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: 659
Average Clients per Advisor: 18
AUM: $ 33.5B
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC
CRD#: 169582
Address: 10635 Santa Monica Boulevard Suite 240, Los Angeles, CA 90025
AUM: $ 14.7B
ASPIRIANT, LLC
CRD#: 146720
Address: 11100 Santa Monica Blvd Suite 600, Los Angeles, CA 90025
Clients: 687
Average Clients per Advisor: 7
AUM: $ 13.1B
LIDO ADVISORS
CRD#: 269866
Address: 1875 Century Park East Suite 950, Los Angeles, CA 90067
Clients: 453
Average Clients per Advisor: 4
AUM: $ 13.1B
SEIA
CRD#: 108163
Address: 2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067
Clients: 2,201
Average Clients per Advisor: 35
AUM: $ 11.7B
EVOKE ADVISORS
CRD#: 300856
Address: 10635 Santa Monica Blvd. Suite 240, Los Angeles, CA 90025
AUM: $ 10.2B
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
Tara Tussing Unverzagt
Registered Affiliation(s):SOUTH BAY FINANCIAL PARTNERS
Michael Joseph Goguen
Registered Affiliation(s):EDWARD JONES
Alan Tadashi Kondo
Registered Affiliation(s):KONDO WEALTH ADVISORS, INC
Theresa Frances Spath
Registered Affiliation(s):ZUMA WEALTH LLC
Bryan Wayne Schlundt
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jonathan Broughton Hodge
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Ryan Mauritz Liljegren
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ralph Seifer
Registered Affiliation(s):EDWARD JONES
Thomas P Tournat
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Daniel John Bessey
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
John Charles Mcnamee
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Jesse Matrix Amarillas
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael James Ladge
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
David Gregory Adishian
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joy Christine Brannan
Registered Affiliation(s):EDWARD JONES
Gina Hsu
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christine Pando
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joel Eric Boyce
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Craig Steve Chiate
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David James Bassett-parkins
Registered Affiliation(s):EDWARD JONES
Peter Paul Kozak
Registered Affiliation(s):BRIGHTPATH WEALTH PLANNING, LLC
Nadia Allaudin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Paul Spencer Checketts
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Ronald I Munman
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
