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 company matches for fiduciary services companies associated with Los Angeles, United States as of September 2026 and tracks 837 professional contacts across them, including 485 with verified work emails. Across the United States, New York is the largest hub for this category (123 companies); Los Angeles has 43.

This list covers company matches for fiduciary services companies 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 September 20, 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 Sep 20, 2026 How this list was built

43Companies

837Contacts tracked

485Verified emails

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

Ranked by team size

Top 25 of 43 company matches for fiduciary services companies based in Los Angeles, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	201-500	542 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Churchill Management Group At Focus Partners Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1,001-5,000	87 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 · Sep 20, 2026 · View company records in RevenueBase
3	SAN Pasqual Fiduciary Trust Company	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	38 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	ICG Advisors, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “Offering investment consulting, Outsourced Chief Investment Officer (OCIO), and proprietary multi-manager strategies, ICG Advisors oversees approximately $8 billion in assets for…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Stonekimbro	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
6	Kinetic Financial	Exact match	Los Angeles, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “At Kinetic Financial, we understand that your portfolio is more than just a number.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Howard Capital Management Howardcapital.com	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	11 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 · Sep 20, 2026 · View company records in RevenueBase
8	Ruttenberg Cutler Broomer, LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Applied Wealth Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “Panoramic Wealth Planning” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	KLK Capital Management LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
11	Marina Pointe, LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Retirement Choices Of California	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
13	Mainstream Capital Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
14	Gordon Trust LAW	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Gordon Trust Law is a trusts & estates law firm based out of Los Angeles, California, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Mdrn Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Most financial plans are built around one assumption: you'll work until 65.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Brighton Advisory Group	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “BRIGHTON ADVISORY GROUP is a Southern California-based diversified financial services organization that provides individuals and corporations with best-in-class wealth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Family Records Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We are a full service financial organizing firm serving individual and family clients with day to day tax, payroll, administrative and money management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Weinberger Asset Management INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Since 1993, Weinberger Asset Management, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Salem Partners Wealth Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Salem Partners Wealth Management is a fiduciary and fee-only registered investment advisor (RIA) located in Los Angeles, California since 2004.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Laura Bella International	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	201-500	2 contacts →
	Exact match “We do more than just provide financial services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Oakhurst Metals	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Inflection Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Our firm desires to create lasting relationships through impactful financial planning, assisting through life events and establishing a strong investment foundation Our custodian…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	The Wealth Collective	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Fiduciary tax-aware advice for attorneys, business owners, executives & affluent retirees.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Convey Wealth Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
25	WIN Wealth Solutions	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 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 “fiduciary services companies”. 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 25 of 43 fiduciary services companies based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 485 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 “fiduciary services companies” 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 485 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 September 20, 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.

Fiduciary services companies 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 “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 43 company matches for fiduciary services companies associated with Los Angeles, United States as of September 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?

Lido Advisors 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 fiduciary services companies?

New York leads the United States with 123 company records, followed by Houston (95) and San Diego (83). Los Angeles has 43.

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 485 professional contacts with verified work emails tracked across these 43 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 September 20, 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 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.