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New investment advisory firms in Los Angeles, CA

95 investment advisory firms in Los Angeles, CA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Los Angeles, CA · Atom feed · How this list is built

October 2026 (11)

Firm	Location	Registration
ARC Capital Partners	Los Angeles, CA	SEC-registered investment adviser
Caelion Capital Management, LLC	West Hills, CA	Exempt reporting adviser
Created Wealth Advisory	Venice, CA	SEC-registered investment adviser
Eigen Peak Capital LLC	Sierra Madre, CA	Exempt reporting adviser
Holocron Holdings	Northridge, CA	State-registered investment adviser
Istari Capital Management LP	Santa Monica, CA	SEC-registered investment adviser
Lowercase Capital Management, LLC	Los Angeles, CA	Exempt reporting adviser
One Eighty Ventures Management, LLC	Irvine, CA	Exempt reporting adviser
Rivonia Road Capital LLC	Santa Monica, CA	SEC-registered investment adviser
Strands Capital Management GP, LLC	Dana Point, CA	Exempt reporting adviser
Wilshirecore Plus Manager LLC	Santa Monica, CA	Exempt reporting adviser

September 2026 (7)

Firm	Location	Registration
Alpine Space Ventures GP, LLC	Los Angeles, CA	Exempt reporting adviser
Clearlake Capital RIC Management, LLC	Santa Monica, CA	SEC-registered investment adviser
Hoainvest LLC	Irvine, CA	SEC-registered investment adviser
Investlinc Wealth Services	Brea, CA	SEC-registered investment adviser
Invicta Capital Partners	Newport Beach, CA	Exempt reporting adviser
Lendistry Capital Partners, LLC	Los Angeles, CA	SEC-registered investment adviser
Seagull Lane Asset Management LLC	Huntington Beach, CA	SEC-registered investment adviser

August 2026 (11)

Firm	Location	Registration
Anorak Ventures Management, LLC	Los Angeles, CA	Exempt reporting adviser
Astravia Family Wealth Office LLC	El Segundo, CA	SEC-registered investment adviser
Atomic Partners Consulting LLC	Los Angeles, CA	Exempt reporting adviser
East West Wealth Advisors LLC	Pasadena, CA	SEC-registered investment adviser
Graham Sports and Entertainment Partners	El Segundo, CA	Exempt reporting adviser
Kahn Asset Management	Los Angeles, CA	SEC-registered investment adviser
My Advisors US LLC	Tustin, CA	SEC-registered investment adviser
Pelorus Capital Management, LLC	Irvine, CA	SEC-registered investment adviser
Quiet Circle Capital LLC	Venice, CA	Exempt reporting adviser
Schauer Investment Management, Inc.	Northridge, CA	SEC-registered investment adviser
Skylar Wealth Management, LLC	Pasadena, CA	SEC-registered investment adviser

July 2026 (9)

Firm	Location	Registration
Centricus Investment Advisors (US) LLC	Beverly Hills, CA	SEC-registered investment adviser
Gideon Capital, LLC	Los Angeles, CA	SEC-registered investment adviser
Gradient Ascent LLC	West Hollywood, CA	Exempt reporting adviser
Grandway Investment Management, LLC	Pasadena, CA	Exempt reporting adviser
Martin & Company	Valencia, CA	SEC-registered investment adviser
Oneteam Ventures Advisor, LLC	Santa Monica, CA	Exempt reporting adviser
Pacific Specialty Investment Group, LLC	Newport Beach, CA	SEC-registered investment adviser
SAS Global Management, LLC	Beverly Hills, CA	Exempt reporting adviser
Vista Point Asset Management LLC	Irvine, CA	SEC-registered investment adviser

June 2026 (4)

Firm	Location	Registration
Altruist Advisors LLC	Culver City, CA	SEC-registered investment adviser
J K R & Company, Inc.	Van Nuys, CA	SEC-registered investment adviser
JEM Capital GP LLC	West Hollywood, CA	Exempt reporting adviser
MQ Private Wealth	Torrance, CA	SEC-registered investment adviser

May 2026 (11)

Firm	Location	Registration
ARK Wealth Advisors, LLC	Yorba Linda, CA	SEC-registered investment adviser
Bancreek Capital Strategies, LLC	Santa Monica, CA	SEC-registered investment adviser
Crystal Cove Asset Management	Newport Beach, CA	SEC-registered investment adviser
Factory Capital LLC	Los Angeles, CA	SEC-registered investment adviser
Goldberg Financial Advisors, LLC	El Segundo, CA	SEC-registered investment adviser
Jaffe Asset Management LLC	Beverly Hills, CA	SEC-registered investment adviser
Mile Wealth Management	Irvine, CA	SEC-registered investment adviser
Pacific Alliance Ventures LLC	Beverly Hills, CA	Exempt reporting adviser
Peak Financial Planning	Canoga Park, CA	SEC-registered investment adviser
SHI Sanchez Capital Management LLC	Newport Beach, CA	Exempt reporting adviser
Torch Key Asset Management, LLC	Los Angeles, CA	Exempt reporting adviser

April 2026 (11)

Firm	Location	Registration
Aristotle Pacific CLO Adviser III, LLC	Newport Beach, CA	SEC-registered investment adviser
Bluum Invest LLC	Los Angeles, CA	SEC-registered investment adviser
Dayton Craft Manager, LLC	Santa Monica, CA	Exempt reporting adviser
Dove Investment Research and Management, Inc.	Irvine, CA	SEC-registered investment adviser
Finality CP Management LLC	Beverly Hills, CA	Exempt reporting adviser
Madrid Retirement Advisors	Manhattan Beach, CA	SEC-registered investment adviser
Perceptive Ventures Management Company, LLC	Laguna Beach, CA	Exempt reporting adviser
Sporos Capital Partners	Marina del Rey, CA	Exempt reporting adviser
Sunflower Capital Investment Management LLC	West Hollywood, CA	Exempt reporting adviser
Wellacre Global Wealth Advisors	Santa Monica, CA	SEC-registered investment adviser
Zuckerman Capital Management, LLC	Los Angeles, CA	SEC-registered investment adviser

March 2026 (3)

Firm	Location	Registration
Connect Ventures Management Company, LLC	Los Angeles, CA	Exempt reporting adviser
Lutr Star LLC	North Hollywood, CA	Exempt reporting adviser
M2 Capital Advisors	Valencia, CA	SEC-registered investment adviser

February 2026 (6)

Firm	Location	Registration
Angeles Family Office	Santa Monica, CA	SEC-registered investment adviser
Deep Blue Capital	Newport Beach, CA	SEC-registered investment adviser
Folvex Capital Management LLC	Pasadena, CA	Exempt reporting adviser
Ocean Path Advisors, LLC	Manhattan Beach, CA	SEC-registered investment adviser
Tempest Capital Management, LLC	Santa Monica, CA	Exempt reporting adviser
Unity Angels Management Inc.	Los Angeles, CA	Exempt reporting adviser

January 2026 (8)

Firm	Location	Registration
CENTER15 Capital LLC	Los Angeles, CA	Exempt reporting adviser
Era Financial Advisors	Covina, CA	SEC-registered investment adviser
Impact Fiduciary LLC	Pasadena, CA	SEC-registered investment adviser
Meridian Trading Institute Ltd.	Los Angeles, CA	Exempt reporting adviser
Miller Financial Services, Inc.	San Juan Capistrano, CA	SEC-registered investment adviser
Muse Capital Management LLC	Santa Monica, CA	SEC-registered investment adviser
Olsem Asset Management Inc	Irvine, CA	Exempt reporting adviser
Uncommon Management Group, LLC	Beverly Hills, CA	Exempt reporting adviser

December 2025 (14)

Firm	Location	Registration
Alessandra Capital Management, LLC	Torrance, CA	SEC-registered investment adviser
Bernard & Johnson Family Wealth Management	Pasadena, CA	SEC-registered investment adviser
Clara Partners Management LLC	Beverly Hills, CA	Exempt reporting adviser
Endure Capital, LLC	Lake Forest, CA	SEC-registered investment adviser
Enigma Global, LLC	West Hollywood, CA	Exempt reporting adviser
Essential Crypto Exchange	Los Angeles, CA	Exempt reporting adviser
KTF Investments, LLC	Seal Beach, CA	SEC-registered investment adviser
Pointone Family Office	Manhattan Beach, CA	SEC-registered investment adviser
Range Equity Management	Beverly Hills, CA	Exempt reporting adviser
Scout Wealth Advisors LLC	Pasadena, CA	State-registered investment adviser
Square Nine Capital, LP	Los Angeles, CA	SEC-registered investment adviser
TDG CP LLC	Santa Monica, CA	Exempt reporting adviser
Twenty-Five Capital Partners	Newport Beach, CA	State-registered investment adviser
Ultra Advisory Group	Irvine, CA	SEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Los Angeles, CA. https://advisorcensus.com/advisors/ca/los-angeles/new-firms
https://advisorcensus.com/advisors/ca/los-angeles/new-firms