Company lists · Data refreshed September 2026

Top 25 Fiduciary services companies based in Los Angeles, United States

Name: Fiduciary services companies 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 20, 2026 43 companies tracked

RevenueBase identified 43 fiduciary services companies headquartered in Los Angeles, United States as of September 2026 and tracks 837 professional contacts across them, including 485 with verified work emails. New York is the largest hub.

This list covers fiduciary services companies 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 20, 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 20, 2026 86% judged on-target in blind review

43Companies

837Contacts tracked

485Verified emails

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

The 25 largest fiduciary services companies based in Los Angeles, United States

Ranked by team size

Top 25 of 43 fiduciary services companies based in Los Angeles, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary services companies: 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 20, 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 20, 2026
2	Churchill Management Group At Focus Partners Wealth	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1,001-5,000	87 contacts →
	Indirect 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 20, 2026
3	SAN Pasqual Fiduciary Trust Company	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	38 contacts →
	Strong evidence “San Pasqual Fiduciary Trust Company combines the best qualities of a private trustee, personalized service, attention to detail and a focus on our clients’ well-being, along…” Source: RevenueBase Database · checked Sep 20, 2026
4	ICG Advisors, LLC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	23 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 20, 2026
5	Stonekimbro	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	12 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 20, 2026
6	Kinetic Financial	Indirect evidence	Los Angeles, United StatesHQ checked Sep 20, 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 20, 2026
7	Howard Capital Management Howardcapital.com	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect 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 20, 2026
8	Ruttenberg Cutler Broomer, LLP	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “This involves providing estate planning counseling and the preparation of required documentation to ensure that the estate is secure and clients' wishes are carried out.” Source: RevenueBase Database · checked Sep 20, 2026
9	Applied Wealth Management	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Panoramic Wealth Planning” Source: RevenueBase Database · checked Sep 20, 2026
10	KLK Capital Management LLC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect 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 20, 2026
11	Marina Pointe, LLP	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
12	Retirement Choices Of California	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	6 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 20, 2026
13	Mainstream Capital Management	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect 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 20, 2026
14	Gordon Trust LAW	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Gordon Trust Law is a trusts & estates law firm based out of Los Angeles, California, United States.” Source: RevenueBase Database · checked Sep 20, 2026
15	Mdrn Wealth	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Most financial plans are built around one assumption: you'll work until 65.” Source: RevenueBase Database · checked Sep 20, 2026
16	Brighton Advisory Group	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “BRIGHTON ADVISORY GROUP is a Southern California-based diversified financial services organization that provides individuals and corporations with best-in-class wealth…” Source: RevenueBase Database · checked Sep 20, 2026
17	Family Records Management	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “We are a full service financial organizing firm serving individual and family clients with day to day tax, payroll, administrative and money management services.” Source: RevenueBase Database · checked Sep 20, 2026
18	Weinberger Asset Management INC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Since 1993, Weinberger Asset Management, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
19	Salem Partners Wealth Management	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Salem Partners Wealth Management is a fiduciary and fee-only registered investment advisor (RIA) located in Los Angeles, California since 2004.” Source: RevenueBase Database · checked Sep 20, 2026
20	Laura Bella International	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	201-500	2 contacts →
	Indirect evidence “We do more than just provide financial services.” Source: RevenueBase Database · checked Sep 20, 2026
21	Oakhurst Metals	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “Oakhurst Metals is a privately held company with an expertise in wealth and asset protection, holds an A+ rating by the Better Business Bureau, and has a rating from Business…” Source: RevenueBase Database · checked Sep 20, 2026
22	Inflection Advisors	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Our firm desires to create lasting relationships through impactful financial planning, assisting through life events and establishing a strong investment foundation Our custodian…” Source: RevenueBase Database · checked Sep 20, 2026
23	The Wealth Collective	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Fiduciary tax-aware advice for attorneys, business owners, executives & affluent retirees.” Source: RevenueBase Database · checked Sep 20, 2026
24	Convey Wealth Management	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Convey Wealth Management is a financial services firm uniquely specializing in tax-smart planning and wealth management for corporate executives, tech innovators, high-achieving…” Source: RevenueBase Database · checked Sep 20, 2026
25	WIN Wealth Solutions	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect 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 20, 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: fiduciary services companies. 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 fiduciary services companies.
Partial evidence: Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary services companies. 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 43 fiduciary services companies 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 485 reachable decision-makers.

Free signup · no credit card

View the full list →

Fiduciary services companies based in Los Angeles, United States at a glance

As of Sep 20, 2026

57.9%Verified-email coverage

19.5Average contacts per company

1-10Median size (employees)

286.0%Largest-city concentration · New York

Sep 20, 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 43 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 fiduciary services companies, 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 “fiduciary services companies”. 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 fiduciary services companies), 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 fiduciary services companies, 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, 485 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 20, 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.

Fiduciary services companies 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 fiduciary services companies, 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 fiduciary services companies are there based in Los Angeles, United States?

RevenueBase identified 43 fiduciary services companies 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 has the most fiduciary services companies?

New York leads with 123 headquartered companies, followed by Houston (95) and San Diego (83).

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 485 verified decision-maker contacts tracked across these 43 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 43 fiduciary services companies based in Los Angeles, United States. Start with a free account, no credit card.

Download this list →

Related lists

Fiduciary services companies 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 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.