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Advisers in Los Angeles, CA

127 advisers in Los Angeles — 127 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (64)Hourly fees (41)Flat / fixed fees (61)% of assets managed (126)Retirement plan consulting (28)

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10 West Advisors, INC.145 S Fairfax Ave, Suite 200 · Los Angeles, CA 90036 · (312) 933-8617 · % of assets managedCRD 290598 · % of assets · $10.0 million AUMState registeredNo commissions reported7summit Advisors, LLC6080 Center Drive, Suite 600 · Los Angeles, CA 90045 · (310) 684-3650 · Financial planningCRD 171409 · % of assets · $25.7 million AUMState registeredNo commissions reportedAg Asset Advisory, LLC1901 Avenue of the Stars, Suite 200 · Los Angeles, CA 90067 · (310) 907-8656 · Financial planningCRD 154406 · % of assets, Fixed fees, Performance-based fees · $440.5 million AUMSEC registeredNo commissions reportedAjax Asset Mgmt., LLC11661 San Vicente Blvd., Suite 860 · Los Angeles, CA 90049 · (310) 876-0781 · % of assets managedCRD 328746 · % of assets, Performance-based fees · $43.0 million AUMState registeredNo commissions reportedAligne Wealth Advisors Investment Management (Awaim)1801 Century Park East, Suite 1440 · Los Angeles, CA 90067 · (310) 795-0622 · Financial planningCRD 321735 · % of assets · $224.4 million AUMSEC registeredNo commissions reportedAllstreet Capital LLC707 Wilshire Blvd, Suite 4000 · Los Angeles, CA 90017 · (213) 443-6791 · Flat / fixed feesCRD 283564 · % of assets, Fixed fees · $218.0 million AUMSEC registeredNo commissions reportedAlpha Analytics Investment Group LLC1901 Avenue of the Stars, Suite 1100 · Los Angeles, CA 90067 · (310) 556-0389 · Hourly feesCRD 109844 · % of assets, Hourly charges, Other · $253.4 million AUMSEC registeredNo commissions reportedAlphanext, LLC2121 Avenue of the Stars, Suite 800 · Los Angeles, CA 90067 · (310) 553-5396 · % of assets managedCRD 297504 · % of assets · $68.5 million AUMState registeredNo commissions reportedAmi Asset Management Corp10866 Wilshire Blvd., Ste 770 · Los Angeles, CA 90024 · (424) 320-4000 · % of assets managedCRD 110291 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedAqua Capital Advisors1901 Avenue of the Stars, Suite 1005 · Los Angeles, CA 90067 · (310) 492-9680 · Financial planningCRD 151887 · % of assets, Hourly charges, Fixed fees · $143.8 million AUMSEC registeredNo commissions reported
Argyle Capital Partners, LLC1925 Century Park East, Suite 1140 · Los Angeles, CA 90067 · (310) 750-9557 · % of assets managedCRD 162246 · % of assets · $213.6 million AUMSEC registeredNo commissions reportedAristotle Capital Management, LLC11100 Santa Monica Blvd, Suite 1700 · Los Angeles, CA 90025 · (310) 478-4005 · Flat / fixed feesCRD 109876 · % of assets, Fixed fees, Performance-based fees · $43.5 billion AUMSEC registeredNo commissions reportedAspiriant, LLC11100 Santa Monica Blvd, Suite 500 · Los Angeles, CA 90025 · (310) 806-4000 · Financial planningCRD 146720 · % of assets, Hourly charges, Fixed fees · $18.0 billion AUMSEC registeredNo commissions reportedAtlas Legacy Advisors LLC1999 Avenue of the Stars, Suite 3350 · Los Angeles, CA 90067 · (310) 707-1275 · Financial planningCRD 329888 · % of assets, Hourly charges, Fixed fees · $715.0 million AUMSEC registeredNo commissions reportedAvise Financial7080 Hollywood Blvd., Suite 700 · Los Angeles, CA 90028 · (310) 807-5778 · Financial planningCRD 328790 · % of assets, Hourly charges, Fixed fees · $169.4 million AUMSEC registeredNo commissions reportedBainbridge Investment Advisors LLC11111 Santa Monica Blvd., Suite 1200 · Los Angeles, CA 90025 · (310) 893-3026 · % of assets managedCRD 131040 · % of assets · $34.4 million AUMState registeredNo commissions reportedBardi CO. LLC633 5th Street, 28 Floor · Los Angeles, CA 90071 · (323) 977-9960 · Financial planningCRD 166134 · % of assets, Hourly charges, Performance-based fees · $275,000 AUMState registeredNo commissions reportedBarnes & Company Investment Counsel, LLC1901 Avenue of the Stars, Suite 200 · Los Angeles, CA 90067 · (310) 789-2242 · Financial planningCRD 282136 · % of assets, Hourly charges, Fixed fees · $44.1 million AUMState registeredNo commissions reportedBlacklines Financial515 S Flower St, 18th Floor · Los Angeles, CA 90071 · (213) 789-6950 · Financial planningCRD 323340 · % of assets, Fixed fees · $53.0 million AUMState registeredNo commissions reportedBlue Zone Wealth Advisors, LLC11812 San Vicente Blvd., Ste. 250 · Los Angeles, CA 90049 · (310) 310-2789 · Financial planningCRD 305943 · % of assets, Fixed fees · $770.0 million AUMSEC registeredNo commissions reportedBmb Advisers LLC11100 Santa Monica Blvd., Suite 750 · Los Angeles, CA 90025 · (310) 734-1234 · Flat / fixed feesCRD 118410 · % of assets, Fixed fees · $655.8 million AUMSEC registeredNo commissions reportedBristlecone Value Partners, LLC12301 Wilshire Boulevard, Suite 320 · Los Angeles, CA 90025 · (310) 806-4141 · % of assets managedCRD 128117 · % of assets, Performance-based fees · $188.4 million AUMSEC registeredNo commissions reportedBullbear Investment Management, LLC1901 Avenue of the Stars 2nd Floor · Los Angeles, CA 90067 · (310) 720-3047 · % of assets managedCRD 141513 · % of assets · $3.1 million AUMState registeredNo commissions reportedCapital Group Private Client Services, INC.333 South Hope Street · Los Angeles, CA 90071 · (213) 486-9200 · % of assets managedCRD 312837 · % of assets · $48.4 billion AUMSEC registeredNo commissions reportedCapital Research and Management Company333 S Hope Street, 55th Floor · Los Angeles, CA 90071 · (213) 486-9200 · % of assets managedCRD 110885 · % of assets, Other · $4320.8 billion AUMSEC registeredNo commissions reportedCauseway Capital Management LLC11111 Santa Monica Boulevard, 15th Floor · Los Angeles, CA 90025 · (310) 231-6100 · % of assets managedCRD 113308 · % of assets, Performance-based fees · $62.2 billion AUMSEC registeredNo commissions reportedComposition Wealth, LLC11300 West Olympic Blvd, Suite 800 · Los Angeles, CA 90064 · (310) 246-1243 · Financial planningCRD 143483 · % of assets, Fixed fees · $9.5 billion AUMSEC registeredNo commissions reportedConfidence Wealth Management, INC.10940 Wilshire Blvd, Suite 600 · Los Angeles, CA 90024 · (310) 824-1000 · Financial planningCRD 127383 · % of assets, Hourly charges, Fixed fees · $454.1 million AUMSEC registeredNo commissions reportedCouillard Capital LLC515 South Flower St.,, Suite 1800 · Los Angeles, CA 90071 · (916) 751-6010 · Financial planningCRD 333709 · % of assets, Hourly charges, Fixed fees · $500,000 AUMState registeredNo commissions reportedCrawford Capital, LLC824 South Los Angeles Street, Suite 205 · Los Angeles, CA 90014 · (310) 466-3303 · % of assets managedCRD 297020 · % of assets, Performance-based fees · $5.4 million AUMState registeredNo commissions reportedCrenshaw Capital Management2121 Avenue of the Stars, Suite 800 Pmb 8064 · Los Angeles, CA 90067 · (713) 568-2377 · Financial planningCRD 153427 · % of assets · $3,100 AUMState registeredNo commissions reportedCw Investment Advisers, LLC333 South Hope Street, Suite 2500 · Los Angeles, CA 90071 · (626) 788-2305 · % of assets managedCRD 305926 · % of assets, Performance-based fees, Other · $1.1 billion AUMSEC registeredNo commissions reportedDaehan Securities,inc3435 Wilshire Blvd Ste 1400 · Los Angeles, CA 90010 · (323) 734-5000 · % of assets managedCRD 167216 · % of assets · $4.7 million AUMState registeredNo commissions reportedDew Point Capital7080 Hollywood Blvd., 7th Floor · Los Angeles, CA 90028 · (410) 258-2174 · Financial planningCRD 305010 · % of assets, Hourly charges, Fixed fees · $513.2 million AUMSEC registeredNo commissions reportedDoheny Asset Management, L.L.C.12400 Wilshire Blvd., Suite 1460 · Los Angeles, CA 90025 · (213) 802-7806 · % of assets managedCRD 106434 · % of assets · $185.7 million AUMSEC registeredNo commissions reportedEfc Wealth Management Firm LLC5901 W Century Blvd, Suite 1516 · Los Angeles, CA 90045 · (310) 645-0001 · Financial planningCRD 312671 · % of assets, Hourly charges, Subscription fees · $57.7 million AUMState registeredNo commissions reportedEldridge Acre Partners, LP1900 Avenue of the Stars, Suite 2400 · Los Angeles, CA 90067 · (213) 814-6533 · Flat / fixed feesCRD 328401 · % of assets, Fixed fees, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reportedEli Circle Capital, LP2121 Avenue of the Stars, Suite 800 · Los Angeles, CA 90067 · (310) 571-5914 · % of assets managedCRD 326553 · % of assets, Performance-based fees · $209.0 million AUMSEC registeredNo commissions reportedEverett Harris & CO801 South Figueroa Street, Suite 2050 · Los Angeles, CA 90017 · (213) 625-2677 · Flat / fixed feesCRD 106830 · % of assets, Fixed fees · $11.5 billion AUMSEC registeredNo commissions reportedEvolve Private Wealth, LLC10877 Wilshire Boulevard, Suite 1406 · Los Angeles, CA 90024 · (424) 500-4601 · Financial planningCRD 333932 · % of assets, Performance-based fees · $2.1 billion AUMSEC registeredNo commissions reportedFactory Capital LLC5431 W 104th Street · Los Angeles, CA 90045 · (954) 803-9987 · Financial planningCRD 341250 · % of assets, Hourly charges, Fixed fees · $102.5 million AUMSEC registeredNo commissions reportedFenul Wealth Management LLC10880 Wilshire Blvd, Suite 1101 · Los Angeles, CA 90024 · (888) 336-8586 · Financial planningCRD 311474 · % of assets, Hourly charges, Fixed fees · $898,000 AUMState registeredNo commissions reportedGan Private Wealth Management LLC633 West 5th Street, 26th Floor · Los Angeles, CA 90071 · (213) 327-4752 · % of assets managedCRD 282725 · % of assets · $34.5 million AUMState registeredNo commissions reportedGenter Advisors LLC11601 Wilshire Blvd., 25th FL. · Los Angeles, CA 90025 · (310) 477-6543 · % of assets managedCRD 113916 · % of assets, Other · $182.8 million AUMSEC registeredNo commissions reportedGenter Capital Management11601 Wilshire Blvd., 25th Floor · Los Angeles, CA 90025 · (310) 477-6543 · % of assets managedCRD 108618 · % of assets, Other · $5.1 billion AUMSEC registeredNo commissions reportedGood Balance Fp LLC500 S Sepulveda Boulevard, Suite 400 · Los Angeles, CA 90049 · (310) 881-6650 · Financial planningCRD 324354 · % of assets, Hourly charges, Fixed fees · $33.9 million AUMState registeredNo commissions reportedGt Investment Management, LLC12130 Millennium Drive, Suite 300 · Los Angeles, CA 90094 · (310) 954-2013 · Financial planningCRD 325619 · % of assets, Hourly charges · $5.5 million AUMState registeredNo commissions reportedHamilton Wealth, LLC10960 Wilshire Blvd, Suite 820 · Los Angeles, CA 90024 · (747) 208-4300 · Financial planningCRD 289462 · % of assets · $697.8 million AUMSEC registeredNo commissions reportedHarold Davidson & Associates, INC1801 Century Park East, #2150 · Los Angeles, CA 90067 · (310) 553-5551 · Financial planningCRD 110994 · % of assets, Hourly charges, Fixed fees · $390.5 million AUMSEC registeredNo commissions reportedHayden Capital6565 W Sunset Blvd, Suite 420 · Los Angeles, CA 90028 · (513) 304-3313 · % of assets managedCRD 283201 · % of assets, Performance-based fees · $57.4 million AUMState registeredNo commissions reportedHcr Wealth Advisors10866 Wilshire Blvd., Suite 1600 · Los Angeles, CA 90024 · (310) 473-5445 · Financial planningCRD 108676 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedHeights LLC11111 Santa Monica Blvd, Suite 2100 · Los Angeles, CA 90025 · (310) 640-7647 · % of assets managedCRD 315969 · % of assets, Performance-based fees · $239.2 million AUMSEC registeredNo commissions reportedHenney Wealth Management12100 Wilshire Blvd., Suite 800 · Los Angeles, CA 90025 · (310) 571-1277 · % of assets managedCRD 154824 · % of assets · $99.2 million AUMState registeredNo commissions reportedHoward Capital Management Group, LLC11601 Wilshire Blvd, Suite 2000 · Los Angeles, CA 90025 · (310) 473-9100 · % of assets managedCRD 310510 · % of assets · $2.6 billion AUMSEC registeredNo commissions reportedIcg Advisors, LLC11111 Santa Monica Boulevard, Ste. 2100 · Los Angeles, CA 90025 · (424) 270-8900 · % of assets managedCRD 148066 · % of assets, Performance-based fees · $7.9 billion AUMSEC registeredNo commissions reportedIfc Advisors LLC11601 Wilshire Blvd, Suite 1725 · Los Angeles, CA 90025 · (310) 596-1250 · Financial planningCRD 332157 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedIgw Advisory Investment Management LLC1801 Century Park East, Suite 1910 · Los Angeles, CA 90067 · (737) 710-6061 · Financial planningCRD 333479 · % of assets, Performance-based fees · $170.5 million AUMSEC registeredNo commissions reportedJohnson's Capital Partners Corporation355 South Grand Avenue - Pmb 6048 · Los Angeles, CA 90071 · (323) 356-7186 · % of assets managedCRD 329331 · % of assetsState registeredNo commissions reportedJsf Financial, LLC6300 Wilshire Blvd., Suite 2100 · Los Angeles, CA 90048 · (323) 866-0833 · Financial planningCRD 114025 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedKayne Anderson Rudnick Investment Management, LLC2000 Avenue of the Stars, Suite 1110 · Los Angeles, CA 90067 · (310) 556-2721 · Financial planningCRD 104599 · % of assets, Fixed fees, Performance-based fees · $39.4 billion AUMSEC registeredNo commissions reportedKinetic Investment Management, INC.633 W 5th Street, Suite 1050 · Los Angeles, CA 90071 · (800) 711-4818 · Financial planningCRD 283034 · % of assets, Hourly charges, Fixed fees · $450.9 million AUMSEC registeredNo commissions reportedL & S Advisors, INC11766 Wilshire Blvd, Suite 845 · Los Angeles, CA 90025 · (310) 893-6060 · Financial planningCRD 140923 · % of assets, Hourly charges · $1.2 billion AUMSEC registeredNo commissions reportedLido1875 Century Park East, Suite 950 · Los Angeles, CA 90067 · (800) 301-5436 · Financial planningCRD 269866 · % of assets, Hourly charges, Fixed fees · $42.5 billion AUMSEC registeredNo commissions reportedLinepoint Partners & CO.2121 Avenue of the Stars, Suite 2900 · Los Angeles, CA 90067 · (323) 886-3635 · % of assets managedCRD 332598 · % of assets, Performance-based fees · $572.1 million AUMSEC registeredNo commissions reportedLogica Capital Advisers, LLC11726 San Vicente Blvd., Suite 480 · Los Angeles, CA 90049 · (424) 652-9500 · % of assets managedCRD 168906 · % of assets, Performance-based fees · $304.6 million AUMSEC registeredNo commissions reportedMainstream Capital Management3435 Wilshire Blvd, 1100 · Los Angeles, CA 90010 · (213) 365-6773 · Financial planningCRD 297145 · % of assets, Fixed fees · $224.0 million AUMSEC registeredNo commissions reportedManhattan West Asset Management, LLC1999 Avenue of the Stars, Suite 2500 · Los Angeles, CA 90067 · (310) 341-4585 · Financial planningCRD 283630 · % of assets, Fixed fees, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reportedMapleton Capital Management, LLC1875 Century Park East, Suite 940 · Los Angeles, CA 90067 · (310) 487-7222 · % of assets managedCRD 122230 · % of assets, Performance-based fees · $87.8 million AUMState registeredNo commissions reportedMar Vista Investment Partners, LLC11150 Santa Monica Blvd, Suite 320 · Los Angeles, CA 90025 · (310) 917-2800 · % of assets managedCRD 144906 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedMason & Associates, INC.7474 North Figueroa Street, Suite 100 · Los Angeles, CA 90041 · (323) 254-3072 · Financial planningCRD 141303 · % of assets, Hourly charges, Fixed fees · $828.7 million AUMSEC registeredNo commissions reportedMcIntosh Capital Advisors, INC.2566 Overland Ave., Suite 695 · Los Angeles, CA 90064 · (310) 470-4056 · Financial planningCRD 131188 · % of assets, Hourly charges, Fixed fees · $56.6 million AUMState registeredNo commissions reportedMdw Capital Management Corp.4250 Wilshire Blvd · Los Angeles, CA 90010 · (323) 937-2010 · % of assets managedCRD 330758 · % of assets · $31.7 million AUMState registeredNo commissions reportedMetropolitan West Asset Management LLC515 South Flower Street · Los Angeles, CA 90071 · (213) 244-0000 · Flat / fixed feesCRD 104571 · % of assets, Fixed fees, Performance-based fees · $78.5 billion AUMSEC registeredNo commissions reportedMurawski Wealth Management1801 Century Park E., 24th Floor · Los Angeles, CA 90067 · (310) 962-6958 · Financial planningCRD 332094 · % of assets · $74.5 million AUMState registeredNo commissions reportedNinepointtwo Capital LLC1901 Avenue of the Stars, Ste 1100 · Los Angeles, CA 90067 · (323) 486-3600 · Financial planningCRD 297270 · % of assets, Performance-based fees · $314.8 million AUMSEC registeredNo commissions reportedNwf Advisory Services INC11835 W Olympic Blvd, Ste 1155 E. · Los Angeles, CA 90064 · (310) 475-5854 · Financial planningCRD 110410 · % of assets, Hourly charges, Fixed fees · $6.4 billion AUMSEC registeredNo commissions reportedOakmont Corporation515 S. Flower Street, Suite 4150 · Los Angeles, CA 90071 · (213) 891-6300 · Financial planningCRD 112337 · % of assets, Fixed fees, Performance-based fees · $2.2 billion AUMSEC registeredNo commissions reportedOld West Investment Management, LLC601 South Figueroa Street, Suite 1975 · Los Angeles, CA 90017 · (213) 943-1740 · % of assets managedCRD 148343 · % of assets, Performance-based fees, Other · $915.7 million AUMSEC registeredNo commissions reportedOlive Street Capital Partners LLC12424 Wilshire Bld, Suite 720 · Los Angeles, CA 90025 · (310) 504-1101 · Flat / fixed feesCRD 300115 · % of assets, Fixed fees, Performance-based fees · $165.3 million AUMSEC registeredNo commissions reportedOpes Capital Group, LLC1530 East 25th Street · Los Angeles, CA 90011 · (310) 963-4944 · % of assets managedCRD 166106 · % of assets · $5.0 million AUMState registeredNo commissions reportedPacific Sun Financial Corp10940 Wilshire Blvd, Suite 1450 · Los Angeles, CA 90024 · (949) 716-8646 · % of assets managedCRD 284286 · % of assets · $290.0 million AUMSEC registeredNo commissions reportedPathfinder Wealth Advisors, LLC2029 Century Park East, Ste 400n · Los Angeles, CA 90067 · (310) 945-5490 · Financial planningCRD 305910 · % of assets, Hourly charges, Fixed fees · $20.8 million AUMState registeredNo commissions reportedPathway Financial Services, LLC13101 W. Washington Blvd, Suite 241 · Los Angeles, CA 90066 · (310) 432-6067 · Financial planningCRD 170424 · % of assets, Hourly charges, Fixed fees · $59.1 million AUMState registeredNo commissions reportedPayden & Rygel333 S. Grand Avenue, 40th Floor · Los Angeles, CA 90071 · (213) 625-1900 · Flat / fixed feesCRD 107160 · % of assets, Fixed fees, Performance-based fees · $158.2 billion AUMSEC registeredNo commissions reportedPerennial Financial Services11620 Wilshire Boulevard, Suite 400 · Los Angeles, CA 90025 · (310) 445-2504 · Financial planningCRD 286477 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedPositive Delta Asset Management LLC520 S. Grand Ave., Suite 1070 · Los Angeles, CA 90071 · (213) 388-3638 · Hourly feesCRD 134775 · % of assets, Hourly charges, Performance-based fees · $32.8 million AUMState registeredNo commissions reportedPower Asset Management LLC1901 Avenue of the Stars, Suite 200 · Los Angeles, CA 90067 · (310) 461-1330 · % of assets managedCRD 128580 · % of assets · $175.0 million AUMSEC registeredNo commissions reportedPrivate Financial Counseling1901 Avenue of the Stars, 11th Floor · Los Angeles, CA 90067 · (310) 556-2055 · Financial planningCRD 110648 · % of assets · $262.5 million AUMSEC registeredNo commissions reportedProsperity Planning and Advisory, LLC21255 Burbank Boulevard, Suite 120 · Los Angeles, CA 91367 · (888) 427-5240 · Financial planningCRD 336302 · Hourly charges, Fixed feesState registeredNo commissions reportedQca Capital Management INC11111 Santa Monica Blvd, Suite 1650 · Los Angeles, CA 90025 · (310) 473-4411 · % of assets managedCRD 112104 · % of assets · $252.2 million AUMSEC registeredNo commissions reportedR.h. Dinel Investment Counsel,inc.11661 San Vicente Blvd Ste 400 · Los Angeles, CA 90049 · (310) 571-7171 · Hourly feesCRD 106688 · % of assets, Hourly charges, Fixed fees · $153.5 million AUMSEC registeredNo commissions reportedRbc Securities, INC.555 South Flower Street, 11th Floor · Los Angeles, CA 90071 · (310) 888-6400 · Financial planningCRD 103705 · % of assets, Other · $1.5 billion AUMSEC registeredNo commissions reportedRemy Investors & Consultants, LLC1801 Century Park East, Suite 1111 · Los Angeles, CA 90067 · (310) 843-0050 · Flat / fixed feesCRD 326958 · % of assets, Fixed fees, Performance-based fees · $887.6 million AUMSEC registeredNo commissions reportedRetirement Solutions LLC12100 Wilshire Boulevard, Suite 800 · Los Angeles, CA 90025 · (310) 526-3210 · Financial planningCRD 287820 · % of assets, Hourly charges, Fixed fees · $27.6 million AUMState registeredNo commissions reportedRvw Wealth LLC1880 Century Park East, Ste. 200 · Los Angeles, CA 90067 · (310) 945-4000 · Financial planningCRD 140451 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedSalem Partners Wealth Management, LLC11111 Santa Monica Blvd, Suite 2250 · Los Angeles, CA 90025 · (310) 806-4200 · Financial planningCRD 131359 · % of assets · $1.5 billion AUMSEC registeredNo commissions reportedSeia2121 Avenue of the Stars, Suite 1600 · Los Angeles, CA 90067 · (310) 712-2323 · Financial planningCRD 108163 · % of assets, Hourly charges, Fixed fees · $22.5 billion AUMSEC registeredNo commissions reportedSelect Money Management, INC.2121 Ave. of the Stars, Suite 1600 · Los Angeles, CA 90067 · (310) 712-2323 · % of assets managedCRD 153256 · % of assets · $1.8 billion AUMSEC registeredNo commissions reportedSeneca Private Wealth, LLC1999 Avenue of the Stars, Suite 3350 · Los Angeles, CA 90067 · (310) 984-1347 · Financial planningCRD 334161 · % of assets, Hourly charges, Fixed fees · $29.9 million AUMSEC registeredNo commissions reportedSfe Investment Counsel INC.801 S. Figueroa Street, Suite 610 · Los Angeles, CA 90017 · (213) 612-0220 · Flat / fixed feesCRD 145530 · % of assets, Fixed fees · $748.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Los Angeles? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.