{ "path": "/advisors/ca/los-angeles", "url": "https://advisorcensus.com/advisors/ca/los-angeles/page/19", "page_type": "metro", "title": "Financial advisors in Los Angeles, CA", "filters": {}, "scope_total": 1666, "faq": [ { "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 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.", "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 in Los Angeles, CA: 1,666 firms from Form ADV filings as of October 2026.", "total_firms": 1666, "page": 19, "total_pages": 34, "sort": "name", "registration_types": { "sec": 715, "state": 580, "exempt": 371 }, "fee_model_mix": [ { "code": "fee-only", "count": 384 }, { "code": "percentage_of_aum", "count": 1176 }, { "code": "hourly", "count": 468 }, { "code": "subscription", "count": 11 }, { "code": "fixed", "count": 598 }, { "code": "commissions", "count": 19 }, { "code": "performance_based", "count": 374 }, { "code": "other", "count": 161 }, { "code": "not_reported", "count": 371 } ], "years_registered_distribution": [ { "code": "under_5", "count": 719 }, { "code": "5_to_9", "count": 376 }, { "code": "10_to_19", "count": 333 }, { "code": "20_plus", "count": 229 }, { "code": "not_reported", "count": 9 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 289 }, { "code": "25m_100m", "count": 218 }, { "code": "100m_500m", "count": 326 }, { "code": "500m_1b", "count": 95 }, { "code": "1b_5b", "count": 168 }, { "code": "over_5b", "count": 85 }, { "code": "not_reported", "count": 485 } ], "firms": [ { "crd_number": 316860, "name": "Lockerman Financial Group, Inc", "name_as_filed": "LOCKERMAN FINANCIAL GROUP, INC", "url": "https://advisorcensus.com/firm/lockerman-financial-group-inc-newport-beach-ca-316860", "city": "Newport Beach", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156520, "name": "Lodestone Capital Solutions LLC", "name_as_filed": "LODESTONE CAPITAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/lodestone-capital-solutions-llc-stanton-ca-156520", "city": "Stanton", "state": "CA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 153453, "name": "Logic Wealth Management, LLC", "name_as_filed": "LOGIC WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/logic-wealth-management-llc-pasadena-ca-153453", "city": "Pasadena", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168906, "name": "Logica Capital Advisers, LLC", "name_as_filed": "LOGICA CAPITAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/logica-capital-advisers-llc-los-angeles-ca-168906", "city": "Los Angeles", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333031, "name": "Lombard Street Capital Management GP, LLC", "name_as_filed": "LOMBARD STREET CAPITAL MANAGEMENT GP, LLC", "url": "https://advisorcensus.com/firm/lombard-street-capital-management-gp-llc-glendale-ca-333031", "city": "Glendale", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321209, "name": "Lone View Capital", "name_as_filed": "LONE VIEW CAPITAL", "url": "https://advisorcensus.com/firm/lone-view-capital-los-angeles-ca-321209", "city": "Los Angeles", "state": "CA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314641, "name": "Long Ecommerce Ventures, LLC", "name_as_filed": "LONG ECOMMERCE VENTURES, LLC", "url": "https://advisorcensus.com/firm/long-ecommerce-ventures-llc-newport-beach-ca-314641", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282615, "name": "Longtail Alpha, LLC", "name_as_filed": "LONGTAIL ALPHA, LLC", "url": "https://advisorcensus.com/firm/longtail-alpha-llc-newport-beach-ca-282615", "city": "Newport Beach", "state": "CA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 119033, "name": "LOS Angeles Capital Management LLC", "name_as_filed": "LOS ANGELES CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/los-angeles-capital-management-llc-los-angeles-ca-119033", "city": "Los Angeles", "state": "CA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 321188, "name": "Lotus Domaine Management LLC", "name_as_filed": "LOTUS DOMAINE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lotus-domaine-management-llc-irvine-ca-321188", "city": "Irvine", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286349, "name": "Lowell Capital Value Management LLC", "name_as_filed": "LOWELL CAPITAL VALUE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lowell-capital-value-management-llc-el-segundo-ca-286349", "city": "El Segundo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341793, "name": "Lowercase Capital Management, LLC", "name_as_filed": "LOWERCASE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lowercase-capital-management-llc-los-angeles-ca-341793", "city": "Los Angeles", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156192, "name": "LPM Advisors, LLC", "name_as_filed": "LPM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lpm-advisors-llc-encino-ca-156192", "city": "Encino", "state": "CA", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 111580, "name": "LPR Capital, Inc.", "name_as_filed": "LPR CAPITAL, INC.", "url": "https://advisorcensus.com/firm/lpr-capital-inc-pasadena-ca-111580", "city": "Pasadena", "state": "CA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 269995, "name": "LS Capital, Inc.", "name_as_filed": "LS CAPITAL, INC.", "url": "https://advisorcensus.com/firm/ls-capital-inc-encino-ca-269995", "city": "Encino", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337249, "name": "LSP Lisbon LLC", "name_as_filed": "LSP LISBON LLC", "url": "https://advisorcensus.com/firm/lsp-lisbon-llc-los-angeles-ca-337249", "city": "Los Angeles", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326482, "name": "Lucidity Wealth Advisors Inc.", "name_as_filed": "LUCIDITY WEALTH ADVISORS INC.", "url": "https://advisorcensus.com/firm/lucidity-wealth-advisors-inc-brea-ca-326482", "city": "Brea", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311644, "name": "Lumen Strategic Management, LLC", "name_as_filed": "LUMEN STRATEGIC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lumen-strategic-management-llc-los-angeles-ca-311644", "city": "Los Angeles", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311610, "name": "Lupu Financial", "name_as_filed": "LUPU FINANCIAL", "url": "https://advisorcensus.com/firm/lupu-financial-irvine-ca-311610", "city": "Irvine", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 341148, "name": "Lutr Star LLC", "name_as_filed": "LUTR STAR LLC", "url": "https://advisorcensus.com/firm/lutr-star-llc-north-hollywood-ca-341148", "city": "North Hollywood", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 296621, "name": "M Ventures", "name_as_filed": "M VENTURES", "url": "https://advisorcensus.com/firm/m-ventures-los-angeles-ca-296621", "city": "Los Angeles", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305020, "name": "M13 Holdings Company, LLC", "name_as_filed": "M13 HOLDINGS COMPANY, LLC", "url": "https://advisorcensus.com/firm/m13-holdings-company-llc-los-angeles-ca-305020", "city": "Los Angeles", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301245, "name": "M13 Ventures Management, LLC", "name_as_filed": "M13 VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/m13-ventures-management-llc-los-angeles-ca-301245", "city": "Los Angeles", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "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": 169461, "name": "M3 Asset Management, Inc.", "name_as_filed": "M3 ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/m3-asset-management-inc-pasadena-ca-169461", "city": "Pasadena", "state": "CA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332416, "name": "M83 Investment Group, LLC", "name_as_filed": "M83 INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/m83-investment-group-llc-calabasas-ca-332416", "city": "Calabasas", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308907, "name": "Mac Venture Capital", "name_as_filed": "MAC VENTURE CAPITAL", "url": "https://advisorcensus.com/firm/mac-venture-capital-los-angeles-ca-308907", "city": "Los Angeles", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284631, "name": "Macro Advisors, LLC", "name_as_filed": "MACRO ADVISORS, LLC", "url": "https://advisorcensus.com/firm/macro-advisors-llc-los-angeles-ca-284631", "city": "Los Angeles", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172464, "name": "Madrid Retirement Advisors", "name_as_filed": "MADRID RETIREMENT ADVISORS", "url": "https://advisorcensus.com/firm/madrid-retirement-advisors-manhattan-beach-ca-172464", "city": "Manhattan Beach", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323624, "name": "Magnolia Capital Asset Management LLC", "name_as_filed": "MAGNOLIA CAPITAL ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/magnolia-capital-asset-management-llc-irvine-ca-323624", "city": "Irvine", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 144793, "name": "Mahalo Advisory Services, LLC", "name_as_filed": "MAHALO ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/mahalo-advisory-services-llc-huntington-beach-ca-144793", "city": "Huntington Beach", "state": "CA", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337248, "name": "Mahway Management, LLC", "name_as_filed": "MAHWAY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mahway-management-llc-covina-ca-337248", "city": "Covina", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305170, "name": "Main Street Advisors", "name_as_filed": "MAIN STREET ADVISORS", "url": "https://advisorcensus.com/firm/main-street-advisors-santa-monica-ca-305170", "city": "Santa Monica", "state": "CA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 313324, "name": "Makers Investment Advisor II US Inc.", "name_as_filed": "MAKERS INVESTMENT ADVISOR II US INC.", "url": "https://advisorcensus.com/firm/makers-investment-advisor-ii-us-inc-woodland-hills-ca-313324", "city": "Woodland Hills", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 146959, "name": "Malaga Cove Capital, LLC", "name_as_filed": "MALAGA COVE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/malaga-cove-capital-llc-palos-verdes-estates-ca-146959", "city": "Palos Verdes Estates", "state": "CA", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332632, "name": "Malika Capital LLC", "name_as_filed": "MALIKA CAPITAL LLC", "url": "https://advisorcensus.com/firm/malika-capital-llc-newport-beach-ca-332632", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172102, "name": "Managed Asset Wealth Management LLC", "name_as_filed": "MANAGED ASSET WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/managed-asset-wealth-management-llc-laguna-hills-ca-172102", "city": "Laguna Hills", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 283630, "name": "Manhattan West Asset Management, LLC", "name_as_filed": "MANHATTAN WEST ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/manhattan-west-asset-management-llc-los-angeles-ca-283630", "city": "Los Angeles", "state": "CA", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 311057, "name": "Mantis Capital Management, LLC", "name_as_filed": "MANTIS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mantis-capital-management-llc-santa-monica-ca-311057", "city": "Santa Monica", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 122230, "name": "Mapleton Capital Management, LLC", "name_as_filed": "MAPLETON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mapleton-capital-management-llc-los-angeles-ca-122230", "city": "Los Angeles", "state": "CA", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 144906, "name": "MAR Vista Investment Partners, LLC", "name_as_filed": "MAR VISTA INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/mar-vista-investment-partners-llc-los-angeles-ca-144906", "city": "Los Angeles", "state": "CA", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332549, "name": "Marathon Management Partners LLC", "name_as_filed": "MARATHON MANAGEMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/marathon-management-partners-llc-beverly-hills-ca-332549", "city": "Beverly Hills", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 174123, "name": "March Capital", "name_as_filed": "MARCH CAPITAL", "url": "https://advisorcensus.com/firm/march-capital-santa-monica-ca-174123", "city": "Santa Monica", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 112946, "name": "Marello Investment Advisors, Inc.", "name_as_filed": "MARELLO INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/marello-investment-advisors-inc-valley-village-ca-112946", "city": "Valley Village", "state": "CA", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315958, "name": "Marest Capital, LLC", "name_as_filed": "MAREST CAPITAL, LLC", "url": "https://advisorcensus.com/firm/marest-capital-llc-encino-ca-315958", "city": "Encino", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325087, "name": "Mari Legacy Group, LLC", "name_as_filed": "MARI LEGACY GROUP, LLC", "url": "https://advisorcensus.com/firm/mari-legacy-group-llc-calabasas-ca-325087", "city": "Calabasas", "state": "CA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150870, "name": "Mariposa Capital Management, LLC", "name_as_filed": "MARIPOSA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mariposa-capital-management-llc-pasadena-ca-150870", "city": "Pasadena", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 160672, "name": "Marlin Equity Partners", "name_as_filed": "MARLIN EQUITY PARTNERS", "url": "https://advisorcensus.com/firm/marlin-equity-partners-hermosa-beach-ca-160672", "city": "Hermosa Beach", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333832, "name": "Marosek, Yuka", "name_as_filed": "MAROSEK, YUKA", "url": "https://advisorcensus.com/firm/marosek-yuka-san-clemente-ca-333832", "city": "San Clemente", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false } ], "states": 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