Company lists · Data refreshed September 2026

Top 25 Integrated wealth platforms based in Los Angeles, United States

Name: Integrated wealth platforms 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 28, 2026 53 companies tracked

RevenueBase identified 53 integrated wealth platforms headquartered in Los Angeles, United States as of September 2026 and tracks 2,664 professional contacts across them, including 827 with verified work emails. Across the United States, New York is the largest hub for this category (229 companies); Los Angeles has 53.

This list covers integrated wealth platforms 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

53Companies

2,664Contacts tracked

827Verified emails

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The 25 largest integrated wealth platforms based in Los Angeles, United States

Ranked by team size

Top 25 of 53 integrated wealth platforms based in Los Angeles, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to integrated wealth platforms: 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 28, 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 28, 2026
2	Aspiriant	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	201-500	227 contacts →
	Partial evidence “We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned.” Source: RevenueBase Database · checked Sep 28, 2026
3	Composition Wealth	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	51-200	126 contacts →
	Partial evidence “Composition Wealth (formerly Miracle Mile Advisors) is a national registered investment advisor bringing together accomplished financial advisors and specialists to help…” Source: RevenueBase Database · checked Sep 28, 2026
4	Churchill Management Group At Focus Partners Wealth	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	87 contacts →
	Partial 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, 2026
5	Adviceperiod	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	51-200	59 contacts →
	Partial 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 28, 2026
6	Westmount Partners	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	42 contacts →
	Partial evidence “In LA, you have numerous wealth management firms to choose from.” Source: RevenueBase Database · checked Sep 28, 2026
7	JSF Financial	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	42 contacts →
	Indirect 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, 2026
8	ATLAS	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “Atlas is redefining wealth and asset management for the modern era.” Source: RevenueBase Database · checked Sep 28, 2026
9	IFC Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “We're a collective of people deeply focused on helping individuals and families manage and redefine the meaning of wealth in their lives and the impact it can create on community…” Source: RevenueBase Database · checked Sep 28, 2026
10	HCR Wealth Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	15 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 28, 2026
11	Kinetic Financial	Indirect evidence	Los Angeles, United StatesHQ checked Sep 28, 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 28, 2026
12	Howard Capital Management Howardcapital.com	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 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 28, 2026
13	L&s Advisors, INC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “At L&S Advisors, we strive to help individuals and families manage their wealth.” Source: RevenueBase Database · checked Sep 28, 2026
14	ALTHQ	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “altHQ is a complete, end-to-end solution for managing private investments.” Source: RevenueBase Database · checked Sep 28, 2026
15	KLK Capital Management LLC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial 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 28, 2026
16	Libretto	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million.” Source: RevenueBase Database · checked Sep 28, 2026
17	Mainstream Capital Management	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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, 2026
18	Miracle Mile Advisors	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	51-200	4 contacts →
	Indirect evidence “Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better.” Source: RevenueBase Database · checked Sep 28, 2026
19	Sunset West Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Sunset West Advisors is an Independent Wealth Management and Investment Advisory Firm based in Los Angeles, California that specializes in serving the diverse financial planning…” Source: RevenueBase Database · checked Sep 28, 2026
20	Bemel, Ross & Avedon, LLP	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “We are dedicated to your success.” Source: RevenueBase Database · checked Sep 28, 2026
21	ARC Capital Management, LLC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Investment advisory and wealth management firm based in Los Angeles, California.” Source: RevenueBase Database · checked Sep 28, 2026
22	The Pacific Group	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	3 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 28, 2026
23	Mcintosh Capital Advisors, INC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “McIntosh Capital Advisors, Inc, Alfred McIntosh, Los Angeles, CA” Source: RevenueBase Database · checked Sep 28, 2026
24	Created Wealth Advisory	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Created is a boutique wealth advisory.” Source: RevenueBase Database · checked Sep 28, 2026
25	Laura Bella International	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	201-500	2 contacts →
	Indirect evidence “We do more than just provide financial services.” Source: RevenueBase Database · checked Sep 28, 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: integrated wealth platforms. 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 integrated wealth platforms.
Partial evidence: Its own public description names part of integrated wealth platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name integrated wealth platforms. 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 53 integrated wealth platforms based in Los Angeles, United States

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Integrated wealth platforms based in Los Angeles, United States at a glance

As of Sep 28, 2026

31.0%Verified-email coverage

50.3Average contacts per company

1-10Median size (employees)

Sep 28, 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 53 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 integrated wealth platforms, 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 “integrated wealth platforms”. 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 integrated wealth platforms), 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 integrated wealth platforms, 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, 827 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.

Integrated wealth platforms 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 integrated wealth platforms, 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 integrated wealth platforms are there based in Los Angeles, United States?

RevenueBase identified 53 integrated wealth platforms 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 in the United States has the most integrated wealth platforms?

New York leads the United States with 229 headquartered companies, followed by Chicago (110) and Atlanta (102). Los Angeles has 53.

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 827 verified decision-maker contacts tracked across these 53 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.

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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.