AdvisorCensus / Financial advisors / California / Los Angeles, CA / Morgan Stanley
Financial advisors in Los Angeles, CA using Morgan Stanley
8 SEC-registered investment advisory firms headquartered in the Los Angeles, CA metro area name Morgan Stanley as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Altai Capital Management, L.P. | Irvine | SEC-registered investment adviser | $25 million to $100 million |
| Capital Research and Management Company | Los Angeles | SEC-registered investment adviser | Over $5 billion |
| Congruence Capital, LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Galliott Capital Advisors, LLC | Beverly Hills | SEC-registered investment adviser | $100 million to $500 million |
| Goldfarb Financial Management, LLC | Beverly Hills | SEC-registered investment adviser | $100 million to $500 million |
| Guggenheim Wealth Solutions, LLC | Santa Monica | SEC-registered investment adviser | $100 million to $500 million |
| Pacific Income Advisers Inc | El Segundo | SEC-registered investment adviser | $1 billion to $5 billion |
| WWM Advisory Inc. | Culver City | 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. Morgan Stanley nationwide
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