City
Wealth management firms in Los Angeles, California
As of October 2, 2026, 159 wealth management firms, including broker-dealer firms, with their main office in Los Angeles, California reported $227.1 billion in regulatory assets under management; the largest by assets was Capital Group Private Client Services, Inc., with $48.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 159
- Regulatory assets under management
- $227.1 billion
- Average per firm
- $1.4 billion
- SEC-registered, of those listed
- 66 of 100 (66.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Capital Group Private Client Services, Inc. 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 | $48.4 billion | 14,334 |
| 2 | Lido | SEC | $42.5 billion | 42,220 |
| 3 | Seia | SEC | $22.5 billion | 9,833 |
| 4 | Aspiriant, LLC | SEC | $18.0 billion | 12,173 |
| 5 | Everett Harris & Co | SEC | $11.5 billion | 1,794 |
| 6 | Composition Wealth, LLC | SEC | $9.5 billion | 12,787 |
| 7 | Icg Advisors, LLC | SEC | $7.9 billion | 108 |
| 8 | Signature Investment Advisors, LLC | SEC | $6.8 billion | 7,533 |
| 9 | NWF Advisory Services Inc | SEC | $6.4 billion | 18,868 |
| 10 | Westmount Partners, LLC | SEC | $5.9 billion | 4,798 |
| 11 | Steelpeak Wealth, LLC | SEC | $4.1 billion | 8,591 |
| 12 | Howard Capital Management Group, LLC | SEC | $2.6 billion | 1,442 |
| 13 | Perennial Financial Services | SEC | $2.5 billion | 3,229 |
| 14 | IFC Advisors LLC | SEC | $2.3 billion | 2,054 |
| 15 | Oakmont Corporation | SEC | $2.2 billion | 87 |
| 16 | Evolve Private Wealth, LLC | SEC | $2.1 billion | 3,940 |
| 17 | JSF Financial, LLC | SEC | $2.0 billion | 2,759 |
| 18 | HCR Wealth Advisors | SEC | $2.0 billion | 3,191 |
| 19 | RVW Wealth LLC | SEC | $1.9 billion | 2,840 |
| 20 | Ami Asset Management Corp | SEC | $1.9 billion | 1,221 |
| 21 | Windward Capital Management Co | SEC | $1.9 billion | 278 |
| 22 | Select Money Management, Inc. | SEC | $1.8 billion | 2,627 |
| 23 | RBC Securities, Inc. 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 | $1.5 billion | 1,781 |
| 24 | Salem Partners Wealth Management, LLC | SEC | $1.5 billion | 220 |
| 25 | Manhattan West Asset Management, LLC | SEC | $1.2 billion | 383 |
| 26 | L & S Advisors, Inc | SEC | $1.2 billion | 1,095 |
| 27 | Mason & Associates, Inc. | SEC | $828.7 million | 2,143 |
| 28 | Blue Zone Wealth Advisors, LLC | SEC | $770.0 million | 574 |
| 29 | Sfe Investment Counsel Inc. | SEC | $748.4 million | 902 |
| 30 | Atlas Legacy Advisors LLC | SEC | $715.0 million | 701 |
| 31 | Hamilton Wealth, LLC | SEC | $697.8 million | 1,033 |
| 32 | BMB Advisers LLC | SEC | $655.8 million | 71 |
| 33 | Dew Point Capital | SEC | $513.2 million | 1,036 |
| 34 | Weinberger Asset Management, Inc | SEC | $503.6 million | 604 |
| 35 | Confidence Wealth Management, Inc. | SEC | $454.1 million | 2,595 |
| 36 | Kinetic Investment Management, Inc. | SEC | $450.9 million | 3,326 |
| 37 | AG Asset Advisory, LLC | SEC | $440.5 million | 196 |
| 38 | Shrier Wealth Management, LLC | SEC | $390.6 million | 402 |
| 39 | Harold Davidson & Associates, Inc | SEC | $390.5 million | 423 |
| 40 | Conservative Wealth Management LLC | SEC | $357.5 million | 194 |
| 41 | Pacific Sun Financial Corp | SEC | $323.0 million | 933 |
| 42 | Westwood Wealth Management | SEC | $300.4 million | 143 |
| 43 | Silver Oak Wealth Advisors Services, LLC | SEC | $300.0 million | 615 |
| 44 | Trace Wealth Advisors | SEC | $295.0 million | 116 |
| 45 | Stonebridge Capital Management Inc | SEC | $268.7 million | 212 |
| 46 | Private Financial Counseling | SEC | $262.5 million | 382 |
| 47 | Alpha Analytics Investment Group LLC | SEC | $253.4 million | 187 |
| 48 | Qca Capital Management Inc 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 | $252.2 million | 131 |
| 49 | Heights LLC | SEC | $239.2 million | 14 |
| 50 | Aligne Wealth Advisors Investment Management (Awaim) | SEC | $224.4 million | 342 |
| 51 | Mainstream Capital Management | SEC | $224.0 million | 175 |
| 52 | Argyle Capital Partners, LLC | SEC | $213.6 million | 449 |
| 53 | Bristlecone Value Partners, LLC | SEC | $188.4 million | 323 |
| 54 | Doheny Asset Management, L.L.C. | SEC | $185.7 million | 81 |
| 55 | Genter Advisors LLC | SEC | $182.8 million | 569 |
| 56 | Power Asset Management LLC | SEC | $175.0 million | 80 |
| 57 | Igw Advisory Investment Management LLC | SEC | $170.5 million | 29 |
| 58 | Avise Financial | SEC | $169.4 million | 505 |
| 59 | Olive Street Capital Partners LLC | SEC | $165.3 million | 8 |
| 60 | R.H. Dinel Investment Counsel,inc. | SEC | $153.5 million | 25 |
| 61 | Aqua Capital Advisors | SEC | $143.8 million | 167 |
| 62 | Zuckerman Capital Management, LLC | SEC | $123.5 million | 386 |
| 63 | Legacy Road Family Offices | SEC | $117.2 million | 4 |
| 64 | Trinity Asset Management Co. | State | $109.0 million | 119 |
| 65 | Factory Capital LLC | SEC | $102.5 million | 26 |
| 66 | Henney Wealth Management | State | $99.2 million | 151 |
| 67 | Ades Investment Counsel, Inc. | State | $82.9 million | 118 |
| 68 | Williams Wealth Management, Inc. | State | $80.9 million | 33 |
| 69 | Murawski Wealth Management | State | $74.5 million | 197 |
| 70 | HFM Advisors | State | $69.6 million | 163 |
| 71 | Alphanext, LLC | State | $68.5 million | 28 |
| 72 | Surety Investment Services | State | $62.7 million | 149 |
| 73 | Pathway Financial Services, LLC | State | $59.1 million | 288 |
| 74 | Efc Wealth Management Firm LLC | State | $57.7 million | 324 |
| 75 | Hayden Capital | State | $57.4 million | 130 |
| 76 | McIntosh Capital Advisors, Inc. | State | $56.6 million | 208 |
| 77 | Westpark Capital, Inc. 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 | $53.1 million | 265 |
| 78 | Blacklines Financial | State | $53.0 million | 249 |
| 79 | Halcyon Investment Advisor | State | $49.7 million | 73 |
| 80 | New River Investments | State | $49.0 million | 78 |
| 81 | Silverlake Portfolio Advisors LLC | State | $44.5 million | 139 |
| 82 | Barnes & Company Investment Counsel, LLC | State | $44.1 million | 47 |
| 83 | The Wealth Collective, LLC | State | $42.5 million | 189 |
| 84 | Eureka Wealth Management | State | $36.4 million | 25 |
| 85 | Marina Wealth Advisors | State | $36.3 million | 57 |
| 86 | Tolton Asset Management, LLC | State | $36.1 million | 122 |
| 87 | Gan Private Wealth Management LLC | State | $34.5 million | 16 |
| 88 | Bainbridge Investment Advisors LLC | State | $34.4 million | 37 |
| 89 | Good Balance FP LLC | State | $33.9 million | 74 |
| 90 | Positive Delta Asset Management LLC | State | $32.8 million | 105 |
| 91 | MDW Capital Management Corp. | State | $31.7 million | 24 |
| 92 | Seneca Private Wealth, LLC | SEC | $29.9 million | 53 |
| 93 | Steven Robert Jakowchik | State | $29.3 million | 38 |
| 94 | Wealthsights Investment Management, LLC | State | $29.0 million | 37 |
| 95 | Solomon Investment Consulting, Inc. | State | $27.8 million | 15 |
| 96 | Retirement Solutions LLC | State | $27.6 million | 68 |
| 97 | Spondeo Capital, LLC | State | $26.6 million | 21 |
| 98 | 7SUMMIT Advisors, LLC | State | $25.7 million | 60 |
| 99 | Frontline Capital, LLC. | State | $25.0 million | 25 |
| 100 | Atorie Advisors, LLC | State | $22.1 million | 19 |
Showing the 100 largest of 159 firms. Search by name to find another.
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.