Company lists · Data refreshed October 2026

Top 25 Nonprofit wealth management companies based in Los Angeles, United States

Name: Nonprofit wealth management companies 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 18, 2026 37 companies tracked

RevenueBase identified 37 company matches for nonprofit wealth management companies associated with Los Angeles, United States as of October 2026 and tracks 1,238 professional contacts across them, including 663 with verified work emails. Across the United States, New York is the largest hub for this category (143 companies); Los Angeles has 37.

This list covers company matches for nonprofit wealth management companies 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 18, 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 18, 2026 How this list was built

37Companies

1,238Contacts tracked

663Verified emails

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The 25 largest nonprofit wealth management companies based in Los Angeles, United States

Ranked by team size

Top 25 of 37 company matches for nonprofit wealth management companies based in Los Angeles, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 18, 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	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	201-500	587 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
2	Aspiriant	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	201-500	238 contacts →
	Exact match “We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
3	Adviceperiod	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	51-200	62 contacts →
	Exact match “At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
4	Westmount Partners	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	11-50	41 contacts →
	Exact match “In LA, you have numerous wealth management firms to choose from.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
5	Acap Advisors & Accountants	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	11-50	16 contacts →
	Exact match “As a Family Office, we combine deep tax and wealth management expertise to oversee every aspect of your financial life.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
6	HCR Wealth Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 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 18, 2026 · View company records in RevenueBase
7	IFC Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	11-50	13 contacts →
	Exact match “We're a collective of people deeply focused on helping individuals and families manage and redefine the meaning of wealth in their lives and the impact it can create on community…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
8	Howard Capital Management Howardcapital.com	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	11-50	12 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 18, 2026 · View company records in RevenueBase
9	Kopple, Klinger & Elbaz, LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
10	Lido Consulting	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	1-10	8 contacts →
	Exact match “Lido Consulting Group, LLC.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
11	KLK Capital Management LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	1-10	7 contacts →
	Exact match “KLK Capital Management LLC offers wealth management services through various unaffiliated companies including advisory services offered by Diversify Advisory Services…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
12	Family Financial LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	1-10	5 contacts →
	Exact match “Wealth is seeking value….” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
13	Sunset West Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	1-10	3 contacts →
	Exact match “Sunset West Advisors is an Independent Wealth Management and Investment Advisory Firm based in Los Angeles, California that specializes in serving the diverse financial planning…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
14	Bemel, Ross & Avedon, LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	11-50	3 contacts →
	Exact match “We are dedicated to your success.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
15	ARC Capital Management, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 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 18, 2026 · View company records in RevenueBase
16	Weinberger Asset Management INC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	1-10	2 contacts →
	Exact match “Since 1993, Weinberger Asset Management, Inc.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
17	Laura Bella International	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	201-500	2 contacts →
	Exact match “We do more than just provide financial services.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
18	Sound Advising	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	1-10	2 contacts →
	Exact match “Sound Advising provides customized solutions for wealthy families in order to streamline their personal and professional life, achieve long-term financial goals, and offer…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
19	Surevest Private Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	1-10	2 contacts →
	Exact match “Surevest Private Wealth (formerly Surevest Wealth Management) is a boutique wealth management firm for successful individuals who want to delegate their financial planning and…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
20	Maxiam Capital Private Wealth Management	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	1-10	2 contacts →
	Exact match “Maxiam Capital is a private wealth management firm providing investment management, comprehensive financial planning, special needs planning, and long-term wealth strategies for…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
21	Epic Financial Consulting, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	1-10	1 contacts →
	Exact match “Our team provides strategic advisory services focused on tax efficiency, financial planning and philanthropic giving for high net worth individuals and clients facing liquidity…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
22	WIN Wealth Solutions	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	1-10	1 contacts →
	Exact match “Dedicated to assisting clients with their greatest financial concerns, Win Wealth offers comprehensive investment management and financial strategies, coupled with unbiased advice…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
23	Convey Wealth Management	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	1-10	1 contacts →
	Exact match “Convey Wealth Management is a financial services firm uniquely specializing in tax-smart planning and wealth management for corporate executives, tech innovators, high-achieving…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
24	Coordinated Wealth Mangement	Exact match	Los Angeles, United StatesHQ recorded Oct 18, 2026	1-10	1 contacts →
	Exact match “We bring all the pieces together"” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
25	Calafia Group	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 18, 2026	1-10	1 contacts →
	Exact match “At Calafia Group, we are dedicated to managing and growing wealth for high-net-worth families and individuals with discerning financial goals.” Recorded in the RevenueBase company graph · Oct 18, 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 “nonprofit wealth management companies”. 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 37 nonprofit wealth management companies based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 663 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Nonprofit wealth management companies based in Los Angeles, United States at a glance

As of Oct 18, 2026

53.6%Verified-email coverage

33.5Average contacts per company

1-10Median size (employees)

Oct 18, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 37 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 “nonprofit wealth management companies” 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 663 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 18, 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.

Nonprofit wealth management companies 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 “nonprofit wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit wealth management companies are there based in Los Angeles, United States?

RevenueBase identified 37 company matches for nonprofit wealth management companies 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?

Lido Advisors 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 nonprofit wealth management companies?

New York leads the United States with 143 company records, followed by Atlanta (87) and Houston (73). Los Angeles has 37.

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 663 professional contacts with verified work emails tracked across these 37 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 18, 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.