Company lists · Data refreshed September 2026

Top 20 Annual fund management consultants based in Los Angeles, United States

RevenueBase identified 44 annual fund management consultants headquartered in Los Angeles, United States as of September 2026 and tracks 482 professional contacts across them, including 299 with verified work emails. Across the United States, New York is the largest hub for this category (271 companies); Los Angeles has 44.

This list covers annual fund management consultants headquartered in Los Angeles, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
44Companies
482Contacts tracked
299Verified emails
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The 20 largest annual fund management consultants based in Los Angeles, United States

Ranked by team size
Top 20 of 44 annual fund management consultants based in Los Angeles, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to annual fund management consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202651-200128 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 27, 2026
2Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202651-200108 contacts →

Partial evidence

“Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…”

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 20261,001-5,00087 contacts →

Partial evidence

“Churchill Management Group at Focus Partners Wealth's objective is to help our clients make money and keep it.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202611-5023 contacts →

Indirect evidence

“Offering investment consulting, Outsourced Chief Investment Officer (OCIO), and proprietary multi-manager strategies, ICG Advisors oversees approximately $8 billion in assets for…”

Source: RevenueBase Database · checked Sep 27, 2026
5Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202611-5012 contacts →

Partial evidence

“At Kinetic Investment Management, we understand that your portfolio is more than just a number.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202611-5012 contacts →

Indirect evidence

“At StoneKimbro, we believe in the power of integrated financial wisdom; wisdom that has been battle tested through decades of our team’s experience; wisdom that draws out what is…”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202611-5010 contacts →

Indirect evidence

“At L&S Advisors, we strive to help individuals and families manage their wealth.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202611-506 contacts →

Indirect evidence

“Retirement Choices of California (RCC) is committed to providing objective advice and guidance to individuals, families, small business owners, non-profit organizations and…”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202611-505 contacts →

Partial evidence

“GT Investment Management | Simple Strategies for Complex Wealth As an SEC Registered Investment Advisor (RIA), GT Investment Management provides bespoke financial solutions for…”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202611-504 contacts →

Indirect evidence

“In 1996, Robert Nichols, Ph.D.”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 20261-104 contacts →

Partial evidence

“We specialize in advising our clients on Wealth Management, Investment Management, Estate Planning, Concentrated Equity holdings, Tax Planning, and Insurance.”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202611-503 contacts →

Indirect evidence

“Triton Pacific Capital, LLC (TPC), founded in 1996 by Robert Davis, is a leading global advisory firm with 30+ years and $30+ billion of institutional investor capital raising and…”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceLos Angeles, United StatesHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“7Summit Advisors, LLC is a registered investment adviser with State of California.”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 20261-103 contacts →

Partial evidence

“Investment advisory and wealth management firm based in Los Angeles, California.”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“The Pacific Group is a full service investment advisory firm for new investors and experienced investors alike.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“McIntosh Capital Advisors, Inc, Alfred McIntosh, Los Angeles, CA”

Source: RevenueBase Database · checked Sep 27, 2026
17Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“Dedicated to assisting clients with their greatest financial concerns, Win Wealth offers comprehensive investment management and financial strategies, coupled with unbiased advice…”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“At Farrar Adams Group, we are committed to providing our clients with the highest level of service and expertise in strategic planning, fundraising, donor engagement, marketing…”

Source: RevenueBase Database · checked Sep 27, 2026
19Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“Advanced Research Investment Solutions, LLC is an SEC-registered investment adviser that offers investment advisory, investment consulting and investment management services to…”

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceLos Angeles, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“Culture Capital Partners is a full service investment advisory firm for new investors and experienced investors alike.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 20 of 44 annual fund management consultants based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 299 reachable decision-makers.

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Annual fund management consultants based in Los Angeles, United States at a glance

As of Sep 27, 2026
62.0%Verified-email coverage
11.0Average contacts per company
1-10Median size (employees)
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
9
51-200
3
1,001-5,000
1
10001+
1

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 44 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among annual fund management consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Los Angeles, United States whose own description of what they do matches “annual fund management consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names annual fund management consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among annual fund management consultants, and records with no verified work email. Companies headquartered outside Los Angeles are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 299 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names annual fund management consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many annual fund management consultants are there based in Los Angeles, United States?

RevenueBase identified 44 annual fund management consultants headquartered in Los Angeles, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Kayne Anderson Rudnick, headquartered in Los Angeles, tops this list with the largest team on record.

Which city in the United States has the most annual fund management consultants?

New York leads the United States with 271 headquartered companies, followed by Chicago (101) and Atlanta (77). Los Angeles has 44.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 299 verified decision-maker contacts tracked across these 44 companies.

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 Smart Search, 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.