PLATINUM EQUITY ADVISORS, LLC
Beverly Hills, CA
AUM
$47.72B
Wealth MgmtInstitutional
Team
181 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-712-1850
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, BEVERLY HILLS
37 advisers found
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC
Beverly Hills, CA
AUM
$11.88B
Wealth Mgmt
Team
52 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-237-7594
BUTTERFLY EQUITY LP
Beverly Hills, CA
AUM
$7.08B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-409-4994
MOZAIC, LLC
Beverly Hills, CA
AUM
$3.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
310-247-9657
GOBI CAPITAL LLC
Beverly Hills, CA
AUM
$2.69B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-288-7288
CHECCHI CAPITAL ADVISERS, LLC
Beverly Hills, CA
AUM
$2.59B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
310-432-0010
JOEL R. MOGY INVESTMENT COUNSEL INC.
Beverly Hills, CA
AUM
$2.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(310) 552-0529
MONOGRAM CAPITAL MANAGEMENT, L.P.
Beverly Hills, CA
AUM
$1.79B
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-229-2460
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC
Beverly Hills, CA
AUM
$1.50B
Wealth Mgmt
Team
52 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-237-7594
CHEVIOT VALUE MANAGEMENT, LLC
Beverly Hills, CA
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-451-8600
CENTRICUS INVESTMENT ADVISORS (US) LLC
Beverly Hills, CA
AUM
$1.02B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44 (0) 20 7139 4500
AIRE ADVISORS, LLC
Beverly Hills, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
310-277-2473
BEVERLY HILLS PRIVATE WEALTH, LLC
Beverly Hills, CA
AUM
$912.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-388-3800
ELYXIUM WEALTH LLC
Beverly Hills, CA
AUM
$819.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(310) 221-8349*224
ANGELENO GROUP, LLC
Beverly Hills, CA
AUM
$576.5M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-552-2790
PROVENANCE MANAGEMENT CO., LP
Beverly Hills, CA
AUM
$454.1M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-388-8761
O'BOYLE WEALTH MANAGEMENT, INC.
Beverly Hills, CA
AUM
$443.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-601-7075
CENTER CAPITAL PARTNERS LLC
Beverly Hills, CA
AUM
$415.0M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-456-1000
GORDONMD GLOBAL INVESTMENTS LP
Beverly Hills, CA
AUM
$322.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-304-6199
THE GORES GROUP, LLC
Beverly Hills, CA
AUM
$287.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-209-3010
TILLER PARTNERS, LLC
Beverly Hills, CA
AUM
$261.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Fixed fees; Performance-based fees
(657) 215-1684
GALLIOTT CAPITAL ADVISORS, LLC
Beverly Hills, CA
AUM
$249.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
310-362-3320
GREAT GABLE WEALTH MANAGEMENT, LLC
Beverly Hills, CA
AUM
$220.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
415-986-1116
ELIOT FINKEL INVESTMENT COUNSEL, LLC
Beverly Hills, CA
AUM
$187.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
310-271-2521
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