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 14, 2026 55 companies tracked

RevenueBase identified 55 investment advisory platforms headquartered in Los Angeles, United States as of September 2026 and tracks 891 professional contacts across them, including 526 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 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 14, 2026 86% judged on-target in blind review

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 investment advisory platforms based in Los Angeles, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory 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	Signature Estate & Investment Advisors, LLC	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	201-500	210 contacts →
	Strong 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 14, 2026
2	Kayne Anderson Rudnick	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	51-200	128 contacts →
	Strong 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 14, 2026
3	BEL AIR Investment Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	11-50	112 contacts →
	Partial evidence “Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Source: RevenueBase Database · checked Sep 14, 2026
4	Evoke Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	51-200	108 contacts →
	Strong 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 14, 2026
5	Wave Digital Assets	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	11-50	44 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 14, 2026
6	Westmount Partners	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	11-50	42 contacts →
	Indirect evidence “In LA, you have numerous wealth management firms to choose from.” Source: RevenueBase Database · checked Sep 14, 2026
7	O'neil Global Advisors	Strong evidence	Los Angeles, United StatesHQ checked Sep 14, 2026	11-50	19 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 14, 2026
8	ATLAS	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	11-50	17 contacts →
	Indirect evidence “Atlas is redefining wealth and asset management for the modern era.” Source: RevenueBase Database · checked Sep 14, 2026
9	HCR Wealth Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	11-50	15 contacts →
	Strong 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 14, 2026
10	Kinetic Investment Management	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	11-50	12 contacts →
	Partial evidence “At Kinetic Investment Management, we understand that your portfolio is more than just a number.” Source: RevenueBase Database · checked Sep 14, 2026
11	AMI Asset Management Corp	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	11-50	12 contacts →
	Strong evidence “AMI Asset Management is an independent registered investment advisor located in Los Angeles, CA.” Source: RevenueBase Database · checked Sep 14, 2026
12	Howard Capital Management Howardcapital.com	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 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 14, 2026
13	Chantico Technology	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	1-10	11 contacts →
	Strong evidence “Caminos is a web-based platform used by investment managers that range in both size and complexity.” Source: RevenueBase Database · checked Sep 14, 2026
14	RVW Wealth	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	11-50	11 contacts →
	Strong evidence “At RVW Wealth, we are committed to delivering exceptional investment management and financial advisory services with integrity, objectivity, and deep expertise.” Source: RevenueBase Database · checked Sep 14, 2026
15	L&s Advisors, INC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 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 14, 2026
16	ALTHQ	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Partial evidence “altHQ is a complete, end-to-end solution for managing private investments.” Source: RevenueBase Database · checked Sep 14, 2026
17	PLUTO	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 14, 2026
18	Libretto	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Strong 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 14, 2026
19	GT Investment Management	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	11-50	5 contacts →
	Strong evidence “GT Investment Management \| Simple Strategies for Complex Wealth As an SEC Registered Investment Advisor (RIA), GT Investment Management provides bespoke financial solutions for…” Source: RevenueBase Database · checked Sep 14, 2026
20	S.L. Reed & Company	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	11-50	4 contacts →
	Indirect evidence “In 1996, Robert Nichols, Ph.D.” Source: RevenueBase Database · checked Sep 14, 2026
21	Paragon Financial Partners	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Paragon Financial Partners, Inc.” Source: RevenueBase Database · checked Sep 14, 2026
22	Miracle Mile Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	51-200	4 contacts →
	Strong 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 14, 2026
23	ARC Capital Management, LLC	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong evidence “Investment advisory and wealth management firm based in Los Angeles, California.” Source: RevenueBase Database · checked Sep 14, 2026
24	The Pacific Group	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong evidence “The Pacific Group is a full service investment advisory firm for new investors and experienced investors alike.” Source: RevenueBase Database · checked Sep 14, 2026
25	Mcintosh Capital Advisors, INC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Partial evidence “McIntosh Capital Advisors, Inc, Alfred McIntosh, Los Angeles, CA” Source: RevenueBase Database · checked Sep 14, 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: investment advisory 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 investment advisory platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory 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 55 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 14, 2026

59.0%Verified-email coverage

16.2Average contacts per company

1-10Median size (employees)

443.6%Largest-city concentration · New York

Sep 14, 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

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 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 “investment advisory 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 investment advisory 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 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 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, 526 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 14, 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

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

RevenueBase identified 55 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?

Signature Estate & Investment Advisors, LLC, 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 244 headquartered companies, followed by San Francisco (102) and Chicago (91).

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 526 verified decision-maker contacts tracked across these 55 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 14, 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.