Top financial advisors in West Hollywood, CA
We’ve curated a list of the best financial advisors in West Hollywood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,999,725,267
Number of advisors
15 advisors
| $1,999,725,267 | 15 advisors | |
| 2 |
Assets under management
$850,763,149
Number of advisors
8 advisors
| $850,763,149 | 8 advisors | |
| 3 |
Assets under management
$711,076,898
Number of advisors
11 advisors
| $711,076,898 | 11 advisors | |
| 4 |
Assets under management
$542,105,577
Number of advisors
4 advisors
| $542,105,577 | 4 advisors | |
| 5 |
Assets under management
$370,184,212
Number of advisors
6 advisors
| $370,184,212 | 6 advisors |
Commitment
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.
Methodology
To generate our top financial advisors list in West Hollywood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Hollywood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Smash Ventures Management Company Lp
Smash Ventures Management Company Lp is a financial advisory firm based in West Hollywood, California. It currently has approximately $1,999,725,267 of assets under management and employs about 15 people. Smash Ventures Management Company Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$1,999,725,267 under management
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesBracket Capital
Bracket Ventures Management, LLC, operating as Bracket Capital, is a Delaware-based investment adviser established in March 2016. The firm specializes in managing private venture capital funds and special purpose vehicles, primarily focusing on disruptive technological industries. As of December 31, 2024, the firm's regulatory assets under management totaled approximately $1.78 billion, managed on a discretionary basis. Bracket Capital charges a 2% annualized asset-based management fee for the Funds, with the General Partner eligible for a 20% Carried Interest. For SPVs, a one-time 2% asset-based management fee is charged, with the Manager eligible for Carried Interest of 10-20%. The firm does not participate in wrap fee programs and does not tailor services to individual investor needs. Investment discretion is granted to manage client accounts, and the firm has a Code of Ethics to ensure compliance with federal securities laws and prevent conflicts of interest. Bracket Capital reviews client portfolios regularly and provides audited financial statements annually. The firm complies with custody rules and has discretionary authority to manage client securities accounts. Proxy voting is not common practice, but if conducted, it is done in the best interests of clients. The firm has a clean disciplinary record and does not engage in brokerage practices involving public markets. Compensation for client referrals is disclosed, and the firm compensates third-party placement agents for investor referrals.
$850,763,149 under management
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles9yards Capital Management Lp
9Yards Capital Management LP is a registered investment adviser established in March 2022, specializing in providing investment advisory services to privately offered pooled investment vehicles and special purpose vehicles. The firm's founding partners are David Fisher, Theo Osborne, and George Osborne. 9Yards manages approximately $595,793,174 in client assets on a discretionary basis as of December 31, 2024. The firm charges a Management Fee of up to 2% of committed or invested capital per annum and a Carried Interest from the Funds. 9Yards' investment strategy focuses on growth equity investments in financial technology and logistics companies. The firm's investment philosophy includes targeting companies with superior management, revenue over $20 million, high growth rates, and potential for significant revenue growth. Clients are encouraged to ask questions to determine the suitability of investments. The firm has implemented policies to address conflicts of interest related to performance-based fees and fair allocation of investment opportunities. 9Yards has a Code of Ethics to guide conduct, compliance, and personal trading activities. The firm has custody of client assets held by qualified custodians and exercises discretionary authority over investments. 9Yards has proxy voting authority for client securities and has not been subject to financial conditions impairing its commitments. Clients can request additional information on the firm's practices and policies from the Chief Compliance Officer.
$711,076,898 under management
11 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesAr Asset Management, Inc.
AR Asset Management, Inc. is a Registered Investment Adviser based in West Hollywood, CA, established on March 19, 1982. The firm specializes in providing investment management services, managing assets totaling $573,230,881 as of June 30, 2024, on a discretionary basis. Clients can engage AR Asset Management to manage their assets, primarily allocating investments among individual debt and equity securities, options, mutual funds, and ETFs based on their investment objectives. The firm tailors its advisory services to individual client needs, ensuring investments align with clients' risk tolerance and financial goals. AR Asset Management also manages collective investment vehicles, such as private funds, with a focus on high-quality issuers and short to medium-term maturities for tax-exempt bond investments. For clients, the firm offers fee-based services, charging an annual fee based on a percentage of managed assets, typically ranging from 0.50% to 1.00%. Clients may also incur charges from financial institutions for services like brokerage commissions and custodial fees. AR Asset Management does not provide services for performance-based fees and requires a minimum account size of $1,000,000, although exceptions may be made based on specific criteria. The firm's investment strategies emphasize fundamental analysis, long-term appreciation, and diversification, with a focus on large-cap equities and high-quality corporate bonds. Clients have the option to grant investment discretion to AR Asset Management, allowing the firm to make investment decisions on their behalf.
$542,105,577 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Audent Global Asset Management, LLC
Audent Global Asset Management, LLC is a registered investment adviser offering a Wrap Program that provides investment advisory services without separate brokerage commissions. Clients' portfolios are managed on a discretionary basis, primarily allocating assets among mutual funds, ETFs, individual securities, options, and alternative investments. The firm tailors its services to meet individual client needs, continuously assessing risk tolerance and financial goals. Audent may engage Independent Managers to manage client assets, evaluating their strategies and performance regularly. The firm charges annual management fees based on assets under management, varying by investment strategy. Clients may also invest in private funds with performance-based fees. Audent's investment philosophy includes fundamental analysis and asset allocation strategies based on Modern Portfolio Theory. The firm offers equity-based and balanced strategies, including buy-write and put write strategies, and outsources fixed income portfolio management. Clients may face various risks, including market volatility, interest rate fluctuations, and currency risks. Audent's Code of Ethics ensures fair practices, and the firm recommends Pershing for custody and brokerage services, receiving support for client account management. Audent does not have restrictions on client contact with portfolio managers and conducts regular account reviews. The firm does not provide compensation for client referrals and discloses potential conflicts of interest related to brokerage practices and economic benefits received.
$370,184,212 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPension Consulting ServicesSelection Of Other Advisers
Commitment
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.
Methodology
To generate our top financial advisors list in West Hollywood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Hollywood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.