Company lists · Data refreshed September 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 Sep 4, 2026 53 companies tracked

RevenueBase identified 53 investment advisory platforms headquartered in Los Angeles, United States as of September 2026 and tracks 1,511 professional contacts across them, including 1,008 with verified work emails. New York is the largest hub.

This list covers investment advisory 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

53Companies

1,511Contacts tracked

1,008Verified emails

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

Ranked by team size

Top 25 of 53 investment advisory platforms based in Los Angeles, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	BEL AIR Investment AdvisorsPartial evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	11-50	112
	“Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Source: company website · checked Sep 4, 2026
2	Evoke AdvisorsStrong evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	11-50	105
	“Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Source: company website · checked Sep 4, 2026
3	Wave Digital AssetsStrong evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	11-50	43
	“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…” Source: company website · checked Sep 4, 2026
4	Westmount PartnersIndirect evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	11-50	41
	“In LA, you have numerous wealth management firms to choose from.” Source: company website · checked Sep 4, 2026
5	O'neil Global AdvisorsStrong evidence	Los Angeles, United StatesHQ checked Sep 4, 2026	11-50	19
	“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…” Source: company website · checked Sep 4, 2026
6	ATLASIndirect evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	11-50	17
	“Atlas is redefining wealth and asset management for the modern era.” Source: company website · checked Sep 4, 2026
7	HCR Wealth AdvisorsStrong evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	11-50	15
	“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: company website · checked Sep 4, 2026
8	L&s Advisors, INCPartial evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	11-50	14
	“At L&S Advisors, we strive to help individuals and families manage their wealth.” Source: company website · checked Sep 4, 2026
9	Kinetic Investment ManagementPartial evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	11-50	12
	“At Kinetic Investment Management, we understand that your portfolio is more than just a number.” Source: company website · checked Sep 4, 2026
10	AMI Asset Management CorpStrong evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	11-50	12
	“AMI Asset Management is an independent registered investment advisor located in Los Angeles, CA.” Source: company website · checked Sep 4, 2026
11	Howard Capital Management Howardcapital.comIndirect evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	11-50	11
	“Founded in 1974, Howard Capital Management is a fee-based financial services company with offices in Los Angeles and New York.” Source: company website · checked Sep 4, 2026
12	Chantico TechnologyStrong evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	1-10	11
	“Caminos is a web-based platform used by investment managers that range in both size and complexity.” Source: company website · checked Sep 4, 2026
13	ALTHQPartial evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	1-10	7
	“altHQ is a complete, end-to-end solution for managing private investments.” Source: company website · checked Sep 4, 2026
14	PLUTOIndirect evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	1-10	7
	“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.” Source: company website · checked Sep 4, 2026
15	LibrettoStrong evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	1-10	5
	“Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million.” Source: company website · checked Sep 4, 2026
16	S.L. Reed & CompanyIndirect evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	11-50	4
	“In 1996, Robert Nichols, Ph.D.” Source: company website · checked Sep 4, 2026
17	Miracle Mile AdvisorsStrong evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	51-200	4
	“Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better.” Source: company website · checked Sep 4, 2026
18	GT Investment ManagementStrong evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	11-50	4
	“GT Investment Management is a licensed Registered Investment Advisor (RIA) dedicated to helping clients achieve their financial goals.” Source: company website · checked Sep 4, 2026
19	The Pacific GroupStrong evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	1-10	3
	“The Pacific Group is a full service investment advisory firm for new investors and experienced investors alike.” Source: company website · checked Sep 4, 2026
20	ARC Capital Management, LLCStrong evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	1-10	3
	“Investment advisory and wealth management firm based in Los Angeles, California.” Source: company website · checked Sep 4, 2026
21	Mcintosh Capital Advisors, INCPartial evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	1-10	2
	“McIntosh Capital Advisors, Inc, Alfred McIntosh, Los Angeles, CA” Source: company website · checked Sep 4, 2026
22	Created Wealth AdvisoryPartial evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	1-10	2
	“Created is a boutique wealth advisory.” Source: company website · checked Sep 4, 2026
23	Avise FinancialPartial evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	1-10	2
	“Avise is a collective that helps good-hearted financial advisors start and operate their own independent firms.” Source: company website · checked Sep 4, 2026
24	ROUNDPartial evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	1-10	2
	“Round is the first fintech firm in the world that provides active investment management services of the ultra-wealthy to everyday people through the convenience of a mobile app.” Source: company website · checked Sep 4, 2026
25	Afinitiv LLCStrong evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	1-10	1
	“Your AI-powered investment advisor.” Source: company website · checked Sep 4, 2026

Showing 25 of 53 investment advisory platforms based in Los Angeles, United States

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

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

10001+

Email recency for this list is measured across the whole United States list rather than this city, 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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory 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 an evidence 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, 1,008 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 4, 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.

Investment advisory platforms by metro in the United States

Frequently asked

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

RevenueBase identified 53 investment advisory 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?

BEL AIR Investment Advisors, headquartered in Los Angeles, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 1,008 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 4, 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.