AdvisorCensus / Financial advisors / California / Los Angeles, CA / LPL Financial LLC
Financial advisors in Los Angeles, CA using LPL Financial LLC
20 SEC-registered investment advisory firms headquartered in the Los Angeles, CA metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alessandra Capital Management, LLC | Torrance | SEC-registered investment adviser | $100 million to $500 million |
| Aligne Wealth Advisors Investment Management (awaim) | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| CS Tomasi Wealth Management | Costa Mesa | SEC-registered investment adviser | $100 million to $500 million |
| Dove Investment Research and Management, Inc. | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | SEC-registered investment adviser | $1 billion to $5 billion |
| Goldman Lancaster, Inc. | Long Beach | SEC-registered investment adviser | $100 million to $500 million |
| Hesen & Haslam | Woodland Hills | SEC-registered investment adviser | $100 million to $500 million |
| Lake Avenue Financial LLC | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Madrid Retirement Advisors | Manhattan Beach | SEC-registered investment adviser | $100 million to $500 million |
| Marest Capital, LLC | Encino | SEC-registered investment adviser | $100 million to $500 million |
| Perennial Financial Services | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| Secura Financial | Orange | SEC-registered investment adviser | $100 million to $500 million |
| Sun Group Wealth Partners LLC | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| The Sterling Group | Pasadena | SEC-registered investment adviser | $100 million to $500 million |
| Tortuga Wealth Management | Torrance | SEC-registered investment adviser | $100 million to $500 million |
| Trace Wealth Advisors | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Trilogy Capital, Inc. | Irvine | SEC-registered investment adviser | $1 billion to $5 billion |
| Validex Global Investing | Irvine | SEC-registered investment adviser | $100 million to $500 million |
| Westside Investment Management, LLC | Santa Monica | SEC-registered investment adviser | $500 million to $1 billion |
| Westwood Wealth Management | 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. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in Los Angeles, CA using LPL Financial LLC. https://advisorcensus.com/advisors/ca/los-angeles/custodians/lpl-financial https://advisorcensus.com/advisors/ca/los-angeles/custodians/lpl-financial