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AdvisorCensus / Financial advisors / California / Los Angeles, CA / U.S. Bank National Association

Financial advisors in Los Angeles, CA using U.S. Bank National Association

7 SEC-registered investment advisory firms headquartered in the Los Angeles, CA metro area name U.S. Bank National Association as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Los Angeles, CA ยท How this list is built

FirmCityRegistrationAssets band
Aristotle Pacific Capital, LLCNewport BeachSEC-registered investment adviserOver $5 billion
Charles Fish Investments, Inc.IrvineSEC-registered investment adviser$100 million to $500 million
Clearlake Capital Group, L.P.Santa MonicaSEC-registered investment adviserOver $5 billion
Crescent Capital Group LPLos AngelesSEC-registered investment adviserOver $5 billion
First Pacific Advisors, LPEl SegundoSEC-registered investment adviserOver $5 billion
LK&A Investment CounselPasadenaSEC-registered investment adviser$500 million to $1 billion
R.H. Dinel Investment Counsel,inc.Los AngelesSEC-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. U.S. Bank National Association nationwide

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AdvisorCensus. Financial advisors in Los Angeles, CA using U.S. Bank National Association. https://advisorcensus.com/advisors/ca/los-angeles/custodians/u-s-bank-national-association
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