Top 10 financial advisor firms in Beverly Hills

15 SEC-registered financial advisor firms are headquartered in Beverly Hills, CA, with $17.1B in combined regulatory assets under management. The largest by assets are Mozaic ($3.64B), Checchi Capital Advisers ($2.59B) and Grant Tani Barash & Altman ($2.28B).

15
Financial advisor firms: $17.1B
Their combined AUM: $912M
Median firm AUM: 2,639
Clients of the top 10

The 10 largest by assets

1
Mozaic
RIA
$3.64B
0.75% to 0.75% a year
2
Checchi Capital Advisers
RIA
$2.59B
0.70% to 0.90% a year
3
Grant Tani Barash & Altman
RIA
$2.28B
Regulatory AUM
4
Joel R. Mogy Investment Counsel
RIA
$2.18B
Up to 1.00% a year
5
Elyxium Wealth
RIA
$1.39B
Up to 1.00% a year
6
Cheviot Value Management
RIA
$1.17B
0.50% to 1.00% a year
7
Aire Advisors
RIA
$1.01B
0.25% to 0.95% a year
8
Beverly Hills Private Wealth
RIA
$912M
Up to 1.50% a year
9
Life Line Wealth Management
RIA
$558M
Regulatory AUM
10
O'Boyle Wealth Management
RIA
$444M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Mozaic

Mozaic is an investment adviser based in Beverly Hills, CA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $3.64 billion, as filed on 24 March 2026.

Mozaic charges 0.75% a year for its Wealth management services.

Regulatory AUM: $3.64B
Clients: 93
Advisory staff: 11
Fee schedule: 0.75% to 0.75% a year
Minimum account: $100,000,000
Custodians: J.P. Morgan, Fiduciary Trust Company, International
Headquarters: 350 South Beverly Drive, Suite 340, Beverly Hills, CA 90212
Phone: 310-247-9657
Website: mozaic-llc.com

No. 2 · RIA

Checchi Capital Advisers

Checchi Capital Advisers is an investment adviser based in Beverly Hills, CA, registered with the SEC since 2007. It provides investment management. Its clients include high-net-worth individuals, insurance companies and other investment advisers. Its regulatory assets under management total $2.59 billion, as filed on 16 September 2026.

Checchi Capital Advisers charges 0.70%–0.90% a year for its Separately Managed Accounts.

Regulatory AUM: $2.59B
Clients: 241
Advisory staff: 9
Fee schedule: 0.70% to 0.90% a year
Minimum account: $5,000,000
Custodians: Charles Schwab, Comerica Bank and Trust, National Association
Headquarters: 9720 Wilshire BLVD, Suite 400, Beverly Hills, CA 90212
Phone: 310-432-0010
Website: checchicapital.com

No. 3 · RIA

Grant Tani Barash & Altman

Grant Tani Barash & Altman is an investment adviser based in Beverly Hills, CA, registered with the SEC since 2023. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $2.28 billion, as filed on 6 May 2026.

Regulatory AUM: $2.28B
Clients: 226
Advisory staff: 7
Headquarters: 9100 Wilshire BLVD, Suite 1000 West, Beverly Hills, CA 90212
Phone: 310-288-6267

No. 4 · RIA

Joel R. Mogy Investment Counsel

Joel R. Mogy Investment Counsel is an investment adviser based in Beverly Hills, CA, registered with the SEC since 1980. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $2.18 billion, as filed on 25 March 2026.

Joel R. Mogy Investment Counsel charges up to 1.00% a year for its Investment Counseling.

Regulatory AUM: $2.18B
Clients: 278
Advisory staff: 3
Fee schedule: Up to 1.00% a year
Minimum account: $5,000,000
Custodians: Charles Schwab, Citigroup
Headquarters: 315 South Beverly Drive, Suite 400, Beverly Hills, CA 90212-4301
Phone: 310-552-0529
Website: mogy.com

No. 5 · RIA

Elyxium Wealth

Elyxium Wealth is an investment adviser based in Beverly Hills, CA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $1.39 billion, as filed on 21 August 2026.

Elyxium Wealth charges up to 1.00% a year for its Comprehensive Wealth Management.

Regulatory AUM: $1.39B
Clients: 56
Advisory staff: 7
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab, Fidelity, Fidelity, Northern Trust Securities
Headquarters: 400 S. Beverly DR., Penthouse, Beverly Hills, CA 90212
Phone: 3102218349224
Website: elyxwealth.com

No. 6 · RIA

Cheviot Value Management

Cheviot Value Management is an investment adviser based in Beverly Hills, CA, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.17 billion, as filed on 14 August 2026.

Cheviot Value Management charges 0.50%–1.00% a year for its Investment Management Services.

Regulatory AUM: $1.17B
Clients: 619
Advisory staff: 7
Founded: 1974
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 433 North Camden Drive, Suite 800, Beverly Hills, CA 90210
Phone: 310-451-8600
Website: cheviot.com

No. 7 · RIA

Aire Advisors

Aire Advisors is an investment adviser based in Beverly Hills, CA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $1.01 billion, as filed on 17 July 2026.

Aire Advisors charges 0.25%–0.95% a year for its Comprehensive Wealth Management.

Regulatory AUM: $1.01B
Clients: 369
Advisory staff: 9
Founded: 2020
Fee schedule: 0.25% to 0.95% a year
Custodians: Fidelity
Headquarters: 9350 Wilshire BLVD, Suite 200, Beverly Hills, CA 90212
Phone: 310-277-2473
Website: aireadvisors.com

No. 8 · RIA

Beverly Hills Private Wealth

Beverly Hills Private Wealth is an investment adviser based in Beverly Hills, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $912 million, as filed on 19 March 2026.

Beverly Hills Private Wealth charges up to 1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $912M
Clients: 250
Advisory staff: 6
Founded: 2022
Fee schedule: Up to 1.50% a year
Minimum account: $5,000,000
Custodians: Goldman Sachs & Co.
Headquarters: 350 S. Beverly Drive, Suite 360, Beverly Hills, CA 90212
Phone: 310-388-3800
Website: bhpw.com

No. 9 · RIA

Life Line Wealth Management

Life Line Wealth Management is an investment adviser based in Beverly Hills, CA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $558 million, as filed on 23 March 2026.

Regulatory AUM: $558M
Clients: 97
Advisory staff: 5
Custodians: Charles Schwab
Headquarters: 8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA 90211
Phone: 323-452-9548

No. 10 · RIA

O'Boyle Wealth Management

O'Boyle Wealth Management is an investment adviser based in Beverly Hills, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $444 million, as filed on 30 March 2026.

Regulatory AUM: $444M
Clients: 410
Advisory staff: 5
Founded: 2018
Custodians: Fidelity, Capital Client Group
Headquarters: 9701 Wilshire Boulevard, 10th Floor, Beverly Hills, CA 90212
Phone: 310-601-7075
Website: oboylewm.com

Questions about financial advisors in Beverly Hills

How many financial advisor firms are headquartered in Beverly Hills?

15 SEC-registered financial advisor firms report their principal office in Beverly Hills, CA, managing $17.1B in regulatory assets between them. The other 16 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Beverly Hills?

Mozaic, with $3.64B in regulatory assets under management on its latest Form ADV. The next largest are Checchi Capital Advisers ($2.59B) and Grant Tani Barash & Altman ($2.28B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Beverly Hills?

The median firm manages $912M in regulatory assets. That is the midpoint of the 15 firms headquartered in Beverly Hills.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Beverly Hills charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Beverly Hills?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Beverly Hills has 15 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Beverly Hills

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