Top 10 financial advisor firms in Los Angeles

59 SEC-registered financial advisor firms are headquartered in Los Angeles, CA, with $210B in combined regulatory assets under management. The largest by assets are Capital Group Private Client Services ($48.4B), Lido Advisors ($42.5B) and Signature Estate & Investment Advisors ($22.5B).

59
Financial advisor firms: $210B
Their combined AUM: $513M
Median firm AUM: 45,084
Clients of the top 10

The 10 largest by assets

1
Capital Group Private Client Services
RIA
$48.4B
Up to 0.65%
2
Lido Advisors
RIA
$42.5B
1.00% to 1.25% a year
3
Signature Estate & Investment Advisors
RIA
$22.5B
0.50% to 1.50% a year
4
Aspiriant
RIA
$18B
0.20% to 0.85% a year
5
Everett Harris
RIA
$11.5B
Up to 0.75% a year
6
Composition Wealth
RIA
$9.47B
Up to 1.50% a year
7
ICG Advisors
RIA
$7.92B
0.20% to 1.00% a year
8
Westmount Partners
RIA
$5.94B
0.25% to 1.00% a year
9
SteelPeak Wealth
RIA
$4.15B
0.75% to 1.75% a year
10
Howard Capital Management Group
RIA
$2.56B
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Capital Group Private Client Services

Capital Group Private Client Services is an investment adviser based in Los Angeles, CA, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $48.4 billion, as filed on 25 September 2026.

Capital Group Private Client Services charges up to 0.65% for its Advisory fee. The brochure does not state whether the rate is annual.

Regulatory AUM: $48.4B
Clients: 9,843
Advisory staff: 107
Founded: 2020
Fee schedule: Up to 0.65%
Minimum account: $5,000,000
Custodians: The Bank of New York Mellon
Headquarters: 333 South Hope Street, Los Angeles, CA 90071
Phone: 213-486-9200
Website: capitalgroup.com

No. 2 · RIA

Lido Advisors

Lido Advisors is an investment adviser based in Los Angeles, CA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $42.5 billion, as filed on 27 August 2026.

Lido Advisors charges 1.00%–1.25% a year for its Lido’s primary Asset Management fee.

Regulatory AUM: $42.5B
Clients: 13,800
Advisory staff: 235
Founded: 1999
Fee schedule: 1.00% to 1.25% a year
Minimum account: $1,000,000
Custodians: Fidelity, Charles Schwab
Headquarters: 1875 Century Park East, Suite 950, Los Angeles, CA 90067
Phone: 800-301-5436
Website: lidoadvisors.com

No. 3 · RIA

Signature Estate & Investment Advisors

Signature Estate & Investment Advisors is an investment adviser based in Los Angeles, CA, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $22.5 billion, as filed on 14 September 2026.

Signature Estate & Investment Advisors charges 0.50%–1.50% a year for its Investment Management (Equity/Blended portfolios).

Regulatory AUM: $22.5B
Clients: 9,833
Advisory staff: 128
Founded: 1997
Fee schedule: 0.50% to 1.50% a year
Minimum account: $250,000
Custodians: Charles Schwab, Fidelity
Headquarters: 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067
Phone: 310-712-2323
Website: seia.com

No. 4 · RIA

Aspiriant

Aspiriant is an investment adviser based in Los Angeles, CA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $18 billion, as filed on 21 August 2026.

Aspiriant charges 0.20%–0.85% a year for its Standard Fees for High Net Worth Clients.

Regulatory AUM: $18B
Clients: 2,357
Advisory staff: 105
Founded: 2008
Fee schedule: 0.20% to 0.85% a year
Custodians: Charles Schwab
Headquarters: 11100 Santa Monica BLVD, Suite 500, Los Angeles, CA 90025
Phone: 310-806-4000
Website: aspiriant.com

No. 5 · RIA

Everett Harris

Everett Harris is an investment adviser based in Los Angeles, CA, registered with the SEC since 1940. It provides investment management. Its clients include individuals and charitable organizations. Its regulatory assets under management total $11.5 billion, as filed on 9 March 2026.

Everett Harris charges up to 0.75% a year for its Investment management services.

Regulatory AUM: $11.5B
Clients: 743
Advisory staff: 13
Founded: 1937
Fee schedule: Up to 0.75% a year
Minimum account: $2,000,000
Custodians: Charles Schwab, Bank of America, National Association
Headquarters: 801 South Figueroa Street, Suite 2050, Los Angeles, CA 90017
Phone: 213-625-2677
Website: everettharris.com

No. 6 · RIA

Composition Wealth

Composition Wealth is an investment adviser based in Los Angeles, CA, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and insurance companies. Its regulatory assets under management total $9.47 billion, as filed on 22 September 2026.

Composition Wealth charges up to 1.50% a year for its Wealth Management Services.

Regulatory AUM: $9.47B
Clients: 3,986
Advisory staff: 63
Fee schedule: Up to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 11300 West Olympic BLVD, Suite 800, Los Angeles, CA 90064
Phone: 310-246-1243
Website: composition.com

No. 7 · RIA

ICG Advisors

ICG Advisors is an investment adviser based in Los Angeles, CA, registered with the SEC since 2008. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $7.92 billion, as filed on 21 May 2026.

ICG Advisors charges 0.20%–1.00% a year for its Client Account management fee.

Regulatory AUM: $7.92B
Clients: 70
Advisory staff: 24
Fee schedule: 0.20% to 1.00% a year
Custodians: RBC Capital Markets
Headquarters: 11111 Santa Monica Boulevard, Ste. 2100, Los Angeles, CA 90025
Phone: 424-270-8900
Website: icgadvisors.com

No. 8 · RIA

Westmount Partners

Westmount Partners is an investment adviser based in Los Angeles, CA, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $5.94 billion, as filed on 15 May 2026.

Westmount Partners charges 0.25%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $5.94B
Clients: 1,463
Advisory staff: 18
Fee schedule: 0.25% to 1.00% a year
Minimum account: $5,000,000
Custodians: Charles Schwab
Headquarters: 2049 Century Park East, Suite 2500, Los Angeles, CA 90067
Phone: 310-556-2502
Website: westmount.com

No. 9 · RIA

SteelPeak Wealth

SteelPeak Wealth is an investment adviser based in Los Angeles, CA, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $4.15 billion, as filed on 29 July 2026.

SteelPeak Wealth charges 0.75%–1.75% a year for its Investment management.

Regulatory AUM: $4.15B
Clients: 2,428
Advisory staff: 35
Founded: 2012
Fee schedule: 0.75% to 1.75% a year
Custodians: Charles Schwab
Headquarters: 1880 Century Park East, Suite 1017, Los Angeles, CA 90067
Phone: 818-835-8720
Website: steelpeak.com

No. 10 · RIA

Howard Capital Management Group

Howard Capital Management Group is an investment adviser based in Los Angeles, CA, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $2.56 billion, as filed on 30 March 2026.

Regulatory AUM: $2.56B
Clients: 561
Advisory staff: 5
Custodians: Fidelity, Charles Schwab
Headquarters: 11601 Wilshire BLVD, Suite 2000, Los Angeles, CA 90025-1766
Phone: 310-473-9100
Website: howardcapital.com

Questions about financial advisors in Los Angeles

How many financial advisor firms are headquartered in Los Angeles?

59 SEC-registered financial advisor firms report their principal office in Los Angeles, CA, managing $210B in regulatory assets between them. The other 134 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 Los Angeles?

Capital Group Private Client Services, with $48.4B in regulatory assets under management on its latest Form ADV. The next largest are Lido Advisors ($42.5B) and Signature Estate & Investment Advisors ($22.5B).

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

How large is a typical financial advisor firm in Los Angeles?

The median firm manages $513M in regulatory assets. That is the midpoint of the 59 firms headquartered in Los Angeles.

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

How much do financial advisors in Los Angeles charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.65% to 1.75% 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 Los Angeles?

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

Los Angeles has 59 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Los Angeles

Top financial advisor firms in other California cities