Top Financial Advisors in Los Angeles, California
Finding the right financial advisor in Los Angeles is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Los Angeles, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Los Angeles, CA.
Find the Best Financial Advisor Firms in Los Angeles:
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
CRD#: 104599
Address: 2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067
Clients: 668
Average Clients per Advisor: 14
AUM: $ 45.5B
LIDO
CRD#: 269866
Address: 1875 Century Park East Suite 950, Los Angeles, CA 90067
Clients: 1,792
Average Clients per Advisor: 8
AUM: $ 29.1B
EVOKE ADVISORS
CRD#: 300856
Address: 10635 Santa Monica Blvd. Suite 240, Los Angeles, CA 90025
Clients: 1
Average Clients per Advisor: 0
AUM: $ 27.7B
SEIA
CRD#: 108163
Address: 2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067
Clients: 4,011
Average Clients per Advisor: 40
AUM: $ 18.7B
ASPIRIANT, LLC
CRD#: 146720
Address: 11100 Santa Monica Blvd Suite 600, Los Angeles, CA 90025
Clients: 614
Average Clients per Advisor: 6
AUM: $ 15.5B
CHURCHILL MANAGEMENT GROUP
CRD#: 109651
Address: 5900 Wilshire Blvd. Suite 400, Los Angeles, CA 90036
Clients: 1,556
Average Clients per Advisor: 37
AUM: $ 10.1B
How We Chose the Top Financial Advisors in Los Angeles, California
To create this list of top financial advisor firms in Los Angeles, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Los Angeles has to offer.
Search Financial Advisors in Los Angeles, California
Teresa Sue Harmon
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Gail Diane Reid
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Leon Russell Laub
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tara Tussing Unverzagt
Registered Affiliation(s):SOUTH BAY FINANCIAL PARTNERS
Robin Akira Morishita
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Thomas Shadden
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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