{ "path": "/advisors/ca/los-angeles/for-charities", "url": "https://advisorcensus.com/advisors/ca/los-angeles/for-charities", "page_type": "metro_answer", "title": "Financial advisors for charitable organizations in Los Angeles, CA", "filters": {}, "scope_total": 303, "faq": [ { "q": "Which financial advisors in Los Angeles, CA work with charitable organizations?", "a": "303 investment advisory firms with a principal office in the Los Angeles metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "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 303 investment advisory firms with a principal office in the Los Angeles metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "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. Financial advisors for charitable organizations in Los Angeles, CA: 303 firms from Form ADV filings as of October 2026.", "total_firms": 303, "page": 1, "total_pages": 7, "sort": "name", "registration_types": { "sec": 239, "state": 64, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 99 }, { "code": "percentage_of_aum", "count": 296 }, { "code": "hourly", "count": 117 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 169 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 71 }, { "code": "other", "count": 35 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 68 }, { "code": "5_to_9", "count": 64 }, { "code": "10_to_19", "count": 71 }, { "code": "20_plus", "count": 100 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 17 }, { "code": "25m_100m", "count": 36 }, { "code": "100m_500m", "count": 93 }, { "code": "500m_1b", "count": 37 }, { "code": "1b_5b", "count": 66 }, { "code": "over_5b", "count": 44 }, { "code": "not_reported", "count": 10 } ], "firms": [ { "crd_number": 128590, "name": "Abacus Wealth Partners", "name_as_filed": "ABACUS WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/abacus-wealth-partners-santa-monica-ca-128590", "city": "Santa Monica", "state": "CA", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 284697, "name": "Advanced Portfolio Strategies", "name_as_filed": "ADVANCED PORTFOLIO STRATEGIES", "url": "https://advisorcensus.com/firm/advanced-portfolio-strategies-torrance-ca-284697", "city": "Torrance", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "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": 154406, "name": "AG Asset Advisory, LLC", "name_as_filed": "AG ASSET ADVISORY, LLC", "url": "https://advisorcensus.com/firm/ag-asset-advisory-llc-los-angeles-ca-154406", "city": "Los Angeles", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 307450, "name": "Aire Advisors, LLC", "name_as_filed": "AIRE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/aire-advisors-llc-beverly-hills-ca-307450", "city": "Beverly Hills", "state": "CA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328746, "name": "Ajax Asset MGMT., LLC", "name_as_filed": "AJAX ASSET MGMT., LLC", "url": "https://advisorcensus.com/firm/ajax-asset-mgmt-llc-los-angeles-ca-328746", "city": "Los Angeles", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 104777, "name": "ALBITZ/MILOE and Associates, Inc.", "name_as_filed": "ALBITZ/MILOE AND ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/albitz-miloe-and-associates-inc-torrance-ca-104777", "city": "Torrance", "state": "CA", "years_registered": 41, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123305, "name": "Alessandra Capital Management, LLC", "name_as_filed": "ALESSANDRA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/alessandra-capital-management-llc-torrance-ca-123305", "city": "Torrance", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321735, "name": "Aligne Wealth Advisors Investment Management (Awaim)", "name_as_filed": "ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)", "url": "https://advisorcensus.com/firm/aligne-wealth-advisors-investment-management-awaim-los-angeles-ca-321735", "city": "Los Angeles", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "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": 340784, "name": "Altruist Advisors LLC", "name_as_filed": "ALTRUIST ADVISORS LLC", "url": "https://advisorcensus.com/firm/altruist-advisors-llc-culver-city-ca-340784", "city": "Culver City", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290457, "name": "American Vision Advisors LLC", "name_as_filed": "AMERICAN VISION ADVISORS LLC", "url": "https://advisorcensus.com/firm/american-vision-advisors-llc-san-gabriel-ca-290457", "city": "San Gabriel", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": 338266, "name": "Angeles Family Office", "name_as_filed": "ANGELES FAMILY OFFICE", "url": "https://advisorcensus.com/firm/angeles-family-office-santa-monica-ca-338266", "city": "Santa Monica", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110213, "name": "Angeles Investment Advisors", "name_as_filed": "ANGELES INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/angeles-investment-advisors-santa-monica-ca-110213", "city": "Santa Monica", "state": "CA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 159952, "name": "Angeles Wealth Management, LLC", "name_as_filed": "ANGELES WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/angeles-wealth-management-llc-santa-monica-ca-159952", "city": "Santa Monica", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168109, "name": "Appian Way Financial", "name_as_filed": "APPIAN WAY FINANCIAL", "url": "https://advisorcensus.com/firm/appian-way-financial-pasadena-ca-168109", "city": "Pasadena", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108188, "name": "Apriem Advisors", "name_as_filed": "APRIEM ADVISORS", "url": "https://advisorcensus.com/firm/apriem-advisors-irvine-ca-108188", "city": "Irvine", "state": "CA", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 110342, "name": "AR Asset Management, Inc.", "name_as_filed": "AR ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ar-asset-management-inc-west-hollywood-ca-110342", "city": "West Hollywood", "state": "CA", "years_registered": 44, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282852, "name": "Ares Financial Consulting LLC", "name_as_filed": "ARES FINANCIAL CONSULTING LLC", "url": "https://advisorcensus.com/firm/ares-financial-consulting-llc-calabasas-ca-282852", "city": "Calabasas", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109876, "name": "Aristotle Capital Management, LLC", "name_as_filed": "ARISTOTLE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aristotle-capital-management-llc-los-angeles-ca-109876", "city": "Los Angeles", "state": "CA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 130243, "name": "Arroyo Investment Group, LLC", "name_as_filed": "ARROYO INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/arroyo-investment-group-llc-pasadena-ca-130243", "city": "Pasadena", "state": "CA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 325460, "name": "Asymmetric Advisors", "name_as_filed": "ASYMMETRIC ADVISORS", "url": "https://advisorcensus.com/firm/asymmetric-advisors-aliso-viejo-ca-325460", "city": "Aliso Viejo", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318371, "name": "Atala Financial Inc", "name_as_filed": "ATALA FINANCIAL INC", "url": "https://advisorcensus.com/firm/atala-financial-inc-calabasas-ca-318371", "city": "Calabasas", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "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": 308166, "name": "Audent Global Asset Management, LLC", "name_as_filed": "AUDENT GLOBAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/audent-global-asset-management-llc-beverly-hills-ca-308166", "city": "Beverly Hills", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 136282, "name": "Bartlett, Lawrence E", "name_as_filed": "BARTLETT, LAWRENCE E", "url": "https://advisorcensus.com/firm/bartlett-lawrence-e-arcadia-ca-136282", "city": "Arcadia", "state": "CA", "years_registered": 39, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 119290, "name": "Beacon Pointe Advisors, LLC", "name_as_filed": "BEACON POINTE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/beacon-pointe-advisors-llc-newport-beach-ca-119290", "city": "Newport Beach", "state": "CA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "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": 143617, "name": "Benefit Financial Services Group", "name_as_filed": "BENEFIT FINANCIAL SERVICES GROUP", "url": "https://advisorcensus.com/firm/benefit-financial-services-group-irvine-ca-143617", "city": "Irvine", "state": "CA", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 137638, "name": "Beverly Hills Financial Planners, LLC", "name_as_filed": "BEVERLY HILLS FINANCIAL PLANNERS, LLC", "url": "https://advisorcensus.com/firm/beverly-hills-financial-planners-llc-sherman-oaks-ca-137638", "city": "Sherman Oaks", "state": "CA", "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 118410, "name": "BMB Advisers LLC", "name_as_filed": "BMB ADVISERS LLC", "url": "https://advisorcensus.com/firm/bmb-advisers-llc-los-angeles-ca-118410", "city": "Los Angeles", "state": "CA", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331868, "name": "Boyer Financial Services, Inc.", "name_as_filed": "BOYER FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/boyer-financial-services-inc-newport-beach-ca-331868", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 128117, "name": "Bristlecone Value Partners, LLC", "name_as_filed": "BRISTLECONE VALUE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/bristlecone-value-partners-llc-los-angeles-ca-128117", "city": "Los Angeles", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 293164, "name": "Calcagnini Wealth Management, LLC", "name_as_filed": "CALCAGNINI WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/calcagnini-wealth-management-llc-west-hollywood-ca-293164", "city": "West Hollywood", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ 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