AdvisorCensus / Financial advisors / California / Los Angeles, CA / Fidelity Investments
Financial advisors in Los Angeles, CA using Fidelity Investments
97 SEC-registered investment advisory firms headquartered in the Los Angeles, CA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Accelerate Retirement | Aliso Viejo | SEC-registered investment adviser | $100 million to $500 million |
| Affinity Investment Advisors, LLC | Newport Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Aire Advisors, LLC | Beverly Hills | SEC-registered investment adviser | $1 billion to $5 billion |
| Allstreet Capital LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Alphapoint, Inc. | Corona del Mar | SEC-registered investment adviser | Over $5 billion |
| 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 |
| Beacon Pointe Advisors, LLC | Newport Beach | SEC-registered investment adviser | Over $5 billion |
| Benefit Financial Services Group | Irvine | SEC-registered investment adviser | $1 billion to $5 billion |
| BMB Advisers LLC | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| Bristlecone Value Partners, LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| 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 |
| CLG LLC | Long Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Colton Wealth Management | Arcadia | SEC-registered investment adviser | $100 million to $500 million |
| Compak Asset Management | Newport Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Composition Wealth, LLC | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Conway Capital Management, Inc. | Burbank | 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 |
| Creative Planning Institutional Advisors, LLC | Newport Beach | SEC-registered investment adviser | Over $5 billion |
| Crosspoint Financial, LLC | Tustin | SEC-registered investment adviser | $100 million to $500 million |
| Davidson Kahn Capital Management, LLC | Sherman Oaks | SEC-registered investment adviser | $100 million to $500 million |
| Dishmi Capital, LLC | Pasadena | 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 |
| Evolve Private Wealth, LLC | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Factory Capital LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Financial Management Network Inc | Mission Viejo | SEC-registered investment adviser | $1 billion to $5 billion |
| 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 |
| Gould Asset Management LLC | Claremont | 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 |
| Halbert Hargrove | Long Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Hall Capital, LLC | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Howard Capital Management Group, LLC | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| IFC Advisors LLC | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| IGW Advisory Investment Management LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| JSF Financial, LLC | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Kanani Advisory Group Inc. | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Kayne Anderson Rudnick Investment Management, LLC | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Kinetic Investment Management, Inc. | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Klein Pavlis & Peasley Financial, Inc. | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Knightsbridge Wealth Management | Newport Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| L & S Advisors, Inc | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Lake Avenue Financial LLC | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Lazari Capital Management, Inc. | Burbank | SEC-registered investment adviser | $500 million to $1 billion |
| Legacy PCG, LLC | Newport | SEC-registered investment adviser | $100 million to $500 million |
| Lido | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| 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 |
| Manhattan West Asset Management, LLC | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Mason & Associates, Inc. | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| 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 |
| MRD, Inc. | Irvine | 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'Boyle Wealth Management, Inc. | Beverly Hills | SEC-registered investment adviser | $100 million to $500 million |
| O'Brien Investment Management, LLC | Torrance | SEC-registered investment adviser | $100 million to $500 million |
| Olive Street Capital Partners LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Opus Private Wealth Group, LLC | Orange | SEC-registered investment adviser | $100 million to $500 million |
| Pacific Global Investment Management Company | Glendale | SEC-registered investment adviser | $25 million to $100 million |
| Pariax Private Wealth Management | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Pasadena Private Wealth, LLC | Pasadena | SEC-registered investment adviser | $1 billion to $5 billion |
| Pavion Blue Capital, LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Perennial Financial Services | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| 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 |
| QCA Capital Management Inc | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Regatta Capital Group, LLC | El Segundo | SEC-registered investment adviser | $1 billion to $5 billion |
| Remy Investors & Consultants, LLC | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| RVW Wealth LLC | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| S&F Investment Advisors | Encino | SEC-registered investment adviser | $100 million to $500 million |
| Sagent Wealth Management | Laguna Beach | SEC-registered investment adviser | $100 million to $500 million |
| Seia | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Select Money Management, Inc. | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Serenus Wealth Advisors, LLC | Santa Monica | SEC-registered investment adviser | $1 billion to $5 billion |
| Signature Investment Advisors, LLC | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Stonemark Wealth Management | Pasadena | SEC-registered investment adviser | $500 million to $1 billion |
| Tabr Capital Management, LLC | Orange | 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 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 |
| Tidecrest Wealth Management, LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Triad Investment Management, LLC | Newport Beach | SEC-registered investment adviser | $100 million to $500 million |
| Vance Wealth | Santa Clarita | SEC-registered investment adviser | $500 million to $1 billion |
| Warren Street Wealth Advisors, LLC | Irvine | SEC-registered investment adviser | $500 million to $1 billion |
| Wealthspire Retirement Advisory | Aliso Viejo | SEC-registered investment adviser | Over $5 billion |
| Wealthspring | Long Beach | SEC-registered investment adviser | $100 million to $500 million |
| Weaver Consulting Group, LLC | Huntington Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| Whittier Advisors, LLC | Newport Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| 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 |
| 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. Fidelity Investments nationwide
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