Company lists · Data refreshed September 2026

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

Name: Portfolio 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 29, 2026 132 companies tracked

RevenueBase identified 132 company matches for portfolio management consultants associated with Los Angeles, United States as of September 2026 and tracks 13,810 professional contacts across them, including 5,031 with verified work emails. Across the United States, New York is the largest hub for this category (624 companies); Los Angeles has 132.

This list covers company matches for portfolio management consultants 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 September 29, 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 Sep 29, 2026 How this list was built

132Companies

13,810Contacts tracked

5,031Verified emails

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

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

Ranked by team size

Top 25 of 132 company matches for portfolio management consultants based in Los Angeles, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Capital Group	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	5,001-10,000	9,836 contacts →
	Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	201-500	542 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Payden & Rygel	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	201-500	242 contacts →
	Exact match “Payden & Rygel stands as one of the largest independently-owned global investment management firms, providing a comprehensive suite of investment strategies and solutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Aristotle	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	201-500	214 contacts →
	Exact match “Aristotle is a majority employee-owned investment management organization backed by an experienced leadership team that has worked together for over twenty-five years.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Signature Estate & Investment Advisors, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	201-500	210 contacts →
	Exact match “Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Kayne Anderson Rudnick	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	51-200	128 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Composition Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	51-200	126 contacts →
	Exact match “Composition Wealth (formerly Miracle Mile Advisors) is a national registered investment advisor bringing together accomplished financial advisors and specialists to help…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	BEL AIR Investment Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	112 contacts →
	Exact match “Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Evoke Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	51-200	108 contacts →
	Exact match “Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Churchill Management Group At Focus Partners Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	87 contacts →
	Exact match “Churchill Management Group at Focus Partners Wealth's objective is to help our clients make money and keep it.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Ground Control Business Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	201-500	77 contacts →
	Exact match “Ground Control is a business management firm built for those with boundless potential.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Adviceperiod	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	51-200	59 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 · Sep 29, 2026 · View company records in RevenueBase
13	Westmount Partners	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	42 contacts →
	Exact match “In LA, you have numerous wealth management firms to choose from.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	JSF Financial	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	42 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Salem Partners LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	41 contacts →
	Exact match “Los Angeles based Investment / Merchant Bank and Wealth Management Firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Manhattan West	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	51-200	35 contacts →
	Exact match “Manhattan West is a Los Angeles investment firm serving individuals, families, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	ICG Advisors, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	23 contacts →
	Exact match “Offering investment consulting, Outsourced Chief Investment Officer (OCIO), and proprietary multi-manager strategies, ICG Advisors oversees approximately $8 billion in assets for…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	ATLAS	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	17 contacts →
	Exact match “Atlas is redefining wealth and asset management for the modern era.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Bardi CO	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	16 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	HCR Wealth Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
21	Mason And Associates, INC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “Mason & Associates, Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Kinetic Investment Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “At Kinetic Investment Management, we understand that your portfolio is more than just a number.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Stonekimbro	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	AMI Asset Management Corp	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “AMI Asset Management is an independent registered investment advisor located in Los Angeles, CA.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Kinetic Financial	Exact match	Los Angeles, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “At Kinetic Financial, we understand that your portfolio is more than just a number.” Recorded in the RevenueBase company graph · Sep 29, 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 “portfolio management consultants”. 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 132 portfolio management consultants based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 5,031 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 29, 2026

36.4%Verified-email coverage

104.6Average contacts per company

1-10Median size (employees)

Sep 29, 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 132 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 “portfolio management consultants” 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 5,031 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 September 29, 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.

Portfolio management consultants 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 “portfolio management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management consultants are there based in Los Angeles, United States?

RevenueBase identified 132 company matches for portfolio management consultants associated with Los Angeles, United States as of September 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?

Capital Group 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 portfolio management consultants?

New York leads the United States with 624 company records, followed by Chicago (238) and Atlanta (222). Los Angeles has 132.

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 5,031 professional contacts with verified work emails tracked across these 132 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 September 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 132 portfolio management consultants based in Los Angeles, United States. Start with a free account, no credit card.

Download this list →

Related lists

Portfolio 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 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.