Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in Los Angeles, United States

RevenueBase identified 209 financial consulting firms headquartered in Los Angeles, United States as of September 2026 and tracks 13,856 professional contacts across them, including 4,847 with verified work emails and 5,924 with mobile numbers. Across the United States, New York is the largest hub for this category (741 companies); Los Angeles has 212.

This list covers financial 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 12, 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 12, 2026 86% judged on-target in blind review
209Companies
13,856Contacts tracked
4,847Verified emails
5,924Mobile numbers
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The 25 largest financial consulting firms based in Los Angeles, United States

Ranked by team size
Top 25 of 209 financial consulting firms based in Los Angeles, United States, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to financial 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
1Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 20265,001-10,0009,836 contacts →

Indirect evidence

“Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.”

Source: RevenueBase Database · checked Sep 12, 2026
2Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 2026201-500542 contacts →

Indirect evidence

“Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.”

Source: RevenueBase Database · checked Sep 12, 2026
3Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 20261,001-5,000296 contacts →

Indirect evidence

“About B.”

Source: RevenueBase Database · checked Sep 12, 2026
4Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 2026201-500227 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 12, 2026
5Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 2026201-500210 contacts →

Partial evidence

“Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique…”

Source: RevenueBase Database · checked Sep 12, 2026
6Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 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 12, 2026
7Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202651-200108 contacts →

Partial 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 12, 2026
8Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 20261,001-5,00087 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 12, 2026
9Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 2026201-50077 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 12, 2026
10Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202651-20059 contacts →

Indirect 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 12, 2026
11Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202611-5042 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 12, 2026
12Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202611-5042 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 12, 2026
13Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202611-5041 contacts →

Indirect evidence

“Los Angeles based Investment / Merchant Bank and Wealth Management Firm.”

Source: RevenueBase Database · checked Sep 12, 2026
14Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202611-5023 contacts →

Indirect evidence

“Level Four Business Management, LLC is a full service business management firm.”

Source: RevenueBase Database · checked Sep 12, 2026
15Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202611-5021 contacts →

Indirect evidence

“Impact Capital Group is a professional M&A transaction, valuation, and strategic advisory firm.”

Source: RevenueBase Database · checked Sep 12, 2026
16Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 20261-1017 contacts →

Indirect evidence

“AGRA Capital Advisor's is a merchant banking and private investment advisory firm servicing small and middle market clients on a wide range of corporate finance transactions.”

Source: RevenueBase Database · checked Sep 12, 2026
17Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202611-5016 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
18Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202611-5015 contacts →

Partial 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 12, 2026
19Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202611-5014 contacts →

Indirect evidence

“Mason & Associates, Inc.”

Source: RevenueBase Database · checked Sep 12, 2026
20Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202611-5012 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 12, 2026
21Partial evidenceLos Angeles, United StatesHQ checked Sep 12, 202611-5012 contacts →

Partial evidence

“At Kinetic Financial, we understand that your portfolio is more than just a number.”

Source: RevenueBase Database · checked Sep 12, 2026
22Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 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 12, 2026
23Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202611-5010 contacts →

Indirect evidence

“At L&S Advisors, we strive to help individuals and families manage their wealth.”

Source: RevenueBase Database · checked Sep 12, 2026
24Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202611-509 contacts →

Partial 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 12, 2026
25Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 12, 202611-509 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026

Showing 25 of 209 financial consulting firms based in Los Angeles, United States

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

As of Sep 12, 2026
35.0%Verified-email coverage
42.8%Mobile-number coverage
66.3Average contacts per company
1-10Median size (employees)
Sep 12, 2026Page data refreshed

Companies by employee count

1-10
138
11-50
51
51-200
10
201-500
6
1,001-5,000
2
5,001-10,000
1
10001+
1

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 14.0d

Company record updated

Median 70.0d

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 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 “financial 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 financial 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 financial 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, 4,847 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 12, 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 financial 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 financial consulting firms are there based in Los Angeles, United States?

RevenueBase identified 209 financial 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?

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

Which city in the United States has the most financial consulting firms?

New York leads the United States with 741 headquartered companies, followed by Atlanta (321) and Houston (313). Los Angeles has 212.

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 4,847 verified decision-maker contacts tracked across these 209 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 12, 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.