Research Report · 2026-06-30
Largest Registered Investment Advisers in Los Angeles
Los Angeles SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
211
Total AUM
$5.80T
Median AUM
$981.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | MAR VISTA INVESTMENT PARTNERS, LLC | LOS ANGELES | 144906 | $1.12B | 19 | 2026-03-31 | → |
| 102 | CRESCENT CAP NT ADVISORS, LLC | LOS ANGELES | 324139 | $1.11B | 0 | 2026-03-31 | → |
| 103 | CW INVESTMENT ADVISERS, LLC | LOS ANGELES | 305926 | $1.08B | 36 | 2026-03-31 | → |
| 104 | CIM CAPITAL IC MANAGEMENT, LLC | LOS ANGELES | 301416 | $1.08B | 160 | 2026-03-31 | → |
| 105 | CALTIUS CAPITAL MANAGEMENT, LP | LOS ANGELES | 157007 | $1.06B | 21 | 2026-03-31 | → |
| 106 | BROADSHORE CAPITAL PARTNERS, LLC | LOS ANGELES | 119200 | $981.6M | 16 | 2026-03-31 | → |
| 107 | BALMORAL MANAGEMENT II L.P. | LOS ANGELES | 164956 | $974.4M | 16 | 2026-04-30 | → |
| 108 | 3L CAPITAL MANAGEMENT, LLC | LOS ANGELES | 294003 | $932.3M | 4 | 2026-03-31 | → |
| 109 | BELMONT CAPITAL, LLC | LOS ANGELES | 154078 | $931.4M | 4 | 2025-03-31 | → |
| 110 | OLD WEST INVESTMENT MANAGEMENT, LLC | LOS ANGELES | 148343 | $915.7M | 8 | 2026-03-31 | → |
| 111 | REMY INVESTORS & CONSULTANTS, LLC | LOS ANGELES | 326958 | $887.6M | 6 | 2026-05-31 | → |
| 112 | INTEGRITY GROWTH PARTNERS, L.P. | LOS ANGELES | 307975 | $872.6M | 12 | 2026-03-31 | → |
| 113 | MASON & ASSOCIATES, INC. | LOS ANGELES | 141303 | $828.7M | 8 | 2026-01-31 | → |
| 114 | LEGACY PARTNERS, LLC | LOS ANGELES | 159473 | $777.9M | 4 | 2026-01-31 | → |
| 115 | BLUE ZONE WEALTH ADVISORS, LLC | LOS ANGELES | 305943 | $770.0M | 7 | 2026-03-31 | → |
| 116 | SFE INVESTMENT COUNSEL INC. | LOS ANGELES | 145530 | $748.4M | 14 | 2025-12-31 | → |
| 117 | CUREWELL CAPITAL MANAGEMENT, LLC | LOS ANGELES | 318142 | $744.3M | 7 | 2026-05-31 | → |
| 118 | THE CYPRESS FUNDS LLC | LOS ANGELES | 107502 | $723.2M | 7 | 2026-03-31 | → |
| 119 | MEDINA VALUE PARTNERS, LLC | LOS ANGELES | 155192 | $717.2M | 7 | 2026-03-31 | → |
| 120 | ATLAS LEGACY ADVISORS LLC | LOS ANGELES | 329888 | $715.0M | 5 | 2026-03-31 | → |
| 121 | HAMILTON WEALTH, LLC | LOS ANGELES | 289462 | $697.8M | 4 | 2026-03-31 | → |
| 122 | ARCHER CAPITAL GROUP MANAGEMENT, LLC | LOS ANGELES | 317047 | $659.6M | 8 | 2026-04-30 | → |
| 123 | BMB ADVISERS LLC | LOS ANGELES | 118410 | $655.8M | 3 | 2026-03-31 | → |
| 124 | ARIXA MANAGEMENT, LLC | LOS ANGELES | 336603 | $647.9M | 94 | 2026-03-31 | → |
| 125 | DAFNA CAPITAL MANAGEMENT, LLC | LOS ANGELES | 129053 | $645.2M | 8 | 2026-03-31 | → |
| 126 | PARALLAXES CAPITAL MANAGEMENT, LLC | LOS ANGELES | 291657 | $620.8M | 4 | 2026-03-31 | → |
| 127 | SANCUS CAPITAL MANAGEMENT LP | LOS ANGELES | 157121 | $618.9M | 8 | 2026-03-31 | → |
| 128 | WESTERN STANDARD, LLC | LOS ANGELES | 147864 | $574.9M | 8 | 2026-03-31 | → |
| 129 | LINEPOINT PARTNERS & CO., LLC | LOS ANGELES | 332598 | $572.1M | 8 | 2026-03-31 | → |
| 130 | CORAL TREE MANAGEMENT, LP | LOS ANGELES | 313118 | $560.1M | 9 | 2026-04-30 | → |
| 131 | AECOM CAPITAL REAL ESTATE, LLC | LOS ANGELES | 298333 | $559.5M | 4 | 2025-12-31 | → |
| 132 | K FUND CAPITAL MANAGEMENT, LLC | LOS ANGELES | 318110 | $539.3M | 2 | 2026-05-31 | → |
| 133 | DEW POINT CAPITAL, INC. | LOS ANGELES | 305010 | $513.2M | 2 | 2026-03-31 | → |
| 134 | WEINBERGER ASSET MANAGEMENT, INC | LOS ANGELES | 106176 | $503.6M | 3 | 2026-03-31 | → |
| 135 | ATWATER CAPITAL, LLC | LOS ANGELES | 299075 | $491.5M | 6 | 2026-03-31 | → |
| 136 | INTERLOCK EQUITY LP | LOS ANGELES | 315618 | $486.4M | 14 | 2026-03-31 | → |
| 137 | SDS REAL ESTATE ADVISORS | LOS ANGELES | 309932 | $473.8M | 14 | 2026-03-31 | → |
| 138 | AOF MANAGEMENT LLC | LOS ANGELES | 170193 | $461.5M | 6 | 2026-06-30 | → |
| 139 | FUSION CAPITAL PARTNERS, LP | LOS ANGELES | 333924 | $461.4M | 9 | 2026-06-30 | → |
| 140 | CONFIDENCE WEALTH MANAGEMENT, INC. | LOS ANGELES | 127383 | $454.1M | 19 | 2026-03-31 | → |
| 141 | KINETIC INVESTMENT MANAGEMENT, INC. | LOS ANGELES | 283034 | $450.9M | 39 | 2026-06-30 | → |
| 142 | AG ASSET ADVISORY, LLC | LOS ANGELES | 154406 | $440.5M | 3 | 2026-03-31 | → |
| 143 | TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC | LOS ANGELES | 332802 | $425.0M | 315 | 2026-05-31 | → |
| 144 | O'NEIL GLOBAL ADVISORS, INC. | LOS ANGELES | 308150 | $401.9M | 40 | 2026-05-31 | → |
| 145 | SHRIER WEALTH MANAGEMENT, LLC | LOS ANGELES | 332673 | $390.6M | 5 | 2026-02-28 | → |
| 146 | HAROLD DAVIDSON & ASSOCIATES INC | LOS ANGELES | 110994 | $390.5M | 7 | 2026-03-31 | → |
| 147 | LASALLE DEBT INVESTORS | LOS ANGELES | 158422 | $384.7M | 14 | 2026-03-31 | → |
| 148 | GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLC | LOS ANGELES | 336578 | $363.5M | 7 | 2026-05-31 | → |
| 149 | LION CAPITAL (AMERICAS) INC. | LOS ANGELES | 160574 | $361.6M | 1 | 2025-05-31 | → |
| 150 | SEPULVEDA MANAGEMENT LLC | LOS ANGELES | 284290 | $355.1M | 8 | 2026-05-31 | → |
| 151 | VARIANT EQUITY ADVISORS, LLC | LOS ANGELES | 297046 | $338.4M | 3 | 2026-03-31 | → |
| 152 | CONGRUENCE CAPITAL, LLC | LOS ANGELES | 328559 | $333.5M | 4 | 2026-04-30 | → |
| 153 | NINEPOINTTWO CAPITAL LLC | LOS ANGELES | 297270 | $314.8M | 2 | 2026-02-28 | → |
| 154 | LOGICA CAPITAL ADVISERS, LLC | LOS ANGELES | 168906 | $304.6M | 9 | 2026-05-31 | → |
| 155 | WESTWOOD WEALTH MANAGEMENT | LOS ANGELES | 290658 | $300.4M | 3 | 2026-05-31 | → |
| 156 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | LOS ANGELES | 291645 | $300.0M | 7 | 2026-03-31 | → |
| 157 | COMMONWEALTH ASSET MANAGEMENT LP | LOS ANGELES | 306098 | $295.7M | 4 | 2026-06-30 | → |
| 158 | PACIFIC SUN FINANCIAL CORP | LOS ANGELES | 284286 | $290.0M | 4 | 2025-09-30 | → |
| 159 | LIQUID CAPITAL MANAGEMENT LLC | LOS ANGELES | 299577 | $287.6M | 4 | 2026-03-31 | → |
| 160 | SANDBRIDGE INVESTMENT MANAGEMENT, LLC | LOS ANGELES | 169112 | $281.6M | 3 | 2026-03-31 | → |
| 161 | AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC | LOS ANGELES | 301331 | $279.3M | 11 | 2026-06-30 | → |
| 162 | CORRIDOR CAPITAL, LLC | LOS ANGELES | 160922 | $276.0M | 12 | 2026-03-31 | → |
| 163 | STONEBRIDGE CAPITAL MANAGEMENT INC | LOS ANGELES | 106073 | $268.7M | 5 | 2026-04-30 | → |
| 164 | PFC CAPITAL GROUP INC | LOS ANGELES | 110648 | $262.5M | 10 | 2025-10-31 | → |
| 165 | ISHARA INVESTMENTS LP | LOS ANGELES | 331869 | $259.1M | 6 | 2026-03-31 | → |
| 166 | ALPHA ANALYTICS INVESTMENT GROUP LLC | LOS ANGELES | 109844 | $253.4M | 2 | 2026-03-31 | → |
| 167 | QCA CAPITAL MANAGEMENT INC | LOS ANGELES | 112104 | $252.2M | 8 | 2026-04-30 | → |
| 168 | PROPEL BIO MANAGEMENT, LLC | LOS ANGELES | 322858 | $247.5M | 7 | 2026-03-31 | → |
| 169 | HEIGHTS LLC | LOS ANGELES | 315969 | $239.2M | 3 | 2026-03-31 | → |
| 170 | SOLA IMPACT GROUP, LLC | LOS ANGELES | 313748 | $232.1M | 155 | 2026-03-31 | → |
| 171 | GIDEON CAPITAL, LLC | LOS ANGELES | 337919 | $229.0M | 1 | 2026-06-30 | → |
| 172 | ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC. | LOS ANGELES | 321735 | $224.4M | 5 | 2026-06-30 | → |
| 173 | MAINSTREAM CAPITAL MANAGEMENT LLC | LOS ANGELES | 297145 | $224.0M | 4 | 2026-03-31 | → |
| 174 | FISAI US MANAGEMENT LLC | LOS ANGELES | 328574 | $220.4M | 2 | 2025-03-31 | → |
| 175 | BUTLER HALL CAPITAL LLC | LOS ANGELES | 290744 | $218.3M | 2 | 2026-06-30 | → |
| 176 | ALLSTREET CAPITAL LLC | LOS ANGELES | 283564 | $218.0M | 3 | 2026-02-28 | → |
| 177 | ARGYLE CAPITAL PARTNERS, LLC | LOS ANGELES | 162246 | $213.6M | 3 | 2026-03-31 | → |
| 178 | EXCOLERE EQUITY PARTNERS, LLC | LOS ANGELES | 324822 | $212.2M | 10 | 2026-06-30 | → |
| 179 | ELI CIRCLE CAPITAL, LP | LOS ANGELES | 326553 | $209.0M | 4 | 2026-03-31 | → |
| 180 | VOYAGER MANAGEMENT, LLC | LOS ANGELES | 135434 | $208.6M | 3 | 2026-02-28 | → |
| 181 | LEGION PARTNERS ASSET MANAGEMENT, LLC | LOS ANGELES | 164136 | $200.9M | 4 | 2026-01-31 | → |
| 182 | BRISTLECONE VALUE PARTNERS, LLC | LOS ANGELES | 128117 | $188.4M | 3 | 2026-02-28 | → |
| 183 | GRATIA CAPITAL, LLC | LOS ANGELES | 163876 | $185.8M | 4 | 2026-03-31 | → |
| 184 | DOHENY ASSET MANAGEMENT, L.L.C. | LOS ANGELES | 106434 | $185.7M | 3 | 2026-03-31 | → |
| 185 | KITTYHAWK VENTURES, LLC | LOS ANGELES | 290082 | $184.0M | 2 | 2026-03-31 | → |
| 186 | GENTER ADVISORS LLC | LOS ANGELES | 113916 | $182.8M | 63 | 2026-04-30 | → |
| 187 | SQUARE NINE CAPITAL, LP | LOS ANGELES | 336297 | $180.9M | 6 | 2026-03-31 | → |
| 188 | POWER ASSET MANAGEMENT LLC | LOS ANGELES | 128580 | $175.0M | 1 | 2026-03-31 | → |
| 189 | AVISE FINANCIAL COOPERATIVE, INC. | LOS ANGELES | 328790 | $169.4M | 7 | 2026-06-30 | → |
| 190 | OLIVE STREET CAPITAL PARTNERS LLC | LOS ANGELES | 300115 | $165.3M | 2 | 2026-03-31 | → |
| 191 | CLAIRMONT CAPITAL GROUP, LLC | LOS ANGELES | 313639 | $160.3M | 7 | 2026-03-31 | → |
| 192 | WALK-ON CAPITAL, LLC | LOS ANGELES | 331407 | $155.1M | 9 | 2026-03-31 | → |
| 193 | R.H. DINEL INVESTMENT COUNSEL,INC. | LOS ANGELES | 106688 | $153.5M | 2 | 2026-03-31 | → |
| 194 | BAKER STREET CAPITAL MANAGEMENT, LLC | LOS ANGELES | 160775 | $148.2M | 3 | 2024-12-31 | → |
| 195 | AQUA CAPITAL ADVISORS LLC | LOS ANGELES | 151887 | $143.8M | 4 | 2026-04-30 | → |
| 196 | CIM CAPITAL SA MANAGEMENT, LLC | LOS ANGELES | 306166 | $134.2M | 160 | 2026-03-31 | → |
| 197 | EAST BEACH ASSET MANAGEMENT, LLC | LOS ANGELES | 310563 | $125.0M | 3 | 2026-04-30 | → |
| 198 | ZUCKERMAN CAPITAL MANAGEMENT, LLC | LOS ANGELES | 148549 | $123.5M | 2 | 2026-04-30 | → |
| 199 | GENESIS CAPITAL, LLC | LOS ANGELES | 170568 | $92.5M | 22 | 2024-12-31 | → |
| 200 | WAVE DIGITAL ASSETS LLC | LOS ANGELES | 305726 | $91.9M | 33 | 2026-03-31 | → |
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