WESTERN STANDARD, LLC
Los Angeles, CA
AUM
$574.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-929-4300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
373 advisers found
LINEPOINT PARTNERS & CO.
Los Angeles, CA
AUM
$572.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
323-886-3635
CORAL TREE MANAGEMENT, LP
Los Angeles, CA
AUM
$560.1M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-268-9990
AECOM CAPITAL REAL ESTATE, LLC
Los Angeles, CA
AUM
$559.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-593-8100
K FUND CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$539.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 663-9090
DEW POINT CAPITAL
Los Angeles, CA
AUM
$513.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-258-2174
WEINBERGER ASSET MANAGEMENT, INC
Los Angeles, CA
AUM
$503.6M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF PLAN ASSETS
310-442-8472
ATWATER CAPITAL, LLC
Los Angeles, CA
AUM
$491.5M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-384-2259
INTERLOCK EQUITY LP
Los Angeles, CA
AUM
$486.4M
Wealth Mgmt
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-598-1848
AOF MANAGEMENT LLC
Los Angeles, CA
AUM
$461.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(310) 691-1717
CONFIDENCE WEALTH MANAGEMENT, INC.
Los Angeles, CA
AUM
$454.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-824-1000
KINETIC INVESTMENT MANAGEMENT, INC.
Los Angeles, CA
AUM
$450.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 711-4818
AG ASSET ADVISORY, LLC
Los Angeles, CA
AUM
$440.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
310-907-8656
TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC
Los Angeles, CA
AUM
$425.0M
Wealth Mgmt
Team
24 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-244-0000
O'NEIL GLOBAL ADVISORS, INC.
Los Angeles, CA
AUM
$401.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-448-6800
SHRIER WEALTH MANAGEMENT, LLC
Los Angeles, CA
AUM
$390.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-201-0200
HAROLD DAVIDSON & ASSOCIATES, INC
Los Angeles, CA
AUM
$390.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-553-5551
LASALLE DEBT INVESTORS, INC.
Los Angeles, CA
AUM
$384.7M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-234-2100
SEPULVEDA MANAGEMENT LLC
Los Angeles, CA
AUM
$355.1M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-244-0000
VARIANT EQUITY ADVISORS, LLC
Los Angeles, CA
AUM
$338.4M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 467- 4700
CONGRUENCE CAPITAL, LLC
Los Angeles, CA
AUM
$333.5M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-757-8205
NINEPOINTTWO CAPITAL LLC
Los Angeles, CA
AUM
$314.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
323-486-3600
LOGICA CAPITAL ADVISERS, LLC
Los Angeles, CA
AUM
$304.6M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-652-9500
WESTWOOD WEALTH MANAGEMENT
Los Angeles, CA
AUM
$300.4M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(424) 255-3120