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AdvisorCensus / Financial advisors / California / Los Angeles, CA / Vanguard

Financial advisors in Los Angeles, CA using Vanguard

3 SEC-registered investment advisory firms headquartered in the Los Angeles, CA metro area name Vanguard 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
Acap Asset Management, Inc.Studio CitySEC-registered investment adviser$100 million to $500 million
Cliffwater LLCMarina del ReySEC-registered investment adviserOver $5 billion
WWM Advisory Inc.Culver CitySEC-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. Vanguard nationwide

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AdvisorCensus. Financial advisors in Los Angeles, CA using Vanguard. https://advisorcensus.com/advisors/ca/los-angeles/custodians/vanguard
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