Company lists · Data refreshed September 2026

Top 21 Wealth management software firms based in Los Angeles, United States

Name: Wealth management software firms 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 38 companies tracked

RevenueBase identified 38 company matches for wealth management software firms associated with Los Angeles, United States as of September 2026 and tracks 2,663 professional contacts across them, including 837 with verified work emails. Across the United States, New York is the largest hub for this category (196 companies); Los Angeles has 38.

This list covers company matches for wealth management software firms 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

38Companies

2,663Contacts tracked

837Verified emails

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The 21 largest wealth management software firms based in Los Angeles, United States

Ranked by team size

Top 21 of 38 company matches for wealth management software firms 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	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
2	Aspiriant	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	201-500	227 contacts →
	Exact match “We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	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
4	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
5	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
6	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
7	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
8	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
9	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
10	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
11	Howard Capital Management Howardcapital.com	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	11 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 · Sep 29, 2026 · View company records in RevenueBase
12	KLK Capital Management LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
13	Libretto	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Mainstream Capital Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “We specialize in advising our clients on Wealth Management, Investment Management, Estate Planning, Concentrated Equity holdings, Tax Planning, and Insurance.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Sunset West Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
16	Bemel, Ross & Avedon, LLP	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	11-50	3 contacts →
	Exact match “We are dedicated to your success.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	ARC Capital Management, LLC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Investment advisory and wealth management firm based in Los Angeles, California.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Laura Bella International	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	201-500	2 contacts →
	Exact match “We do more than just provide financial services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Surevest Private Wealth	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
20	Coordinated Wealth Mangement	Exact match	Los Angeles, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “We bring all the pieces together"” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Maxiam Capital Private Wealth Management	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 29, 2026	1-10	1 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 · 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 “wealth management software firms”. 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 21 of 38 wealth management software firms based in Los Angeles, United States

See the full list, filter by size, metro and specialty, and access 837 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management software firms based in Los Angeles, United States at a glance

As of Sep 29, 2026

31.4%Verified-email coverage

70.1Average contacts per company

11-50Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 38 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 “wealth management software firms” 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 837 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.

Wealth management software firms 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 “wealth management software firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management software firms are there based in Los Angeles, United States?

RevenueBase identified 38 company matches for wealth management software firms 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?

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 wealth management software firms?

New York leads the United States with 196 company records, followed by Chicago (78) and Dallas (65). Los Angeles has 38.

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 837 professional contacts with verified work emails tracked across these 38 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.

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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.