Company lists · Data refreshed September 2026

Top 25 Embedded wealth management platforms based in Los Angeles, United States

Name: Embedded wealth management 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 28, 2026 62 companies tracked

RevenueBase identified 62 embedded wealth management platforms headquartered in Los Angeles, United States as of September 2026 and tracks 2,794 professional contacts across them, including 903 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Los Angeles has 62.

This list covers embedded wealth management platforms 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 28, 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 28, 2026 86% judged on-target in blind review

62Companies

2,794Contacts tracked

903Verified emails

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The 25 largest embedded wealth management platforms based in Los Angeles, United States

Ranked by team size

Top 25 of 62 embedded wealth management platforms based in Los Angeles, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to embedded wealth management platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Lido Advisors	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	201-500	542 contacts →
	Indirect evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
2	Aspiriant	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	201-500	227 contacts →
	Strong evidence “We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned.” Source: RevenueBase Database · checked Sep 28, 2026
3	Composition Wealth	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	51-200	126 contacts →
	Partial evidence “Composition Wealth (formerly Miracle Mile Advisors) is a national registered investment advisor bringing together accomplished financial advisors and specialists to help…” Source: RevenueBase Database · checked Sep 28, 2026
4	Churchill Management Group At Focus Partners Wealth	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	87 contacts →
	Strong 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 28, 2026
5	Ground Control Business Management	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	201-500	77 contacts →
	Partial evidence “Ground Control is a business management firm built for those with boundless potential.” Source: RevenueBase Database · checked Sep 28, 2026
6	Adviceperiod	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	51-200	59 contacts →
	Strong evidence “At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth.” Source: RevenueBase Database · checked Sep 28, 2026
7	Westmount Partners	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	42 contacts →
	Strong evidence “In LA, you have numerous wealth management firms to choose from.” Source: RevenueBase Database · checked Sep 28, 2026
8	JSF Financial	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	42 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
9	Manhattan West	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	51-200	35 contacts →
	Indirect evidence “Manhattan West is a Los Angeles investment firm serving individuals, families, family offices, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
10	ATLAS	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong evidence “Atlas is redefining wealth and asset management for the modern era.” Source: RevenueBase Database · checked Sep 28, 2026
11	HCR Wealth Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “HCR Advisors is a Los Angeles-based registered investment advisory firm offering personalized wealth management for high-net-worth individuals navigating complex financial lives.” Source: RevenueBase Database · checked Sep 28, 2026
12	Kinetic Financial	Indirect evidence	Los Angeles, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “At Kinetic Financial, we understand that your portfolio is more than just a number.” Source: RevenueBase Database · checked Sep 28, 2026
13	Howard Capital Management Howardcapital.com	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “Founded in 1974, Howard Capital Management is a fee-based financial services company with offices in Los Angeles and New York.” Source: RevenueBase Database · checked Sep 28, 2026
14	Chantico Technology	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Partial evidence “Caminos is a web-based platform used by investment managers that range in both size and complexity.” Source: RevenueBase Database · checked Sep 28, 2026
15	L&s Advisors, INC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “At L&S Advisors, we strive to help individuals and families manage their wealth.” Source: RevenueBase Database · checked Sep 28, 2026
16	Maru Asset Management	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “Maru Asset Management provides customized solutions to the next generation of wealth from high-net-worth individuals and families to institutions from Asia and South America.” Source: RevenueBase Database · checked Sep 28, 2026
17	ALTHQ	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “altHQ is a complete, end-to-end solution for managing private investments.” Source: RevenueBase Database · checked Sep 28, 2026
18	KLK Capital Management LLC	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “KLK Capital Management LLC offers wealth management services through various unaffiliated companies including advisory services offered by Diversify Advisory Services…” Source: RevenueBase Database · checked Sep 28, 2026
19	Libretto	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million.” Source: RevenueBase Database · checked Sep 28, 2026
20	Mainstream Capital Management	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong 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 28, 2026
21	Miracle Mile Advisors	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	51-200	4 contacts →
	Indirect evidence “Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better.” Source: RevenueBase Database · checked Sep 28, 2026
22	Sunset West Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Sunset West Advisors is an Independent Wealth Management and Investment Advisory Firm based in Los Angeles, California that specializes in serving the diverse financial planning…” Source: RevenueBase Database · checked Sep 28, 2026
23	Bemel, Ross & Avedon, LLP	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “We are dedicated to your success.” Source: RevenueBase Database · checked Sep 28, 2026
24	ARC Capital Management, LLC	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Investment advisory and wealth management firm based in Los Angeles, California.” Source: RevenueBase Database · checked Sep 28, 2026
25	The Pacific Group	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	3 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 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: embedded wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names embedded wealth management platforms.
Partial evidence: Its own public description names part of embedded wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name embedded wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 62 embedded wealth management platforms based in Los Angeles, United States

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Embedded wealth management platforms based in Los Angeles, United States at a glance

As of Sep 28, 2026

32.3%Verified-email coverage

45.1Average contacts per company

1-10Median size (employees)

Sep 28, 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 62 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 embedded wealth management platforms, 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 “embedded wealth management platforms”. 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 embedded wealth management platforms), 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 embedded wealth management platforms, 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, 903 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 28, 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.

Embedded wealth management platforms by metro in the United States

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 embedded wealth management platforms, 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 embedded wealth management platforms are there based in Los Angeles, United States?

RevenueBase identified 62 embedded wealth management platforms 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?

Lido Advisors, headquartered in Los Angeles, tops this list with the largest team on record.

Which city in the United States has the most embedded wealth management platforms?

New York leads the United States with 317 headquartered companies, followed by Chicago (127) and Atlanta (117). Los Angeles has 62.

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 903 verified decision-maker contacts tracked across these 62 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 28, 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.