Company lists · Data refreshed October 2026

Top 21 Employee-owned financial services based in Los Angeles, United States

Name: Employee-owned financial services based in Los Angeles, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 45 companies tracked

RevenueBase identified 45 company matches for employee-owned financial services associated with Los Angeles, United States as of October 2026 and tracks 8,047 professional contacts across them, including 3,228 with verified work emails. Across the United States, New York is the largest hub for this category (168 companies); Los Angeles has 45.

This list covers company matches for employee-owned financial services 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 October 12, 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 Oct 12, 2026 How this list was built

45Companies

8,047Contacts tracked

3,228Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 21 largest employee-owned financial services based in Los Angeles, United States

Ranked by team size

Top 21 of 45 company matches for employee-owned financial services based in Los Angeles, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	City National Bank	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	6,490 contacts →
	Exact match “City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Ground Control Business Management	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	201-500	103 contacts →
	Exact match “Ground Control is a business management firm built for those with boundless potential.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Churchill Management Group At Focus Partners Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	77 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 · Oct 12, 2026 · View company records in RevenueBase
4	JSF Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	43 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 · Oct 12, 2026 · View company records in RevenueBase
5	Bardi CO	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	16 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Stonekimbro	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Howard Capital Management Howardcapital.com	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	12 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 · Oct 12, 2026 · View company records in RevenueBase
8	Kinetic Financial	Exact match	Los Angeles, United StatesHQ recorded Oct 12, 2026	11-50	10 contacts →
	Exact match “At Kinetic Financial, we understand that your portfolio is more than just a number.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	KLK Capital Management LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
10	Lucent ELM Wealth Management	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	6 contacts →
	Exact match “Lucent Elm Wealth Management is a wealth and investment management firm based in Los Angeles, CA.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Retirement Choices Of California	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	6 contacts →
	Exact match “Retirement Choices of California (RCC) is committed to providing objective advice and guidance to individuals, families, small business owners, non-profit organizations and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	S.L. Reed & Company	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	4 contacts →
	Exact match “In 1996, Robert Nichols, Ph.D.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Curry Company	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	11-50	4 contacts →
	Exact match “Curry Company is a merchant banking company providing integrated financial services and investment management within the Los Angeles, San Francisco, Denver, and New York markets.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Mainstream Capital Management	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “We specialize in advising our clients on Wealth Management, Investment Management, Estate Planning, Concentrated Equity holdings, Tax Planning, and Insurance.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Sunset West Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Mcintosh Capital Advisors, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “McIntosh Capital Advisors, Inc, Alfred McIntosh, Los Angeles, CA” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	WF Investment Corp	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “A Personal Approach, with over 50 Years of Experience Who We Are W/F Investment Corp.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	WIN Wealth Solutions	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Dedicated to assisting clients with their greatest financial concerns, Win Wealth offers comprehensive investment management and financial strategies, coupled with unbiased advice…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Frew Street Capital Management	Exact match	Los Angeles, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Frew Street Capital Management LLC ("Frew Street Capital" or "FSCM") is led by its founder, Nick Rich, whose diverse background in professional investing, corporate finance, and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Bristlecone Value Partners, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Bristlecone Value Partners is an independent, employee-owned firm offering investment advisory and retirement planning services to high net worth individuals and families…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Convey Wealth Management	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Convey Wealth Management is a financial services firm uniquely specializing in tax-smart planning and wealth management for corporate executives, tech innovators, high-achieving…” Recorded in the RevenueBase company graph · Oct 12, 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 “employee-owned financial services”. 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 21 of 45 employee-owned financial services based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 3,228 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Employee-owned financial services based in Los Angeles, United States at a glance

As of Oct 12, 2026

40.1%Verified-email coverage

178.8Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 45 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 “employee-owned financial services” 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 3,228 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 October 12, 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.

Employee-owned financial services 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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many employee-owned financial services are there based in Los Angeles, United States?

RevenueBase identified 45 company matches for employee-owned financial services associated with Los Angeles, United States as of October 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?

City National Bank 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 employee-owned financial services?

New York leads the United States with 168 company records, followed by Dallas (80) and Atlanta (69). Los Angeles has 45.

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 3,228 professional contacts with verified work emails tracked across these 45 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 October 12, 2026.

Ready to reach these companies? Verified emails and direct dials for all 45 employee-owned financial services based in Los Angeles, United States. Start with a free account, no credit card.

Download this list →

Related lists

Employee-owned financial services by geography

Browse the directory

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.