AdvisorCensus / Financial advisors / California / Los Angeles, CA / Charles Schwab
Financial advisors in Los Angeles, CA using Charles Schwab
279 SEC-registered investment advisory firms headquartered in the Los Angeles, CA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 21 West Wealth Management LLC | Tustin | SEC-registered investment adviser | $100 million to $500 million |
| Abacus Wealth Partners | Santa Monica | SEC-registered investment adviser | $1 billion to $5 billion |
| Acap Asset Management, Inc. | Studio City | SEC-registered investment adviser | $100 million to $500 million |
| Accelerate Retirement | Aliso Viejo | SEC-registered investment adviser | $100 million to $500 million |
| Advanced Financial Strategies Inc | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Advanced Portfolio Strategies | Torrance | SEC-registered investment adviser | $100 million to $500 million |
| Affinity Investment Advisors, LLC | Newport Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| AG Asset Advisory, LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| ALBITZ/MILOE and Associates, Inc. | Torrance | SEC-registered investment adviser | $500 million to $1 billion |
| Alphapoint, Inc. | Corona del Mar | SEC-registered investment adviser | Over $5 billion |
| Altai Capital Management, L.P. | Irvine | SEC-registered investment adviser | $25 million to $100 million |
| American Fundstars | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| AMI Asset Management Corp | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Anchor Capital | Aliso Viejo | SEC-registered investment adviser | $100 million to $500 million |
| Angeles Family Office | Santa Monica | SEC-registered investment adviser | $100 million to $500 million |
| Angeles Investment Advisors | Santa Monica | SEC-registered investment adviser | Over $5 billion |
| Angeles Wealth Management, LLC | Santa Monica | SEC-registered investment adviser | $1 billion to $5 billion |
| Appian Way Financial | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Apriem Advisors | Irvine | SEC-registered investment adviser | $1 billion to $5 billion |
| Aqua Capital Advisors | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| AR Asset Management, Inc. | West Hollywood | SEC-registered investment adviser | $500 million to $1 billion |
| Ares Financial Consulting LLC | Calabasas | SEC-registered investment adviser | $100 million to $500 million |
| Argyle Capital Partners, LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Aristotle Capital Management, LLC | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| ARK Wealth Advisors, LLC | Yorba Linda | SEC-registered investment adviser | $100 million to $500 million |
| Arrowroot Family Office, LLC | Marina del Rey | SEC-registered investment adviser | $100 million to $500 million |
| Aspiriant, LLC | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Asset Planning, Inc | Los Alamitos | SEC-registered investment adviser | $500 million to $1 billion |
| Atlas Legacy Advisors LLC | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| Avise Financial | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Banta Asset Management LP | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Pointe Advisors, LLC | Newport Beach | SEC-registered investment adviser | Over $5 billion |
| Bell & Brown Wealth Advisors, LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Benefit Financial Services Group | Irvine | SEC-registered investment adviser | $1 billion to $5 billion |
| Berilium | Lake Forest | SEC-registered investment adviser | Under $25 million |
| Bernard & Johnson Family Wealth Management | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Blue Zone Wealth Advisors, LLC | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| Boyer Financial Services, Inc. | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Bristlecone Value Partners, LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| California Capital Management | Burbank | SEC-registered investment adviser | $100 million to $500 million |
| Canterbury Consulting Incorporated | Newport Beach | SEC-registered investment adviser | Over $5 billion |
| Capital CS Group, LLC | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Catalyst Wealth Advisors LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Centaurus Financial, Inc. | Anaheim | SEC-registered investment adviser | Over $5 billion |
| Cerda Munoz Advisors, Inc | Whittier | SEC-registered investment adviser | $100 million to $500 million |
| Challenger Wealth Management | Aliso Viejo | SEC-registered investment adviser | $100 million to $500 million |
| Charles Fish Investments, Inc. | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Checchi Capital Advisers, LLC | Beverly Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Check Capital Management Inc | Costa Mesa | SEC-registered investment adviser | $1 billion to $5 billion |
| Chelsea Management Company | Woodland Hills | SEC-registered investment adviser | $500 million to $1 billion |
| Cheviot Value Management, LLC | Beverly Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Claremont Financial Group,inc. | Claremont | SEC-registered investment adviser | $100 million to $500 million |
| Clay Northam Wealth Management | Huntington Beach | SEC-registered investment adviser | $100 million to $500 million |
| Clearview Investment Partners, LLC | Costa Mesa | SEC-registered investment adviser | $100 million to $500 million |
| Clearview Wealth Management | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Cleveralpha | Hawthorne | SEC-registered investment adviser | $25 million to $100 million |
| Clifford Swan Investment Counselors | Pasadena | SEC-registered investment adviser | $1 billion to $5 billion |
| Composition Wealth, LLC | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Concord Investment Counsel | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Confidence Wealth Management, Inc. | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Cooke Wealth Management, LLC | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Cooper McManus | Irvine | SEC-registered investment adviser | $1 billion to $5 billion |
| Core Financial | El Segundo | SEC-registered investment adviser | $100 million to $500 million |
| Cove Street Capital, LLC | Hermosa Beach | SEC-registered investment adviser | $25 million to $100 million |
| Crane & Associates Wealth Management | Fullerton | SEC-registered investment adviser | $500 million to $1 billion |
| Crystal Cove Asset Management | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| CTA Wealth Advisors, Inc. | Burbank | SEC-registered investment adviser | $100 million to $500 million |
| Curated Wealth Partners, LLC | El Segundo | SEC-registered investment adviser | $1 billion to $5 billion |
| Davidson Kahn Capital Management, LLC | Sherman Oaks | SEC-registered investment adviser | $100 million to $500 million |
| Delarme Wealth Management, Inc. | Palos Verdes Estates | SEC-registered investment adviser | $100 million to $500 million |
| Derive Wealth | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| DEW Point Capital | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| Dishmi Capital, LLC | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Doheny Asset Management, L.L.C. | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Ducere Wealth Management | Newport Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Eagle Wealth Management Group Inc. | Valencia | SEC-registered investment adviser | $100 million to $500 million |
| Eclectic Associates, Inc. | Fullerton | SEC-registered investment adviser | $1 billion to $5 billion |
| Ehrlich Financial Group | Laguna Niguel | SEC-registered investment adviser | $100 million to $500 million |
| Eliot Finkel Investment Counsel, LLC | Beverly Hills | SEC-registered investment adviser | $100 million to $500 million |
| Elyxium Wealth LLC | Beverly Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Endure Capital, LLC | Lake Forest | SEC-registered investment adviser | $100 million to $500 million |
| EP Wealth Advisors | Torrance | SEC-registered investment adviser | Over $5 billion |
| Equanimity Financial Partners | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Everett Harris & Co | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Evermont Wealth | Claremont | SEC-registered investment adviser | $100 million to $500 million |
| Family Financial | Manhattan Beach | SEC-registered investment adviser | $100 million to $500 million |
| Filigree Wealth Advisors, LLC | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Financial Advisors Network, Inc. | Tustin | SEC-registered investment adviser | $1 billion to $5 billion |
| Financial Designs Corporation | Claremont | SEC-registered investment adviser | $500 million to $1 billion |
| First Foundation Advisors | Irvine | SEC-registered investment adviser | Over $5 billion |
| First Wilshire Securities Management, Inc. | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Flatrock Wealth Partners LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Foundry Financial LLC | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Fuller Investment Management Company | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Genter Advisors LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Genter Capital Management | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Global Financial Advisory Services, Inc. | Valencia | SEC-registered investment adviser | $100 million to $500 million |
| Goldberg Financial Advisors, LLC | El Segundo | SEC-registered investment adviser | $100 million to $500 million |
| Golden K Plans and Wealth Management a DBA of Golden K Wealth MG | Woodland Hills | SEC-registered investment adviser | $100 million to $500 million |
| Goodstein Wealth Management LLC | Encino | SEC-registered investment adviser | $100 million to $500 million |
| Gould Asset Management LLC | Claremont | SEC-registered investment adviser | $1 billion to $5 billion |
| Granite Investment Partners, LLC | El Segundo | SEC-registered investment adviser | $1 billion to $5 billion |
| Great Gable Wealth Management, LLC | Beverly Hills | SEC-registered investment adviser | $100 million to $500 million |
| Greenshields Capital LLC | El Segundo | SEC-registered investment adviser | $100 million to $500 million |
| Gross Domestic Product, Inc | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Guardian Financial Partners, LLC | Orange | SEC-registered investment adviser | $500 million to $1 billion |
| Guggenheim Wealth Solutions, LLC | Santa Monica | SEC-registered investment adviser | $100 million to $500 million |
| Halbert Hargrove | Long Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Hamilton Wealth, LLC | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| Harmony Point Wealth Advisors, Inc. | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Harold Davidson & Associates, Inc | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| HCR Wealth Advisors | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Highline Wealth Partners | Sherman Oaks | SEC-registered investment adviser | $500 million to $1 billion |
| Hollencrest Capital Management | Newport Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Howard Capital Management Group, LLC | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Ignite Planners LLC | San Clemente | SEC-registered investment adviser | $1 billion to $5 billion |
| Index Fund Advisors, Inc. | Irvine | SEC-registered investment adviser | Over $5 billion |
| Insight Investment Counsel | El Segundo | SEC-registered investment adviser | $100 million to $500 million |
| Investlinc Wealth Services | Brea | SEC-registered investment adviser | $100 million to $500 million |
| Ivanoff Wealth Management Inc. | Cypress | SEC-registered investment adviser | $100 million to $500 million |
| J K R & Company, Inc. | Van Nuys | SEC-registered investment adviser | $100 million to $500 million |
| Jaffe Asset Management LLC | Beverly Hills | SEC-registered investment adviser | $100 million to $500 million |
| JDL Advisers | Newport Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Jeppson Wealth Management, LLC | Manhattan Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Joel R. Mogy Investment Counsel Inc. | Beverly Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| K2 Financial Inc. | Glendora | SEC-registered investment adviser | $100 million to $500 million |
| Kanani Advisory Group Inc. | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Kearns and Associates, LLC | Rolling Hills Estates | SEC-registered investment adviser | $1 billion to $5 billion |
| Klein Pavlis & Peasley Financial, Inc. | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| KMT Wealth Management, LLC | Hermosa Beach | SEC-registered investment adviser | $100 million to $500 million |
| Knightsbridge Wealth Management | Newport Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Kondo Wealth Advisors, Inc | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Krane Financial Solutions | Calabasas | SEC-registered investment adviser | $100 million to $500 million |
| L & S Advisors, Inc | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Laguna Wealth Advisors, LLC | Dana Point | SEC-registered investment adviser | $100 million to $500 million |
| Lazari Capital Management, Inc. | Burbank | SEC-registered investment adviser | $500 million to $1 billion |
| Lederer & Associates Investment Counsel | Long Beach | SEC-registered investment adviser | $100 million to $500 million |
| Legacy PCG, LLC | Newport | SEC-registered investment adviser | $100 million to $500 million |
| Leisure Capital Management, Inc. | Costa Mesa | SEC-registered investment adviser | $500 million to $1 billion |
| Lewis Capital Management | Beverly Hills | SEC-registered investment adviser | $100 million to $500 million |
| Lido | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Life Line Wealth Management LLC | Beverly Hills | SEC-registered investment adviser | $500 million to $1 billion |
| Lifesteps Financial | Claremont | SEC-registered investment adviser | $100 million to $500 million |
| Light Capital LLC | Santa Monica | SEC-registered investment adviser | $100 million to $500 million |
| Lighthouse Financial Services Inc | Brea | SEC-registered investment adviser | $100 million to $500 million |
| LK&A Investment Counsel | Pasadena | SEC-registered investment adviser | $500 million to $1 billion |
| Lockerman Financial Group, Inc | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Mainstream Capital Management | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Malaga Cove Capital, LLC | Palos Verdes Estates | SEC-registered investment adviser | $100 million to $500 million |
| Manhattan West Asset Management, LLC | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Marrick Wealth | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Mason & Associates, Inc. | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| Matrix Planning Inc | Santa Monica | SEC-registered investment adviser | $100 million to $500 million |
| Mile Wealth Management | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Miller Financial Services, Inc. | San Juan Capistrano | SEC-registered investment adviser | $100 million to $500 million |
| Miramontes Capital, LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Monograph Wealth Advisors, LLC | Manhattan Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Morton Wealth | Calabasas | SEC-registered investment adviser | $1 billion to $5 billion |
| Mosley Wealth Management, Inc. | Anaheim | SEC-registered investment adviser | $100 million to $500 million |
| MQ Private Wealth | Torrance | SEC-registered investment adviser | $25 million to $100 million |
| MRD, Inc. | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Muse Capital Management LLC | Santa Monica | SEC-registered investment adviser | $100 million to $500 million |
| My Portfolio Guide, LLC | Seal Beach | SEC-registered investment adviser | $100 million to $500 million |
| Navalign, LLC | Encino | SEC-registered investment adviser | $500 million to $1 billion |
| Navigoe, LLC | Redondo Beach | SEC-registered investment adviser | $100 million to $500 million |
| Nestyield ETFS | Downey | SEC-registered investment adviser | $500 million to $1 billion |
| Newbury Capital Management, LLC | South Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Newport Wealth Advisors, Inc. | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Noble Wealth Management, Inc. | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| North Pier Fiduciary Management, LLC | Marina del Rey | SEC-registered investment adviser | $1 billion to $5 billion |
| O'Brien Investment Management, LLC | Torrance | SEC-registered investment adviser | $100 million to $500 million |
| Ocean Park Asset Management, LLC | Santa Monica | SEC-registered investment adviser | $1 billion to $5 billion |
| Ocean Path Advisors, LLC | Manhattan Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Oder Investment Management, LLC | Woodland Hills | SEC-registered investment adviser | $100 million to $500 million |
| Old West Investment Management, LLC | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| Olive Street Capital Partners LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Optimize Financial Inc. | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Optivest, Inc. | San Juan Capistrano | SEC-registered investment adviser | $100 million to $500 million |
| Pacific Global Investment Management Company | Glendale | SEC-registered investment adviser | $25 million to $100 million |
| Pacific Park Financial, Inc. | Laguna Hills | SEC-registered investment adviser | $100 million to $500 million |
| Pacific Specialty Investment Group, LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Pacific Sun Financial Corp | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Pan Global Advisers, LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Paragon Financial Partners | Woodland Hills | SEC-registered investment adviser | $100 million to $500 million |
| Pasadena Private Wealth, LLC | Pasadena | SEC-registered investment adviser | $1 billion to $5 billion |
| Peak Financial Planning | Canoga Park | SEC-registered investment adviser | $25 million to $100 million |
| Portfolio Design Labs, LLC | Encino | SEC-registered investment adviser | $500 million to $1 billion |
| Power Asset Management LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Prattes Wealth Partners | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Prism Advisors, Inc. | Studio City | SEC-registered investment adviser | $500 million to $1 billion |
| Private Financial Counseling | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Private Management Group Inc | Irvine | SEC-registered investment adviser | $1 billion to $5 billion |
| Private Wealth Solutions, LLC | Calabasas | SEC-registered investment adviser | $500 million to $1 billion |
| Procore Advisors, LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Prosperitas Financial, LLC | Valencia | SEC-registered investment adviser | $500 million to $1 billion |
| Prosperity Road, LLC | Santa Ana | SEC-registered investment adviser | $100 million to $500 million |
| Prosperity Wealth Planning LLC | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Providence Financial and Insurances, Inc. | Woodland Hills | SEC-registered investment adviser | $100 million to $500 million |
| Prudent Investors | Lake Forest | SEC-registered investment adviser | $500 million to $1 billion |
| Purus Wealth Management, LLC | Newport Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Quantum Financial Advisors, LLC | Santa Monica | SEC-registered investment adviser | $1 billion to $5 billion |
| RAI Wealth Management | Placentia | SEC-registered investment adviser | $100 million to $500 million |
| RBA Wealth Management, LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Redwood Wealth Management, LLC | Santa Monica | SEC-registered investment adviser | $500 million to $1 billion |
| Retirementadvice | JKA | Anaheim | SEC-registered investment adviser | $100 million to $500 million |
| RMR Capital Management LLC | Tustin | SEC-registered investment adviser | $100 million to $500 million |
| Robert L. Bender, Inc. DBA Robert Bender & Associates | Pasadena | SEC-registered investment adviser | $500 million to $1 billion |
| Round Hill Asset Management Inc | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| RS Crum Inc. | Newport Beach | SEC-registered investment adviser | $500 million to $1 billion |
| RVW Wealth LLC | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Sackett Wealth Advisors, Inc. | Brea | SEC-registered investment adviser | $100 million to $500 million |
| Salem Partners Wealth Management, LLC | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Schauer Investment Management, Inc. | Northridge | SEC-registered investment adviser | $100 million to $500 million |
| Schnieders Capital Management, LLC. | Pasadena | SEC-registered investment adviser | $1 billion to $5 billion |
| Second 50 Financial | Manhattan Beach | SEC-registered investment adviser | $100 million to $500 million |
| Secura Financial | Orange | SEC-registered investment adviser | $100 million to $500 million |
| Seia | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Seneca Private Wealth, LLC | Los Angeles | SEC-registered investment adviser | $25 million to $100 million |
| SFE Investment Counsel Inc. | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| Sharper & Granite LLC | El Segundo | SEC-registered investment adviser | $100 million to $500 million |
| Shrier Wealth Management, LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Shuster Advisory Group, LLC | Pasadena | SEC-registered investment adviser | Over $5 billion |
| Sidoxia Capital Management, LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Sierra Investment Management, LLC | Santa Monica | SEC-registered investment adviser | $100 million to $500 million |
| Signature Investment Advisors, LLC | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Signature Resources Capital Management, LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Silicon Beach Wealth, LLC | Marina del Rey | SEC-registered investment adviser | $100 million to $500 million |
| Silver Oak Wealth Advisors Services, LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Sitrin Capital Management, LLC | Century City | SEC-registered investment adviser | $100 million to $500 million |
| Sky Vision Wealth Management Corp. | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Spectrum Asset Management Inc | Newport Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Spinnaker Investment Group, LLC | Newport Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Steelpeak Wealth, LLC | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Stephenson and Company, Inc. | San Clemente | SEC-registered investment adviser | $100 million to $500 million |
| Stewardship Wealth Management Solutions | Huntington Beach | SEC-registered investment adviser | $100 million to $500 million |
| Stonebridge Capital Management Inc | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Stonemark Wealth Management | Pasadena | SEC-registered investment adviser | $500 million to $1 billion |
| Strategy Asset Managers L.L.C. | Pasadena | SEC-registered investment adviser | $500 million to $1 billion |
| Tamar Securities, LLC | Woodland Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Tarbox Family Office, Inc. | Newport Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Tax Efficient Asset Management Solution, Inc. | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| TCFG Investment Advisors, LLC | Laguna Niguel | SEC-registered investment adviser | $500 million to $1 billion |
| Tempus Wealth Planning, LLC | Irvine | SEC-registered investment adviser | $500 million to $1 billion |
| The Clark Group Asset Management | Dana Point | SEC-registered investment adviser | $100 million to $500 million |
| The Investment House LLC | Redondo Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| The Sterling Group | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| The Wealth Collaborative, Inc. | Corona del Mar | SEC-registered investment adviser | $500 million to $1 billion |
| The Wealthgarden F.S. LLC | El Segundo | SEC-registered investment adviser | $100 million to $500 million |
| Thielen Capital Corporation | Ladera Ranch | SEC-registered investment adviser | $100 million to $500 million |
| Three Arch Wealth Management LLC | Irvine | SEC-registered investment adviser | $500 million to $1 billion |
| Torrey-Payne Wealth Management | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Towneley Capital Management, Inc. | Laguna Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Transglobal Advisory, LLC | Monrovia | SEC-registered investment adviser | $25 million to $100 million |
| Triagen Wealth Management LLC | Calabasas | SEC-registered investment adviser | $500 million to $1 billion |
| Trilogy Capital, Inc. | Irvine | SEC-registered investment adviser | $1 billion to $5 billion |
| Ultra Advisory Group | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Validus Capital LLC | El Segundo | SEC-registered investment adviser | $1 billion to $5 billion |
| Victus Capital Wealth | Santa Monica | SEC-registered investment adviser | $100 million to $500 million |
| Walker Financial Advisors Inc | Mission Viejo | SEC-registered investment adviser | $100 million to $500 million |
| Wallender, Timothy Joseph | Manhattan Beach | SEC-registered investment adviser | $100 million to $500 million |
| Warren Street Wealth Advisors, LLC | Irvine | SEC-registered investment adviser | $500 million to $1 billion |
| Wealth Strategies Group | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Teams Alliance | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Wealthspire Retirement Advisory | Aliso Viejo | SEC-registered investment adviser | Over $5 billion |
| Weinberger Asset Management, Inc | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| Wellacre Global Wealth Advisors | Santa Monica | SEC-registered investment adviser | $100 million to $500 million |
| Werlemann Wealth Management | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Wescap Group | Glendale | SEC-registered investment adviser | $1 billion to $5 billion |
| West Wealth Group, LLC | Irvine | SEC-registered investment adviser | $500 million to $1 billion |
| Westmount Partners, LLC | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Westshore Wealth | Newport Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Westside Investment Management, LLC | Santa Monica | SEC-registered investment adviser | $500 million to $1 billion |
| Whittier Advisors, LLC | Newport Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Willner & Heller LLC | Encino | SEC-registered investment adviser | $100 million to $500 million |
| Wimmer Associates LLC | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Windward Capital Management Co | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Womack Wealth Management, Inc. | Manhattan Beach | SEC-registered investment adviser | $100 million to $500 million |
| Yosemite Capital Management | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Zuckerman Capital Management, LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Los Angeles, CA using Charles Schwab. https://advisorcensus.com/advisors/ca/los-angeles/custodians/charles-schwab https://advisorcensus.com/advisors/ca/los-angeles/custodians/charles-schwab