City
Wealth management firms in Culver City, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Culver City, California reported $472.5 million in regulatory assets under management; the largest by assets was WWM Advisory Inc., with $280.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $472.5 million
- Average per firm
- $67.5 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | WWM Advisory Inc. | SEC | $280.1 million | 305 |
| 2 | Altruist Advisors LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $190.0 million | 245 |
| 3 | Greenlight Financial Planning, LLC | State | $2.4 million | 4 |
| 4 | A Yeo Capital Management LLC | State | $0 | 0 |
| 5 | Hancock Wealth Advisory | State | $0 | 0 |
| 6 | Mitchell Financial Planning | State | $0 | 0 |
| 7 | Thompson Wealth Management, Inc. | 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.