LIDO
Los Angeles, CA
AUM
$42.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
235 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
800-301-5436
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, LOS ANGELES
75 advisers found
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
Los Angeles, CA
AUM
$39.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
310-556-2721
SEIA
Los Angeles, CA
AUM
$22.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
128 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
310-712-2323
ASPIRIANT, LLC
Los Angeles, CA
AUM
$18.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
105 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-806-4000
EVOKE ADVISORS
Los Angeles, CA
AUM
$17.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
424-372-1776
COMPOSITION WEALTH, LLC
Los Angeles, CA
AUM
$9.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(310) 246-1243
NWF ADVISORY SERVICES INC
Los Angeles, CA
AUM
$6.43B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
102 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-475-5854
WESTMOUNT PARTNERS, LLC
Los Angeles, CA
AUM
$5.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM
310-556-2502
PERENNIAL FINANCIAL SERVICES
Los Angeles, CA
AUM
$2.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
310-445-2504
IFC ADVISORS LLC
Los Angeles, CA
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
310-596-1250
OAKMONT CORPORATION
Los Angeles, CA
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
213-891-6300
EVOLVE PRIVATE WEALTH, LLC
Los Angeles, CA
AUM
$2.15B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(424) 500-4601
JSF FINANCIAL, LLC
Los Angeles, CA
AUM
$1.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
323-866-0833
HCR WEALTH ADVISORS
Los Angeles, CA
AUM
$1.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
310-473-5445
RVW WEALTH LLC
Los Angeles, CA
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
310-945-4000
RBC SECURITIES, INC.
Los Angeles, CA
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
124 advisors
Clients
101-250
Fees
Percentage of AUM; MUTUAL FUND FEES, BROKER FEES & TRANSACTION FEES
310-888-6400
SALEM PARTNERS WEALTH MANAGEMENT, LLC
Los Angeles, CA
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
310-806-4200
MANHATTAN WEST ASSET MANAGEMENT, LLC
Los Angeles, CA
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
33 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
310-341-4585
L & S ADVISORS, INC
Los Angeles, CA
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
310-893-6060
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
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
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
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
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