{ "path": "/advisors/ca/los-angeles/no-account-minimum", "url": "https://advisorcensus.com/advisors/ca/los-angeles/no-account-minimum", "page_type": "metro_answer", "title": "Financial advisors with no account minimum in Los Angeles, CA", "filters": {}, "scope_total": 71, "faq": [ { "q": "Which financial advisors in Los Angeles, CA have no account minimum?", "a": "71 investment advisory firms with a principal office in the Los Angeles metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states 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 71 investment advisory firms with a principal office in the Los Angeles metro area whose Form ADV Part 2A brochure states that the firm has no account minimum, a sentence checked word for word in the brochure, from filings as of October 2026. Firms are listed alphabetically; each firm's page quotes the brochure.", "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 with no account minimum in Los Angeles, CA: 71 firms from Form ADV filings as of October 2026.", "total_firms": 71, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 71, "state": 0, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 24 }, { "code": "percentage_of_aum", "count": 63 }, { "code": "hourly", "count": 29 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 43 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 10 }, { "code": "other", "count": 11 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 38 }, { "code": "5_to_9", "count": 16 }, { "code": "10_to_19", "count": 9 }, { "code": "20_plus", "count": 8 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 3 }, { "code": "25m_100m", "count": 2 }, { "code": "100m_500m", "count": 45 }, { "code": "500m_1b", "count": 8 }, { "code": "1b_5b", "count": 2 }, { "code": "over_5b", "count": 7 }, { "code": "not_reported", "count": 4 } ], "firms": [ { "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": 109844, "name": "Alpha Analytics Investment Group LLC", "name_as_filed": "ALPHA ANALYTICS INVESTMENT GROUP LLC", "url": "https://advisorcensus.com/firm/alpha-analytics-investment-group-llc-los-angeles-ca-109844", "city": "Los Angeles", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "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": 123543, "name": "Anchor Capital", "name_as_filed": "ANCHOR CAPITAL", "url": "https://advisorcensus.com/firm/anchor-capital-aliso-viejo-ca-123543", "city": "Aliso Viejo", "state": "CA", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "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": 151887, "name": "Aqua Capital Advisors", "name_as_filed": "AQUA CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/aqua-capital-advisors-los-angeles-ca-151887", "city": "Los Angeles", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157292, "name": "Ares Capital Management II LLC", "name_as_filed": "ARES CAPITAL MANAGEMENT II LLC", "url": "https://advisorcensus.com/firm/ares-capital-management-ii-llc-los-angeles-ca-157292", "city": "Los Angeles", "state": "CA", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 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": 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": 282617, "name": "Calmwater Capital", "name_as_filed": "CALMWATER CAPITAL", "url": "https://advisorcensus.com/firm/calmwater-capital-el-segundo-ca-282617", "city": "El Segundo", "state": "CA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 170017, "name": "Capital Bank and Trust Company", "name_as_filed": "CAPITAL BANK AND TRUST COMPANY", "url": "https://advisorcensus.com/firm/capital-bank-and-trust-company-irvine-ca-170017", "city": "Irvine", "state": "CA", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109868, "name": "Capital Research & Consulting LLC", "name_as_filed": "CAPITAL RESEARCH & CONSULTING LLC", "url": "https://advisorcensus.com/firm/capital-research-and-consulting-llc-pasadena-ca-109868", "city": "Pasadena", "state": "CA", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 110684, "name": "Capital Research Company", "name_as_filed": "CAPITAL RESEARCH COMPANY", "url": "https://advisorcensus.com/firm/capital-research-company-los-angeles-ca-110684", "city": "Los Angeles", "state": "CA", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 121498, "name": "Challenger Wealth Management", "name_as_filed": "CHALLENGER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/challenger-wealth-management-aliso-viejo-ca-121498", "city": "Aliso Viejo", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 288978, "name": "Clearview Wealth Management", "name_as_filed": "CLEARVIEW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/clearview-wealth-management-irvine-ca-288978", "city": "Irvine", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301620, "name": "Cleveralpha", "name_as_filed": "CLEVERALPHA", "url": "https://advisorcensus.com/firm/cleveralpha-hawthorne-ca-301620", "city": "Hawthorne", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127383, "name": "Confidence Wealth Management, Inc.", "name_as_filed": "CONFIDENCE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/confidence-wealth-management-inc-los-angeles-ca-127383", "city": "Los Angeles", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289810, "name": "Crystal Cove Asset Management", "name_as_filed": "CRYSTAL COVE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/crystal-cove-asset-management-newport-beach-ca-289810", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328372, "name": "Delarme Wealth Management, Inc.", "name_as_filed": "DELARME WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/delarme-wealth-management-inc-palos-verdes-estates-ca-328372", "city": "Palos Verdes Estates", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300058, "name": "Dove Investment Research and Management, Inc.", "name_as_filed": "DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/dove-investment-research-and-management-inc-irvine-ca-300058", "city": "Irvine", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332680, "name": "DRC Investment Advisors, LLC", "name_as_filed": "DRC INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/drc-investment-advisors-llc-santa-monica-ca-332680", "city": "Santa Monica", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334404, "name": "Era Financial Advisors", "name_as_filed": "ERA FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/era-financial-advisors-covina-ca-334404", "city": "Covina", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 168581, "name": "Evermont Wealth", "name_as_filed": "EVERMONT WEALTH", "url": "https://advisorcensus.com/firm/evermont-wealth-claremont-ca-168581", "city": "Claremont", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316723, "name": "Family Financial", "name_as_filed": "FAMILY FINANCIAL", "url": "https://advisorcensus.com/firm/family-financial-manhattan-beach-ca-316723", "city": "Manhattan Beach", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300122, "name": "Foundry Financial LLC", "name_as_filed": "FOUNDRY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/foundry-financial-llc-pasadena-ca-300122", "city": "Pasadena", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337919, "name": "Gideon Capital, LLC", "name_as_filed": "GIDEON CAPITAL, LLC", "url": "https://advisorcensus.com/firm/gideon-capital-llc-los-angeles-ca-337919", "city": "Los Angeles", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 282910, "name": "Goodstein Wealth Management LLC", "name_as_filed": "GOODSTEIN WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/goodstein-wealth-management-llc-encino-ca-282910", "city": "Encino", "state": "CA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297501, "name": "Great Gable Wealth Management, LLC", "name_as_filed": "GREAT GABLE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/great-gable-wealth-management-llc-beverly-hills-ca-297501", "city": "Beverly Hills", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 147588, "name": "Gross Domestic Product, Inc", "name_as_filed": "GROSS DOMESTIC PRODUCT, INC", "url": "https://advisorcensus.com/firm/gross-domestic-product-inc-los-angeles-ca-147588", "city": "Los Angeles", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "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": 325275, "name": "Ivanoff Wealth Management Inc.", "name_as_filed": "IVANOFF WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/ivanoff-wealth-management-inc-cypress-ca-325275", "city": "Cypress", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "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": 318110, "name": "K Fund Capital Management, LLC", "name_as_filed": "K FUND CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/k-fund-capital-management-llc-los-angeles-ca-318110", "city": "Los Angeles", "state": "CA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300913, "name": "K2 Financial Inc.", "name_as_filed": "K2 FINANCIAL INC.", "url": "https://advisorcensus.com/firm/k2-financial-inc-glendora-ca-300913", "city": "Glendora", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 283034, "name": "Kinetic Investment Management, Inc.", "name_as_filed": "KINETIC INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kinetic-investment-management-inc-los-angeles-ca-283034", "city": "Los Angeles", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 336461, "name": "Kubence", "name_as_filed": "KUBENCE", "url": "https://advisorcensus.com/firm/kubence-manhattan-beach-ca-336461", "city": "Manhattan Beach", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "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": 332598, "name": "Linepoint Partners & Co.", "name_as_filed": "LINEPOINT PARTNERS & CO.", "url": "https://advisorcensus.com/firm/linepoint-partners-and-co-los-angeles-ca-332598", "city": "Los Angeles", "state": "CA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288829, "name": "M2 Capital Advisors", "name_as_filed": "M2 CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/m2-capital-advisors-valencia-ca-288829", "city": "Valencia", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297145, "name": "Mainstream Capital Management", "name_as_filed": "MAINSTREAM CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/mainstream-capital-management-los-angeles-ca-297145", "city": "Los Angeles", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339220, "name": "Miller Financial Services, Inc.", "name_as_filed": "MILLER FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/miller-financial-services-inc-san-juan-capistrano-ca-339220", "city": "San Juan Capistrano", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318592, "name": "Mosley Wealth Management, Inc.", "name_as_filed": "MOSLEY WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mosley-wealth-management-inc-anaheim-ca-318592", "city": "Anaheim", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331613, "name": "Munifi, LLC", "name_as_filed": "MUNIFI, LLC", "url": "https://advisorcensus.com/firm/munifi-llc-hermosa-beach-ca-331613", "city": "Hermosa Beach", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112337, "name": "Oakmont Corporation", "name_as_filed": 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