Company lists · Data refreshed September 2026

Top 25 Investment management consultants based in Los Angeles, United States

Name: Investment management consultants 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 146 companies tracked

RevenueBase identified 146 investment management consultants headquartered in Los Angeles, United States as of September 2026 and tracks 14,715 professional contacts across them, including 5,305 with verified work emails. Across the United States, New York is the largest hub for this category (640 companies); Los Angeles has 146.

This list covers investment management consultants 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

146Companies

14,715Contacts tracked

5,305Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment management consultants based in Los Angeles, United States

Ranked by team size

Top 25 of 146 investment management consultants 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 investment management consultants: 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	Capital Group	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	9,836 contacts →
	Indirect evidence “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Source: RevenueBase Database · checked Sep 28, 2026
2	Lido Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	201-500	542 contacts →
	Partial evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
3	B. Riley Financial	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	296 contacts →
	Indirect evidence “About B.” Source: RevenueBase Database · checked Sep 28, 2026
4	Payden & Rygel	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	201-500	242 contacts →
	Strong evidence “Payden & Rygel stands as one of the largest independently-owned global investment management firms, providing a comprehensive suite of investment strategies and solutions.” Source: RevenueBase Database · checked Sep 28, 2026
5	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
6	Aristotle	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	201-500	214 contacts →
	Strong evidence “Aristotle is a majority employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years.” Source: RevenueBase Database · checked Sep 28, 2026
7	Signature Estate & Investment Advisors, LLC	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 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 28, 2026
8	Kayne Anderson Rudnick	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	51-200	128 contacts →
	Partial 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 28, 2026
9	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
10	BEL AIR Investment Advisors	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 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 28, 2026
11	Evoke Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 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 28, 2026
12	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
13	Ground Control Business Management	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	201-500	77 contacts →
	Partial evidence “Ground Control is a business management firm built for those with boundless potential.” Source: RevenueBase Database · checked Sep 28, 2026
14	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
15	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
16	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
17	Salem Partners LLC	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	41 contacts →
	Strong evidence “Los Angeles based Investment / Merchant Bank and Wealth Management Firm.” Source: RevenueBase Database · checked Sep 28, 2026
18	Manhattan West	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	51-200	35 contacts →
	Partial evidence “Manhattan West is a Los Angeles investment firm serving individuals, families, family offices, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
19	ICG Advisors, LLC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “Offering investment consulting, Outsourced Chief Investment Officer (OCIO), and proprietary multi-manager strategies, ICG Advisors oversees approximately $8 billion in assets for…” Source: RevenueBase Database · checked Sep 28, 2026
20	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
21	Bardi CO	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
22	HCR Wealth Advisors	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 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 28, 2026
23	Mason And Associates, INC	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Mason & Associates, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
24	Kinetic Investment Management	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “At Kinetic Investment Management, we understand that your portfolio is more than just a number.” Source: RevenueBase Database · checked Sep 28, 2026
25	Stonekimbro	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “At StoneKimbro, we believe in the power of integrated financial wisdom; wisdom that has been battle tested through decades of our team’s experience; wisdom that draws out what is…” 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: investment management consultants. 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 management consultants.
Partial evidence: Its own public description names part of investment management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management consultants. 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 146 investment management consultants based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 5,305 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment management consultants based in Los Angeles, United States at a glance

As of Sep 28, 2026

36.1%Verified-email coverage

100.8Average 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

5,001-10,000

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 146 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 management consultants, 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 management consultants”. 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 management consultants), 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 management consultants, 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, 5,305 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.

Investment management consultants 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 management consultants, 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 management consultants are there based in Los Angeles, United States?

RevenueBase identified 146 investment management consultants 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?

Capital Group, headquartered in Los Angeles, tops this list with the largest team on record.

Which city in the United States has the most investment management consultants?

New York leads the United States with 640 headquartered companies, followed by Atlanta (265) and Dallas (243). Los Angeles has 146.

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 5,305 verified decision-maker contacts tracked across these 146 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.

Ready to reach these companies? Verified emails and direct dials for all 146 investment management consultants based in Los Angeles, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment management consultants by geography

Browse the directory

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.