MAR VISTA INVESTMENT PARTNERS, LLC
Los Angeles, CA
AUM
$1.12B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM
310-917-2800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
373 advisers found
CRESCENT CAP NT ADVISORS, LLC
Los Angeles, CA
AUM
$1.11B
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-235-5900
CW INVESTMENT ADVISERS, LLC
Los Angeles, CA
AUM
$1.08B
Wealth MgmtInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
626-788-2305
CIM CAPITAL IC MANAGEMENT, LLC
Los Angeles, CA
AUM
$1.08B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
323-860-4900
CALTIUS CAPITAL MANAGEMENT, LP
Los Angeles, CA
AUM
$1.06B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 996-9585
BROADSHORE CAPITAL PARTNERS, LLC
Los Angeles, CA
AUM
$981.6M
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
800-261-4481
BALMORAL MANAGEMENT II L.P.
Los Angeles, CA
AUM
$974.4M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-473-3065
3L CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$932.3M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(424) 208 - 3379
OLD WEST INVESTMENT MANAGEMENT, LLC
Los Angeles, CA
AUM
$915.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(213) 943-1740
INTEGRITY GROWTH PARTNERS, L.P.
Los Angeles, CA
AUM
$872.6M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
3106895190
MASON & ASSOCIATES, INC.
Los Angeles, CA
AUM
$828.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
323-254-3072
LEGACY PARTNERS, LLC
Los Angeles, CA
AUM
$777.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-777-0776
BLUE ZONE WEALTH ADVISORS, LLC
Los Angeles, CA
AUM
$770.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(310) 310-2789
SFE INVESTMENT COUNSEL INC.
Los Angeles, CA
AUM
$748.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
213-612-0220
CUREWELL CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$744.3M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-361-1510
THE CYPRESS FUNDS LLC
Los Angeles, CA
AUM
$723.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-891-6375
MEDINA VALUE PARTNERS, LLC
Los Angeles, CA
AUM
$717.2M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 979-6900
ATLAS LEGACY ADVISORS LLC
Los Angeles, CA
AUM
$715.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-707-1275
HAMILTON WEALTH, LLC
Los Angeles, CA
AUM
$697.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
747-208-4300
ARCHER CAPITAL GROUP MANAGEMENT, LLC
Los Angeles, CA
AUM
$659.6M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-916-9599
ARIXA MANAGEMENT, LLC
Los Angeles, CA
AUM
$647.9M
Wealth MgmtInstitutional
Team
42 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 905-3050
DAFNA CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$645.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-954-3200
PARALLAXES CAPITAL
Los Angeles, CA
AUM
$620.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
217-255-3906
SANCUS CAPITAL MANAGEMENT LP
Los Angeles, CA
AUM
$618.9M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-277-8255