{ "path": "/advisors/ca/los-angeles", "url": "https://advisorcensus.com/advisors/ca/los-angeles/page/7", "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": 7, "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": 319580, "name": "CBP Advisory, LLC", "name_as_filed": "CBP ADVISORY, LLC", "url": "https://advisorcensus.com/firm/cbp-advisory-llc-santa-monica-ca-319580", "city": "Santa Monica", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165317, "name": "Cdfinancial", "name_as_filed": "CDFINANCIAL", "url": "https://advisorcensus.com/firm/cdfinancial-san-juan-capistrano-ca-165317", "city": "San Juan Capistrano", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 30833, "name": "Centaurus Financial, Inc.", "name_as_filed": "CENTAURUS FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/centaurus-financial-inc-anaheim-ca-30833", "city": "Anaheim", "state": "CA", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315464, "name": "Center Capital Partners LLC", "name_as_filed": "CENTER CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/center-capital-partners-llc-beverly-hills-ca-315464", "city": "Beverly Hills", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338877, "name": "CENTER15 Capital LLC", "name_as_filed": "CENTER15 CAPITAL LLC", "url": "https://advisorcensus.com/firm/center15-capital-llc-los-angeles-ca-338877", "city": "Los Angeles", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306065, "name": "Centerpoint Financial Management LLC", "name_as_filed": "CENTERPOINT FINANCIAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/centerpoint-financial-management-llc-irvine-ca-306065", "city": "Irvine", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145561, "name": "Centricity Financial LLC", "name_as_filed": "CENTRICITY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/centricity-financial-llc-newport-beach-ca-145561", "city": "Newport Beach", "state": "CA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 341654, "name": "Centricus Investment Advisors (US) LLC", "name_as_filed": "CENTRICUS INVESTMENT ADVISORS (US) LLC", "url": "https://advisorcensus.com/firm/centricus-investment-advisors-us-llc-beverly-hills-ca-341654", "city": "Beverly Hills", "state": "CA", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 165583, "name": "Centriplan, LLC", "name_as_filed": "CENTRIPLAN, LLC", "url": "https://advisorcensus.com/firm/centriplan-llc-newport-beach-ca-165583", "city": "Newport Beach", "state": "CA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 331368, "name": "Century Park Capital Partners", "name_as_filed": "CENTURY PARK CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/century-park-capital-partners-el-segundo-ca-331368", "city": "El Segundo", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 170784, "name": "Cerda Munoz Advisors, Inc", "name_as_filed": "CERDA MUNOZ ADVISORS, INC", "url": "https://advisorcensus.com/firm/cerda-munoz-advisors-inc-whittier-ca-170784", "city": "Whittier", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317506, "name": "Cerracap, LLC", "name_as_filed": "CERRACAP, LLC", "url": "https://advisorcensus.com/firm/cerracap-llc-costa-mesa-ca-317506", "city": "Costa Mesa", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285648, "name": "Cetera Advisory Services LLC", "name_as_filed": "CETERA ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/cetera-advisory-services-llc-el-segundo-ca-285648", "city": "El Segundo", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319348, "name": "CFT Capital Management, LLC", "name_as_filed": "CFT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cft-capital-management-llc-los-angeles-ca-319348", "city": "Los Angeles", "state": "CA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 299742, "name": "Chalimeda Elevation Capital GP LLC", "name_as_filed": "CHALIMEDA ELEVATION CAPITAL GP LLC", "url": "https://advisorcensus.com/firm/chalimeda-elevation-capital-gp-llc-hermosa-beach-ca-299742", "city": "Hermosa Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 121498, "name": "Challenger Wealth Management", "name_as_filed": "CHALLENGER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/challenger-wealth-management-aliso-viejo-ca-121498", "city": "Aliso Viejo", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 145602, "name": "Chaney Financial Services, Inc.", "name_as_filed": "CHANEY FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/chaney-financial-services-inc-glendale-ca-145602", "city": "Glendale", "state": "CA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316964, "name": "Chapter One, Management Company, LLC", "name_as_filed": "CHAPTER ONE, MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/chapter-one-management-company-llc-los-angeles-ca-316964", "city": "Los Angeles", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321028, "name": "Chapter One, Page One LLC", "name_as_filed": "CHAPTER ONE, PAGE ONE LLC", "url": "https://advisorcensus.com/firm/chapter-one-page-one-llc-los-angeles-ca-321028", "city": "Los Angeles", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307191, "name": "Charger Investment Partners LP", "name_as_filed": "CHARGER INVESTMENT PARTNERS LP", "url": "https://advisorcensus.com/firm/charger-investment-partners-lp-el-segundo-ca-307191", "city": "El Segundo", "state": "CA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 110445, "name": "Charles Fish Investments, Inc.", "name_as_filed": "CHARLES FISH INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/charles-fish-investments-inc-irvine-ca-110445", "city": "Irvine", "state": "CA", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173952, "name": "Charter Asset Management GP LLC", "name_as_filed": "CHARTER ASSET MANAGEMENT GP LLC", "url": "https://advisorcensus.com/firm/charter-asset-management-gp-llc-los-angeles-ca-173952", "city": "Los Angeles", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 132295, "name": "Chatterton & Associates", "name_as_filed": "CHATTERTON & ASSOCIATES", "url": "https://advisorcensus.com/firm/chatterton-and-associates-anaheim-ca-132295", "city": "Anaheim", "state": "CA", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 143478, "name": "Checchi Capital Advisers, LLC", "name_as_filed": "CHECCHI CAPITAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/checchi-capital-advisers-llc-beverly-hills-ca-143478", "city": "Beverly Hills", "state": "CA", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107058, "name": "Check Capital Management Inc", "name_as_filed": "CHECK CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/check-capital-management-inc-costa-mesa-ca-107058", "city": "Costa Mesa", "state": "CA", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342793, "name": "Chelsea Addison Capital LLC", "name_as_filed": "CHELSEA ADDISON CAPITAL LLC", "url": "https://advisorcensus.com/firm/chelsea-addison-capital-llc-palos-verdes-estates-tx-342793", "city": "Palos Verdes Estates", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313568, "name": "Chelsea International Advisors LLC", "name_as_filed": "CHELSEA INTERNATIONAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/chelsea-international-advisors-llc-laguna-beach-ca-313568", "city": "Laguna Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 110399, "name": "Chelsea Management Company", "name_as_filed": "CHELSEA MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/chelsea-management-company-woodland-hills-ca-110399", "city": "Woodland Hills", "state": "CA", "years_registered": 55, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166291, "name": "Cheviot Value Management, LLC", "name_as_filed": "CHEVIOT VALUE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cheviot-value-management-llc-beverly-hills-ca-166291", "city": "Beverly Hills", "state": "CA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338817, "name": "Chisos Capital Management LLC", "name_as_filed": "CHISOS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/chisos-capital-management-llc-santa-monica-ca-338817", "city": "Santa Monica", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312049, "name": "Choice Financial & Insurance Services, Inc.", "name_as_filed": "CHOICE FINANCIAL & INSURANCE SERVICES, INC.", "url": "https://advisorcensus.com/firm/choice-financial-and-insurance-services-inc-brea-ca-312049", "city": "Brea", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301416, "name": "CIM Capital IC Management, LLC", "name_as_filed": "CIM CAPITAL IC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cim-capital-ic-management-llc-los-angeles-ca-301416", "city": "Los Angeles", "state": "CA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306166, "name": "CIM Capital SA Management, LLC", "name_as_filed": "CIM CAPITAL SA MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cim-capital-sa-management-llc-los-angeles-ca-306166", "city": "Los Angeles", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 277038, "name": "CIM Capital, LLC", "name_as_filed": "CIM CAPITAL, LLC", "url": "https://advisorcensus.com/firm/cim-capital-llc-los-angeles-ca-277038", "city": "Los Angeles", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 158370, "name": "Cityview Management Services, LLC", "name_as_filed": "CITYVIEW MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/cityview-management-services-llc-los-angeles-ca-158370", "city": "Los Angeles", "state": "CA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 331467, "name": "CIV Investment Management, LLC", "name_as_filed": "CIV INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/civ-investment-management-llc-venice-ca-331467", "city": "Venice", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313639, "name": "Clairmont Capital Group, LLC", "name_as_filed": "CLAIRMONT CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/clairmont-capital-group-llc-los-angeles-ca-313639", "city": "Los Angeles", "state": "CA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 339412, "name": "Clara Partners Management LLC", "name_as_filed": "CLARA PARTNERS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/clara-partners-management-llc-beverly-hills-ca-339412", "city": "Beverly Hills", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165868, "name": "Claraphi Advisory Network, LLC", "name_as_filed": "CLARAPHI ADVISORY NETWORK, LLC", "url": "https://advisorcensus.com/firm/claraphi-advisory-network-llc-aliso-viejo-ca-165868", "city": "Aliso Viejo", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107806, "name": "Claremont Financial Group,inc.", "name_as_filed": "CLAREMONT FINANCIAL GROUP,INC.", "url": "https://advisorcensus.com/firm/claremont-financial-group-inc-claremont-ca-107806", "city": "Claremont", "state": "CA", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 307264, "name": "Clarity Financial", "name_as_filed": "CLARITY FINANCIAL", "url": "https://advisorcensus.com/firm/clarity-financial-arcadia-ca-307264", "city": "Arcadia", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 159002, "name": "Clay Northam Wealth Management", "name_as_filed": "CLAY NORTHAM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/clay-northam-wealth-management-huntington-beach-ca-159002", "city": "Huntington Beach", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157920, "name": "Clearlake Capital Group, L.P.", "name_as_filed": "CLEARLAKE CAPITAL GROUP, L.P.", "url": "https://advisorcensus.com/firm/clearlake-capital-group-l-p-santa-monica-ca-157920", "city": "Santa Monica", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342281, "name": "Clearlake Capital RIC Management, LLC", "name_as_filed": "CLEARLAKE CAPITAL RIC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clearlake-capital-ric-management-llc-santa-monica-ca-342281", "city": "Santa Monica", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157610, "name": "Clearlight Partners Management, LLC", "name_as_filed": "CLEARLIGHT PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clearlight-partners-management-llc-newport-beach-ca-157610", "city": "Newport Beach", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 160259, "name": "Clearstone Venture Partners", "name_as_filed": "CLEARSTONE VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/clearstone-venture-partners-santa-monica-ca-160259", "city": "Santa Monica", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150046, "name": "Clearview Investment Partners, LLC", "name_as_filed": "CLEARVIEW INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/clearview-investment-partners-llc-costa-mesa-ca-150046", "city": "Costa Mesa", "state": "CA", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288978, "name": "Clearview Wealth Management", "name_as_filed": "CLEARVIEW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/clearview-wealth-management-irvine-ca-288978", "city": "Irvine", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301620, "name": "Cleveralpha", "name_as_filed": "CLEVERALPHA", "url": "https://advisorcensus.com/firm/cleveralpha-hawthorne-ca-301620", "city": "Hawthorne", 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