City
Wealth management firms in Beverly Hills, California
As of October 2, 2026, 29 wealth management firms, including broker-dealer firms, with their main office in Beverly Hills, California reported $17.2 billion in regulatory assets under management; the largest by assets was Mozaic, LLC, with $3.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 29
- Regulatory assets under management
- $17.2 billion
- Average per firm
- $592.1 million
- SEC-registered, of those listed
- 14 of 29 (48.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mozaic, LLC | SEC | $3.6 billion | 93 |
| 2 | Checchi Capital Advisers, LLC | SEC | $2.6 billion | 1,169 |
| 3 | Grant Tani Barash & Altman, LLC | SEC | $2.3 billion | 1,264 |
| 4 | Joel R. Mogy Investment Counsel Inc. | SEC | $2.2 billion | 663 |
| 5 | Elyxium Wealth LLC | SEC | $1.4 billion | 418 |
| 6 | Cheviot Value Management, LLC | SEC | $1.2 billion | 1,215 |
| 7 | Aire Advisors, LLC | SEC | $1.0 billion | 1,163 |
| 8 | Beverly Hills Private Wealth, LLC | SEC | $912.2 million | 1,330 |
| 9 | Life Line Wealth Management LLC | SEC | $557.6 million | 398 |
| 10 | O'Boyle Wealth Management, Inc. | SEC | $443.9 million | 1,590 |
| 11 | Great Gable Wealth Management, LLC | SEC | $220.5 million | 687 |
| 12 | Eliot Finkel Investment Counsel, LLC | SEC | $187.0 million | 174 |
| 13 | Lewis Capital Management | SEC | $180.2 million | 184 |
| 14 | Jaffe Asset Management LLC | SEC | $116.2 million | 149 |
| 15 | Trachtenberg Capital Management, LLC | State | $51.1 million | 120 |
| 16 | Calcagnini Wealth Management, LLC | State | $45.5 million | 130 |
| 17 | United Global Advisors, LLC | State | $45.4 million | 152 |
| 18 | Borris Nii & Company | State | $40.7 million | 95 |
| 19 | Fried Asset Management, Inc. | State | $28.5 million | 78 |
| 20 | Martin W. Rosenzveig & Co., LLC | State | $22.7 million | 48 |
| 21 | JS Alan, LLC | State | $19.6 million | 34 |
| 22 | Beverly Hills Capital Management LLC | State | $19.0 million | 43 |
| 23 | Sagewater Wealth Management LLC | State | $14.3 million | 13 |
| 24 | Mfa Global Consulting Group LLC | State | $500,000 | 58 |
| 25 | Afh Asset Management, Inc. | State | $0 | 0 |
| 26 | Bravo Zulu Capital Management | State | $0 | 0 |
| 27 | Rushmore Capital Partners | State | $0 | 0 |
| 28 | STQ Capital | State | $0 | 0 |
| 29 | Shlecter Wealth Management, LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.