AdvisorCensus / Financial advisors / California / Los Angeles, CA / Wells Fargo Clearing Services, LLC
Financial advisors in Los Angeles, CA using Wells Fargo Clearing Services, LLC
10 SEC-registered investment advisory firms headquartered in the Los Angeles, CA metro area name Wells Fargo Clearing Services, LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| AG Asset Advisory, LLC | Los Angeles | SEC-registered investment adviser | $100 million to $500 million |
| Atala Financial Inc | Calabasas | SEC-registered investment adviser | $100 million to $500 million |
| Atlas Legacy Advisors LLC | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| Galliott Capital Advisors, LLC | Beverly Hills | SEC-registered investment adviser | $100 million to $500 million |
| IFC Advisors LLC | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| L & S Advisors, Inc | Los Angeles | SEC-registered investment adviser | $1 billion to $5 billion |
| O'Connor Wealth Management, Inc. | Monrovia | SEC-registered investment adviser | $100 million to $500 million |
| Old West Investment Management, LLC | Los Angeles | SEC-registered investment adviser | $500 million to $1 billion |
| Pacific Income Advisers Inc | El Segundo | SEC-registered investment adviser | $1 billion to $5 billion |
| Ticino Wealth | Mission Viejo | 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. Wells Fargo Clearing Services, LLC nationwide
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