Company lists · Data refreshed October 2026

Top 25 Investment advisory platforms based in Los Angeles, United States

Name: Investment advisory 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 Oct 1, 2026 55 companies tracked

RevenueBase identified 55 company matches for investment advisory platforms associated with Los Angeles, United States as of October 2026 and tracks 891 professional contacts across them, including 526 with verified work emails. Across the United States, New York is the largest hub for this category (257 companies); Los Angeles has 55.

This list covers company matches for investment advisory platforms 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 October 1, 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 Oct 1, 2026 How this list was built

55Companies

891Contacts tracked

526Verified emails

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The 25 largest investment advisory platforms based in Los Angeles, United States

Ranked by team size

Top 25 of 55 company matches for investment advisory platforms based in Los Angeles, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Signature Estate & Investment Advisors, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	201-500	210 contacts →
	Exact match “Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Kayne Anderson Rudnick	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	51-200	128 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	BEL AIR Investment Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	11-50	112 contacts →
	Exact match “Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Evoke Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	51-200	108 contacts →
	Exact match “Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Wave Digital Assets	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	11-50	44 contacts →
	Exact match “Wave Digital Assets (known as “Wave”), is a SEC-registered investment advisory firm that provides a unique combination of venture capital, fund, and private wealth management to…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Westmount Partners	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	11-50	42 contacts →
	Exact match “In LA, you have numerous wealth management firms to choose from.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	O'neil Global Advisors	Exact match	Los Angeles, United StatesHQ recorded Oct 1, 2026	11-50	19 contacts →
	Exact match “O’Neil Global Advisors, Inc.(OGA) is an SEC Registered Investment Adviser, founded in 2019 and led by key personnel from O’Neil Capital Management, the family office established…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	ATLAS	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	11-50	17 contacts →
	Exact match “Atlas is redefining wealth and asset management for the modern era.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	HCR Wealth Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	11-50	15 contacts →
	Exact match “HCR Advisors is a Los Angeles-based registered investment advisory firm offering personalized wealth management for high-net-worth individuals navigating complex financial lives.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Kinetic Investment Management	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “At Kinetic Investment Management, we understand that your portfolio is more than just a number.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	AMI Asset Management Corp	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “AMI Asset Management is an independent registered investment advisor located in Los Angeles, CA.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Howard Capital Management Howardcapital.com	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
13	Chantico Technology	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	1-10	11 contacts →
	Exact match “Caminos is a web-based platform used by investment managers that range in both size and complexity.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	RVW Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match “At RVW Wealth, we are committed to delivering exceptional investment management and financial advisory services with integrity, objectivity, and deep expertise.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	L&s Advisors, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “At L&S Advisors, we strive to help individuals and families manage their wealth.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	ALTHQ	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “altHQ is a complete, end-to-end solution for managing private investments.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	PLUTO	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “Pluto will bring the power of automated investing to retail traders of all background by removing complexity and creating a powerful and accessible suite of tools.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Libretto	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	GT Investment Management	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	11-50	5 contacts →
	Exact match “GT Investment Management \| Simple Strategies for Complex Wealth As an SEC Registered Investment Advisor (RIA), GT Investment Management provides bespoke financial solutions for…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	S.L. Reed & Company	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	11-50	4 contacts →
	Exact match “In 1996, Robert Nichols, Ph.D.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Paragon Financial Partners	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Paragon Financial Partners, Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Miracle Mile Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	51-200	4 contacts →
	Exact match “Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	The Pacific Group	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “The Pacific Group is a full service investment advisory firm for new investors and experienced investors alike.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	ARC Capital Management, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Investment advisory and wealth management firm based in Los Angeles, California.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Mcintosh Capital Advisors, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “McIntosh Capital Advisors, Inc, Alfred McIntosh, Los Angeles, CA” Recorded in the RevenueBase company graph · Oct 1, 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 “investment advisory platforms”. 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 55 investment advisory platforms based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 526 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment advisory platforms based in Los Angeles, United States at a glance

As of Oct 1, 2026

59.0%Verified-email coverage

16.2Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 55 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 “investment advisory platforms” 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 526 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 October 1, 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.

Investment advisory platforms 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 “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory platforms are there based in Los Angeles, United States?

RevenueBase identified 55 company matches for investment advisory platforms associated with Los Angeles, United States as of October 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?

Signature Estate & Investment Advisors, LLC 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 investment advisory platforms?

New York leads the United States with 257 company records, followed by San Francisco (102) and Chicago (91). Los Angeles has 55.

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 526 professional contacts with verified work emails tracked across these 55 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 October 1, 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.