{ "path": "/advisors/ca/los-angeles/fee-only", "url": "https://advisorcensus.com/advisors/ca/los-angeles/fee-only/page/4", "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": 4, "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": 310771, "name": "Hermosa Wealth Management", "name_as_filed": "HERMOSA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hermosa-wealth-management-hermosa-beach-ca-310771", "city": "Hermosa Beach", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 154971, "name": "Heyman Wealth Management, LLC", "name_as_filed": "HEYMAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/heyman-wealth-management-llc-encino-ca-154971", "city": "Encino", "state": "CA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310147, "name": "HH Capital Management, Inc.", "name_as_filed": "HH CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/hh-capital-management-inc-hermosa-beach-ca-310147", "city": "Hermosa Beach", "state": "CA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 332483, "name": "Highline Asset Management, LLC", "name_as_filed": "HIGHLINE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/highline-asset-management-llc-sherman-oaks-ca-332483", "city": "Sherman Oaks", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343224, "name": "Holocron Holdings", "name_as_filed": "HOLOCRON HOLDINGS", "url": "https://advisorcensus.com/firm/holocron-holdings-northridge-ca-343224", "city": "Northridge", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143344, "name": "Huber Capital Management LLC", "name_as_filed": "HUBER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/huber-capital-management-llc-el-segundo-ca-143344", "city": "El Segundo", "state": "CA", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149028, "name": "Hutchison Road Partners, LLC", "name_as_filed": "HUTCHISON ROAD PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hutchison-road-partners-llc-newport-coast-ca-149028", "city": "Newport Coast", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342260, "name": "ID Asset Advisory", "name_as_filed": "ID ASSET ADVISORY", "url": "https://advisorcensus.com/firm/id-asset-advisory-tarzana-ca-342260", "city": "Tarzana", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332157, "name": "IFC Advisors LLC", "name_as_filed": "IFC ADVISORS LLC", "url": "https://advisorcensus.com/firm/ifc-advisors-llc-los-angeles-ca-332157", "city": "Los Angeles", "state": "CA", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323594, "name": "Ikigai Planning", "name_as_filed": "IKIGAI PLANNING", "url": "https://advisorcensus.com/firm/ikigai-planning-orange-ca-323594", "city": "Orange", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109143, "name": "Index Fund Advisors, Inc.", "name_as_filed": "INDEX FUND ADVISORS, INC.", "url": "https://advisorcensus.com/firm/index-fund-advisors-inc-irvine-ca-109143", "city": "Irvine", "state": "CA", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109137, "name": "Insight Advisors, LLC", "name_as_filed": "INSIGHT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/insight-advisors-llc-los-angeles-ca-109137", "city": "Los Angeles", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172511, "name": "Insight Investment Counsel", "name_as_filed": "INSIGHT INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/insight-investment-counsel-el-segundo-ca-172511", "city": "El Segundo", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140153, "name": "Investus Financial", "name_as_filed": "INVESTUS FINANCIAL", "url": "https://advisorcensus.com/firm/investus-financial-newport-beach-ca-140153", "city": "Newport Beach", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118358, "name": "IQ Trends Private Client Asset Management", "name_as_filed": "IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/iq-trends-private-client-asset-management-san-juan-capistrano-ca-118358", "city": "San Juan Capistrano", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112006, "name": "Jacob Asset Management of New York LLC", "name_as_filed": "JACOB ASSET MANAGEMENT OF NEW YORK LLC", "url": "https://advisorcensus.com/firm/jacob-asset-management-of-new-york-llc-hermosa-beach-ca-112006", "city": "Hermosa Beach", "state": "CA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108082, "name": "Jaffe Asset Management LLC", "name_as_filed": "JAFFE ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/jaffe-asset-management-llc-beverly-hills-ca-108082", "city": "Beverly Hills", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305552, "name": "Jeppson Wealth Management, LLC", "name_as_filed": "JEPPSON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jeppson-wealth-management-llc-manhattan-beach-ca-305552", "city": "Manhattan Beach", "state": "CA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286651, "name": "JG Wealth Management, LLC", "name_as_filed": "JG WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jg-wealth-management-llc-aliso-viejo-ca-286651", "city": "Aliso Viejo", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339488, "name": "JGL Advisory LLC", "name_as_filed": "JGL ADVISORY LLC", "url": "https://advisorcensus.com/firm/jgl-advisory-llc-venice-ca-339488", "city": "Venice", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329331, "name": "Johnson's Capital Partners Corporation", "name_as_filed": "JOHNSON'S CAPITAL PARTNERS CORPORATION", "url": "https://advisorcensus.com/firm/johnson-s-capital-partners-corporation-los-angeles-ca-329331", "city": "Los Angeles", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158687, "name": "JST Investment Consulting", "name_as_filed": "JST INVESTMENT CONSULTING", "url": "https://advisorcensus.com/firm/jst-investment-consulting-seal-beach-ca-158687", "city": "Seal Beach", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342960, "name": "Kahn Asset Management", "name_as_filed": "KAHN ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/kahn-asset-management-los-angeles-ca-342960", "city": "Los Angeles", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291522, "name": "KCLLC", "name_as_filed": "KCLLC", "url": "https://advisorcensus.com/firm/kcllc-alhambra-ca-291522", "city": "Alhambra", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 157449, "name": "Kearns and Associates, LLC", "name_as_filed": "KEARNS AND ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/kearns-and-associates-llc-rolling-hills-estates-ca-157449", "city": "Rolling Hills Estates", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150657, "name": "Keefer Pension Consulting, Inc.", "name_as_filed": "KEEFER PENSION CONSULTING, INC.", "url": "https://advisorcensus.com/firm/keefer-pension-consulting-inc-el-segundo-ca-150657", "city": "El Segundo", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 269826, "name": "Keep IT Simple Financial Planning", "name_as_filed": "KEEP IT SIMPLE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/keep-it-simple-financial-planning-orange-ca-269826", "city": "Orange", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127350, "name": "Kelmar Capital Management, LLC", "name_as_filed": "KELMAR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kelmar-capital-management-llc-pasadena-ca-127350", "city": "Pasadena", "state": "CA", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145898, "name": "Kensington AMI, LLC", "name_as_filed": "KENSINGTON AMI, LLC", "url": "https://advisorcensus.com/firm/kensington-ami-llc-burbank-ca-145898", "city": "Burbank", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108012, "name": "Kensington Investment Counsel", "name_as_filed": "KENSINGTON INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/kensington-investment-counsel-long-beach-ca-108012", "city": "Long Beach", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288302, "name": "Keymark Financial", "name_as_filed": "KEYMARK FINANCIAL", "url": "https://advisorcensus.com/firm/keymark-financial-rolling-hills-estates-ca-288302", "city": "Rolling Hills Estates", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152262, "name": "Kilimanjaro Capital, LLC", "name_as_filed": "KILIMANJARO CAPITAL, LLC", "url": "https://advisorcensus.com/firm/kilimanjaro-capital-llc-manhattan-beach-ca-152262", "city": "Manhattan Beach", "state": "CA", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328911, "name": "KMT Wealth Management, LLC", "name_as_filed": "KMT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kmt-wealth-management-llc-hermosa-beach-ca-328911", "city": "Hermosa Beach", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153594, "name": "Krane Financial Solutions", "name_as_filed": "KRANE FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/krane-financial-solutions-calabasas-ca-153594", "city": "Calabasas", "state": "CA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284721, "name": "Kyur, Inc.", "name_as_filed": "KYUR, INC.", "url": "https://advisorcensus.com/firm/kyur-inc-irvine-ca-284721", "city": "Irvine", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140923, "name": "L & S Advisors, Inc", "name_as_filed": "L & S ADVISORS, INC", "url": "https://advisorcensus.com/firm/l-and-s-advisors-inc-los-angeles-ca-140923", "city": "Los Angeles", "state": "CA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 316171, "name": "Laguna Coast Capital", "name_as_filed": "LAGUNA COAST CAPITAL", "url": "https://advisorcensus.com/firm/laguna-coast-capital-newport-beach-ca-316171", "city": "Newport Beach", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321852, "name": "Layari Financial", "name_as_filed": "LAYARI FINANCIAL", "url": "https://advisorcensus.com/firm/layari-financial-brea-ca-321852", "city": "Brea", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110376, "name": "Lederer & Associates Investment Counsel", "name_as_filed": "LEDERER & ASSOCIATES INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/lederer-and-associates-investment-counsel-long-beach-ca-110376", "city": "Long Beach", "state": "CA", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315693, "name": "Lee Capital Management #1 LLC", "name_as_filed": "LEE CAPITAL MANAGEMENT #1 LLC", "url": "https://advisorcensus.com/firm/lee-capital-management-1-llc-redondo-beach-ca-315693", "city": "Redondo Beach", "state": "CA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283909, "name": "Legacy PCG, LLC", "name_as_filed": "LEGACY PCG, LLC", "url": "https://advisorcensus.com/firm/legacy-pcg-llc-newport-ca-283909", "city": "Newport", "state": "CA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120374, "name": "Leisure Capital Management, Inc.", "name_as_filed": "LEISURE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/leisure-capital-management-inc-costa-mesa-ca-120374", "city": "Costa Mesa", "state": "CA", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 133619, "name": "Lewis Capital Management", "name_as_filed": "LEWIS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/lewis-capital-management-beverly-hills-ca-133619", "city": "Beverly Hills", "state": "CA", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 171051, "name": "Life Line Wealth Management LLC", "name_as_filed": "LIFE LINE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/life-line-wealth-management-llc-beverly-hills-ca-171051", "city": "Beverly Hills", "state": "CA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153852, "name": "Lifesteps Financial", "name_as_filed": "LIFESTEPS FINANCIAL", "url": "https://advisorcensus.com/firm/lifesteps-financial-claremont-ca-153852", "city": "Claremont", "state": "CA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338463, "name": "Lilac Wealth, LLC", "name_as_filed": "LILAC WEALTH, LLC", "url": "https://advisorcensus.com/firm/lilac-wealth-llc-venice-ca-338463", "city": "Venice", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 111643, "name": "Linda A. Barlow, CFP", "name_as_filed": "LINDA A. BARLOW, CFP", "url": "https://advisorcensus.com/firm/linda-a-barlow-cfp-santa-ana-ca-111643", "city": "Santa Ana", "state": "CA", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106635, "name": "LK&A Investment Counsel", "name_as_filed": "LK&A INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/lk-and-a-investment-counsel-pasadena-ca-106635", "city": "Pasadena", "state": "CA", "years_registered": 41, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289348, "name": "LLG Wealth Management", "name_as_filed": "LLG WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/llg-wealth-management-diamond-bar-ca-289348", "city": "Diamond Bar", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 111580, "name": "LPR Capital, Inc.", 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