Company lists · Data refreshed September 2026

Top 23 Endowment management consulting firms based in Los Angeles, United States

RevenueBase identified 44 endowment management consulting firms headquartered in Los Angeles, United States as of September 2026 and tracks 996 professional contacts across them, including 530 with verified work emails. Across the United States, New York is the largest hub for this category (217 companies); Los Angeles has 44.

This list covers endowment management consulting firms 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
44Companies
996Contacts tracked
530Verified emails
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The 23 largest endowment management consulting firms based in Los Angeles, United States

Ranked by team size
Top 23 of 44 endowment management consulting firms 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 endowment management consulting firms: 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
1Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 2026201-500227 contacts →

Partial evidence

“We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 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 28, 2026
3Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 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 28, 2026
4Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 2026201-50077 contacts →

Partial evidence

“Ground Control is a business management firm built for those with boundless potential.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 202651-20059 contacts →

Partial 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
6Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 202611-5042 contacts →

Partial evidence

“In LA, you have numerous wealth management firms to choose from.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 202651-20035 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
8Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 202611-5023 contacts →

Partial 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 28, 2026
9Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 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 28, 2026
10Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 202611-5011 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
11Indirect evidenceLos Angeles, United StatesHQ checked Sep 28, 202611-507 contacts →

Indirect evidence

“The Balaban Group, LLC, is a leading independent life insurance, benefits, and estate planning firm in Los Angeles, CA, serving the affluent client base since 1986.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial 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
13Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

“We are dedicated to your success.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceLos Angeles, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“We are an investment management firm with an office in Century City.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 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 28, 2026
17Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 2026201-5002 contacts →

Indirect evidence

“We do more than just provide financial services.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“NorthernCross Partners is an asset management and advisory firm with offices in New York and Los Angeles.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“The Inside Man (T.I.M.) is a private consulting practice based in Los Angeles, CA.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Surevest Private Wealth (formerly Surevest Wealth Management) is a boutique wealth management firm for successful individuals who want to delegate their financial planning and…”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“We help venture firms increase returns through high performing teams.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Our team provides strategic advisory services focused on tax efficiency, financial planning and philanthropic giving for high net worth individuals and clients facing liquidity…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 23 of 44 endowment management consulting firms based in Los Angeles, United States

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Endowment management consulting firms based in Los Angeles, United States at a glance

As of Sep 28, 2026
53.2%Verified-email coverage
22.6Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
25
11-50
10
51-200
4
201-500
4
1,001-5,000
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 endowment management consulting firms, 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 “endowment management consulting firms”. 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 endowment management consulting firms), 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 endowment management consulting firms, 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, 530 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.

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 endowment management consulting firms, 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 endowment management consulting firms are there based in Los Angeles, United States?

RevenueBase identified 44 endowment management consulting firms 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?

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

Which city in the United States has the most endowment management consulting firms?

New York leads the United States with 217 headquartered companies, followed by Chicago (91) and Houston (68). 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 530 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 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.