Company lists · Data refreshed September 2026

Top 13 Investment firms based in Beverly Hills, United States

RevenueBase identified 30 investment firms headquartered in Beverly Hills, United States as of September 2026 and tracks 127 professional contacts across them, including 61 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Beverly Hills, 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
30Companies
127Contacts tracked
61Verified emails
Unlock all 30 companies Free signup · no credit card · 500 free credits

The 13 largest investment firms based in Beverly Hills, United States

Ranked by team size
Top 13 of 30 investment firms based in Beverly Hills, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: 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.
#CompanyHeadquartersEmployeesContacts
1
Checchi CapitalIndirect evidence
Beverly Hills, CA, United StatesHQ checked Sep 4, 202611-5025

“Frustrated with Wall Street’s opaque fee structure, excess risks, and conflicts of interest, the Checchi Family founded Checchi Capital Advisers in 2007 as the solution for…”

Source: company website · checked Sep 4, 2026
2Beverly Hills, CA, United StatesHQ checked Sep 4, 202611-507

“The Law Offices of Patrick J.”

Source: company website · checked Sep 4, 2026
3Beverly Hills, CA, United StatesHQ checked Sep 4, 20261-107

“O'Boyle Wealth Management, in Beverly Hills, CA, offers full service financial planning and investment management to help you reach your goals.”

Source: company website · checked Sep 4, 2026
4
Cheviot Value ManagementIndirect evidence
Beverly Hills, CA, United StatesHQ checked Sep 4, 20261-106

“Established in 1985, Cheviot Value Management’s mission is to provide our clients with financial peace of mind.”

Source: company website · checked Sep 4, 2026
5
Canon EquityStrong evidence
Beverly Hills, CA, United StatesHQ checked Sep 4, 202611-505

“Canon Equity is the collective investment arm of several family offices, co-investing to leverage each partner’s extensive network and experience to benefit each portfolio company.”

Source: company website · checked Sep 4, 2026
6
DNA CapitalIndirect evidence
Beverly Hills, CA, United StatesHQ checked Sep 4, 202611-505

“Founded in 2022 by two visionaries, DNA Capital is looking to improve capital access to high quality, fast growing startups.”

Source: company website · checked Sep 4, 2026
7Beverly Hills, CA, United StatesHQ checked Sep 4, 20261-104

“Brener International Group, LLC is a private investment firm based in Beverly Hills, California.”

Source: company website · checked Sep 4, 2026
8
Platinum Wealth AdvisorsIndirect evidence
Beverly Hills, CA, United StatesHQ checked Sep 4, 20261-104

“Platinum Wealth Advisors offers Financial Advisory services through Retirement Wealth Advisors, Inc.”

Source: company website · checked Sep 4, 2026
9Beverly Hills, CA, United StatesHQ checked Sep 4, 20261-102

“There are four things that distinguish us from the typical adviser.”

Source: company website · checked Sep 4, 2026
10
BLUOXIndirect evidence
Beverly Hills, CA, United StatesHQ checked Sep 4, 20261-102

“Operating at the intersection of private credit, venture debt, and capital strategy, our work centers on structuring term loans and credit facilities for SMBs and VC backed…”

Source: company website · checked Sep 4, 2026
11Beverly Hills, CA, United StatesHQ checked Sep 4, 20261-101

“TWP Financial & Insurance Services LLC maintains a "your agenda" attitude, not an "our agenda" attitude.”

Source: company website · checked Sep 4, 2026
12
Manor Ridge WealthStrong evidence
Beverly Hills, CA, United StatesHQ checked Sep 4, 20261-101

“At Manor Ridge Wealth we work closely with clients to create a bespoke financial plan and implement investment strategies based on short or long term financial goals, risk…”

Source: company website · checked Sep 4, 2026
13
Moment Film GroupStrong evidence
Beverly Hills, CA, United StatesHQ checked Sep 4, 20261-101

“Moment specializes in curating investments within innovative entertainment sectors, targeting remarkable outcomes and returns.”

Source: company website · checked Sep 4, 2026

Showing 13 of 30 investment firms based in Beverly Hills, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 61 reachable decision-makers.

Free signup · no credit card

See all 30 companies

Investment firms based in Beverly Hills, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
20
11-50
8
51-200
2

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 Beverly Hills, over 30 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 firms, 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 Beverly Hills, United States whose own description of what they do matches “investment firms”. 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 firms, and records with no verified work email. Companies headquartered outside Beverly Hills 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, 61 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 firms by metro in the United States

Frequently asked

How many investment firms are there based in Beverly Hills, United States?

RevenueBase identified 30 investment firms headquartered in Beverly Hills, 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?

Checchi Capital, headquartered in Beverly Hills, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 61 verified decision-maker contacts tracked across these 30 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.

Ready to reach these companies? Verified emails and direct dials for all 30 investment firms based in Beverly Hills, United States. Start with a free account, no credit card.

Get the full list

Related lists

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.