Company lists · Data refreshed September 2026

Top 20 Financial services executives based in Los Angeles, United States

RevenueBase identified 51 financial services executives headquartered in Los Angeles, United States as of September 2026 and tracks 17,947 professional contacts across them, including 6,748 with verified work emails. New York is the largest hub.

This list covers financial services executives 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 16, 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 16, 2026 86% judged on-target in blind review
51Companies
17,947Contacts tracked
6,748Verified emails
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The 20 largest financial services executives based in Los Angeles, United States

Ranked by team size
Top 20 of 51 financial services executives based in Los Angeles, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services executives: 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 16, 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 16, 2026
2Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 20261,001-5,0006,263 contacts →

Indirect evidence

“City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 20261,001-5,000296 contacts →

Indirect evidence

“About B.”

Source: RevenueBase Database · checked Sep 16, 2026
4Partial evidenceLos Angeles, United StatesHQ checked Sep 16, 2026501-1,000105 contacts →

Partial evidence

“Bright Star Financial Services The Company is an organisation specialising in financial services, whose principal activities include the provision of loans, savings, investments…”

Source: RevenueBase Database · checked Sep 16, 2026
5Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 2026201-50077 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
6Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 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 16, 2026
7Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 202611-5016 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
8Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 202611-509 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 202651-2008 contacts →

Partial evidence

“European Investment Management Services, Inc.[EIMS] is a financial services company based in Brentwood in Los Angeles, California.”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 20261-107 contacts →

Indirect evidence

“Securities Offered through The Leaders Group, Inc, Member FINRA/SIPC, 26, W.”

Source: RevenueBase Database · checked Sep 16, 2026
11Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 20261-107 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 16, 2026
12Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 202651-2006 contacts →

Indirect evidence

“MS Capital is a sister company to Marshall & Stevens, Inc.(https://marshall-stevens.com/) that provides M&A advisory, capital markets, corporate finance, and investment banking…”

Source: RevenueBase Database · checked Sep 16, 2026
13Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 202611-504 contacts →

Partial evidence

“Curry Company is a merchant banking company providing integrated financial services and investment management within the Los Angeles, San Francisco, Denver, and New York markets.”

Source: RevenueBase Database · checked Sep 16, 2026
14Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 20261-104 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 16, 2026
15Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“Banyan Tree Asset Management”

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

Indirect evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
18Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 202651-2001 contacts →

Partial evidence

“Stella Oak Financial & Insurance Services focuses on helping clients discover their personal, professional, and financial goals and develop financial solutions in alignment with…”

Source: RevenueBase Database · checked Sep 16, 2026
19Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 202611-501 contacts →

Partial evidence

“Welcome to Jeung Agency, an independent financial services firm founded in 2011 by Stephen Jeung.”

Source: RevenueBase Database · checked Sep 16, 2026
20Indirect evidenceLos Angeles, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“We bring all the pieces together"”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 20 of 51 financial services executives based in Los Angeles, United States

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Financial services executives based in Los Angeles, United States at a glance

As of Sep 16, 2026
37.6%Verified-email coverage
351.9Average contacts per company
11-50Median size (employees)
470.6%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
17
51-200
6
201-500
2
501-1,000
1
1,001-5,000
2
5,001-10,000
1
10001+
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 51 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 services executives, 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 services executives”. 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 services executives), 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 services executives, 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, 6,748 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 16, 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 services executives, 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 services executives are there based in Los Angeles, United States?

RevenueBase identified 51 financial services executives 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 has the most financial services executives?

New York leads with 240 headquartered companies, followed by Dallas (77) and Houston (65).

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 6,748 verified decision-maker contacts tracked across these 51 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 16, 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.