# Financial advisors in Beverly Hills, CA

> AdvisorCensus lists 72 investment advisory firms with a principal office in Beverly Hills, California (part of the Los Angeles metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Los Angeles metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/los-angeles/beverly-hills/page/2

## At a glance

- Investment advisory firms: 72
- Registration: SEC-registered investment adviser: 32, State-registered investment adviser: 13, Exempt reporting adviser: 27
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 10 (22%); Percentage of assets 40 (89%); Hourly charges 11 (24%); Fixed fees 17 (38%); Commissions 2 (4%); Performance-based fees 19 (42%); Other 7 (16%); No compensation arrangements reported 27
- Regulatory assets under management (Item 5.F): Under $25 million 7 (10%); $25 million to $100 million 3 (4%); $100 million to $500 million 15 (21%); $500 million to $1 billion 3 (4%); $1 billion to $5 billion 11 (15%); Over $5 billion 3 (4%); Not reported 30 (42%)
- Years registered: Under 5 years 36 (50%); 5 to 9 years 17 (24%); 10 to 19 years 11 (15%); 20 years or more 6 (8%); Not reported 2 (3%)

## Firms (page 2 of 2, 51 to 72 of 72, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [MFA Global Consulting Group LLC](https://advisorcensus.com/firm/mfa-global-consulting-group-llc-beverly-hills-ca-171944) ([md](https://advisorcensus.com/firm/mfa-global-consulting-group-llc-beverly-hills-ca-171944.md)) | 171944 | Beverly Hills, CA | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Monogram Capital Management, L.P.](https://advisorcensus.com/firm/monogram-capital-management-l-p-beverly-hills-ca-290197) ([md](https://advisorcensus.com/firm/monogram-capital-management-l-p-beverly-hills-ca-290197.md)) | 290197 | Beverly Hills, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee, Other |
| [Mozaic, LLC](https://advisorcensus.com/firm/mozaic-llc-beverly-hills-ca-145777) ([md](https://advisorcensus.com/firm/mozaic-llc-beverly-hills-ca-145777.md)) | 145777 | Beverly Hills, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [O'Boyle Wealth Management, Inc.](https://advisorcensus.com/firm/o-boyle-wealth-management-inc-beverly-hills-ca-292849) ([md](https://advisorcensus.com/firm/o-boyle-wealth-management-inc-beverly-hills-ca-292849.md)) | 292849 | Beverly Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Onpoint Financial Management LLC](https://advisorcensus.com/firm/onpoint-financial-management-llc-beverly-hills-ca-317214) ([md](https://advisorcensus.com/firm/onpoint-financial-management-llc-beverly-hills-ca-317214.md)) | 317214 | Beverly Hills, CA | State-registered investment adviser | Under $25 million | Not reported | % of assets, Fixed fee |
| [Pacific Alliance Ventures LLC](https://advisorcensus.com/firm/pacific-alliance-ventures-llc-beverly-hills-ca-341002) ([md](https://advisorcensus.com/firm/pacific-alliance-ventures-llc-beverly-hills-ca-341002.md)) | 341002 | Beverly Hills, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Platinum Equity Advisors, LLC](https://advisorcensus.com/firm/platinum-equity-advisors-llc-beverly-hills-ca-161491) ([md](https://advisorcensus.com/firm/platinum-equity-advisors-llc-beverly-hills-ca-161491.md)) | 161491 | Beverly Hills, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Provenance Management Co., LP](https://advisorcensus.com/firm/provenance-management-co-lp-beverly-hills-ca-307347) ([md](https://advisorcensus.com/firm/provenance-management-co-lp-beverly-hills-ca-307347.md)) | 307347 | Beverly Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [Range Equity Management](https://advisorcensus.com/firm/range-equity-management-beverly-hills-ca-339343) ([md](https://advisorcensus.com/firm/range-equity-management-beverly-hills-ca-339343.md)) | 339343 | Beverly Hills, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Royal & Associates, Inc.](https://advisorcensus.com/firm/royal-and-associates-inc-beverly-hills-ca-135663) ([md](https://advisorcensus.com/firm/royal-and-associates-inc-beverly-hills-ca-135663.md)) | 135663 | Beverly Hills, CA | State-registered investment adviser | Not reported | 37 | Hourly, Fixed fee |
| [Rushmore Capital Partners](https://advisorcensus.com/firm/rushmore-capital-partners-beverly-hills-ca-332491) ([md](https://advisorcensus.com/firm/rushmore-capital-partners-beverly-hills-ca-332491.md)) | 332491 | Beverly Hills, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee, Performance fee |
| [Sagewater Wealth Management LLC](https://advisorcensus.com/firm/sagewater-wealth-management-llc-beverly-hills-ca-332662) ([md](https://advisorcensus.com/firm/sagewater-wealth-management-llc-beverly-hills-ca-332662.md)) | 332662 | Beverly Hills, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Performance fee |
| [SAS Global Management, LLC](https://advisorcensus.com/firm/sas-global-management-llc-beverly-hills-ca-343024) ([md](https://advisorcensus.com/firm/sas-global-management-llc-beverly-hills-ca-343024.md)) | 343024 | Beverly Hills, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [The Gores Group, LLC](https://advisorcensus.com/firm/the-gores-group-llc-beverly-hills-ca-160598) ([md](https://advisorcensus.com/firm/the-gores-group-llc-beverly-hills-ca-160598.md)) | 160598 | Beverly Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee, Other |
| [Tiller Partners, LLC](https://advisorcensus.com/firm/tiller-partners-llc-beverly-hills-ca-170429) ([md](https://advisorcensus.com/firm/tiller-partners-llc-beverly-hills-ca-170429.md)) | 170429 | Beverly Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | Fixed fee, Performance fee |
| [Tryperion](https://advisorcensus.com/firm/tryperion-beverly-hills-ca-286384) ([md](https://advisorcensus.com/firm/tryperion-beverly-hills-ca-286384.md)) | 286384 | Beverly Hills, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Tryperion Manager LLC](https://advisorcensus.com/firm/tryperion-manager-llc-beverly-hills-ca-329349) ([md](https://advisorcensus.com/firm/tryperion-manager-llc-beverly-hills-ca-329349.md)) | 329349 | Beverly Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Uncommon Management Group, LLC](https://advisorcensus.com/firm/uncommon-management-group-llc-beverly-hills-ca-339031) ([md](https://advisorcensus.com/firm/uncommon-management-group-llc-beverly-hills-ca-339031.md)) | 339031 | Beverly Hills, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [United Global Advisors, LLC](https://advisorcensus.com/firm/united-global-advisors-llc-beverly-hills-ca-167809) ([md](https://advisorcensus.com/firm/united-global-advisors-llc-beverly-hills-ca-167809.md)) | 167809 | Beverly Hills, CA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [United Global Funds GP, LLC](https://advisorcensus.com/firm/united-global-funds-gp-llc-beverly-hills-ca-299336) ([md](https://advisorcensus.com/firm/united-global-funds-gp-llc-beverly-hills-ca-299336.md)) | 299336 | Beverly Hills, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [UTA Ventures Capital Partners Investment Manager LLC](https://advisorcensus.com/firm/uta-ventures-capital-partners-investment-manager-llc-beverly-hills-ca-309978) ([md](https://advisorcensus.com/firm/uta-ventures-capital-partners-investment-manager-llc-beverly-hills-ca-309978.md)) | 309978 | Beverly Hills, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Watertower Ventures Management, LLC](https://advisorcensus.com/firm/watertower-ventures-management-llc-beverly-hills-ca-310494) ([md](https://advisorcensus.com/firm/watertower-ventures-management-llc-beverly-hills-ca-310494.md)) | 310494 | Beverly Hills, CA | Exempt reporting adviser | Not reported | 5 | Not reported |

- Previous page: https://advisorcensus.com/advisors/ca/los-angeles/beverly-hills.md

## Questions people ask

**How many financial advisory firms are there in Beverly Hills, CA?**
AdvisorCensus lists 72 investment advisory firms with a principal office in Beverly Hills, California (part of the Los Angeles metro area), from Form ADV filings as of October 2026: 32 SEC-registered, 13 state-registered, and 27 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Beverly Hills, CA?**
10 of the 72 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Beverly Hills, CA offer financial planning?**
17 of the 45 firms in Beverly Hills, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Beverly Hills, CA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 10 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Beverly Hills, CA: 72 firms from Form ADV filings as of October 2026.