# Financial advisors for charitable organizations in Los Angeles, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/los-angeles/for-charities

## At a glance

- Investment advisory firms: 303
- Registration: SEC-registered investment adviser: 239, State-registered investment adviser: 64
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 99 (33%); Percentage of assets 296 (98%); Hourly charges 117 (39%); Subscription fees (newsletter or periodical) 1 (0%); Fixed fees 169 (56%); Commissions 2 (1%); Performance-based fees 71 (23%); Other 35 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 17 (6%); $25 million to $100 million 36 (12%); $100 million to $500 million 93 (31%); $500 million to $1 billion 37 (12%); $1 billion to $5 billion 66 (22%); Over $5 billion 44 (15%); Not reported 10 (3%)
- Years registered: Under 5 years 68 (22%); 5 to 9 years 64 (21%); 10 to 19 years 71 (23%); 20 years or more 100 (33%)

## Firms (page 1 of 7, 1 to 50 of 303, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abacus Wealth Partners](https://advisorcensus.com/firm/abacus-wealth-partners-santa-monica-ca-128590) ([md](https://advisorcensus.com/firm/abacus-wealth-partners-santa-monica-ca-128590.md)) | 128590 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee, Performance fee |
| [Advanced Portfolio Strategies](https://advisorcensus.com/firm/advanced-portfolio-strategies-torrance-ca-284697) ([md](https://advisorcensus.com/firm/advanced-portfolio-strategies-torrance-ca-284697.md)) | 284697 | Torrance, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Affinity Investment Advisors, LLC](https://advisorcensus.com/firm/affinity-investment-advisors-llc-newport-beach-ca-108278) ([md](https://advisorcensus.com/firm/affinity-investment-advisors-llc-newport-beach-ca-108278.md)) | 108278 | Newport Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Fixed fee |
| [AG Asset Advisory, LLC](https://advisorcensus.com/firm/ag-asset-advisory-llc-los-angeles-ca-154406) ([md](https://advisorcensus.com/firm/ag-asset-advisory-llc-los-angeles-ca-154406.md)) | 154406 | Los Angeles, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee, Performance fee |
| [Aire Advisors, LLC](https://advisorcensus.com/firm/aire-advisors-llc-beverly-hills-ca-307450) ([md](https://advisorcensus.com/firm/aire-advisors-llc-beverly-hills-ca-307450.md)) | 307450 | Beverly Hills, CA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly |
| [Ajax Asset MGMT., LLC](https://advisorcensus.com/firm/ajax-asset-mgmt-llc-los-angeles-ca-328746) ([md](https://advisorcensus.com/firm/ajax-asset-mgmt-llc-los-angeles-ca-328746.md)) | 328746 | Los Angeles, CA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Performance fee |
| [ALBITZ/MILOE and Associates, Inc.](https://advisorcensus.com/firm/albitz-miloe-and-associates-inc-torrance-ca-104777) ([md](https://advisorcensus.com/firm/albitz-miloe-and-associates-inc-torrance-ca-104777.md)) | 104777 | Torrance, CA | SEC-registered investment adviser | $500 million to $1 billion | 41 | % of assets, Hourly, Fixed fee |
| [Alessandra Capital Management, LLC](https://advisorcensus.com/firm/alessandra-capital-management-llc-torrance-ca-123305) ([md](https://advisorcensus.com/firm/alessandra-capital-management-llc-torrance-ca-123305.md)) | 123305 | Torrance, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Aligne Wealth Advisors Investment Management (Awaim)](https://advisorcensus.com/firm/aligne-wealth-advisors-investment-management-awaim-los-angeles-ca-321735) ([md](https://advisorcensus.com/firm/aligne-wealth-advisors-investment-management-awaim-los-angeles-ca-321735.md)) | 321735 | Los Angeles, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Alphanext, LLC](https://advisorcensus.com/firm/alphanext-llc-los-angeles-ca-297504) ([md](https://advisorcensus.com/firm/alphanext-llc-los-angeles-ca-297504.md)) | 297504 | Los Angeles, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Altruist Advisors LLC](https://advisorcensus.com/firm/altruist-advisors-llc-culver-city-ca-340784) ([md](https://advisorcensus.com/firm/altruist-advisors-llc-culver-city-ca-340784.md)) | 340784 | Culver City, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [American Vision Advisors LLC](https://advisorcensus.com/firm/american-vision-advisors-llc-san-gabriel-ca-290457) ([md](https://advisorcensus.com/firm/american-vision-advisors-llc-san-gabriel-ca-290457.md)) | 290457 | San Gabriel, CA | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [AMI Asset Management Corp](https://advisorcensus.com/firm/ami-asset-management-corp-los-angeles-ca-110291) ([md](https://advisorcensus.com/firm/ami-asset-management-corp-los-angeles-ca-110291.md)) | 110291 | Los Angeles, CA | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets |
| [Angeles Family Office](https://advisorcensus.com/firm/angeles-family-office-santa-monica-ca-338266) ([md](https://advisorcensus.com/firm/angeles-family-office-santa-monica-ca-338266.md)) | 338266 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Angeles Investment Advisors](https://advisorcensus.com/firm/angeles-investment-advisors-santa-monica-ca-110213) ([md](https://advisorcensus.com/firm/angeles-investment-advisors-santa-monica-ca-110213.md)) | 110213 | Santa Monica, CA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee, Performance fee |
| [Angeles Wealth Management, LLC](https://advisorcensus.com/firm/angeles-wealth-management-llc-santa-monica-ca-159952) ([md](https://advisorcensus.com/firm/angeles-wealth-management-llc-santa-monica-ca-159952.md)) | 159952 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Appian Way Financial](https://advisorcensus.com/firm/appian-way-financial-pasadena-ca-168109) ([md](https://advisorcensus.com/firm/appian-way-financial-pasadena-ca-168109.md)) | 168109 | Pasadena, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Apriem Advisors](https://advisorcensus.com/firm/apriem-advisors-irvine-ca-108188) ([md](https://advisorcensus.com/firm/apriem-advisors-irvine-ca-108188.md)) | 108188 | Irvine, CA | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee, Performance fee |
| [AR Asset Management, Inc.](https://advisorcensus.com/firm/ar-asset-management-inc-west-hollywood-ca-110342) ([md](https://advisorcensus.com/firm/ar-asset-management-inc-west-hollywood-ca-110342.md)) | 110342 | West Hollywood, CA | SEC-registered investment adviser | $500 million to $1 billion | 44 | % of assets |
| [Ares Financial Consulting LLC](https://advisorcensus.com/firm/ares-financial-consulting-llc-calabasas-ca-282852) ([md](https://advisorcensus.com/firm/ares-financial-consulting-llc-calabasas-ca-282852.md)) | 282852 | Calabasas, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Aristotle Capital Management, LLC](https://advisorcensus.com/firm/aristotle-capital-management-llc-los-angeles-ca-109876) ([md](https://advisorcensus.com/firm/aristotle-capital-management-llc-los-angeles-ca-109876.md)) | 109876 | Los Angeles, CA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee, Performance fee |
| [Arroyo Investment Group, LLC](https://advisorcensus.com/firm/arroyo-investment-group-llc-pasadena-ca-130243) ([md](https://advisorcensus.com/firm/arroyo-investment-group-llc-pasadena-ca-130243.md)) | 130243 | Pasadena, CA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets |
| [Aspiriant, LLC](https://advisorcensus.com/firm/aspiriant-llc-los-angeles-ca-146720) ([md](https://advisorcensus.com/firm/aspiriant-llc-los-angeles-ca-146720.md)) | 146720 | Los Angeles, CA | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [Asymmetric Advisors](https://advisorcensus.com/firm/asymmetric-advisors-aliso-viejo-ca-325460) ([md](https://advisorcensus.com/firm/asymmetric-advisors-aliso-viejo-ca-325460.md)) | 325460 | Aliso Viejo, CA | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Atala Financial Inc](https://advisorcensus.com/firm/atala-financial-inc-calabasas-ca-318371) ([md](https://advisorcensus.com/firm/atala-financial-inc-calabasas-ca-318371.md)) | 318371 | Calabasas, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Performance fee |
| [Atlas Legacy Advisors LLC](https://advisorcensus.com/firm/atlas-legacy-advisors-llc-los-angeles-ca-329888) ([md](https://advisorcensus.com/firm/atlas-legacy-advisors-llc-los-angeles-ca-329888.md)) | 329888 | Los Angeles, CA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Atorie Advisors, LLC](https://advisorcensus.com/firm/atorie-advisors-llc-santa-monica-ca-331840) ([md](https://advisorcensus.com/firm/atorie-advisors-llc-santa-monica-ca-331840.md)) | 331840 | Santa Monica, CA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Audent Global Asset Management, LLC](https://advisorcensus.com/firm/audent-global-asset-management-llc-beverly-hills-ca-308166) ([md](https://advisorcensus.com/firm/audent-global-asset-management-llc-beverly-hills-ca-308166.md)) | 308166 | Beverly Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Performance fee |
| [Bartlett, Lawrence E](https://advisorcensus.com/firm/bartlett-lawrence-e-arcadia-ca-136282) ([md](https://advisorcensus.com/firm/bartlett-lawrence-e-arcadia-ca-136282.md)) | 136282 | Arcadia, CA | State-registered investment adviser | Under $25 million | 39 | % of assets, Fixed fee, Other |
| [Beacon Pointe Advisors, LLC](https://advisorcensus.com/firm/beacon-pointe-advisors-llc-newport-beach-ca-119290) ([md](https://advisorcensus.com/firm/beacon-pointe-advisors-llc-newport-beach-ca-119290.md)) | 119290 | Newport Beach, CA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Hourly, Fixed fee, Performance fee |
| [Bell & Brown Wealth Advisors, LLC](https://advisorcensus.com/firm/bell-and-brown-wealth-advisors-llc-newport-beach-ca-175419) ([md](https://advisorcensus.com/firm/bell-and-brown-wealth-advisors-llc-newport-beach-ca-175419.md)) | 175419 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Benefit Financial Services Group](https://advisorcensus.com/firm/benefit-financial-services-group-irvine-ca-143617) ([md](https://advisorcensus.com/firm/benefit-financial-services-group-irvine-ca-143617.md)) | 143617 | Irvine, CA | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee, Other |
| [Beverly Hills Financial Planners, LLC](https://advisorcensus.com/firm/beverly-hills-financial-planners-llc-sherman-oaks-ca-137638) ([md](https://advisorcensus.com/firm/beverly-hills-financial-planners-llc-sherman-oaks-ca-137638.md)) | 137638 | Sherman Oaks, CA | State-registered investment adviser | Not reported | 27 | % of assets, Hourly, Fixed fee |
| [Beverly Hills Private Wealth, LLC](https://advisorcensus.com/firm/beverly-hills-private-wealth-llc-beverly-hills-ca-321132) ([md](https://advisorcensus.com/firm/beverly-hills-private-wealth-llc-beverly-hills-ca-321132.md)) | 321132 | Beverly Hills, CA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [BMB Advisers LLC](https://advisorcensus.com/firm/bmb-advisers-llc-los-angeles-ca-118410) ([md](https://advisorcensus.com/firm/bmb-advisers-llc-los-angeles-ca-118410.md)) | 118410 | Los Angeles, CA | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Fixed fee |
| [Boyer Financial Services, Inc.](https://advisorcensus.com/firm/boyer-financial-services-inc-newport-beach-ca-331868) ([md](https://advisorcensus.com/firm/boyer-financial-services-inc-newport-beach-ca-331868.md)) | 331868 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Breakwater Investment Group, LLC](https://advisorcensus.com/firm/breakwater-investment-group-llc-newport-beach-ca-128747) ([md](https://advisorcensus.com/firm/breakwater-investment-group-llc-newport-beach-ca-128747.md)) | 128747 | Newport Beach, CA | State-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Bridge Capital Consulting, LLC](https://advisorcensus.com/firm/bridge-capital-consulting-llc-newport-beach-ca-283663) ([md](https://advisorcensus.com/firm/bridge-capital-consulting-llc-newport-beach-ca-283663.md)) | 283663 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Bristlecone Value Partners, LLC](https://advisorcensus.com/firm/bristlecone-value-partners-llc-los-angeles-ca-128117) ([md](https://advisorcensus.com/firm/bristlecone-value-partners-llc-los-angeles-ca-128117.md)) | 128117 | Los Angeles, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee |
| [Calcagnini Wealth Management, LLC](https://advisorcensus.com/firm/calcagnini-wealth-management-llc-west-hollywood-ca-293164) ([md](https://advisorcensus.com/firm/calcagnini-wealth-management-llc-west-hollywood-ca-293164.md)) | 293164 | West Hollywood, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Calvin S Mazlumyan, Attorney](https://advisorcensus.com/firm/calvin-s-mazlumyan-attorney-beverly-hills-ca-331551) ([md](https://advisorcensus.com/firm/calvin-s-mazlumyan-attorney-beverly-hills-ca-331551.md)) | 331551 | Beverly Hills, CA | State-registered investment adviser | Not reported | 2 | Hourly, Other |
| [Canterbury Consulting Incorporated](https://advisorcensus.com/firm/canterbury-consulting-incorporated-newport-beach-ca-22875) ([md](https://advisorcensus.com/firm/canterbury-consulting-incorporated-newport-beach-ca-22875.md)) | 22875 | Newport Beach, CA | SEC-registered investment adviser | Over $5 billion | 37 | % of assets, Fixed fee, Performance fee |
| [Capital Bank and Trust Company](https://advisorcensus.com/firm/capital-bank-and-trust-company-irvine-ca-170017) ([md](https://advisorcensus.com/firm/capital-bank-and-trust-company-irvine-ca-170017.md)) | 170017 | Irvine, CA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets |
| [Capital Group Private Client Services, Inc.](https://advisorcensus.com/firm/capital-group-private-client-services-inc-los-angeles-ca-312837) ([md](https://advisorcensus.com/firm/capital-group-private-client-services-inc-los-angeles-ca-312837.md)) | 312837 | Los Angeles, CA | SEC-registered investment adviser | Over $5 billion | 5 | % of assets |
| [Capital International, Inc.](https://advisorcensus.com/firm/capital-international-inc-los-angeles-ca-110682) ([md](https://advisorcensus.com/firm/capital-international-inc-los-angeles-ca-110682.md)) | 110682 | Los Angeles, CA | SEC-registered investment adviser | Over $5 billion | 38 | % of assets, Performance fee |
| [Capital Research and Management Company](https://advisorcensus.com/firm/capital-research-and-management-company-los-angeles-ca-110885) ([md](https://advisorcensus.com/firm/capital-research-and-management-company-los-angeles-ca-110885.md)) | 110885 | Los Angeles, CA | SEC-registered investment adviser | Over $5 billion | 54 | % of assets, Other |
| [Catalyst Wealth Advisors LLC](https://advisorcensus.com/firm/catalyst-wealth-advisors-llc-newport-beach-ca-297503) ([md](https://advisorcensus.com/firm/catalyst-wealth-advisors-llc-newport-beach-ca-297503.md)) | 297503 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Causeway Capital Management LLC](https://advisorcensus.com/firm/causeway-capital-management-llc-los-angeles-ca-113308) ([md](https://advisorcensus.com/firm/causeway-capital-management-llc-los-angeles-ca-113308.md)) | 113308 | Los Angeles, CA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Performance fee |
| [Challenger Wealth Management](https://advisorcensus.com/firm/challenger-wealth-management-aliso-viejo-ca-121498) ([md](https://advisorcensus.com/firm/challenger-wealth-management-aliso-viejo-ca-121498.md)) | 121498 | Aliso Viejo, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Checchi Capital Advisers, LLC](https://advisorcensus.com/firm/checchi-capital-advisers-llc-beverly-hills-ca-143478) ([md](https://advisorcensus.com/firm/checchi-capital-advisers-llc-beverly-hills-ca-143478.md)) | 143478 | Beverly Hills, CA | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets |

- Next page: https://advisorcensus.com/advisors/ca/los-angeles/for-charities/page/2.md

## Questions people ask

**Which financial advisors in Los Angeles, CA work with charitable organizations?**
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.

**How many financial advisory firms are there in Los Angeles, CA?**
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.

**How many fee-only financial advisors are in Los Angeles, CA?**
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.

**How many financial advisors in Los Angeles, CA offer financial planning?**
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.

**Are the financial advisors in Los Angeles, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Fee-only financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/fee-only) (https://advisorcensus.com/advisors/ca/los-angeles/fee-only.md)
- [Flat-fee financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/flat-fee) (https://advisorcensus.com/advisors/ca/los-angeles/flat-fee.md)
- [Hourly financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/hourly) (https://advisorcensus.com/advisors/ca/los-angeles/hourly.md)
- [Financial advisors for business owners in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/business-owners) (https://advisorcensus.com/advisors/ca/los-angeles/business-owners.md)
- [Financial advisors for concentrated stock positions in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/concentrated-stock-positions) (https://advisorcensus.com/advisors/ca/los-angeles/concentrated-stock-positions.md)
- [Financial advisors for divorce in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/divorce) (https://advisorcensus.com/advisors/ca/los-angeles/divorce.md)
- [Financial advisors for entertainers and musicians in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/entertainers-and-musicians) (https://advisorcensus.com/advisors/ca/los-angeles/entertainers-and-musicians.md)
- [Financial advisors for inheritance and sudden wealth in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/inheritance-and-sudden-wealth) (https://advisorcensus.com/advisors/ca/los-angeles/inheritance-and-sudden-wealth.md)
- [Financial advisors for multigenerational families in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/multigenerational-families) (https://advisorcensus.com/advisors/ca/los-angeles/multigenerational-families.md)
- [Financial advisors for pre-retirees in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/pre-retirees) (https://advisorcensus.com/advisors/ca/los-angeles/pre-retirees.md)
- [Financial advisors for real estate investors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/real-estate-investors) (https://advisorcensus.com/advisors/ca/los-angeles/real-estate-investors.md)
- [Financial advisors for retirees in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/retirees) (https://advisorcensus.com/advisors/ca/los-angeles/retirees.md)
- [Financial advisors in Newport Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/newport-beach) (https://advisorcensus.com/advisors/ca/los-angeles/newport-beach.md)
- [Financial advisors in Irvine, CA](https://advisorcensus.com/advisors/ca/los-angeles/irvine) (https://advisorcensus.com/advisors/ca/los-angeles/irvine.md)
- [Financial advisors in Santa Monica, CA](https://advisorcensus.com/advisors/ca/los-angeles/santa-monica) (https://advisorcensus.com/advisors/ca/los-angeles/santa-monica.md)
- [Financial advisors in Pasadena, CA](https://advisorcensus.com/advisors/ca/los-angeles/pasadena) (https://advisorcensus.com/advisors/ca/los-angeles/pasadena.md)
- [Financial advisors in Beverly Hills, CA](https://advisorcensus.com/advisors/ca/los-angeles/beverly-hills) (https://advisorcensus.com/advisors/ca/los-angeles/beverly-hills.md)
- [Financial advisors in El Segundo, CA](https://advisorcensus.com/advisors/ca/los-angeles/el-segundo) (https://advisorcensus.com/advisors/ca/los-angeles/el-segundo.md)
- [Financial advisors in Manhattan Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/manhattan-beach) (https://advisorcensus.com/advisors/ca/los-angeles/manhattan-beach.md)
- [Financial advisors in Woodland Hills, CA](https://advisorcensus.com/advisors/ca/los-angeles/woodland-hills) (https://advisorcensus.com/advisors/ca/los-angeles/woodland-hills.md)
- [Financial advisors in Torrance, CA](https://advisorcensus.com/advisors/ca/los-angeles/torrance) (https://advisorcensus.com/advisors/ca/los-angeles/torrance.md)
- [Financial advisors in West Hollywood, CA](https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood) (https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood.md)
- [Financial advisors in Hermosa Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach) (https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach.md)
- [Financial advisors in Huntington Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach) (https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach.md)
- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Financial advisors for charitable organizations in Los Angeles, CA: 303 firms from Form ADV filings as of October 2026.
