{
  "path": "/advisors/ca/los-angeles",
  "url": "https://advisorcensus.com/advisors/ca/los-angeles/page/6",
  "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": 6,
  "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": 122074,
      "name": "BWS Financial",
      "name_as_filed": "BWS FINANCIAL",
      "url": "https://advisorcensus.com/firm/bws-financial-woodland-hills-ca-122074",
      "city": "Woodland Hills",
      "state": "CA",
      "years_registered": 23,
      "raum_band": "not_reported",
      "compensation_types": [
        "subscription",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308930,
      "name": "CAA Connect, LLC",
      "name_as_filed": "CAA CONNECT, LLC",
      "url": "https://advisorcensus.com/firm/caa-connect-llc-los-angeles-ca-308930",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 167358,
      "name": "CAA Venture Management, LLC",
      "name_as_filed": "CAA VENTURE MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/caa-venture-management-llc-los-angeles-ca-167358",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 341462,
      "name": "Caelion Capital Management, LLC",
      "name_as_filed": "CAELION CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/caelion-capital-management-llc-west-hills-ca-341462",
      "city": "West Hills",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 332936,
      "name": "Calafia Group",
      "name_as_filed": "CALAFIA GROUP",
      "url": "https://advisorcensus.com/firm/calafia-group-beverly-hills-ca-332936",
      "city": "Beverly Hills",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 293164,
      "name": "Calcagnini Wealth Management, LLC",
      "name_as_filed": "CALCAGNINI WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/calcagnini-wealth-management-llc-west-hollywood-ca-293164",
      "city": "West Hollywood",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287636,
      "name": "Calibrate Ventures Management, LLC",
      "name_as_filed": "CALIBRATE VENTURES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/calibrate-ventures-management-llc-pasadena-ca-287636",
      "city": "Pasadena",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 305719,
      "name": "California Benefits and Retirement Group, LLC",
      "name_as_filed": "CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/california-benefits-and-retirement-group-llc-newport-beach-ca-305719",
      "city": "Newport Beach",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130734,
      "name": "California Capital Management",
      "name_as_filed": "CALIFORNIA CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/california-capital-management-burbank-ca-130734",
      "city": "Burbank",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328026,
      "name": "California Financial Partners, Inc.",
      "name_as_filed": "CALIFORNIA FINANCIAL PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/california-financial-partners-inc-glendale-ca-328026",
      "city": "Glendale",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317102,
      "name": "Calistone Capital LLC",
      "name_as_filed": "CALISTONE CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/calistone-capital-llc-long-beach-ca-317102",
      "city": "Long Beach",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 137293,
      "name": "Callahan & Callahan Asset Management, Inc.",
      "name_as_filed": "CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/callahan-and-callahan-asset-management-inc-woodland-hills-ca-137293",
      "city": "Woodland Hills",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 157007,
      "name": "Caltius Capital Management, LP",
      "name_as_filed": "CALTIUS CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/caltius-capital-management-lp-los-angeles-ca-157007",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331551,
      "name": "Calvin S Mazlumyan, Attorney",
      "name_as_filed": "CALVIN S MAZLUMYAN, ATTORNEY",
      "url": "https://advisorcensus.com/firm/calvin-s-mazlumyan-attorney-beverly-hills-ca-331551",
      "city": "Beverly Hills",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141600,
      "name": "Cambria Investment Management, L.P.",
      "name_as_filed": "CAMBRIA INVESTMENT MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/cambria-investment-management-l-p-manhattan-beach-ca-141600",
      "city": "Manhattan Beach",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106772,
      "name": "Camden Asset Management",
      "name_as_filed": "CAMDEN ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/camden-asset-management-los-angeles-ca-106772",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 35,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281843,
      "name": "Camelot Capital Partners LLC",
      "name_as_filed": "CAMELOT CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/camelot-capital-partners-llc-laguna-beach-ca-281843",
      "city": "Laguna Beach",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174674,
      "name": "Campbell Advisory Services, LLC",
      "name_as_filed": "CAMPBELL ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/campbell-advisory-services-llc-newport-beach-ca-174674",
      "city": "Newport Beach",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330155,
      "name": "Campden Capital LLC",
      "name_as_filed": "CAMPDEN CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/campden-capital-llc-beverly-hills-ca-330155",
      "city": "Beverly Hills",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 22875,
      "name": "Canterbury Consulting Incorporated",
      "name_as_filed": "CANTERBURY CONSULTING INCORPORATED",
      "url": "https://advisorcensus.com/firm/canterbury-consulting-incorporated-newport-beach-ca-22875",
      "city": "Newport Beach",
      "state": "CA",
      "years_registered": 37,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "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": 6247,
      "name": "Capital Client Group, Inc.",
      "name_as_filed": "CAPITAL CLIENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/capital-client-group-inc-los-angeles-ca-6247",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304523,
      "name": "Capital CS Group, LLC",
      "name_as_filed": "CAPITAL CS GROUP, LLC",
      "url": "https://advisorcensus.com/firm/capital-cs-group-llc-irvine-ca-304523",
      "city": "Irvine",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133657,
      "name": "Capital Financial Consultants Group, Inc.",
      "name_as_filed": "CAPITAL FINANCIAL CONSULTANTS GROUP, INC.",
      "url": "https://advisorcensus.com/firm/capital-financial-consultants-group-inc-san-juan-capistrano-ca-133657",
      "city": "San Juan Capistrano",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306267,
      "name": "Capital Fluency",
      "name_as_filed": "CAPITAL FLUENCY",
      "url": "https://advisorcensus.com/firm/capital-fluency-irvine-ca-306267",
      "city": "Irvine",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312837,
      "name": "Capital Group Private Client Services, Inc.",
      "name_as_filed": "CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/capital-group-private-client-services-inc-los-angeles-ca-312837",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127023,
      "name": "Capital Intelligence Advisors, Inc.",
      "name_as_filed": "CAPITAL INTELLIGENCE ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/capital-intelligence-advisors-inc-santa-monica-ca-127023",
      "city": "Santa Monica",
      "state": "CA",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110682,
      "name": "Capital International, Inc.",
      "name_as_filed": "CAPITAL INTERNATIONAL, INC.",
      "url": "https://advisorcensus.com/firm/capital-international-inc-los-angeles-ca-110682",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 38,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "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": 110885,
      "name": "Capital Research and Management Company",
      "name_as_filed": "CAPITAL RESEARCH AND MANAGEMENT COMPANY",
      "url": "https://advisorcensus.com/firm/capital-research-and-management-company-los-angeles-ca-110885",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 54,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "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": 301878,
      "name": "Capital Resources and Insurance, Inc",
      "name_as_filed": "CAPITAL RESOURCES AND INSURANCE, INC",
      "url": "https://advisorcensus.com/firm/capital-resources-and-insurance-inc-huntington-beach-ca-301878",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306954,
      "name": "Capital Standard LLC",
      "name_as_filed": "CAPITAL STANDARD LLC",
      "url": "https://advisorcensus.com/firm/capital-standard-llc-beverly-hills-ca-306954",
      "city": "Beverly Hills",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 148733,
      "name": "Capital Synergy Partners",
      "name_as_filed": "CAPITAL SYNERGY PARTNERS",
      "url": "https://advisorcensus.com/firm/capital-synergy-partners-irvine-ca-148733",
      "city": "Irvine",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337794,
      "name": "Capitalmath Ltd",
      "name_as_filed": "CAPITALMATH LTD",
      "url": "https://advisorcensus.com/firm/capitalmath-ltd-los-angeles-ca-337794",
      "city": "Los Angeles",
      "state": "CA",
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    {
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      "crd_number": 113308,
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  "states": [],
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  "siblings": {
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      "path": "/advisors/ca",
      "label": "Financial advisors in California"
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    "fee_pages": [
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        "label": "Financial advisors for concentrated stock positions in Los Angeles, CA"
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        "firm_count": 1,
        "label": "Financial advisors for divorce in Los Angeles, CA"
      },
      {
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        "label": "Financial advisors for entertainers and musicians in Los Angeles, CA"
      },
      {
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        "label": "Financial advisors for multigenerational families in Los Angeles, CA"
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        "label": "Financial advisors for pre-retirees in Los Angeles, CA"
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        "label": "Financial advisors for real estate investors in Los Angeles, CA"
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        "firm_count": 2,
        "label": "Financial advisors for retirees in Los Angeles, CA"
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    ]
  },
  "csv": "https://advisorcensus.com/advisors/ca/los-angeles.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}