Fiduciary advisors in Los Angeles, CA

198 registered advisers

Entertainment industry wealth, tech startup equity, and commercial real estate make LA's financial planning needs unusually varied. 198 SEC-registered fiduciary advisors operate across the metro area, with 192 structured as fee-only practices. The concentration of high-net-worth households in neighborhoods from Brentwood to Pasadena supports a competitive advisory market where specialization in equity compensation and estate planning is common.

3L CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #294003
Typical Fee--
AUM$851M
Minimum--
Clients12

AECOM CAPITAL REAL ESTATE, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #298333
Typical Fee--
AUM$560M
Minimum--
Clients3

AG ASSET ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #154406
Typical Fee--
AUM$409M
Minimum--
Clients188

ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #321735
Typical Fee--
AUM$224M
Minimum--
Clients342

ALLSTREET CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #283564
Typical Fee--
AUM$218M
Minimum--
Clients475

ALPHA ANALYTICS INVESTMENT GROUP LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #109844
Typical Fee--
AUM$235M
Minimum--
Clients171

AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #301331
Typical Fee--
AUM$286M
Minimum--
Clients3

AMERICAN REALTY ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #107965
Typical Fee--
AUM$3.3B
Minimum--
Clients2

AMI ASSET MANAGEMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #110291
Typical Fee--
AUM$1.9B
Minimum--
Clients1,221

ANGELES EQUITY PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #281284
Typical Fee--
AUM$1.1B
Minimum--
Clients10

AOF MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #170193
Typical Fee--
AUM$238M
Minimum--
Clients4

AQUA CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #151887
Typical Fee--
AUM$122M
Minimum--
Clients153

ARCHER CAPITAL GROUP MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #317047
Typical Fee--
AUM$286M
Minimum--
Clients6

ARENA CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #170313
Typical Fee--
AUM$5.7B
Minimum--
Clients38

ARES CAPITAL MANAGEMENT II LLC

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #157292
Typical Fee--
AUM$9.0B
Minimum--
Clients21

ARES CAPITAL MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #131619
Typical Fee--
AUM$85.1B
Minimum--
Clients57

ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #159050
Typical Fee--
AUM$27.1B
Minimum--
Clients11

ARES MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #130074
Typical Fee--
AUM$359.1B
Minimum--
Clients589

ARGYLE CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #162246
Typical Fee--
AUM$190M
Minimum--
Clients423

ARISTOTLE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #109876
Typical Fee--
AUM$43.8B
Minimum--
Clients5,904

ARIXA MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #336603
Typical Fee--
AUM$641M
Minimum--
Clients2

ASCENDANT CAPITAL PARTNERS LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #306257
Typical Fee--
AUM$1.4B
Minimum--
Clients14

ASPIRIANT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #146720
Typical Fee--
AUM$15.5B
Minimum--
Clients11,731

ATLAS LEGACY ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #329888
Typical Fee1.50%
AUM$630M
Minimum--
Clients730

ATWATER CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #299075
Typical Fee--
AUM$430M
Minimum--
Clients14

AURORA CAPITAL PARTNERS MANAGEMENT VI L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #304605
Typical Fee--
AUM$6.4B
Minimum--
Clients14

AVISE FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #328790
Typical Fee--
AUM$169M
Minimum--
Clients505

BALMORAL MANAGEMENT II L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #164956
Typical Fee--
AUM$1.4B
Minimum--
Clients4

BLACK IMPACT GROUP, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #313748
Typical Fee--
AUM$242M
Minimum--
Clients2

BLUE ZONE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #305943
Typical Fee--
AUM$565M
Minimum--
Clients538

BMB ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #118410
Typical Fee--
AUM$523M
Minimum--
Clients64

BRASA CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #316265
Typical Fee--
AUM$1.1B
Minimum--
Clients8

BREAKTHROUGH PROPERTIES

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #309668
Typical Fee--
AUM$2.6B
Minimum--
Clients11

BRENTWOOD PRIVATE EQUITY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #156558
Typical Fee--
AUM$3.3B
Minimum--
Clients22

BRISTLECONE VALUE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #128117
Typical Fee--
AUM$188M
Minimum--
Clients323

BROADSHORE CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #119200
Typical Fee--
AUM$1.1B
Minimum--
Clients13

BROWNING WEST LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #304702
Typical Fee--
AUM$1.6B
Minimum--
Clients7

CALTIUS CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #157007
Typical Fee--
AUM$985M
Minimum--
Clients16

CAMDEN ASSET MANAGEMENT

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #106772
Typical Fee--
AUM$8.8B
Minimum--
Clients19

CAPITAL CLIENT GROUP, INC.

Clean RecordAlso Compensated via Brokerage
Los Angeles, CaliforniaCRD #6247
Typical Fee--
AUM--
Minimum--
Clients--

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #312837
Typical Fee--
AUM$42.7B
Minimum--
Clients12,073

CAPITAL INTERNATIONAL, INC.

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #110682
Typical Fee--
AUM$51.9B
Minimum--
Clients118

CAPITAL RESEARCH AND MANAGEMENT COMPANY

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #110885
Typical Fee--
AUM$3.8T
Minimum--
Clients22,833

CAPITAL RESEARCH COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #110684
Typical Fee--
AUM--
Minimum--
Clients--

CAUSEWAY CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #113308
Typical Fee--
AUM$42.7B
Minimum--
Clients255

CFT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #319348
Typical Fee--
AUM$3.4B
Minimum--
Clients7

CIM CAPITAL IC MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #301416
Typical Fee--
AUM$1.1B
Minimum--
Clients3

CIM CAPITAL SA MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #306166
Typical Fee--
AUM$82M
Minimum--
Clients1

CIM CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #277038
Typical Fee--
AUM$2.5B
Minimum--
Clients5

CITYVIEW MANAGEMENT SERVICES, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #158370
Typical Fee--
AUM$1.1B
Minimum--
Clients5

CLAIRMONT CAPITAL GROUP, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #313639
Typical Fee--
AUM$127M
Minimum--
Clients7

COMPOSITION CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #332182
Typical Fee--
AUM$1.1B
Minimum--
Clients6

COMPOSITION WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #143483
Typical Fee--
AUM$6.7B
Minimum--
Clients8,671

CONFIDENCE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #127383
Typical Fee--
AUM$344M
Minimum--
Clients1,843

CONGRUENCE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #328559
Typical Fee0.38%
AUM$124M
Minimum--
Clients2

CORAL TREE MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #313118
Typical Fee--
AUM$510M
Minimum--
Clients2

CORBEL CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #171849
Typical Fee--
AUM$1.2B
Minimum--
Clients17

CORRIDOR CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #160922
Typical Fee--
AUM$250M
Minimum--
Clients15

CRABEL CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #167332
Typical Fee--
AUM--
Minimum--
Clients--

CRESCENT CAP ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #175430
Typical Fee--
AUM$1.9B
Minimum--
Clients1

CRESCENT CAP NT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #324139
Typical Fee--
AUM$348M
Minimum--
Clients1

CRESCENT CAPITAL GROUP LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #153966
Typical Fee--
AUM$43.8B
Minimum--
Clients171

CUREWELL CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #318142
Typical Fee--
AUM$197M
Minimum--
Clients2

CW INVESTMENT ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #305926
Typical Fee--
AUM$884M
Minimum--
Clients27

DAFNA CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #129053
Typical Fee--
AUM$538M
Minimum--
Clients4

DEW POINT CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #305010
Typical Fee--
AUM$367M
Minimum--
Clients919

DIVERSIS CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #300773
Typical Fee--
AUM$2.1B
Minimum--
Clients14

DOHENY ASSET MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106434
Typical Fee--
AUM$164M
Minimum--
Clients79

DORCHESTER CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #157965
Typical Fee--
AUM$1.6B
Minimum--
Clients14

DREAMERS MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #299919
Typical Fee--
AUM$118M
Minimum--
Clients1

EAST BEACH ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #310563
Typical Fee--
AUM$125M
Minimum--
Clients1

ELDRIDGE ACRE PARTNERS, LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #328401
Typical Fee--
AUM$893M
Minimum--
Clients6

ELI CIRCLE CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #326553
Typical Fee--
AUM$141M
Minimum--
Clients1

EMPYREAN CAPITAL PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #138978
Typical Fee--
AUM$4.9B
Minimum--
Clients4

EVERETT HARRIS & CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106830
Typical Fee--
AUM$10.9B
Minimum--
Clients1,884

EVOKE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #300856
Typical Fee--
AUM$27.7B
Minimum--
Clients12,365

EVOLVE PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #333932
Typical Fee--
AUM$2.1B
Minimum--
Clients3,940

EXCOLERE EQUITY PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #324822
Typical Fee--
AUM$252M
Minimum--
Clients4

FERNBRIDGE CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #309334
Typical Fee--
AUM$1.9B
Minimum--
Clients3

FOCUSED INVESTORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #140010
Typical Fee--
AUM$3.2B
Minimum--
Clients9

FREEMAN SPOGLI

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #156819
Typical Fee--
AUM$7.1B
Minimum--
Clients9

GALLANT CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #297344
Typical Fee--
AUM$1.2B
Minimum--
Clients13

GENTER ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #113916
Typical Fee--
AUM$163M
Minimum--
Clients572

GENTER CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #108618
Typical Fee--
AUM$4.5B
Minimum--
Clients4,072

GRATIA CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #163876
Typical Fee--
AUM$163M
Minimum--
Clients4

GRIFFIN GLOBAL ASSET MANAGEMENT

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #336578
Typical Fee--
AUM$358M
Minimum--
Clients4

HAMILTON WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #289462
Typical Fee--
AUM$554M
Minimum--
Clients860

HAROLD DAVIDSON & ASSOCIATES INC

Also Compensated via Insurance
Los Angeles, CaliforniaCRD #110994
Typical Fee--
AUM$358M
Minimum--
Clients430

HAWK RIDGE CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #163818
Typical Fee--
AUM$5.1B
Minimum--
Clients4

HCR WEALTH ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #108676
Typical Fee--
AUM$1.7B
Minimum--
Clients3,205

HEIGHTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #315969
Typical Fee--
AUM$206M
Minimum--
Clients15

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #114649
Typical Fee--
AUM$33.2B
Minimum--
Clients104

HOWARD CAPITAL MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #310510
Typical Fee--
AUM$2.3B
Minimum--
Clients1,380

ICG ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #148066
Typical Fee--
AUM$7.8B
Minimum--
Clients108

IFC ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #332157
Typical Fee1.75%
AUM$2.3B
Minimum--
Clients1,901

INSIGHT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #109137
Typical Fee--
AUM$2M
Minimum--
Clients1

INTEGRITY GROWTH PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #307975
Typical Fee--
AUM$688M
Minimum--
Clients8

INTERLOCK EQUITY LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #315618
Typical Fee--
AUM$414M
Minimum--
Clients3

ISHARA INVESTMENTS LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #331869
Typical Fee--
AUM$101M
Minimum--
Clients3

JSF FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #114025
Typical Fee--
AUM$1.7B
Minimum--
Clients2,633

K FUND CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #318110
Typical Fee--
AUM$342M
Minimum--
Clients9

KAILAI ADVISERS LTD.

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #161692
Typical Fee--
AUM$95M
Minimum--
Clients10

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #104599
Typical Fee--
AUM$45.5B
Minimum--
Clients27,435

KINETIC INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #283034
Typical Fee--
AUM$348M
Minimum--
Clients2,857

KINGSWOOD CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #304649
Typical Fee--
AUM$2.9B
Minimum--
Clients15

L & S ADVISORS, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #140923
Typical Fee--
AUM$1.1B
Minimum--
Clients1,691

LASALLE DEBT INVESTORS, INC.

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #158422
Typical Fee--
AUM$633M
Minimum--
Clients3

LEGACY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #159473
Typical Fee--
AUM$778M
Minimum--
Clients9

LEGION PARTNERS ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #164136
Typical Fee--
AUM$201M
Minimum--
Clients5

LEONARD GREEN & PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #158164
Typical Fee--
AUM$75.0B
Minimum--
Clients98

LIBRETTO

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #292052
Typical Fee--
AUM--
Minimum--
Clients--

LIDO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #269866
Typical Fee--
AUM$29.1B
Minimum--
Clients27,931

LIGHTBAY CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #288432
Typical Fee2.00%
AUM$2.2B
Minimum--
Clients6

LINEPOINT PARTNERS & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #332598
Typical Fee--
AUM$567M
Minimum--
Clients26

LIQUID CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #299577
Typical Fee--
AUM$334M
Minimum--
Clients3

LOGICA CAPITAL ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #168906
Typical Fee--
AUM$541M
Minimum--
Clients5

LONE VIEW CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #321209
Typical Fee--
AUM$1.3B
Minimum--
Clients7

LOS ANGELES CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #119033
Typical Fee--
AUM$31.3B
Minimum--
Clients66

MAINSTREAM CAPITAL MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Los Angeles, CaliforniaCRD #297145
Typical Fee--
AUM$210M
Minimum--
Clients190

MANHATTAN WEST ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #283630
Typical Fee--
AUM$1.0B
Minimum--
Clients384

MAR VISTA INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #144906
Typical Fee0.75%
AUM$1.5B
Minimum--
Clients268

MASON & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #141303
Typical Fee--
AUM$829M
Minimum--
Clients2,143

MAZE INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #153913
Typical Fee--
AUM$127M
Minimum--
Clients3

MEDINA VALUE PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #155192
Typical Fee--
AUM$512M
Minimum--
Clients7

MESA WEST CAPITAL

Fee-Only, No Conflicts
Los Angeles, CaliforniaCRD #158959
Typical Fee--
AUM$7.8B
Minimum--
Clients10

METROPOLITAN WEST ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #104571
Typical Fee--
AUM$82.5B
Minimum--
Clients131

METZLER-PAYDEN, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #108870
Typical Fee--
AUM$1.2B
Minimum--
Clients9

NEXUS CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #168618
Typical Fee--
AUM$4.6B
Minimum--
Clients14

NINEPOINTTWO CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #297270
Typical Fee--
AUM$315M
Minimum--
Clients45

NWF ADVISORY SERVICES INC

Clean RecordAlso Compensated via Brokerage
Los Angeles, CaliforniaCRD #110410
Typical Fee--
AUM$3.8B
Minimum--
Clients11,979

O'NEIL GLOBAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #308150
Typical Fee--
AUM$368M
Minimum--
Clients88

OAKHURST ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #282057
Typical Fee--
AUM$1.2B
Minimum--
Clients22

OAKMONT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #112337
Typical Fee--
AUM$2.2B
Minimum--
Clients89

OAKTREE CAPITAL MANAGEMENT, L.P.

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106793
Typical Fee--
AUM$171.0B
Minimum--
Clients610

OAKTREE FUND ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #290193
Typical Fee--
AUM$11.6B
Minimum--
Clients13

OLD WEST INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #148343
Typical Fee1.00%
AUM$477M
Minimum--
Clients554

OLIVE STREET CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #300115
Typical Fee--
AUM$145M
Minimum--
Clients8

PACIFIC SUN FINANCIAL CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #284286
Typical Fee1.25%
AUM$290M
Minimum--
Clients879

PARALLAXES CAPITAL

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #291657
Typical Fee--
AUM$500M
Minimum--
Clients12

PAYDEN & RYGEL

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #107160
Typical Fee--
AUM$150.9B
Minimum--
Clients866

PCCP, LLC

Fee-Only, No Conflicts
Los Angeles, CaliforniaCRD #157505
Typical Fee--
AUM$16.4B
Minimum--
Clients32

PERENNIAL FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #286477
Typical Fee--
AUM$1.9B
Minimum--
Clients2,833

POST ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #108860
Typical Fee--
AUM$14.3B
Minimum--
Clients42

POWER ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #128580
Typical Fee--
AUM$189M
Minimum--
Clients38

PRIVATE FINANCIAL COUNSELING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #110648
Typical Fee--
AUM$262M
Minimum--
Clients382

PROPEL BIO MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #322858
Typical Fee--
AUM$131M
Minimum--
Clients5

QCA CAPITAL MANAGEMENT INC

Clean RecordAlso Compensated via Brokerage
Los Angeles, CaliforniaCRD #112104
Typical Fee--
AUM$233M
Minimum--
Clients131

R.H. DINEL INVESTMENT COUNSEL,INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106688
Typical Fee--
AUM$169M
Minimum--
Clients29

RBC SECURITIES, INC.

Also Compensated via Brokerage
Los Angeles, CaliforniaCRD #103705
Typical Fee--
AUM$1.5B
Minimum--
Clients1,781

RCLCO FUND ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #167905
Typical Fee--
AUM--
Minimum--
Clients--

REGENT PROPERTIES

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #309360
Typical Fee--
AUM$1.8B
Minimum--
Clients16

REMY INVESTORS & CONSULTANTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #326958
Typical Fee--
AUM$855M
Minimum--
Clients27

RESMARK EQUITY PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #116882
Typical Fee--
AUM$2.0B
Minimum--
Clients16

RLH EQUITY PARTNERS

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #157138
Typical Fee--
AUM$1.1B
Minimum--
Clients9

RRG CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #291853
Typical Fee--
AUM$2.6B
Minimum--
Clients13

RVW WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #140451
Typical Fee--
AUM$1.6B
Minimum--
Clients2,586

SALEM PARTNERS WEALTH MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #131359
Typical Fee--
AUM$413M
Minimum--
Clients208

SANCUS CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #157121
Typical Fee--
AUM$667M
Minimum--
Clients10

SANDBRIDGE INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #169112
Typical Fee--
AUM$268M
Minimum--
Clients6

SCI CAPITAL PARTNERS LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #332592
Typical Fee--
AUM$2.9B
Minimum--
Clients1

SDS REAL ESTATE ADVISORS

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #309932
Typical Fee--
AUM$460M
Minimum--
Clients5

SEIA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #108163
Typical Fee--
AUM$18.7B
Minimum--
Clients23,777

SELECT MONEY MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #153256
Typical Fee--
AUM$1.5B
Minimum--
Clients2,304

SENECA PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #334161
Typical Fee1.50%
AUM--
Minimum--
Clients--

SEPULVEDA MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #284290
Typical Fee--
AUM$315M
Minimum--
Clients3

SFE INVESTMENT COUNSEL INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #145530
Typical Fee0.50%
AUM$748M
Minimum--
Clients902

SHAMROCK CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #153100
Typical Fee--
AUM$6.6B
Minimum--
Clients23

SHRIER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #332673
Typical Fee1.50%
AUM$391M
Minimum--
Clients402

SIGNATURE INTELLIGENT PORTFOLIOS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #281391
Typical Fee--
AUM$11M
Minimum--
Clients191

SIGNATURE INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #160715
Typical Fee--
AUM$5.7B
Minimum--
Clients14,455

SILVER OAK WEALTH ADVISORS SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #291645
Typical Fee--
AUM$262M
Minimum--
Clients572

SILVER ROCK FINANCIAL LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #283335
Typical Fee--
AUM$11.6B
Minimum--
Clients78

SLATED ANALYTICS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #281738
Typical Fee--
AUM--
Minimum--
Clients--

SOLACE CAPITAL PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #175319
Typical Fee--
AUM$535M
Minimum--
Clients1

SQUARE NINE CAPITAL, LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #336297
Typical Fee--
AUM$182M
Minimum--
Clients1

SSI INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #104889
Typical Fee--
AUM$2.2B
Minimum--
Clients87

STONEBRIDGE CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106073
Typical Fee--
AUM$311M
Minimum--
Clients251

SYMBIOTIC CAPITAL

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #325844
Typical Fee--
AUM$839M
Minimum--
Clients5

TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #332802
Typical Fee--
AUM--
Minimum--
Clients--

TCW ASSET MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #105742
Typical Fee--
AUM$70.4B
Minimum--
Clients212

TCW INVESTMENT MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106546
Typical Fee--
AUM$40.1B
Minimum--
Clients4,758

TCW PT MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #333068
Typical Fee--
AUM$771M
Minimum--
Clients2

THE CYPRESS FUNDS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #107502
Typical Fee--
AUM$804M
Minimum--
Clients3

TRUELINK CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #323910
Typical Fee--
AUM$1.8B
Minimum--
Clients8

VANCE STREET CAPITAL LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #155758
Typical Fee--
AUM$3.0B
Minimum--
Clients13

VARIANT EQUITY ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #297046
Typical Fee--
AUM$279M
Minimum--
Clients2

VARSITY HEALTHCARE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #285151
Typical Fee--
AUM$1.8B
Minimum--
Clients11

VERCAP MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #333354
Typical Fee--
AUM$1.2B
Minimum--
Clients1

VOYAGER MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #135434
Typical Fee--
AUM$209M
Minimum--
Clients7

WALK-ON CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #331407
Typical Fee--
AUM$142M
Minimum--
Clients1

WAVE DIGITAL ASSETS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #305726
Typical Fee--
AUM$352M
Minimum--
Clients30

WEINBERGER ASSET MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106176
Typical Fee--
AUM$444M
Minimum--
Clients566

WESTERN STANDARD, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #147864
Typical Fee--
AUM$565M
Minimum--
Clients3

WESTMOUNT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #158857
Typical Fee--
AUM$5.2B
Minimum--
Clients4,595

WESTWOOD WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #290658
Typical Fee--
AUM$339M
Minimum--
Clients237

WILLIAM O'NEIL + COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #152620
Typical Fee--
AUM--
Minimum--
Clients--

WINDWARD CAPITAL MANAGEMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106908
Typical Fee--
AUM$1.3B
Minimum--
Clients207

YUCAIPA MASTER MANAGER, LLC

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #158216
Typical Fee--
AUM$1.4B
Minimum--
Clients8
Fiduciary Advisors in Los Angeles, California | FiduciaryListings