{ "path": "/advisors/ca/los-angeles/fee-only", "url": "https://advisorcensus.com/advisors/ca/los-angeles/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Los Angeles, CA", "filters": {}, "scope_total": 384, "faq": [ { "q": "How many financial advisory firms are there in Los Angeles, CA?", "a": "AdvisorCensus lists 1,666 investment advisory firms with a principal office in the Los Angeles metro area, from Form ADV filings as of October 2026: 715 SEC-registered, 580 state-registered, and 371 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Los Angeles, CA?", "a": "384 of the 1,666 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Los Angeles, CA offer financial planning?", "a": "632 of the 1,295 firms in Los Angeles, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Los Angeles, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 384 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 384 investment advisory firms with a principal office in the Los Angeles metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Los Angeles has 1,666 investment advisory firms with a principal office in the metro area as of October 2026: 715 SEC-registered, 580 state-registered, and 371 exempt reporting advisers. 384 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 507 report under $100 million in regulatory assets under management. The metro area has 4,499,409 households, 872,794 of them with income of $200,000 or more, or 524 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Los Angeles, CA: 384 firms from Form ADV filings as of October 2026.", "total_firms": 384, "page": 1, "total_pages": 8, "sort": "name", "registration_types": { "sec": 167, "state": 217, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 384 }, { "code": "percentage_of_aum", "count": 352 }, { "code": "hourly", "count": 155 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 195 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 149 }, { "code": "5_to_9", "count": 90 }, { "code": "10_to_19", "count": 81 }, { "code": "20_plus", "count": 64 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 113 }, { "code": "25m_100m", "count": 86 }, { "code": "100m_500m", "count": 101 }, { "code": "500m_1b", "count": 24 }, { "code": "1b_5b", "count": 24 }, { "code": "over_5b", "count": 7 }, { "code": "not_reported", "count": 29 } ], "firms": [ { "crd_number": 290598, "name": "10 West Advisors, Inc.", "name_as_filed": "10 WEST ADVISORS, INC.", "url": "https://advisorcensus.com/firm/10-west-advisors-inc-los-angeles-ca-290598", "city": "Los Angeles", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304532, "name": "21 West Wealth Management LLC", "name_as_filed": "21 WEST WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/21-west-wealth-management-llc-tustin-ca-304532", "city": "Tustin", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171409, "name": "7SUMMIT Advisors, LLC", "name_as_filed": "7SUMMIT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/7summit-advisors-llc-los-angeles-ca-171409", "city": "Los Angeles", "state": "CA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342549, "name": "8020 Capital Management", "name_as_filed": "8020 CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/8020-capital-management-san-clemente-ca-342549", "city": "San Clemente", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307733, "name": "86 Republic, LLC", "name_as_filed": "86 REPUBLIC, LLC", "url": "https://advisorcensus.com/firm/86-republic-llc-irvine-ca-307733", "city": "Irvine", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340208, "name": "A YEO Capital Management LLC", "name_as_filed": "A YEO CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/a-yeo-capital-management-llc-culver-city-ca-340208", "city": "Culver City", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 119567, "name": "AB Hhelio Associates, Inc.", "name_as_filed": "AB HHELIO ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/ab-hhelio-associates-inc-marina-del-rey-ca-119567", "city": "Marina del Rey", "state": "CA", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149452, "name": "Acap Asset Management, Inc.", "name_as_filed": "ACAP ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/acap-asset-management-inc-studio-city-ca-149452", "city": "Studio City", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112502, "name": "Accumulation Strategies", "name_as_filed": "ACCUMULATION STRATEGIES", "url": "https://advisorcensus.com/firm/accumulation-strategies-woodland-hills-ca-112502", "city": "Woodland Hills", "state": "CA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 298309, "name": "Acquirers Funds, LLC", "name_as_filed": "ACQUIRERS FUNDS, LLC", "url": "https://advisorcensus.com/firm/acquirers-funds-llc-rolling-hills-ca-298309", "city": "Rolling Hills", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315319, "name": "Advisors on Call", "name_as_filed": "ADVISORS ON CALL", "url": "https://advisorcensus.com/firm/advisors-on-call-laguna-hills-ca-315319", "city": "Laguna Hills", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108278, "name": "Affinity Investment Advisors, LLC", "name_as_filed": "AFFINITY INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/affinity-investment-advisors-llc-newport-beach-ca-108278", "city": "Newport Beach", "state": "CA", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313190, "name": "Aionios Capital Partners, LLC", "name_as_filed": "AIONIOS CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/aionios-capital-partners-llc-newport-beach-ca-313190", "city": "Newport Beach", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297504, "name": "Alphanext, LLC", "name_as_filed": "ALPHANEXT, LLC", "url": "https://advisorcensus.com/firm/alphanext-llc-los-angeles-ca-297504", "city": "Los Angeles", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130115, "name": "Alphapoint, Inc.", "name_as_filed": "ALPHAPOINT, INC.", "url": "https://advisorcensus.com/firm/alphapoint-inc-corona-del-mar-ca-130115", "city": "Corona del Mar", "state": "CA", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169190, "name": "Alta Pacific Wealth Management LLC", "name_as_filed": "ALTA PACIFIC WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/alta-pacific-wealth-management-llc-mission-viejo-ca-169190", "city": "Mission Viejo", "state": "CA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305210, "name": "Alternative Access Funds, LLC", "name_as_filed": "ALTERNATIVE ACCESS FUNDS, LLC", "url": "https://advisorcensus.com/firm/alternative-access-funds-llc-el-segundo-ca-305210", "city": "El Segundo", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305420, "name": "Altman Sacks Corporation", "name_as_filed": "ALTMAN SACKS CORPORATION", "url": "https://advisorcensus.com/firm/altman-sacks-corporation-la-canada-flintridge-ca-305420", "city": "La Canada Flintridge", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110291, "name": "AMI Asset Management Corp", "name_as_filed": "AMI ASSET MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/ami-asset-management-corp-los-angeles-ca-110291", "city": "Los Angeles", "state": "CA", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308481, "name": "ANT Money Advisors", "name_as_filed": "ANT MONEY ADVISORS", "url": "https://advisorcensus.com/firm/ant-money-advisors-newport-beach-ca-308481", "city": "Newport Beach", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 113273, "name": "Ascend Financial Advisers, Inc", "name_as_filed": "ASCEND FINANCIAL ADVISERS, INC", "url": "https://advisorcensus.com/firm/ascend-financial-advisers-inc-irvine-ca-113273", "city": "Irvine", "state": "CA", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 146720, "name": "Aspiriant, LLC", "name_as_filed": "ASPIRIANT, LLC", "url": "https://advisorcensus.com/firm/aspiriant-llc-los-angeles-ca-146720", "city": "Los Angeles", "state": "CA", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111535, "name": "Asset Planning, Inc", "name_as_filed": "ASSET PLANNING, INC", "url": "https://advisorcensus.com/firm/asset-planning-inc-los-alamitos-ca-111535", "city": "Los Alamitos", "state": "CA", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329888, "name": "Atlas Legacy Advisors LLC", "name_as_filed": "ATLAS LEGACY ADVISORS LLC", "url": "https://advisorcensus.com/firm/atlas-legacy-advisors-llc-los-angeles-ca-329888", "city": "Los Angeles", "state": "CA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331840, "name": "Atorie Advisors, LLC", "name_as_filed": "ATORIE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/atorie-advisors-llc-santa-monica-ca-331840", "city": "Santa Monica", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300272, "name": "Attlee Capital LLC", "name_as_filed": "ATTLEE CAPITAL LLC", "url": "https://advisorcensus.com/firm/attlee-capital-llc-pasadena-ca-300272", "city": "Pasadena", "state": "CA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340031, "name": "Aurevia Capital Inc.", "name_as_filed": "AUREVIA CAPITAL INC.", "url": "https://advisorcensus.com/firm/aurevia-capital-inc-irvine-ca-340031", "city": "Irvine", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328790, "name": "Avise Financial", "name_as_filed": "AVISE FINANCIAL", "url": "https://advisorcensus.com/firm/avise-financial-los-angeles-ca-328790", "city": "Los Angeles", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317959, "name": "Axis Capital Management, LLC", "name_as_filed": "AXIS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/axis-capital-management-llc-hermosa-beach-ca-317959", "city": "Hermosa Beach", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115086, "name": "Baker Jensen Investment Advisors, LLC", "name_as_filed": "BAKER JENSEN INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/baker-jensen-investment-advisors-llc-san-clemente-ca-115086", "city": "San Clemente", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305808, "name": "Balancing Life Financial Planning", "name_as_filed": "BALANCING LIFE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/balancing-life-financial-planning-orange-ca-305808", "city": "Orange", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328736, "name": "Bancreek Capital Advisors, LLC", "name_as_filed": "BANCREEK CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bancreek-capital-advisors-llc-santa-monica-ca-328736", "city": "Santa Monica", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341539, "name": "Bancreek Capital Strategies, LLC", "name_as_filed": "BANCREEK CAPITAL STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/bancreek-capital-strategies-llc-santa-monica-ca-341539", "city": "Santa Monica", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142987, "name": "Banta Asset Management LP", "name_as_filed": "BANTA ASSET MANAGEMENT LP", "url": "https://advisorcensus.com/firm/banta-asset-management-lp-newport-beach-ca-142987", "city": "Newport Beach", "state": "CA", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144590, "name": "Barnett Financial Planning", "name_as_filed": "BARNETT FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/barnett-financial-planning-tustin-ca-144590", "city": "Tustin", "state": "CA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175419, "name": "Bell & Brown Wealth Advisors, LLC", "name_as_filed": "BELL & BROWN WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bell-and-brown-wealth-advisors-llc-newport-beach-ca-175419", "city": "Newport Beach", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327058, "name": "Berilium", "name_as_filed": "BERILIUM", "url": "https://advisorcensus.com/firm/berilium-lake-forest-ca-327058", "city": "Lake Forest", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283871, "name": "Bernard & Johnson Family Wealth Management", "name_as_filed": "BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bernard-and-johnson-family-wealth-management-pasadena-ca-283871", "city": "Pasadena", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164142, "name": "Beverly Hills Capital Management LLC", "name_as_filed": "BEVERLY HILLS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/beverly-hills-capital-management-llc-beverly-hills-ca-164142", "city": "Beverly Hills", "state": "CA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321132, "name": "Beverly Hills Private Wealth, LLC", "name_as_filed": "BEVERLY HILLS PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/beverly-hills-private-wealth-llc-beverly-hills-ca-321132", "city": "Beverly Hills", "state": "CA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305073, "name": "Billfold Budget Counseling", "name_as_filed": "BILLFOLD BUDGET COUNSELING", "url": "https://advisorcensus.com/firm/billfold-budget-counseling-sherman-oaks-ca-305073", "city": "Sherman Oaks", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 340474, "name": "Bluum Invest LLC", "name_as_filed": "BLUUM INVEST LLC", "url": "https://advisorcensus.com/firm/bluum-invest-llc-los-angeles-ca-340474", "city": "Los Angeles", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314665, "name": "Boulevard Investment Management LLC", "name_as_filed": "BOULEVARD INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/boulevard-investment-management-llc-santa-monica-ca-314665", "city": "Santa Monica", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327674, "name": "Brand New Day Wealth Planning, LLC", "name_as_filed": "BRAND NEW DAY WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/brand-new-day-wealth-planning-llc-los-angeles-ca-327674", "city": "Los Angeles", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128747, "name": "Breakwater Investment Group, LLC", "name_as_filed": "BREAKWATER INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/breakwater-investment-group-llc-newport-beach-ca-128747", "city": "Newport Beach", "state": "CA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283663, "name": "Bridge Capital Consulting, LLC", "name_as_filed": "BRIDGE CAPITAL CONSULTING, LLC", "url": "https://advisorcensus.com/firm/bridge-capital-consulting-llc-newport-beach-ca-283663", "city": "Newport Beach", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329169, "name": "Bruin Wealth Advisors LLC", "name_as_filed": "BRUIN WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/bruin-wealth-advisors-llc-woodland-hills-ca-329169", "city": "Woodland Hills", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128576, "name": "Bsias Advisors, LLC", "name_as_filed": "BSIAS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bsias-advisors-llc-anaheim-ca-128576", "city": "Anaheim", "state": "CA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141513, "name": "Bullbear Investment Management, LLC", "name_as_filed": "BULLBEAR INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bullbear-investment-management-llc-los-angeles-ca-141513", "city": "Los Angeles", "state": "CA", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174674, "name": "Campbell Advisory Services, LLC", "name_as_filed": "CAMPBELL ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/campbell-advisory-services-llc-newport-beach-ca-174674", "city": "Newport Beach", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ca", "label": "Financial advisors in California" }, "metro": { "path": "/advisors/ca/los-angeles", "label": "Financial advisors in Los Angeles, CA" }, "city_pages": [ { "path": "/advisors/ca/los-angeles/newport-beach", "label": "Financial advisors in Newport Beach, CA", "firm_count": 165 }, { "path": "/advisors/ca/los-angeles/irvine", "label": "Financial advisors in Irvine, CA", "firm_count": 119 }, { "path": "/advisors/ca/los-angeles/santa-monica", "label": "Financial advisors in Santa Monica, CA", "firm_count": 108 }, { "path": "/advisors/ca/los-angeles/pasadena", "label": "Financial advisors in Pasadena, CA", "firm_count": 79 }, { "path": "/advisors/ca/los-angeles/beverly-hills", "label": "Financial advisors in Beverly Hills, CA", "firm_count": 72 }, { "path": "/advisors/ca/los-angeles/el-segundo", "label": "Financial advisors in El Segundo, CA", "firm_count": 54 }, { "path": "/advisors/ca/los-angeles/manhattan-beach", "label": "Financial advisors in Manhattan Beach, CA", "firm_count": 33 }, { "path": "/advisors/ca/los-angeles/woodland-hills", "label": "Financial advisors in Woodland Hills, CA", "firm_count": 23 }, { "path": "/advisors/ca/los-angeles/torrance", "label": "Financial advisors in Torrance, CA", "firm_count": 22 }, { "path": "/advisors/ca/los-angeles/west-hollywood", "label": "Financial advisors in West Hollywood, CA", "firm_count": 22 }, { "path": "/advisors/ca/los-angeles/hermosa-beach", "label": "Financial advisors in Hermosa Beach, CA", "firm_count": 19 }, { "path": "/advisors/ca/los-angeles/huntington-beach", "label": "Financial advisors in Huntington Beach, CA", "firm_count": 19 } ], "fee_pages": [ { "path": "/advisors/ca/los-angeles/flat-fee", "label": "Flat-fee financial advisors in Los Angeles, CA", "firm_count": 598 }, { "path": "/advisors/ca/los-angeles/hourly", "label": "Hourly financial advisors in Los Angeles, CA", "firm_count": 468 } ], "answer_pages": [ { "path": "/advisors/ca/los-angeles/for-high-net-worth-individuals", "firm_count": 766, "label": "Financial advisors for high-net-worth individuals in Los Angeles, CA" }, { "path": "/advisors/ca/los-angeles/for-retirement-plans", "firm_count": 344, "label": "Financial advisors for retirement plans in Los Angeles, CA" }, { "path": "/advisors/ca/los-angeles/for-businesses", "firm_count": 329, "label": "Financial advisors for businesses in Los Angeles, CA" }, { "path": "/advisors/ca/los-angeles/for-charities", "firm_count": 303, "label": "Financial advisors for charitable organizations in Los Angeles, CA" }, { "path": "/advisors/ca/los-angeles/no-account-minimum", "firm_count": 71, "label": "Financial advisors with no account minimum in Los Angeles, CA" } ], "niche_pages": [ { "path": "/advisors/ca/los-angeles/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in Los Angeles, CA" }, { "path": "/advisors/ca/los-angeles/concentrated-stock-positions", "firm_count": 1, "label": "Financial advisors for concentrated stock positions in Los Angeles, CA" }, { "path": "/advisors/ca/los-angeles/divorce", "firm_count": 1, "label": "Financial advisors for divorce in Los Angeles, CA" }, { "path": "/advisors/ca/los-angeles/entertainers-and-musicians", "firm_count": 2, "label": "Financial advisors for entertainers and musicians in Los Angeles, CA" }, { "path": "/advisors/ca/los-angeles/inheritance-and-sudden-wealth", "firm_count": 1, "label": "Financial advisors for inheritance and sudden wealth in Los Angeles, CA" }, { "path": "/advisors/ca/los-angeles/multigenerational-families", "firm_count": 1, "label": "Financial advisors for multigenerational families in Los Angeles, CA" }, { "path": "/advisors/ca/los-angeles/pre-retirees", "firm_count": 1, "label": "Financial advisors for pre-retirees in Los Angeles, CA" }, { "path": "/advisors/ca/los-angeles/real-estate-investors", "firm_count": 1, "label": "Financial advisors for real estate investors in Los Angeles, CA" }, { "path": "/advisors/ca/los-angeles/retirees", "firm_count": 2, "label": "Financial advisors for retirees in Los Angeles, CA" } ], "state_fee": { "path": "/advisors/ca/fee-only", "label": "Fee-only financial advisors in California" } }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }