BLACKLINES FINANCIAL
Los Angeles, CA
AUM
$53.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
213-789-6950
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
373 advisers found
MAZE INVESTMENTS, LLC
Los Angeles, CA
AUM
$45.7M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 846-8574
BARNES & COMPANY INVESTMENT COUNSEL, LLC
Los Angeles, CA
AUM
$44.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
310-789-2242
AJAX ASSET MGMT., LLC
Los Angeles, CA
AUM
$43.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+1-310-876-0781
THE WEALTH COLLECTIVE, LLC
Los Angeles, CA
AUM
$42.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-906-0313
TOLTON ASSET MANAGEMENT, LLC
Los Angeles, CA
AUM
$36.1M
Wealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-568-8749
GOOD BALANCE FP LLC
Los Angeles, CA
AUM
$33.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(310) 881-6650
POSITIVE DELTA ASSET MANAGEMENT LLC
Los Angeles, CA
AUM
$32.8M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
213-388-3638
SENECA PRIVATE WEALTH, LLC
Los Angeles, CA
AUM
$29.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-984-1347
STEVEN ROBERT JAKOWCHIK
Los Angeles, CA
AUM
$29.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
310-476-5142
RETIREMENT SOLUTIONS LLC
Los Angeles, CA
AUM
$27.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(310) 526-3210
7SUMMIT ADVISORS, LLC
Los Angeles, CA
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
310-684-3650
PATHFINDER WEALTH ADVISORS, LLC
Los Angeles, CA
AUM
$20.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-945-5490
N/A
Los Angeles, CA
AUM
$10.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 566-7026
10 WEST ADVISORS, INC.
Los Angeles, CA
AUM
$10.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
312-933-8617
WESTSIDE FINANCIAL ADVISORS LLC
Los Angeles, CA
AUM
$6.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310-777-1120
GT INVESTMENT MANAGEMENT, LLC
Los Angeles, CA
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
310-954-2013
OPES CAPITAL GROUP, LLC
Los Angeles, CA
AUM
$5.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
3109634944
PRIME OPPORTUNITIES INVESTMENT GROUP LLC
Los Angeles, CA
AUM
$4.8M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-295-2212
SUSTAINABLE WEALTH ADVISORY GROUP
Los Angeles, CA
AUM
$4.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
855-275-7924
BULLBEAR INVESTMENT MANAGEMENT, LLC
Los Angeles, CA
AUM
$3.1M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(310) 720-3047
INSIGHT ADVISORS, LLC
Los Angeles, CA
AUM
$1.7M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
310-990-3958
WHALEN FINANCIAL PLANNING
Los Angeles, CA
AUM
$999K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
424-258-4398
FENUL WEALTH MANAGEMENT LLC
Los Angeles, CA
AUM
$898K
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-336-8586