Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in Los Angeles, United States

Name: Advisor-led investment platforms based in Los Angeles, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 79 companies tracked

RevenueBase identified 79 company matches for advisor-led investment platforms associated with Los Angeles, United States as of September 2026 and tracks 1,220 professional contacts across them, including 738 with verified work emails. Across the United States, New York is the largest hub for this category (370 companies); Los Angeles has 79.

This list covers company matches for advisor-led investment platforms associated with Los Angeles, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built

79Companies

1,220Contacts tracked

738Verified emails

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The 25 largest advisor-led investment platforms based in Los Angeles, United States

Ranked by team size

Top 25 of 79 company matches for advisor-led investment platforms based in Los Angeles, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Payden & Rygel	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	201-500	242 contacts →
	Exact match “Payden & Rygel stands as one of the largest independently-owned global investment management firms, providing a comprehensive suite of investment strategies and solutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Aristotle	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	201-500	214 contacts →
	Exact match “Aristotle is a majority employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Kayne Anderson Rudnick	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	51-200	128 contacts →
	Exact match “Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Churchill Management Group At Focus Partners Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	1,001-5,000	87 contacts →
	Exact match “Churchill Management Group at Focus Partners Wealth's objective is to help our clients make money and keep it.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Adviceperiod	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	51-200	59 contacts →
	Exact match “At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Westmount Partners	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	11-50	42 contacts →
	Exact match “In LA, you have numerous wealth management firms to choose from.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	JSF Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	11-50	42 contacts →
	Exact match “In 1996, Jeff Fishman’s deep lifelong passion for helping people and his expertise and experience in financial services converged in the founding of JSF Financial.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	O'neil Global Advisors	Exact match	Los Angeles, United StatesHQ recorded Sep 27, 2026	11-50	19 contacts →
	Exact match “O’Neil Global Advisors, Inc.(OGA) is an SEC Registered Investment Adviser, founded in 2019 and led by key personnel from O’Neil Capital Management, the family office established…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	ATLAS	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	11-50	17 contacts →
	Exact match “Atlas is redefining wealth and asset management for the modern era.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Bardi CO	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	11-50	16 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	HCR Wealth Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	11-50	15 contacts →
	Exact match “HCR Advisors is a Los Angeles-based registered investment advisory firm offering personalized wealth management for high-net-worth individuals navigating complex financial lives.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Kinetic Investment Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “At Kinetic Investment Management, we understand that your portfolio is more than just a number.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	AMI Asset Management Corp	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “AMI Asset Management is an independent registered investment advisor located in Los Angeles, CA.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Kinetic Financial	Exact match	Los Angeles, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “At Kinetic Financial, we understand that your portfolio is more than just a number.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Howard Capital Management Howardcapital.com	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match “Founded in 1974, Howard Capital Management is a fee-based financial services company with offices in Los Angeles and New York.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Chantico Technology	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	1-10	11 contacts →
	Exact match “Caminos is a web-based platform used by investment managers that range in both size and complexity.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	MAR Vista Investment Partners, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match “Mar Vista Investment Partners, LLC is a majority employee owned, minority-led, fundamental active equity investment management firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	RVW Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match “At RVW Wealth, we are committed to delivering exceptional investment management and financial advisory services with integrity, objectivity, and deep expertise.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	L&s Advisors, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	11-50	10 contacts →
	Exact match “At L&S Advisors, we strive to help individuals and families manage their wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Dizraptor	Exact match	Los Angeles, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match “Dizraptor provides access to investments in the world's top private companies at the pre-IPO and mid-stage.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Alliance Bernstein Trust Company, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	51-200	8 contacts →
	Exact match “ALLIANCE BERNSTEIN TRUST COMPANY, LLC is an investment banking company based out of Avenue Of The Stars Ste 2150, Los Angeles, CA 90067, United States.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Framework Insurance & Financial Solutions, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “Securities Offered through The Leaders Group, Inc, Member FINRA/SIPC, 26, W.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	ALTHQ	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “altHQ is a complete, end-to-end solution for managing private investments.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	KLK Capital Management LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “KLK Capital Management LLC offers wealth management services through various unaffiliated companies including advisory services offered by Diversify Advisory Services…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	PLUTO	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “Pluto will bring the power of automated investing to retail traders of all background by removing complexity and creating a powerful and accessible suite of tools.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “advisor-led investment platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 79 advisor-led investment platforms based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 738 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Advisor-led investment platforms based in Los Angeles, United States at a glance

As of Sep 27, 2026

60.5%Verified-email coverage

15.4Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for Los Angeles, so it is reported there. Company counts and contact totals on this page are exact for Los Angeles, over 79 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Los Angeles, United States whose business descriptions match “advisor-led investment platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 738 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Advisor-led investment platforms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “advisor-led investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many advisor-led investment platforms are there based in Los Angeles, United States?

RevenueBase identified 79 company matches for advisor-led investment platforms associated with Los Angeles, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Payden & Rygel tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most advisor-led investment platforms?

New York leads the United States with 370 company records, followed by Atlanta (150) and Chicago (143). Los Angeles has 79.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 738 professional contacts with verified work emails tracked across these 79 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.