeles, CA · Est. 2024

Local
Fee-only
AUM
$744M
Per adviser
$106M
Advisers
7

No reported disclosures

The Cypress Funds LLC

Los Angeles, CA · Est. 1996

LocalInternational
Fee-only
AUM
$723M
Per adviser
$241M
Advisers
3

No reported disclosures

Medina Value Partners, LLC

Los Angeles, CA · Est. 2021

LocalInternational
Fee-only
AUM
$717M
Per adviser
$239M
Advisers
3

No reported disclosures

Atlas Legacy Advisors LLC

Los Angeles, CA · Est. 2024

Local
Fee-based
AUM
$715M
Per adviser
$179M
Advisers
4

No reported disclosures

Hamilton Wealth, LLC

Los Angeles, CA · Est. 2017

LocalInternational
Fee-only
AUM
$698M
Per adviser
$233M
Advisers
3

No reported disclosures

Archer Capital Group Management, LLC

Los Angeles, CA · Est. 2022

Local
Fee-only
AUM
$660M
Per adviser
$82M
Advisers
8

No reported disclosures

Bmb Advisers LLC

Los Angeles, CA · Est. 2002

Local
Fee-based
AUM
$656M
Per adviser
$219M
Advisers
3

No reported disclosures

Arixa Management, LLC

Los Angeles, CA · Est. 2025

Local
Fee-only
AUM
$648M
Per adviser
$15M
Advisers
42

No reported disclosures

Dafna Capital Management, LLC

Los Angeles, CA · Est. 2003

LocalInternational
Fee-only
AUM
$645M
Per adviser
$92M
Advisers
7

No reported disclosures

Parallaxes Capital

Los Angeles, CA · Est. 2021

LocalInternational
Fee-only
AUM
$621M
Per adviser
$310M
Advisers
2

No reported disclosures

Sancus Capital Management LP

Los Angeles, CA · Est. 2012

LocalInternational
Fee-only
AUM
$619M
Per adviser
$103M
Advisers
6

No reported disclosures

Western Standard, LLC

Los Angeles, CA · Est. 2016

LocalInternational
Fee-only
AUM
$575M
Per adviser
$96M
Advisers
6

No reported disclosures

Linepoint Partners & Co.

Los Angeles, CA · Est. 2024

LocalInternational
Fee-only
AUM
$572M
Per adviser
$191M
Advisers
3

No reported disclosures

Coral Tree Management, LP

Los Angeles, CA · Est. 2021

Local
Fee-only
AUM
$560M
Per adviser
$93M
Advisers
6

No reported disclosures

Aecom Capital Real Estate, LLC

Los Angeles, CA · Est. 2018

Local
Fee-only
AUM
$560M
Per adviser
$560M
Advisers
1

No reported disclosures

K Fund Capital Management, LLC

Los Angeles, CA · Est. 2023

Local
Fee-only
AUM
$539M
Per adviser
$539M
Advisers
1

No reported disclosures

Dew Point Capital

Los Angeles, CA · Est. 2021

Local
Fee-based
AUM
$513M
Per adviser
$257M
Advisers
2

Weinberger Asset Management, INC

Los Angeles, CA · Est. 2018

Local
Fee-only
AUM
$504M
Per adviser
$168M
Advisers
3

No reported disclosures

Atwater Capital, LLC

Los Angeles, CA · Est. 2021

LocalInternational
Fee-only
AUM
$491M
Per adviser
$246M
Advisers
2

No reported disclosures

Interlock Equity LP

Los Angeles, CA · Est. 2023

Local
Fee-only
AUM
$486M
Per adviser
$41M
Advisers
12

No reported disclosures

Sds Real Estate Advisors

Los Angeles, CA · Est. 2021

Local
Fee-based
AUM
$474M
Per adviser
$43M
Advisers
11

No reported disclosures

Aof Management LLC

Los Angeles, CA · Est. 2023

Local
Fee-only
AUM
$461M
Per adviser
$77M
Advisers
6

No reported disclosures

Confidence Wealth Management, INC.

Los Angeles, CA · Est. 2021

Local
Fee-based
AUM
$454M
Per adviser
$57M
Advisers
8

No reported disclosures

Kinetic Investment Management, INC.

Los Angeles, CA · Est. 2020

Regional
Fee-based
AUM
$451M
Per adviser
$16M
Advisers
29

No reported disclosures

Ag Asset Advisory, LLC

Los Angeles, CA · Est. 2015

Local
Fee-based
AUM
$440M
Per adviser
$220M
Advisers
2

No reported disclosures

Tcw Asset Backed Finance Management Company LLC

Los Angeles, CA · Est. 2024

Local
Fee-only
AUM
$425M
Per adviser
$18M
Advisers
24

No reported disclosures

O'Neil Global Advisors, INC.

Los Angeles, CA · Est. 2020

Local
Fee-only
AUM
$402M
Per adviser
$50M
Advisers
8

No reported disclosures

Shrier Wealth Management, LLC

Los Angeles, CA · Est. 2025

LocalInternational
Fee-based
AUM
$391M
Per adviser
$130M
Advisers
3

No reported disclosures

Harold Davidson & Associates, INC

Los Angeles, CA · Est. 1974

Local
Fee-based
AUM
$391M
Per adviser
$130M
Advisers
3

No reported disclosures

Lasalle Debt Investors, INC.

Los Angeles, CA · Est. 2012

Local
Fee-only
AUM
$385M
Per adviser
$27M
Advisers
14

No reported disclosures

Griffin Global Asset Management

Los Angeles, CA · Est. 2025

LocalInternational
Fee-only
AUM
$364M
Per adviser
$73M
Advisers
5

No reported disclosures

Sepulveda Management LLC

Los Angeles, CA · Est. 2016

Local
Fee-only
AUM
$355M
Per adviser
$51M
Advisers
7

No reported disclosures

Variant Equity Advisors, LLC

Los Angeles, CA · Est. 2020

Local
Fee-only
AUM
$338M
Per adviser
$113M
Advisers
3

No reported disclosures

Congruence Capital, LLC

Los Angeles, CA · Est. 2025

Local
Fee-only
AUM
$334M
Per adviser
$111M
Advisers
3

No reported disclosures

Ninepointtwo Capital LLC

Los Angeles, CA · Est. 2021

Local
Fee-only
AUM
$315M
Per adviser
$157M
Advisers
2

No reported disclosures

Logica Capital Advisers, LLC

Los Angeles, CA · Est. 2021

LocalInternational
Fee-only
AUM
$305M
Per adviser
$76M
Advisers
4

No reported disclosures

Westwood Wealth Management

Los Angeles, CA · Est. 2021

Local
Fee-only
AUM
$300M
Per adviser
$150M
Advisers
2

No reported disclosures

Silver Oak Wealth Advisors Services, LLC

Los Angeles, CA · Est. 2018

Local
Fee-based
AUM
$300M
Per adviser
$100M
Advisers
3

No reported disclosures

Pacific Sun Financial Corp

Los Angeles, CA · Est. 2016

Local
Fee-only
AUM
$290M
Per adviser
$97M
Advisers
3

No reported disclosures

Liquid Capital Management LLC

Los Angeles, CA · Est. 2020

Local
Fee-only
AUM
$288M
Per adviser
$72M
Advisers
4

No reported disclosures

Sandbridge Investment Management, LLC

Los Angeles, CA · Est. 2018

Local
Fee-only
AUM
$282M
Per adviser
$141M
Advisers
2

No reported disclosures

American Discovery Investment Advisors, LLC

Los Angeles, CA · Est. 2022

Local
Fee-only
AUM
$279M
Per adviser
$25M
Advisers
11

No reported disclosures

Corridor Capital, LLC

Los Angeles, CA · Est. 2021

LocalInternational
Fee-only
AUM
$276M
Per adviser
$28M
Advisers
10

No reported disclosures

Stonebridge Capital Management INC

Los Angeles, CA · Est. 1969

Local
Fee-based
AUM
$269M
Per adviser
$54M
Advisers
5

No reported disclosures

Private Financial Counseling

Los Angeles, CA · Est. 1986

Local
Fee-only
AUM
$262M
Per adviser
$87M
Advisers
3

No reported disclosures

Ishara Investments LP

Los Angeles, CA · Est. 2024

LocalInternational
Fee-only
AUM
$259M
Per adviser
$52M
Advisers
5

No reported disclosures

Alpha Analytics Investment Group LLC

Los Angeles, CA · Est. 2018

Local
Fee-only
AUM
$253M
Per adviser
$127M
Advisers
2

No reported disclosures

Qca Capital Management INC

Los Angeles, CA · Est. 2021

Local
Fee-only
AUM
$252M
Per adviser
$50M
Advisers
5

No reported disclosures

Propel Bio Management, LLC

Los Angeles, CA · Est. 2022

Local
Fee-only
AUM
$247M
Per adviser
$41M
Advisers
6

No reported disclosures

Heights LLC

Los Angeles, CA · Est. 2023

Local
Fee-only
AUM
$239M
Per adviser
$120M
Advisers
2

No reported disclosures

Black Impact Group, LLC

Los Angeles, CA · Est. 2021

Local
Fee-only
AUM
$232M
Per adviser
$19M
Advisers
12

No reported disclosures

Gideon Capital, LLC

Los Angeles, CA · Est. 2026

Local
Fee-based
AUM
$229M
Per adviser
Advisers

No reported disclosures

Aligne Wealth Advisors Investment Management (Awaim)

Los Angeles, CA · Est. 2022

Local
Fee-only
AUM
$224M
Per adviser
$56M
Advisers
4

No reported disclosures

Mainstream Capital Management

Los Angeles, CA · Est. 2021

LocalInternational
Fee-based
AUM
$224M
Per adviser
$112M
Advisers
2

No reported disclosures

Allstreet Capital LLC

Los Angeles, CA · Est. 2016

LocalInternational
Fee-based
AUM
$218M
Per adviser
$109M
Advisers
2

No reported disclosures

Argyle Capital Partners, LLC

Los Angeles, CA · Est. 2021

Local
Fee-only
AUM
$214M
Per adviser
$71M
Advisers
3

No reported disclosures

Excolere Equity Partners, LLC

Los Angeles, CA · Est. 2024

Local
Fee-only
AUM
$212M
Per adviser
$27M
Advisers
8

No reported disclosures

Eli Circle Capital, LP

Los Angeles, CA · Est. 2025

Local
Fee-only
AUM
$209M
Per adviser
$52M
Advisers
4

No reported disclosures

Voyager Management, LLC

Los Angeles, CA · Est. 2006

LocalInternational
Fee-only
AUM
$209M
Per adviser
$209M
Advisers
1

No reported disclosures

Legion Partners Asset Management, LLC

Los Angeles, CA · Est. 2012

Local
Fee-only
AUM
$201M
Per adviser
$67M
Advisers
3

No reported disclosures

Bristlecone Value Partners, LLC

Los Angeles, CA · Est. 2015

RegionalInternational
Fee-only
AUM
$188M
Per adviser
$63M
Advisers
3

No reported disclosures

Gratia Capital, LLC

Los Angeles, CA · Est. 2022

Local
Fee-only
AUM
$186M
Per adviser
$62M
Advisers
3

No reported disclosures

Doheny Asset Management, L.L.C.

Los Angeles, CA · Est. 1993

Local
Fee-only
AUM
$186M
Per adviser
$93M
Advisers
2

No reported disclosures

Kittyhawk Ventures, LLC

Los Angeles, CA · Est. 2026

LocalInternational
Fee-only
AUM
$184M
Per adviser
$184M
Advisers
1

No reported disclosures

Genter Advisors LLC

Los Angeles, CA · Est. 2001

Local
Fee-only
AUM
$183M
Per adviser
$46M
Advisers
4

No reported disclosures

Square Nine Capital, LP

Los Angeles, CA · Est. 2025

Local
Fee-only
AUM
$181M
Per adviser
$36M
Advisers
5

No reported disclosures

Power Asset Management LLC

Los Angeles, CA · Est. 2003

Local
Fee-only
AUM
$175M
Per adviser
$175M
Advisers
1

No reported disclosures

Avise Financial

Los Angeles, CA · Est. 2025

RegionalInternational
Fee-based
AUM
$169M
Per adviser
$28M
Advisers
6

No reported disclosures

Olive Street Capital Partners LLC

Los Angeles, CA · Est. 2025

Local
Fee-based
AUM
$165M
Per adviser
$165M
Advisers
1

No reported disclosures

Clairmont Capital Group, LLC

Los Angeles, CA · Est. 2023

LocalInternational
Fee-only
AUM
$160M
Per adviser
$53M
Advisers
3

No reported disclosures

Walk-On Capital, LLC

Los Angeles, CA · Est. 2024

Local
Fee-only
AUM
$155M
Per adviser
$31M
Advisers
5

No reported disclosures

R.H. Dinel Investment Counsel,INC.

Los Angeles, CA · Est. 1991

LocalInternational
Fee-based
AUM
$154M
Per adviser
$77M
Advisers
2

No reported disclosures

Aqua Capital Advisors

Los Angeles, CA · Est. 2024

LocalInternational
Fee-based
AUM
$144M
Per adviser
$72M
Advisers
2

No reported disclosures

Cim Capital Sa Management, LLC

Los Angeles, CA · Est. 2019

Local
Fee-only
AUM
$134M
Per adviser
$8M
Advisers
16

No reported disclosures

East Beach Asset Management, LLC

Los Angeles, CA · Est. 2024

Local
Fee-based
AUM
$125M
Per adviser
$125M
Advisers
1

No reported disclosures

Zuckerman Capital Management, LLC

Los Angeles, CA · Est. 2026

Local
Fee-only
AUM
$123M
Per adviser
$62M
Advisers
2

No reported disclosures

Wave Digital Assets LLC

Los Angeles, CA · Est. 2021

LocalInternational
Fee-based
AUM
$92M
Per adviser
$5M
Advisers
20

No reported disclosures

Kailai Advisers Ltd.

Los Angeles, CA · Est. 2012

LocalInternational
Fee-based
AUM
$58M
Per adviser
$6M
Advisers
9

No reported disclosures

Westpark Capital, INC.

Los Angeles, CA · Est. 2016

3.0(2)Regional
Fee-based
AUM
$53M
Per adviser
$5M
Advisers
11

Maze Investments, LLC

Los Angeles, CA · Est. 2021

Local
Fee-only
AUM
$46M
Per adviser
$15M
Advisers
3

No reported disclosures

Seneca Private Wealth, LLC

Los Angeles, CA · Est. 2025

Local
Fee-based
AUM
$30M
Per adviser
$6M
Advisers
5

No reported disclosures

Insight Advisors, LLC

Los Angeles, CA · Est. 2014

Local
Fee-only
AUM
$2M
Per adviser
$2M
Advisers
1

No reported disclosures

Capital Client Group, INC.

Los Angeles, CA · Est. 2013

Regional
Fee-based
AUM
Per adviser
Advisers
699

No reported disclosures

Crabel Capital Management, LLC

Los Angeles, CA · Est. 2017

Local
Fee-only
AUM
Per adviser
Advisers
27

No reported disclosures

Rclco Fund Advisors, LLC

Los Angeles, CA · Est. 2014

Regional
Fee-based
AUM
Per adviser
Advisers
38

No reported disclosures

Slated Analytics, LLC

Los Angeles, CA · Est. 2015

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures

Libretto

Los Angeles, CA · Est. 2018

Local
Fee-based
AUM
Per adviser
Advisers
3

No reported disclosures

Bluum Invest LLC

Los Angeles, CA · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Factory Capital LLC

Los Angeles, CA · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
4

No reported disclosures

William O'Neil + Company

Los Angeles, CA · Est. 2021

Regional
Fee-based
AUM
Per adviser
Advisers
18

No reported disclosures

Capital Research Company

Los Angeles, CA · Est. 1997

Local
Fee-based
AUM
Per adviser
Advisers
118

No reported disclosures