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
Sean C Yu
Registered Affiliation(s):MORGAN STANLEY
Bradley Hudson Scott
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gustavo Adolfo Amaral
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jennifer Leigh Gershon
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jose Santiago Ching
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Marion Lorenzen
Registered Affiliation(s):THE INDEPENDENT FINANCIAL GROUP
Clark Patrick Neel
Registered Affiliation(s):EDWARD JONES
Philippe Michael Hartl
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Craig Andrew Brothers
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Daniel Joseph White
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
David Bryan Schachter
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Robert Lindsey Baumann
Registered Affiliation(s):OSAIC FS, INC.
Natalie Barron
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Robert Pierce Allen
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Alan Edward Hewitt
Registered Affiliation(s):MERCER GLOBAL ADVISORS INC.
Alan Leonard Tarko
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Erik Curtis Wood
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Alfred Lee Mcintosh
Registered Affiliation(s):MCINTOSH CAPITAL ADVISORS, INC.
Alan Randall Goodstein
Registered Affiliation(s):GOODSTEIN WEALTH MANAGEMENT LLC
Jeffrey Allen Taylor
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ronnie Alan Kahn
Registered Affiliation(s):ACCUMULATION STRATEGIES
James Thomas Spach
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Delia Marie Fernandez
Registered Affiliation(s):FERNANDEZ FINANCIAL ADVISORY, LLC
James Mark Lyon
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
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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