# Financial advisors in Los Angeles, CA

> AdvisorCensus lists 1,666 investment advisory firms with a principal office in the Los Angeles metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/los-angeles/page/11

## At a glance

- Investment advisory firms: 1,666
- Registration: SEC-registered investment adviser: 715, State-registered investment adviser: 580, Exempt reporting adviser: 371
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 384 (30%); Percentage of assets 1,176 (91%); Hourly charges 468 (36%); Subscription fees (newsletter or periodical) 11 (1%); Fixed fees 598 (46%); Commissions 19 (1%); Performance-based fees 374 (29%); Other 161 (12%); No compensation arrangements reported 371
- Regulatory assets under management (Item 5.F): Under $25 million 289 (17%); $25 million to $100 million 218 (13%); $100 million to $500 million 326 (20%); $500 million to $1 billion 95 (6%); $1 billion to $5 billion 168 (10%); Over $5 billion 85 (5%); Not reported 485 (29%)
- Years registered: Under 5 years 719 (43%); 5 to 9 years 376 (23%); 10 to 19 years 333 (20%); 20 years or more 229 (14%); Not reported 9 (1%)

## Firms (page 11 of 34, 501 to 550 of 1,666, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Enigma Global, LLC](https://advisorcensus.com/firm/enigma-global-llc-west-hollywood-ca-338639) ([md](https://advisorcensus.com/firm/enigma-global-llc-west-hollywood-ca-338639.md)) | 338639 | West Hollywood, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Enrique Villalobos & Associates](https://advisorcensus.com/firm/enrique-villalobos-and-associates-west-covina-ca-285049) ([md](https://advisorcensus.com/firm/enrique-villalobos-and-associates-west-covina-ca-285049.md)) | 285049 | West Covina, CA | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [Envisage Capital Management, LLC](https://advisorcensus.com/firm/envisage-capital-management-llc-beverly-hills-ca-287499) ([md](https://advisorcensus.com/firm/envisage-capital-management-llc-beverly-hills-ca-287499.md)) | 287499 | Beverly Hills, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Envisage Partners, LLC](https://advisorcensus.com/firm/envisage-partners-llc-manhattan-beach-ca-324841) ([md](https://advisorcensus.com/firm/envisage-partners-llc-manhattan-beach-ca-324841.md)) | 324841 | Manhattan Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Envision Wealth Management, Inc.](https://advisorcensus.com/firm/envision-wealth-management-inc-valencia-ca-133440) ([md](https://advisorcensus.com/firm/envision-wealth-management-inc-valencia-ca-133440.md)) | 133440 | Valencia, CA | State-registered investment adviser | Not reported | 23 | Other |
| [EOS Venture Partners (investment Adviser) Inc](https://advisorcensus.com/firm/eos-venture-partners-investment-adviser-inc-santa-monica-ca-319182) ([md](https://advisorcensus.com/firm/eos-venture-partners-investment-adviser-inc-santa-monica-ca-319182.md)) | 319182 | Santa Monica, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [EP Wealth Advisors](https://advisorcensus.com/firm/ep-wealth-advisors-torrance-ca-111147) ([md](https://advisorcensus.com/firm/ep-wealth-advisors-torrance-ca-111147.md)) | 111147 | Torrance, CA | SEC-registered investment adviser | Over $5 billion | 39 | % of assets, Hourly, Fixed fee |
| [Epakon Capital Group LLC](https://advisorcensus.com/firm/epakon-capital-group-llc-los-angeles-ca-335838) ([md](https://advisorcensus.com/firm/epakon-capital-group-llc-los-angeles-ca-335838.md)) | 335838 | Los Angeles, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Epic Funds](https://advisorcensus.com/firm/epic-funds-hermosa-beach-ca-311425) ([md](https://advisorcensus.com/firm/epic-funds-hermosa-beach-ca-311425.md)) | 311425 | Hermosa Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Equanimity Financial Partners](https://advisorcensus.com/firm/equanimity-financial-partners-pasadena-ca-152050) ([md](https://advisorcensus.com/firm/equanimity-financial-partners-pasadena-ca-152050.md)) | 152050 | Pasadena, CA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee |
| [Equanimity Wealth](https://advisorcensus.com/firm/equanimity-wealth-glendale-ca-334359) ([md](https://advisorcensus.com/firm/equanimity-wealth-glendale-ca-334359.md)) | 334359 | Glendale, CA | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Era Financial Advisors](https://advisorcensus.com/firm/era-financial-advisors-covina-ca-334404) ([md](https://advisorcensus.com/firm/era-financial-advisors-covina-ca-334404.md)) | 334404 | Covina, CA | SEC-registered investment adviser | Not reported | 0 | Fixed fee |
| [Essential Crypto Exchange](https://advisorcensus.com/firm/essential-crypto-exchange-los-angeles-ca-338998) ([md](https://advisorcensus.com/firm/essential-crypto-exchange-los-angeles-ca-338998.md)) | 338998 | Los Angeles, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Ethos Fund LLC](https://advisorcensus.com/firm/ethos-fund-llc-los-angeles-ca-322038) ([md](https://advisorcensus.com/firm/ethos-fund-llc-los-angeles-ca-322038.md)) | 322038 | Los Angeles, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Eureka Wealth Management](https://advisorcensus.com/firm/eureka-wealth-management-west-hollywood-ca-288494) ([md](https://advisorcensus.com/firm/eureka-wealth-management-west-hollywood-ca-288494.md)) | 288494 | West Hollywood, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Evantic Capital, LLC](https://advisorcensus.com/firm/evantic-capital-llc-beverly-hills-ca-338533) ([md](https://advisorcensus.com/firm/evantic-capital-llc-beverly-hills-ca-338533.md)) | 338533 | Beverly Hills, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Everett Harris & Co](https://advisorcensus.com/firm/everett-harris-and-co-los-angeles-ca-106830) ([md](https://advisorcensus.com/firm/everett-harris-and-co-los-angeles-ca-106830.md)) | 106830 | Los Angeles, CA | SEC-registered investment adviser | Over $5 billion | 85 | % of assets, Fixed fee |
| [Evergreen Capital Holdings, LLC](https://advisorcensus.com/firm/evergreen-capital-holdings-llc-newport-beach-ca-312345) ([md](https://advisorcensus.com/firm/evergreen-capital-holdings-llc-newport-beach-ca-312345.md)) | 312345 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Evergreen Capital Management](https://advisorcensus.com/firm/evergreen-capital-management-newport-beach-ca-337980) ([md](https://advisorcensus.com/firm/evergreen-capital-management-newport-beach-ca-337980.md)) | 337980 | Newport Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Evermont Wealth](https://advisorcensus.com/firm/evermont-wealth-claremont-ca-168581) ([md](https://advisorcensus.com/firm/evermont-wealth-claremont-ca-168581.md)) | 168581 | Claremont, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Evolve Private Wealth, LLC](https://advisorcensus.com/firm/evolve-private-wealth-llc-los-angeles-ca-333932) ([md](https://advisorcensus.com/firm/evolve-private-wealth-llc-los-angeles-ca-333932.md)) | 333932 | Los Angeles, CA | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee |
| [Excellion Finance Management, LLC](https://advisorcensus.com/firm/excellion-finance-management-llc-hermosa-beach-ca-340166) ([md](https://advisorcensus.com/firm/excellion-finance-management-llc-hermosa-beach-ca-340166.md)) | 340166 | Hermosa Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Excelsus Capital Management](https://advisorcensus.com/firm/excelsus-capital-management-manhattan-beach-ca-130886) ([md](https://advisorcensus.com/firm/excelsus-capital-management-manhattan-beach-ca-130886.md)) | 130886 | Manhattan Beach, CA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Excolere Equity Partners, LLC](https://advisorcensus.com/firm/excolere-equity-partners-llc-los-angeles-ca-324822) ([md](https://advisorcensus.com/firm/excolere-equity-partners-llc-los-angeles-ca-324822.md)) | 324822 | Los Angeles, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee, Other |
| [Executive Services, LLC](https://advisorcensus.com/firm/executive-services-llc-newport-beach-ca-283898) ([md](https://advisorcensus.com/firm/executive-services-llc-newport-beach-ca-283898.md)) | 283898 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Expa EC3 MGMT, LLC](https://advisorcensus.com/firm/expa-ec3-mgmt-llc-west-hollywood-ca-323655) ([md](https://advisorcensus.com/firm/expa-ec3-mgmt-llc-west-hollywood-ca-323655.md)) | 323655 | West Hollywood, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Extract Advisors](https://advisorcensus.com/firm/extract-advisors-calabasas-ca-285535) ([md](https://advisorcensus.com/firm/extract-advisors-calabasas-ca-285535.md)) | 285535 | Calabasas, CA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee |
| [Ezcontact Holdings, LLC](https://advisorcensus.com/firm/ezcontact-holdings-llc-los-angeles-ca-297950) ([md](https://advisorcensus.com/firm/ezcontact-holdings-llc-los-angeles-ca-297950.md)) | 297950 | Los Angeles, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Fabric VC](https://advisorcensus.com/firm/fabric-vc-burbank-ca-323613) ([md](https://advisorcensus.com/firm/fabric-vc-burbank-ca-323613.md)) | 323613 | Burbank, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Factory Capital LLC](https://advisorcensus.com/firm/factory-capital-llc-los-angeles-ca-341250) ([md](https://advisorcensus.com/firm/factory-capital-llc-los-angeles-ca-341250.md)) | 341250 | Los Angeles, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Fade in Financial](https://advisorcensus.com/firm/fade-in-financial-burbank-ca-311994) ([md](https://advisorcensus.com/firm/fade-in-financial-burbank-ca-311994.md)) | 311994 | Burbank, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Family Financial](https://advisorcensus.com/firm/family-financial-manhattan-beach-ca-316723) ([md](https://advisorcensus.com/firm/family-financial-manhattan-beach-ca-316723.md)) | 316723 | Manhattan Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Family Wealth Strategists, LLC](https://advisorcensus.com/firm/family-wealth-strategists-llc-newport-beach-ca-340841) ([md](https://advisorcensus.com/firm/family-wealth-strategists-llc-newport-beach-ca-340841.md)) | 340841 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Farah Private Wealth Management, Inc](https://advisorcensus.com/firm/farah-private-wealth-management-inc-costa-mesa-ca-133776) ([md](https://advisorcensus.com/firm/farah-private-wealth-management-inc-costa-mesa-ca-133776.md)) | 133776 | Costa Mesa, CA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Favor Wealth Advisors, LLC](https://advisorcensus.com/firm/favor-wealth-advisors-llc-pasadena-ca-316705) ([md](https://advisorcensus.com/firm/favor-wealth-advisors-llc-pasadena-ca-316705.md)) | 316705 | Pasadena, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [FBV-Manager, LLC](https://advisorcensus.com/firm/fbv-manager-llc-los-angeles-ca-291193) ([md](https://advisorcensus.com/firm/fbv-manager-llc-los-angeles-ca-291193.md)) | 291193 | Los Angeles, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [FD Wealth Advisors, LLC](https://advisorcensus.com/firm/fd-wealth-advisors-llc-calabasas-ca-339923) ([md](https://advisorcensus.com/firm/fd-wealth-advisors-llc-calabasas-ca-339923.md)) | 339923 | Calabasas, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [FDP Wealth Management, LLC](https://advisorcensus.com/firm/fdp-wealth-management-llc-irvine-ca-154597) ([md](https://advisorcensus.com/firm/fdp-wealth-management-llc-irvine-ca-154597.md)) | 154597 | Irvine, CA | State-registered investment adviser | Not reported | 15 | Hourly, Fixed fee, Other |
| [Felicitas Global Partners, LLC](https://advisorcensus.com/firm/felicitas-global-partners-llc-pasadena-ca-292411) ([md](https://advisorcensus.com/firm/felicitas-global-partners-llc-pasadena-ca-292411.md)) | 292411 | Pasadena, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee, Performance fee |
| [Fell Capital Management](https://advisorcensus.com/firm/fell-capital-management-newport-beach-ca-104986) ([md](https://advisorcensus.com/firm/fell-capital-management-newport-beach-ca-104986.md)) | 104986 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets, Performance fee |
| [Fenul LLC](https://advisorcensus.com/firm/fenul-llc-los-angeles-ca-310414) ([md](https://advisorcensus.com/firm/fenul-llc-los-angeles-ca-310414.md)) | 310414 | Los Angeles, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Fenul Wealth Management LLC](https://advisorcensus.com/firm/fenul-wealth-management-llc-los-angeles-ca-311474) ([md](https://advisorcensus.com/firm/fenul-wealth-management-llc-los-angeles-ca-311474.md)) | 311474 | Los Angeles, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Fernandez Financial Advisory, LLC](https://advisorcensus.com/firm/fernandez-financial-advisory-llc-los-alamitos-ca-112954) ([md](https://advisorcensus.com/firm/fernandez-financial-advisory-llc-los-alamitos-ca-112954.md)) | 112954 | Los Alamitos, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Fernbridge Capital Management LP](https://advisorcensus.com/firm/fernbridge-capital-management-lp-los-angeles-ca-309334) ([md](https://advisorcensus.com/firm/fernbridge-capital-management-lp-los-angeles-ca-309334.md)) | 309334 | Los Angeles, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [FHT, LLC](https://advisorcensus.com/firm/fht-llc-irvine-ca-122827) ([md](https://advisorcensus.com/firm/fht-llc-irvine-ca-122827.md)) | 122827 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Performance fee |
| [FHWV Financial LLC](https://advisorcensus.com/firm/fhwv-financial-llc-los-alamitos-ca-146046) ([md](https://advisorcensus.com/firm/fhwv-financial-llc-los-alamitos-ca-146046.md)) | 146046 | Los Alamitos, CA | State-registered investment adviser | Under $25 million | 18 | % of assets, Other |
| [Fidela Wealth](https://advisorcensus.com/firm/fidela-wealth-calabasas-ca-328060) ([md](https://advisorcensus.com/firm/fidela-wealth-calabasas-ca-328060.md)) | 328060 | Calabasas, CA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Fiducia Wealth Management](https://advisorcensus.com/firm/fiducia-wealth-management-pasadena-ca-309571) ([md](https://advisorcensus.com/firm/fiducia-wealth-management-pasadena-ca-309571.md)) | 309571 | Pasadena, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Fiduciary Architects LLC](https://advisorcensus.com/firm/fiduciary-architects-llc-newport-beach-ca-322251) ([md](https://advisorcensus.com/firm/fiduciary-architects-llc-newport-beach-ca-322251.md)) | 322251 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Fiduciary Planners](https://advisorcensus.com/firm/fiduciary-planners-huntington-beach-ca-336670) ([md](https://advisorcensus.com/firm/fiduciary-planners-huntington-beach-ca-336670.md)) | 336670 | Huntington Beach, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Commissions |

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## Questions people ask

**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

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- [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)

Every firm in this list as CSV: https://advisorcensus.com/advisors/ca/los-angeles.csv

Cite as: AdvisorCensus. Financial advisors in Los Angeles, CA: 1,666 firms from Form ADV filings as of October 2026.
