{ "path": "/advisors/ca/los-angeles", "url": "https://advisorcensus.com/advisors/ca/los-angeles/page/22", "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": "Find financial advisors in Los Angeles, CA. AdvisorCensus lists 1,666 investment advisory firms with a principal office in the Los Angeles metro area as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management. 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": 22, "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": 308150, "name": "O'Neil Global Advisors, Inc.", "name_as_filed": "O'NEIL GLOBAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/o-neil-global-advisors-inc-los-angeles-ca-308150", "city": "Los Angeles", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 283273, "name": "O'Neill Financial Management, Inc.", "name_as_filed": "O'NEILL FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/o-neill-financial-management-inc-lake-forest-ca-283273", "city": "Lake Forest", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311604, "name": "Oakgrowth Wealth Management LLC", "name_as_filed": "OAKGROWTH WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/oakgrowth-wealth-management-llc-pasadena-ca-311604", "city": "Pasadena", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282057, "name": "Oakhurst Advisors", "name_as_filed": "OAKHURST ADVISORS", "url": "https://advisorcensus.com/firm/oakhurst-advisors-los-angeles-ca-282057", "city": "Los Angeles", "state": "CA", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 112337, "name": "Oakmont Corporation", "name_as_filed": "OAKMONT CORPORATION", "url": "https://advisorcensus.com/firm/oakmont-corporation-los-angeles-ca-112337", "city": "Los Angeles", "state": "CA", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 327251, "name": "Oaknest Capital Management, LLC", "name_as_filed": "OAKNEST CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/oaknest-capital-management-llc-la-mirada-ca-327251", "city": "La Mirada", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 106793, "name": "Oaktree Capital Management, L.P.", "name_as_filed": "OAKTREE CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/oaktree-capital-management-l-p-los-angeles-ca-106793", "city": "Los Angeles", "state": "CA", "years_registered": 31, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 290193, "name": "Oaktree Fund Advisors, LLC", "name_as_filed": "OAKTREE FUND ADVISORS, LLC", "url": "https://advisorcensus.com/firm/oaktree-fund-advisors-llc-los-angeles-ca-290193", "city": "Los Angeles", "state": "CA", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 167388, "name": "Oaktree Wealth Group Inc.", "name_as_filed": "OAKTREE WEALTH GROUP INC.", "url": "https://advisorcensus.com/firm/oaktree-wealth-group-inc-brea-ca-167388", "city": "Brea", "state": "CA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335522, "name": "OC Capital Management Ltd", "name_as_filed": "OC CAPITAL MANAGEMENT LTD", "url": "https://advisorcensus.com/firm/oc-capital-management-ltd-irvine-ca-335522", "city": "Irvine", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335124, "name": "Ocampo Capital LLC", "name_as_filed": "OCAMPO CAPITAL LLC", "url": "https://advisorcensus.com/firm/ocampo-capital-llc-pacific-palisades-ca-335124", "city": "Pacific Palisades", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160122, "name": "Ocean Avenue Capital Partners, L.P.", "name_as_filed": "OCEAN AVENUE CAPITAL PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/ocean-avenue-capital-partners-l-p-santa-monica-ca-160122", "city": "Santa Monica", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 154655, "name": "Ocean Avenue Wealth Management", "name_as_filed": "OCEAN AVENUE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ocean-avenue-wealth-management-santa-monica-ca-154655", "city": "Santa Monica", "state": "CA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 145634, "name": "Ocean Park Asset Management, LLC", "name_as_filed": "OCEAN PARK ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ocean-park-asset-management-llc-santa-monica-ca-145634", "city": "Santa Monica", "state": "CA", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134517, "name": "Ocean Park Capital Management, LLC", "name_as_filed": "OCEAN PARK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ocean-park-capital-management-llc-santa-monica-ca-134517", "city": "Santa Monica", "state": "CA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338933, "name": "Ocean Path Advisors, LLC", "name_as_filed": "OCEAN PATH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ocean-path-advisors-llc-manhattan-beach-ca-338933", "city": "Manhattan Beach", "state": "CA", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291680, "name": "OCV Management, LLC", "name_as_filed": "OCV MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ocv-management-llc-los-angeles-ca-291680", "city": "Los Angeles", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289991, "name": "Ocvc, LLC", "name_as_filed": "OCVC, LLC", "url": "https://advisorcensus.com/firm/ocvc-llc-newport-beach-ca-289991", "city": "Newport Beach", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 134506, "name": "Oder Investment Management, LLC", "name_as_filed": "ODER INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/oder-investment-management-llc-woodland-hills-ca-134506", "city": "Woodland Hills", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310176, "name": "Okapi Capital, LLC", "name_as_filed": "OKAPI CAPITAL, LLC", "url": "https://advisorcensus.com/firm/okapi-capital-llc-newport-beach-ca-310176", "city": "Newport Beach", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161098, "name": "Okapi Venture Capital", "name_as_filed": "OKAPI VENTURE CAPITAL", "url": "https://advisorcensus.com/firm/okapi-venture-capital-newport-beach-ca-161098", "city": "Newport Beach", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 148343, "name": "Old West Investment Management, LLC", "name_as_filed": "OLD WEST INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/old-west-investment-management-llc-los-angeles-ca-148343", "city": "Los Angeles", "state": "CA", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 329141, "name": "Old World Financial Advisors", "name_as_filed": "OLD WORLD FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/old-world-financial-advisors-newport-beach-ca-329141", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139870, "name": "Olhoeft Financial, LLC", "name_as_filed": "OLHOEFT FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/olhoeft-financial-llc-san-juan-capistrano-ca-139870", "city": "San Juan Capistrano", "state": "CA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300115, "name": "Olive Street Capital Partners LLC", "name_as_filed": "OLIVE STREET CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/olive-street-capital-partners-llc-los-angeles-ca-300115", "city": "Los Angeles", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 339947, "name": "Olsem Asset Management Inc", "name_as_filed": "OLSEM ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/olsem-asset-management-inc-irvine-ca-339947", "city": "Irvine", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133387, "name": "Omnicap Group LLC", "name_as_filed": "OMNICAP GROUP LLC", "url": "https://advisorcensus.com/firm/omnicap-group-llc-el-segundo-ca-133387", "city": "El Segundo", "state": "CA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 124393, "name": "Omniquest Capital, LLC", "name_as_filed": "OMNIQUEST CAPITAL, LLC", "url": "https://advisorcensus.com/firm/omniquest-capital-llc-los-angeles-ca-124393", "city": "Los Angeles", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334539, "name": "On-Chain Systematic Trading, Inc.", "name_as_filed": "ON-CHAIN SYSTEMATIC TRADING, INC.", "url": "https://advisorcensus.com/firm/on-chain-systematic-trading-inc-irvine-ca-334539", "city": "Irvine", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343841, "name": "One Eighty Ventures Management, LLC", "name_as_filed": "ONE EIGHTY VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/one-eighty-ventures-management-llc-irvine-ca-343841", "city": "Irvine", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 292024, "name": "One Percent Capital Fund Management LLC", "name_as_filed": "ONE PERCENT CAPITAL FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/one-percent-capital-fund-management-llc-covina-ca-292024", "city": "Covina", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342761, "name": "Oneteam Ventures Advisor, LLC", "name_as_filed": "ONETEAM VENTURES ADVISOR, LLC", "url": "https://advisorcensus.com/firm/oneteam-ventures-advisor-llc-santa-monica-ca-342761", "city": "Santa Monica", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321632, "name": "Onitus Capital, LLC", "name_as_filed": "ONITUS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/onitus-capital-llc-newport-beach-ca-321632", "city": "Newport Beach", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317214, "name": "Onpoint Financial Management LLC", "name_as_filed": "ONPOINT FINANCIAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/onpoint-financial-management-llc-beverly-hills-ca-317214", "city": "Beverly Hills", "state": "CA", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316214, "name": "Onward Advisors LLC", "name_as_filed": "ONWARD ADVISORS LLC", "url": "https://advisorcensus.com/firm/onward-advisors-llc-pasadena-ca-316214", "city": "Pasadena", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322211, "name": "Opensky Ventures Management Company, LLC", "name_as_filed": "OPENSKY VENTURES MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/opensky-ventures-management-company-llc-santa-monica-ca-322211", "city": "Santa Monica", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 166106, "name": "Opes Capital Group, LLC", "name_as_filed": "OPES CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/opes-capital-group-llc-los-angeles-ca-166106", "city": "Los Angeles", "state": "CA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315963, "name": "Optimize Financial Inc.", "name_as_filed": "OPTIMIZE FINANCIAL INC.", "url": "https://advisorcensus.com/firm/optimize-financial-inc-irvine-ca-315963", "city": "Irvine", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111239, "name": "Optimus Advisory Group", "name_as_filed": "OPTIMUS ADVISORY GROUP", "url": "https://advisorcensus.com/firm/optimus-advisory-group-irvine-ca-111239", "city": "Irvine", "state": "CA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 137070, "name": "Optivest, Inc.", "name_as_filed": "OPTIVEST, INC.", "url": "https://advisorcensus.com/firm/optivest-inc-san-juan-capistrano-ca-137070", "city": "San Juan Capistrano", "state": "CA", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171317, "name": "Opus Private Wealth Group, LLC", "name_as_filed": "OPUS PRIVATE WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/opus-private-wealth-group-llc-orange-ca-171317", "city": "Orange", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 137019, "name": "Orange Capital Management, Inc.", "name_as_filed": "ORANGE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/orange-capital-management-inc-orange-ca-137019", "city": "Orange", "state": "CA", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314548, "name": "Orisha Capital, LLC", "name_as_filed": "ORISHA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/orisha-capital-llc-newport-beach-ca-314548", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284257, "name": "Osage Pacific Advisors, Inc.", "name_as_filed": "OSAGE PACIFIC ADVISORS, INC.", "url": "https://advisorcensus.com/firm/osage-pacific-advisors-inc-laguna-hills-ca-284257", "city": "Laguna Hills", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285173, "name": "Otium Advisory Group, LLC", "name_as_filed": "OTIUM ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/otium-advisory-group-llc-los-angeles-ca-285173", "city": "Los Angeles", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324514, "name": "Oversubscribed Ventures", "name_as_filed": "OVERSUBSCRIBED VENTURES", "url": "https://advisorcensus.com/firm/oversubscribed-ventures-los-angeles-ca-324514", "city": "Los Angeles", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316885, "name": "Overture Climate LLC", "name_as_filed": "OVERTURE CLIMATE LLC", "url": "https://advisorcensus.com/firm/overture-climate-llc-santa-monica-ca-316885", "city": "Santa Monica", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330627, "name": "Owlsense Wealth & Legacy Advisors LLC", "name_as_filed": "OWLSENSE WEALTH & LEGACY ADVISORS LLC", "url": "https://advisorcensus.com/firm/owlsense-wealth-and-legacy-advisors-llc-stevenson-ranch-ca-330627", "city": "Stevenson Ranch", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307303, "name": "Oz Wealth Management LLC", "name_as_filed": "OZ WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/oz-wealth-management-llc-irvine-ca-307303", "city": "Irvine", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341272, "name": "P&L Family Wealth", "name_as_filed": "P&L FAMILY WEALTH", "url": 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