City
Independent RIAs in Los Angeles, California
As of October 2, 2026, 153 independent wealth management RIAs with their main office in Los Angeles, California reported $176.9 billion in regulatory assets under management; the largest by assets was Lido, with $42.5 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 153
- Regulatory assets under management
- $176.9 billion
- Average per firm
- $1.2 billion
- SEC-registered, of those listed
- 62 of 100 (62.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lido | SEC | $42.5 billion | 42,220 |
| 2 | Seia | SEC | $22.5 billion | 9,833 |
| 3 | Aspiriant, LLC | SEC | $18.0 billion | 12,173 |
| 4 | Everett Harris & Co | SEC | $11.5 billion | 1,794 |
| 5 | Composition Wealth, LLC | SEC | $9.5 billion | 12,787 |
| 6 | Icg Advisors, LLC | SEC | $7.9 billion | 108 |
| 7 | Signature Investment Advisors, LLC | SEC | $6.8 billion | 7,533 |
| 8 | NWF Advisory Services Inc | SEC | $6.4 billion | 18,868 |
| 9 | Westmount Partners, LLC | SEC | $5.9 billion | 4,798 |
| 10 | Steelpeak Wealth, LLC | SEC | $4.1 billion | 8,591 |
| 11 | Howard Capital Management Group, LLC | SEC | $2.6 billion | 1,442 |
| 12 | Perennial Financial Services | SEC | $2.5 billion | 3,229 |
| 13 | IFC Advisors LLC | SEC | $2.3 billion | 2,054 |
| 14 | Oakmont Corporation | SEC | $2.2 billion | 87 |
| 15 | Evolve Private Wealth, LLC | SEC | $2.1 billion | 3,940 |
| 16 | JSF Financial, LLC | SEC | $2.0 billion | 2,759 |
| 17 | HCR Wealth Advisors | SEC | $2.0 billion | 3,191 |
| 18 | RVW Wealth LLC | SEC | $1.9 billion | 2,840 |
| 19 | Ami Asset Management Corp | SEC | $1.9 billion | 1,221 |
| 20 | Windward Capital Management Co | SEC | $1.9 billion | 278 |
| 21 | Select Money Management, Inc. | SEC | $1.8 billion | 2,627 |
| 22 | Salem Partners Wealth Management, LLC | SEC | $1.5 billion | 220 |
| 23 | Manhattan West Asset Management, LLC | SEC | $1.2 billion | 383 |
| 24 | L & S Advisors, Inc | SEC | $1.2 billion | 1,095 |
| 25 | Mason & Associates, Inc. | SEC | $828.7 million | 2,143 |
| 26 | Blue Zone Wealth Advisors, LLC | SEC | $770.0 million | 574 |
| 27 | Sfe Investment Counsel Inc. | SEC | $748.4 million | 902 |
| 28 | Atlas Legacy Advisors LLC | SEC | $715.0 million | 701 |
| 29 | Hamilton Wealth, LLC | SEC | $697.8 million | 1,033 |
| 30 | BMB Advisers LLC | SEC | $655.8 million | 71 |
| 31 | Dew Point Capital | SEC | $513.2 million | 1,036 |
| 32 | Weinberger Asset Management, Inc | SEC | $503.6 million | 604 |
| 33 | Confidence Wealth Management, Inc. | SEC | $454.1 million | 2,595 |
| 34 | Kinetic Investment Management, Inc. | SEC | $450.9 million | 3,326 |
| 35 | AG Asset Advisory, LLC | SEC | $440.5 million | 196 |
| 36 | Shrier Wealth Management, LLC | SEC | $390.6 million | 402 |
| 37 | Harold Davidson & Associates, Inc | SEC | $390.5 million | 423 |
| 38 | Conservative Wealth Management LLC | SEC | $357.5 million | 194 |
| 39 | Pacific Sun Financial Corp | SEC | $323.0 million | 933 |
| 40 | Westwood Wealth Management | SEC | $300.4 million | 143 |
| 41 | Silver Oak Wealth Advisors Services, LLC | SEC | $300.0 million | 615 |
| 42 | Trace Wealth Advisors | SEC | $295.0 million | 116 |
| 43 | Stonebridge Capital Management Inc | SEC | $268.7 million | 212 |
| 44 | Private Financial Counseling | SEC | $262.5 million | 382 |
| 45 | Alpha Analytics Investment Group LLC | SEC | $253.4 million | 187 |
| 46 | Heights LLC | SEC | $239.2 million | 14 |
| 47 | Aligne Wealth Advisors Investment Management (Awaim) | SEC | $224.4 million | 342 |
| 48 | Mainstream Capital Management | SEC | $224.0 million | 175 |
| 49 | Argyle Capital Partners, LLC | SEC | $213.6 million | 449 |
| 50 | Bristlecone Value Partners, LLC | SEC | $188.4 million | 323 |
| 51 | Doheny Asset Management, L.L.C. | SEC | $185.7 million | 81 |
| 52 | Genter Advisors LLC | SEC | $182.8 million | 569 |
| 53 | Power Asset Management LLC | SEC | $175.0 million | 80 |
| 54 | Igw Advisory Investment Management LLC | SEC | $170.5 million | 29 |
| 55 | Avise Financial | SEC | $169.4 million | 505 |
| 56 | Olive Street Capital Partners LLC | SEC | $165.3 million | 8 |
| 57 | R.H. Dinel Investment Counsel,inc. | SEC | $153.5 million | 25 |
| 58 | Aqua Capital Advisors | SEC | $143.8 million | 167 |
| 59 | Zuckerman Capital Management, LLC | SEC | $123.5 million | 386 |
| 60 | Legacy Road Family Offices | SEC | $117.2 million | 4 |
| 61 | Trinity Asset Management Co. | State | $109.0 million | 119 |
| 62 | Factory Capital LLC | SEC | $102.5 million | 26 |
| 63 | Henney Wealth Management | State | $99.2 million | 151 |
| 64 | Ades Investment Counsel, Inc. | State | $82.9 million | 118 |
| 65 | Williams Wealth Management, Inc. | State | $80.9 million | 33 |
| 66 | Murawski Wealth Management | State | $74.5 million | 197 |
| 67 | HFM Advisors | State | $69.6 million | 163 |
| 68 | Alphanext, LLC | State | $68.5 million | 28 |
| 69 | Surety Investment Services | State | $62.7 million | 149 |
| 70 | Pathway Financial Services, LLC | State | $59.1 million | 288 |
| 71 | Efc Wealth Management Firm LLC | State | $57.7 million | 324 |
| 72 | Hayden Capital | State | $57.4 million | 130 |
| 73 | McIntosh Capital Advisors, Inc. | State | $56.6 million | 208 |
| 74 | Blacklines Financial | State | $53.0 million | 249 |
| 75 | Halcyon Investment Advisor | State | $49.7 million | 73 |
| 76 | New River Investments | State | $49.0 million | 78 |
| 77 | Silverlake Portfolio Advisors LLC | State | $44.5 million | 139 |
| 78 | Barnes & Company Investment Counsel, LLC | State | $44.1 million | 47 |
| 79 | The Wealth Collective, LLC | State | $42.5 million | 189 |
| 80 | Eureka Wealth Management | State | $36.4 million | 25 |
| 81 | Marina Wealth Advisors | State | $36.3 million | 57 |
| 82 | Tolton Asset Management, LLC | State | $36.1 million | 122 |
| 83 | Gan Private Wealth Management LLC | State | $34.5 million | 16 |
| 84 | Bainbridge Investment Advisors LLC | State | $34.4 million | 37 |
| 85 | Good Balance FP LLC | State | $33.9 million | 74 |
| 86 | Positive Delta Asset Management LLC | State | $32.8 million | 105 |
| 87 | MDW Capital Management Corp. | State | $31.7 million | 24 |
| 88 | Seneca Private Wealth, LLC | SEC | $29.9 million | 53 |
| 89 | Steven Robert Jakowchik | State | $29.3 million | 38 |
| 90 | Wealthsights Investment Management, LLC | State | $29.0 million | 37 |
| 91 | Solomon Investment Consulting, Inc. | State | $27.8 million | 15 |
| 92 | Retirement Solutions LLC | State | $27.6 million | 68 |
| 93 | Spondeo Capital, LLC | State | $26.6 million | 21 |
| 94 | 7SUMMIT Advisors, LLC | State | $25.7 million | 60 |
| 95 | Frontline Capital, LLC. | State | $25.0 million | 25 |
| 96 | Atorie Advisors, LLC | State | $22.1 million | 19 |
| 97 | Pathfinder Wealth Advisors, LLC | State | $20.8 million | 7 |
| 98 | Haslet Advisors, LLC | State | $17.9 million | 16 |
| 99 | Bates Wealth Management, LLC | State | $15.5 million | 38 |
| 100 | Carter & Balsam Advisers | State | $15.5 million | 7 |
Showing the 100 largest of 153 firms. Search by name to find another.
Independent RIAs 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.