Company lists · Data refreshed September 2026
Top 25 Financial advisory outsourcing companies based in Los Angeles, United States
RevenueBase identified 128 financial advisory outsourcing companies headquartered in Los Angeles, United States as of September 2026 and tracks 1,077 professional contacts across them, including 485 with verified work emails. Across the United States, New York is the largest hub for this category (393 companies); Los Angeles has 128.
This list covers financial advisory outsourcing 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 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.
The 25 largest financial advisory outsourcing companies based in Los Angeles, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 296 contacts → | ||||
Indirect evidence “About B.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 108 contacts → | ||||
Strong evidence “Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 77 contacts → | ||||
Indirect evidence “Ground Control is a business management firm built for those with boundless potential.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 42 contacts → | ||||
Indirect evidence “In LA, you have numerous wealth management firms to choose from.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 42 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 16 contacts → | ||||
Strong evidence “Buxbaum HCS provides institutional-grade financial leadership, M&A advisory, and outsourced back-office execution for privately-owned middle-market companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 12 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 12 contacts → | ||||
Partial evidence “At Kinetic Financial, we understand that your portfolio is more than just a number.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Partial evidence “At L&S Advisors, we strive to help individuals and families manage their wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Strong evidence “Strategic Value Group, LLC is an independent financial advisory firm whose mission is to assist our clients in addressing their strategic and compliance valuation issues by…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Partial evidence “Our Business Solutions Group delivers data processing, fractional CFO support, business intelligence insights, and strategic advisory services that drive clarity, scalability, and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Partial evidence “We bring CFO clarity, operational insight, and long-view financial strategy to the boldest creators in the world.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Partial evidence “Silver Oak Wealth Advisors caters to individuals in transition and executives in the Greater Los Angeles area and beyond.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “Start-ups and growing companies should / need to stay focused on building their business.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence “Securities Offered through The Leaders Group, Inc, Member FINRA/SIPC, 26, W.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Strong evidence “We are a financial advisory boutique.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Indirect evidence “In 1996, Robert Nichols, Ph.D.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence “You’re making good money-but still wondering, “Am I doing this right?” We help busy professionals and business owners in fast-paced industries like tech and entertainment turn…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Indirect evidence “Wealth is seeking value….” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 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 28, 2026Thanks. The Data Team will review it. | |||||
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: financial advisory outsourcing 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 financial advisory outsourcing companies.
- Partial evidence
- Its own public description names part of financial advisory outsourcing companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisory outsourcing 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 128 financial advisory outsourcing 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
Financial advisory outsourcing companies based in Los Angeles, United States at a glance
As of Sep 28, 2026Companies by employee count
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 128 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 financial advisory outsourcing 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 “financial advisory outsourcing 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 financial advisory outsourcing 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 financial advisory outsourcing 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 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.
Financial advisory outsourcing companies by metro in the United States
- Financial advisory outsourcing companies in New York393
- Financial advisory outsourcing companies in Atlanta189
- Financial advisory outsourcing companies in Houston185
- Financial advisory outsourcing companies in Dallas156
- Financial advisory outsourcing companies in Chicago151
- Financial advisory outsourcing companies in San Diego134
- Financial advisory outsourcing companies in Austin122
- Financial advisory outsourcing companies in Miami121
- Financial advisory outsourcing companies in Denver116
- Financial advisory outsourcing companies in Charlotte109
- Financial advisory outsourcing companies in Tampa107
- Financial advisory outsourcing companies in Scottsdale101
- Financial advisory outsourcing companies in San Francisco96
- Financial advisory outsourcing companies in Boston87
- Financial advisory outsourcing companies in Raleigh80
- Financial advisory outsourcing companies in Irvine78
- Financial advisory outsourcing companies in Cincinnati76
- Financial advisory outsourcing companies in Portland76
- Financial advisory outsourcing companies in Columbus75
- Financial advisory outsourcing companies in Overland Park71
- Financial advisory outsourcing companies in Seattle66
- Financial advisory outsourcing companies in Newport Beach65
- Financial advisory outsourcing companies in Columbia64
- Financial advisory outsourcing companies in Indianapolis63
- Financial advisory outsourcing companies in Minneapolis63
- Financial advisory outsourcing companies in Phoenix63
- Financial advisory outsourcing companies in Birmingham61
- Financial advisory outsourcing companies in Boca Raton59
- Financial advisory outsourcing companies in Greenville59
- Financial advisory outsourcing companies in San Antonio59
- Financial advisory outsourcing companies in Pittsburgh57
- Financial advisory outsourcing companies in Omaha56
- Financial advisory outsourcing companies in Rochester56
- Financial advisory outsourcing companies in Colorado Springs52
- Financial advisory outsourcing companies in Orlando52
- Financial advisory outsourcing companies in Grand Rapids51
- Financial advisory outsourcing companies in Las Vegas51
- Financial advisory outsourcing companies in Richmond50
- Financial advisory outsourcing companies in Fort Lauderdale49
- Financial advisory outsourcing companies in Washington49
- Financial advisory outsourcing companies in Wilmington48
- Financial advisory outsourcing companies in Fort Worth47
- Financial advisory outsourcing companies in Louisville46
- Financial advisory outsourcing companies in Plano46
- Financial advisory outsourcing companies in Salt Lake City45
- Financial advisory outsourcing companies in Greenwood Village44
- Financial advisory outsourcing companies in Springfield44
- Financial advisory outsourcing companies in Jacksonville43
- Financial advisory outsourcing companies in Bellevue42
- Financial advisory outsourcing companies in Troy42
- Financial advisory outsourcing companies in Nashville41
- Financial advisory outsourcing companies in Lexington40
- Financial advisory outsourcing companies in Madison40
- Financial advisory outsourcing companies in Philadelphia39
- Financial advisory outsourcing companies in Lafayette38
- Financial advisory outsourcing companies in Sarasota38
- Financial advisory outsourcing companies in Franklin37
- Financial advisory outsourcing companies in Tucson36
- Financial advisory outsourcing companies in Walnut Creek36
- Financial advisory outsourcing companies in Alpharetta35
- Financial advisory outsourcing companies in Cleveland35
- Financial advisory outsourcing companies in Pasadena35
- Financial advisory outsourcing companies in Lincoln34
- Financial advisory outsourcing companies in Tulsa34
- Financial advisory outsourcing companies in Melville33
- Financial advisory outsourcing companies in Memphis33
- Financial advisory outsourcing companies in Oklahoma City33
- Financial advisory outsourcing companies in Virginia Beach33
- Financial advisory outsourcing companies in Brentwood32
- Financial advisory outsourcing companies in Charleston32
- Financial advisory outsourcing companies in San Jose32
- Financial advisory outsourcing companies in Baton Rouge31
- Financial advisory outsourcing companies in Jackson31
- Financial advisory outsourcing companies in Naples31
- Financial advisory outsourcing companies in West Des Moines30
- Financial advisory outsourcing companies in Fort Collins29
- Financial advisory outsourcing companies in Knoxville29
- Financial advisory outsourcing companies in Lake Oswego29
- Financial advisory outsourcing companies in West Chester29
- Financial advisory outsourcing companies in Bloomington27
- Financial advisory outsourcing companies in Coral Gables27
- Financial advisory outsourcing companies in Princeton27
- Financial advisory outsourcing companies in Rockville27
- Financial advisory outsourcing companies in The Woodlands27
- Financial advisory outsourcing companies in Boise26
- Financial advisory outsourcing companies in Buffalo26
- Financial advisory outsourcing companies in Roseville26
- Financial advisory outsourcing companies in Chattanooga25
- Financial advisory outsourcing companies in Frisco25
- Financial advisory outsourcing companies in Mclean25
- Financial advisory outsourcing companies in Southfield25
- Financial advisory outsourcing companies in St Louis25
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 financial advisory outsourcing 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 financial advisory outsourcing companies are there based in Los Angeles, United States?
RevenueBase identified 128 financial advisory outsourcing 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?
B. Riley Financial, headquartered in Los Angeles, tops this list with the largest team on record.
Which city in the United States has the most financial advisory outsourcing companies?
New York leads the United States with 393 headquartered companies, followed by Atlanta (189) and Houston (185). Los Angeles has 128.
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 128 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.
Ready to reach these companies? Verified emails and direct dials for all 128 financial advisory outsourcing companies based in Los Angeles, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial advisory outsourcing companies by geography
- Financial advisory outsourcing companies based in Buenos Aires, Argentina
- Financial advisory outsourcing companies based in Adelaide, Australia
- Financial advisory outsourcing companies based in Brisbane, Australia
- Financial advisory outsourcing companies based in Melbourne, Australia
- Financial advisory outsourcing companies based in North Sydney, Australia
- Financial advisory outsourcing companies based in Perth, Australia
- Financial advisory outsourcing companies based in Sydney, Australia
- Financial advisory outsourcing companies based in Barueri, Brazil
- Financial advisory outsourcing companies based in Belo Horizonte, Brazil
- Financial advisory outsourcing companies based in Curitiba, Brazil
- Financial advisory outsourcing companies based in Porto Alegre, Brazil
- Financial advisory outsourcing companies based in Rio De Janeiro, Brazil
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisory outsourcing companies based in Buenos Aires, Argentina
- Financial advisory outsourcing companies based in Adelaide, Australia
- Financial advisory outsourcing companies based in Brisbane, Australia
- Financial advisory outsourcing companies based in Melbourne, Australia
- Financial advisory outsourcing companies based in North Sydney, Australia
- Financial advisory outsourcing companies based in Perth, Australia