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Updated on Wednesday, December 2, 2020
If youâre looking for a financial advisor in Los Angeles, you may feel overwhelmed by the task of figuring out which one of the many options in the largest city in California is right for you. Finding a financial advisor who is the right fit requires figuring out what your needs and goals are and also how much you can comfortably spend to work with a financial advisor.
Beyond that, though, you will also need to filter through and compare the numerous financial advisor companies in L.A. In the hopes of making that process easier, we determined the best financial advisors and compiled the most pertinent information on them. Our process focused only on firms that manage individual accounts and offer financial planning services. We ranked these firms based on assets under management (AUM), which acts as a general metric for the size of a firm, and client-to-advisor ratio, which suggests how much personal attention you may receive as a client.
Our ranking wonât tell you which firm may be best for you, but it can make your search for a financial advisor who meets your unique needs easier. Take a look at our list below for the top firms in Los Angeles and their key highlights:
For our search, we looked at firms across the city of Los Angeles. All of the firms considered are bound by fiduciary duty, registered with the U.S. Securities and Exchange Commission (SEC) and offer individual account management and financial planning services.
The firms that met this criteria were ranked based on their AUM and client-to-advisor ratio. These criteria are weighted equally in our scoring metrics. Firms with a higher AUM and lower client-to-advisor ratios garner higher scores. Our ranking system is designed to help compare firms but does not indicate which firm may be best for you.
In our reviews, weâve listed several other key features that will help you determine which financial advisor is most fitting for your investing style and financial needs. It is important to note that we did not include disciplinary disclosures as a metric for our ranking. We have listed any disciplinary disclosures current as of December 2, 2020, but urge you to evaluate these firms on https://adviserinfo.sec.gov/.
Investment manager Richard Kayne and now-deceased billionaire entrepreneur John Anderson, founded Kayne Anderson Rudnick Investment Management in 1984 to manage their own money, and investment manager Allan Rudnick joined the firm in 1989. In 2005, the founders completed a sale of the firm to The Phoenix Companies, where it was part of a later spin-off of current owner Virtus Partners, a financial services and technology provider.
Kayne Anderson Rudnick offers investment management and wealth management services primarily to individuals and high net worth individuals, whom the SEC defines as those with at least $750,000 under management or a net worth of at least $1.5 million. The firm generally requires individual investors to have assets of at least $1 million. Aside from individual investors, the firm does also work with various institutions, including pension and profit-sharing plans, charitable organizations, municipal government entities, corporations and more.
The firm is headquartered in Los Angeles, and it has additional offices in California in San Francisco, Newport Beach and Westlake Village. The firm also has locations in Broomfield, Colo.; Salt Lake City; Boston; Scottsdale, Ariz.; Seattle; Providence, R.I.; and Maitland, Fla.
Kayne Anderson Rudnick Investment Management has roughly two dozen investing strategies that it uses to create customized portfolios for its clients based on their individual financial situations and risk tolerance level. Portfolios may include investments within the firmâs funds, with third-party partners and in alternative investments.
The firmâs equity strategies focus on 25 to 50 diversified domestic stocks â including small-cap, mid-cap and large-cap equities â and the following three investment styles:
All registered investment advisors must disclose any civil, regulatory or criminal actions against the firm, its advisors or its affiliates on the Form ADV, public documents that registered firms must file with the SEC. Kayne Anderson Rudnick reports one such disclosure: In 2018, the firm paid an $18,500 penalty to Norwegian regulators following allegations that it did not disclose share ownership in a Norwegian company in a timely manner under Norwegian law.
You can learn more by visiting the firmâs Investment Adviser Public Disclosure (IAPD) page.
Aspiriant, LLC is a full-service, employee-owned firm that provides integrated financial planning and execution along with portfolio management and family office services. Additionally, the firm offers divorce financial consulting to clients going through a divorce.
The firm works with individual investors, including high net worth individuals, as well as institutions, such as businesses, charitable organizations, pension and profit-sharing plans, pooled investment vehicles and more. Though it doesnât have a set minimum investment requirement, its clients typically have portfolios of at least $1.5 million.
Aspiriant formed in 2008, following the merger of two other West Coast investment advisory firms: Quintile in Los Angeles and Kohcis Fitz in San Francisco. In addition to its headquarters in Los Angeles, Aspiriant has four other California offices in San Diego, San Francisco, Irvine and Mountain View. It also has locations in New York, Boston, Minneapolis, Milwaukee, Cincinnati and Austin, Texas.
Aspiriant takes a long-term, contrarian approach to investing, moving away from risk when the market is going up and toward risk when it is going down. The firmâs investment program involves three steps:
Portfolios may include equities, mutual funds, ETFs, exchange-traded notes, private partnerships, bonds, cash-equivalents and other securities. The firm may also recommend investment in its own mutual funds or private partnerships that it manages.
Aspiriant has no disciplinary disclosures on its record. For reference, the SEC requires that all registered investment advisors disclose any civil, regulatory criminal actions against the firm or its advisors or its affiliates from within the last 10 years. To learn more about the firm, visit Aspirantâs IAPD page.
Founded in 2014 by former Merrill Lynch advisor Alex Shahidi and former Bridgewater Associates advisor Damien Bisserier, Advanced Research Investment Solutions, LLC, or ARIS, is owned by Evoke Holdings, which is in turn owned by advisor David Hou. Notably, Evoke Holdings also owns advisory firm Evoke Wealth, which also appears on this list, and the two firms share employees and office space.
ARIS offers investment management and retirement plan and investment consulting services out of its single office in Los Angeles. With a typical minimum portfolio value requirement of $10 million, the firmâs clients are primarily high net worth individuals, though it also serves various institutions including charitable organizations, guilds and health plans, pension and profit-sharing plans and pooled investment vehicles.
ARIS starts the investing process by creating an asset allocation strategy that aims for consistent returns regardless of economic conditions. To do this, the firm works with a small group of managers that use proprietary research to invest in primarily private markets. The firm chooses those managers based on their long-term record.
Client portfolios typically consist of both active and passive strategies in an effort to mitigate costs and achieve tax efficiency. Decisions are ultimately based on clientsâ investment objectives.
ARIS has no disclosures, meaning it has a clean disciplinary record free of any civil, regulatory or criminal actions against the firm, its advisors, or its affiliates from within the past decade. The SEC requires that all registered investment advisors disclose such events in their Form ADV paperwork. To view that paperwork and learn more about the firm, visit its IAPD page.
Financial advisor Brian D. Holmes founded SEIA, legally known as Signature Estate & Investment Advisors, in 1997, and remains its president, CEO and principal owner. The firm offers financial planning and consulting and investment management to individuals, including high net worth individuals, as well as to pension and profit-sharing plans, corporations or other businesses and charitable organizations.
SEIA has its headquarters in Los Angeles, and additional offices in California in Newport Beach, Redondo Beach and San Mateo. It also has locations in Virginia, Texas and Oregon.
SEIA uses a six-step investment management process with its clients:
The firmâs portfolios typically use modern portfolio theory, which emphasizes a diversity of asset classes. It uses both strategic macro allocation, which incorporates diverse investment styles and alternative investments, and tactical micro allocation, which reallocates assets based on favorable outlooks or prospects of a particular sector.
The firmâs investment committee is responsible for overseeing client portfolios and includes its chief investment officer, senior partners, financial advisors and members of the research team.
SEIA has no disciplinary disclosures on its record. This means that neither the firm nor its employees or affiliates have faced any civil, regulatory or criminal issues over the last decade. For more information on SEIA, visit the firmâs IAPD page.
Churchill Management Group owner and CEO Fred Fern, a protÃ©gÃ© of high-profile stockbroker William OâNeil, founded the firm in 1963 at the age of 25 without any formal training in investing. In the decades since, the firm has grown to manage more than $6.5 billion and serve thousands of clients.
Churchill Management Group provides investment management and financial planning services primarily to individual investors, including high net worth individuals. The firm, which generally prefers accounts with a minimum of $750,000, also serves trusts, pension plans, investment funds and other types of entities.
Headquartered in Los Angeles, the firm also has a presence in the Northwest, Eastern and Central regions of the country, with 34 locations in total.
The firm uses an active trading approach based on the idea that markets behave cyclically, and it adjusts that approach based on where the markets are in a specific cycle. Churchill Management Groupâs investment team makes asset allocation decisions using a âtop downâ approach, looking at big picture trends, but it chooses investments within asset classes based on a âbottom-upâ approach, which looks at the fundamentals of each company.
Churchill Management Group creates customized portfolios based on each clientâs needs, using one of the following strategies:
Churchill Management Group has no disciplinary disclosures on its record. For reference, all registered investment advisors must disclose any civil, regulatory or criminal actions against the firm, its advisors or its affiliates on their Form ADV, public documents that registered firms must file with the SEC. You can learn more by visiting Churchill Management Groupâs IAPD page.
Firm chairman and CEO Greg Kushner founded Lido Advisors, LLC in 1999. Kushner owns a portion of the firm via a holding company. Several other firm executives are partial owners of the firm, along with a family office thatâs also a Lido Advisors client.
The firm provides investment management, financial planning, family office services, retirement planning, estate planning and other financial services primarily to high net worth individuals. However, the firm also serves some individuals who do not meet the high net worth threshold despite its $1 million account minimum, and it also works with corporations or other businesses.
Lido Advisors has its headquarters in Los Angeles and 13 additional offices throughout the country, including three other locations in California.
Lido Advisors creates custom asset allocation strategies for its clients that are aimed at minimizing correlation between asset types. In addition to traditional assets like stocks, bonds and cash, Lido Advisors might include other asset classes in a clientâs portfolio, such as real estate, foreign securities or alternative assets.
The firm typically uses a long-term strategy. Its âMaster Allocation Program,â known as L-MAP, incorporates alternative, core and tactical strategies, with an aim toward helping clients achieve their investment goals while reducing market risk and managing volatility.
Lido Advisors has no disciplinary disclosures on its record. All registered investment advisors must disclose any civil, regulatory or criminal actions against the firm, its advisors or its affiliates on their Form ADV documents filed with the SEC. For more information on Lido Advisors, visit the firmâs IAPD page.
Managing partners David Hou and Mark Sear formed Evoke Wealth, LLC in 2019 when they left First Republic Bank in a high-profile split. The firm is wholly owned by Evoke Holdings, which in turn is owned by Hou. Evoke Holdings recently acquired Advance Research Investment Management (ARIS), another firm on this list, and the two firms share office space and employees.
Evoke Wealth offers financial planning and investment management services primarily to high net worth individuals, though the firmâs client base also includes pooled investment vehicles and corporations or other businesses. It has its headquarters in Los Angeles.
Evoke Wealth focuses on investments in which the potential upsides outweigh potential downsides. The firm emphasizes ârisk-consciousâ investing, aimed at finding opportunities in changing market conditions, minimizing losses during downturns and outperforming in up markets. To do this, Evoke Wealth looks for alternative strategies with a low correlation to public markets.
The firm generally recommends long-term ownership of securities, with broad diversification both within and across asset classes. Portfolios may include traditional investments, such as stocks, bonds, mutual funds and ETFs, as well as warrants, commercial paper, certificates of deposit (CDs), options contracts or private funds.
Evoke Wealth has a record free of any disciplinary disclosures, meaning neither the firm nor its employees or affiliates have faced any civil, criminal or regulatory issues within the past 10 years. For reference, the SEC requires that all registered investment advisors disclose this information in their disclosure paperwork. You can learn more about Evoke Wealth by visiting the firmâs IAPD page.
Financial advisor Steve Lockshin, who has launched and grown multiple RIA firms, started AdvicePeriod in 2013 and remains the firmâs principal owner. AdvicePeriod is a full-service financial services firm, offering everything from investment management and wealth planning to family office services and a robo-advisory program. The firmâs clients include individuals, including high net worth individuals, as well as corporations and other businesses.
AdvicePeriod is headquartered in Los Angeles, but it has 17 other offices throughout the country.
AdvicePeriod primarily uses passive or quasi-passive investments strategies to invest in publicly traded funds or professionally managed portfolios. However, the firm may occasionally use other types of securities or alternative investments depending on a clientâs circumstances.
AdvicePeriod creates customized asset allocation strategies for each of its clients based on their needs and financial situations, with an emphasis on tax efficiency.
AdvicePeriod does not have any disciplinary disclosures to report on its Form ADV, public documents that registered firms must file with the SEC. That means that the firm is free from civil, criminal, or regulatory events over the past 10 years involving the firm, its employees, or its affiliates. For further information on AdvicePeriod, visit the firmâs IAPD page.
Father and son, Robert Berliner and Jim Berliner, founded Westmount Asset Management, LLC in 1990 and remain the firmâs principal owners. Robert Berliner is the firmâs chairman, and Jim Berliner serves as president and chief investment officer.
The firm provides investment advisory and certain financial planning services to its clients, who are primarily individual investors who are both high net worth and not, though the firm generally requires a $2 million minimum investment. It also works with charitable organizations, businesses, pension and profit-sharing plans and pooled investment vehicles.
Based in Los Angeles, Westmount Asset Management also has offices throughout California in Newport Beach, Pasadena and El Segundo.
Westmont Asset Management focuses mostly on long-term investing, but it may use short-term strategies to take advantage of market inefficiencies or risk reduction opportunities. The firmâs customized portfolios mainly include no-load mutual funds, but it also looks for ways to incorporate alternative investments into client portfolios as a complement to traditional stock and bond holdings.
Westmount Asset Management also offers an environmental, social, governance (ESG) portfolio for clients who want to invest in companies driving positive social change. The firmâs ESG managers incorporate companiesâ progress toward the United Nations Sustainable Development Goals into their investment decisions.
Westmount Asset Management reports no disciplinary disclosures. As a registered investment advisory firm, the SEC requires it to disclose any such events involving either the firm or its employees or affiliates from within the last 10 years. For further information on the firm, visit its IAPD page.
Brock Mosely, a former Morgan Stanley investment advisor, founded Miracle Mile Advisors, Inc in 2007, and changed the firmâs name in 2010 to Miracle Mile Advisors LLC. Moseley, who serves as a partner and managing director at the firm, owns the firm alongside Duncan Rolph, a managing partner at the firm.
Miracle Mile Advisors offers comprehensive planning, portfolio management and retirement plan consulting to its clients, who are primarily individuals with and without a high net worth. It also serves businesses and pension and profit-sharing plans. In addition to its headquarters in Los Angeles, the firm has offices in Newport Beach and Santa Monica.
Miracle Mile Advisors believes that asset allocation is the most important factor in investor success, and it creates customized portfolios for clients using macroeconomic research to determine strategic allocations that maximize returns and optimize for taxes. The firm then takes an active management approach, adjusting holdings as necessary based on market movement.
Portfolios typically include traditional investments, such as funds or individual bonds, but the firm may also recommend alternative investments like hedge funds or structured notes. Advisors in the firmâs Newport Beach office focus primarily on investments in individual stocks.
Miracle Mile Advisors has a clean disciplinary record, meaning the firm reports no civil, regulatory, or criminal actions against the firm, its advisors, or its affiliates from within the last decade. You can learn more about the firm by visiting its IAPD page.
California residents pay among the highest taxes in the country on a per capita basis. The stateâs top income tax bracket is 13.30%, which is the countryâs highest. When it comes to financial planning, Golden State residents do not have to worry about state estate or inheritance taxes, since California does not impose them, though they could face federal estate taxes.
No, although many financial advisors do offer retirement planning. If retirement planning is important to you, ask advisors how much emphasis they place on it before you start working together to ensure your advisor can adequately meet your financial needs.
An advisor who holds a CFP designation has gone through extensive training. In addition to being required to have a bachelorâs degree and three years of full-time financial planning experience, certified financial planners also must complete coursework in financial planning and pass an exam. They also must undergo continuing education and comply with an ethics pledge to put clientsâ interests ahead of their own.
Itâs typically better to look for a fee-only financial advisor. Thatâs because a fee-based advisor may also receive commissions, which could give them an incentive to recommend products or services on which theyâll earn money, even if theyâre not the best fit for you. A fee-only advisor, on the other hand, only earns money from the fees their clients pay for their services, which minimizes potential conflicts of interest that may arise.
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