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Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in CA, LOS ANGELES

122 advisers found

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

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

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