Top 10 financial advisors in Los Angeles, CA

We've curated a list of the best financial advisors in Los Angeles, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $150,985,669,468 Number of advisors 908 advisors	$150,985,669,468	908 advisors
2	Assets under management $108,489,926,573 Number of advisors 361 advisors	$108,489,926,573	361 advisors
3	Assets under management $34,947,149,404 Number of advisors 100 advisors	$34,947,149,404	100 advisors
4	Assets under management $28,186,173,000 Number of advisors 62 advisors	$28,186,173,000	62 advisors
5	Assets under management $24,343,164,132 Number of advisors 77 advisors	$24,343,164,132	77 advisors
6	Assets under management $12,642,502,617 Number of advisors 191 advisors	$12,642,502,617	191 advisors
7	Assets under management $10,540,396,000 Number of advisors 197 advisors	$10,540,396,000	197 advisors
8	Assets under management $9,903,997,768 Number of advisors 46 advisors	$9,903,997,768	46 advisors
9	Assets under management $8,360,659,357 Number of advisors 18 advisors	$8,360,659,357	18 advisors
10	Assets under management $4,130,634,134 Number of advisors 68 advisors	$4,130,634,134	68 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in Los Angeles, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Oaktree Capital Management, L.p.
Oaktree Capital Management, L.p. is a financial advisory firm based in Los Angeles, California. It currently has approximately $150,985,669,468 of assets under management and employs about 908 people. Oaktree Capital Management, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
$150,985,669,468 under management
908 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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Metropolitan West Asset Management LLC
Metropolitan West Asset Management LLC is a financial advisory firm based in Los Angeles, California. It currently has approximately $108,489,926,573 of assets under management and employs about 361 people. Metropolitan West Asset Management LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$108,489,926,573 under management
361 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Portfolio Management For Wrap Fee Programs.
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Causeway Capital Management LLC
Causeway Capital Management LLC is a financial advisory firm based in Los Angeles, California. It currently has approximately $34,947,149,404 of assets under management and employs about 100 people. Causeway Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$34,947,149,404 under management
100 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profile
Hotchkis And Wiley Capital Management, LLC
Hotchkis And Wiley Capital Management, LLC is a financial advisory firm based in Los Angeles, California. It currently has approximately $28,186,173,000 of assets under management and employs about 62 people. Hotchkis And Wiley Capital Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and % of aum in model portfolio.
$28,186,173,000 under management
62 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
% OF AUM IN MODEL PORTFOLIO
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Model Portfolio Provider, Trading
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First Pacific Advisors, Lp
First Pacific Advisors, Lp is a financial advisory firm based in Los Angeles, California. It currently has approximately $24,343,164,132 of assets under management and employs about 77 people. First Pacific Advisors, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$24,343,164,132 under management
77 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profile
Lido
Lido is a financial advisory firm based in Los Angeles, California. It currently has approximately $12,642,502,617 of assets under management and employs about 191 people. Lido uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$12,642,502,617 under management
191 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
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Aspiriant, LLC
Aspiriant, LLC is a financial advisory firm based in Los Angeles, California. It currently has approximately $10,540,396,000 of assets under management and employs about 197 people. Aspiriant, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$10,540,396,000 under management
197 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
See full profile
Evoke Advisors
Evoke Advisors is a financial advisory firm based in Los Angeles, California. It currently has approximately $9,903,997,768 of assets under management and employs about 46 people. Evoke Advisors uses a fee structure of a percentage of assets under your management, fixed fees and administrative services.
$9,903,997,768 under management
46 advisors
Fee structure
A percentage of assets under your management
Fixed fees
ADMINISTRATIVE SERVICES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
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Everett Harris & Co
Everett Harris & Co., a registered investment adviser established in 1937, is dedicated to providing a wide array of investment advisory services to individuals and various clients. As a fiduciary, the firm is committed to acting in the best interest of clients by understanding their needs and financial goals. Everett Harris offers both discretionary and non-discretionary investment management services, tailoring portfolios to clients' objectives, risk tolerance, and financial circumstances. The firm manages over $8.3 billion in discretionary assets and $366 million in non-discretionary assets as of December 31, 2022. Clients can expect transparent fee structures with an annual fee not exceeding 0.75%, billed quarterly based on account value. Everett Harris does not charge performance-based fees and primarily serves high net worth individuals, corporations, pension plans, and charitable institutions. The firm's investment strategy involves fundamental analysis, buy and hold approach, and a focus on government and high-quality corporate bonds. Clients have investment discretion, allowing the firm to select securities aligned with their investment objectives. Everett Harris does not vote proxies on behalf of clients and maintains financial stability without impairments. The firm's commitment to ethical standards and client-centric practices ensures a trustworthy and client-focused investment experience.
$8,360,659,357 under management
18 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profile
Miracle Mile Advisors, LLC
Composition Wealth, LLC is a registered investment advisor based in Los Angeles, CA, founded in May 2007. The firm offers investment advisory services, including investment management, financial planning, and retirement plan advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. Composition Wealth acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm's investment strategies are primarily long-term focused, utilizing low-cost, diversified mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. Clients have the option to place reasonable restrictions on their investments. The firm may recommend the use of options, independent third-party money managers, and illiquid investments based on client needs. Composition Wealth does not charge performance-based fees and does not manage proprietary investment funds. The firm generally requires a minimum relationship size of $500,000. The firm does not sell client information and maintains strict privacy policies to protect client data. Clients have the right to limit the sharing of their personal information. For more information, clients can contact Composition Wealth at (310) 246-1243.
$4,130,634,134 under management
68 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
See full profile

Commitment

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Methodology

Top advisors in California

Alameda Alamo Aliso Viejo Anaheim Auburn Bakersfield Berkeley Beverly Hills Brea Burbank Burlingame Calabasas Camarillo Campbell Carlsbad Carmel Century City Chico Claremont Clayton Concord Corona Corona Del Mar Coronado Corte Madera Costa Mesa Culver City Cupertino Cypress Daly City Dana Point Danville Davis Del Mar Diamond Bar East Palo Alto El Dorado Hills El Segundo Encinitas Escondido Fairfield Folsom Foster City Fremont Fresno Fullerton Glendale Goleta Granite Bay Grass Valley Huntington Beach Indian Wells Irvine Lafayette Laguna Beach Laguna Hills Laguna Niguel Lake Forest La Mesa Larkspur Livermore Lodi Long Beach Los Altos Los Gatos Manhattan Beach Marina Del Rey Menlo Park Mill Valley Modesto Montecito Monterey Moorpark Morgan Hill Mountain View Murrieta Napa Newport Beach North Hollywood Novato Oakland Ontario Orange Orinda Palm Desert Palo Alto Palos Verdes Estates Pasadena Petaluma Piedmont Placentia Playa Vista Pleasant Hill Pleasanton Point Richmond Portola Valley Rancho Santa Fe Redding Redlands Redondo Beach Redwood City Redwood Shores Ripon Riverside Rocklin Rolling Hills Rolling Hills Est.Roseville Sacramento Sam Ramon San Bernardino San Clemente San Diego San Francisco San Jose San Juan Capistrano San Luis Obispo San Marino San Mateo San Rafael San Ramon Santa Ana Santa Barbara Santa Clara Santa Monica Santa Rosa Saratoga Sausalito Seal Beach Sebastopol Sherman Oaks Simi Valley Solana Beach Sonoma South Coast Metro South Pasadena South San Francisco Stockton Studio City Temecula Thousand Oaks Tiburon Torrance Tustin Walnut Creek Watsonville West Hollywood Westlake Village Whittier Woodland Hills Yorba Linda

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