SQUARE NINE CAPITAL, LP
Los Angeles, CA
AUM
$180.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
818-254-7459
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
373 advisers found
POWER ASSET MANAGEMENT LLC
Los Angeles, CA
AUM
$175.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
310-461-1330
AVISE FINANCIAL
Los Angeles, CA
AUM
$169.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-807-5778
FOREST ROAD ASSET MANAGEMENT LLC
Los Angeles, CA
AUM
$161.1M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
302-265-0167
CLAIRMONT CAPITAL GROUP, LLC
Los Angeles, CA
AUM
$160.3M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-560-4183
WALK-ON CAPITAL, LLC
Los Angeles, CA
AUM
$155.1M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
970-948-2311
R.H. DINEL INVESTMENT COUNSEL,INC.
Los Angeles, CA
AUM
$153.5M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
310-571-7171
AQUA CAPITAL ADVISORS
Los Angeles, CA
AUM
$143.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
310-492-9680
CIM CAPITAL SA MANAGEMENT, LLC
Los Angeles, CA
AUM
$134.2M
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
323-860-4900
EAST BEACH ASSET MANAGEMENT, LLC
Los Angeles, CA
AUM
$125.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-779-2590
ZUCKERMAN CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$123.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
310-867-2778
HENNEY WEALTH MANAGEMENT
Los Angeles, CA
AUM
$99.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
310-571-1277
WAVE DIGITAL ASSETS LLC
Los Angeles, CA
AUM
$91.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
213-533-9899
ADES INVESTMENT COUNSEL, INC.
Los Angeles, CA
AUM
$82.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310-571-1224
WILLIAMS WEALTH MANAGEMENT, INC.
Los Angeles, CA
AUM
$80.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
213-488-0300
MURAWSKI WEALTH MANAGEMENT
Los Angeles, CA
AUM
$74.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(310) 962-6958
ALPHANEXT, LLC
Los Angeles, CA
AUM
$68.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(310) 553-5396
SURETY INVESTMENT SERVICES
Los Angeles, CA
AUM
$62.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
323 939 3100
PATHWAY FINANCIAL SERVICES, LLC
Los Angeles, CA
AUM
$59.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
310-432-6067
KAILAI ADVISERS LTD.
Los Angeles, CA
AUM
$57.8M
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-385-3690
EFC WEALTH MANAGEMENT FIRM LLC
Los Angeles, CA
AUM
$57.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
310-645-0001
HAYDEN CAPITAL
Los Angeles, CA
AUM
$57.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
5133043313
MCINTOSH CAPITAL ADVISORS, INC.
Los Angeles, CA
AUM
$56.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-470-4056
WESTPARK CAPITAL, INC.
Los Angeles, CA
AUM
$53.1M
Financial PlanningWealth Mgmt
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
310-843-9300