Top 20 RIAs in Los Angeles (2026 Update): Greater LA's Largest Wealth Management Firms by AUM

Los Angeles is home to one of the largest and most varied wealth management markets in the country, spanning everything from century-old family offices in Pasadena to fast-growing RIA platforms built through acquisition. Using AdvizorPro's advisor intelligence platform, we set out to rank the largest independent RIAs serving the Greater Los Angeles area by assets under management.

This is an update to our original Los Angeles ranking published in August 2025. We kept the original post's wider Greater Los Angeles scope, since much of the region's wealth management activity sits well beyond the city limits, in communities like Pasadena, Santa Monica, Beverly Hills, Glendale, and Newport Beach. The result is a verified list of 20 firms that collectively manage more than $270 billion for their clients.

You can also check out our breakdown of the Top RIAs in San Francisco, another major West Coast wealth management hub, or our ranking of the Top RIAs in Chicago.

We ranked firms using AdvizorPro's dataset of SEC-registered investment advisers headquartered in Los Angeles and the surrounding metro area, sorted by total assets under management. All key insights are based on data as of September 2026.

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1. Beacon Pointe Advisors, LLC ($54.9B AUM)

Founded in 2002 and headquartered in Newport Beach, Beacon Pointe Advisors has grown into one of the largest independent RIAs in the country through an active roll-up strategy, bringing wealth management teams and specialty practices across Southern California and beyond under one platform.

Key Insights:

• Client base is 78.5% high-net-worth individuals and 11.1% individuals, with the remainder split across charities, corporations, and retirement plans
• 780 employees and 472 advisory reps across 232 branch offices serve nearly 30,000 advisory clients
• AUM grew 38% over the past year
• Custodial relationships with Fidelity and Charles Schwab
• Offers access to private equity, private credit, digital assets, and hedge funds alongside traditional financial and estate planning

2. EP Wealth Advisors ($45.1B AUM)

Founded in 1987 and based in Torrance, EP Wealth Advisors grew by combining independent financial planning practices under one roof, building one of the largest fee-based RIAs on the West Coast with a notably retail-heavy client base.

Key Insights:

• Client base is 55.0% individuals and 37.8% high-net-worth, a more retail-weighted mix than most firms on this list
• 618 employees and 337 advisory reps across 137 branch offices serve 20,738 advisory clients
• AUM grew 27% over the past year
• Custodial relationships primarily with Charles Schwab and Fidelity
• Offers 1031 exchange planning, equity compensation planning, and access to private credit and private equity

3. Capital Group Private Client Services, Inc. ($42.7B AUM)

Launched in 2020 out of Capital Group's downtown Los Angeles headquarters, Capital Group Private Client Services extends the century-old mutual fund manager's institutional investment research directly to high-net-worth individual clients.

Key Insights:

• Client base is 74.0% high-net-worth individuals and 15.1% charities
• 189 employees and 107 advisory reps across 28 branch offices serve 8,638 advisory clients
• AUM grew 11% over the past year
• Custodial relationship primarily through BNY Mellon
• Offers portfolio management for individuals and pooled investment vehicles, with access to Capital Group's own suite of active ETFs

4. Lido ($42.5B AUM)

Founded in 2015 and operating under the Lido Advisors brand from Los Angeles, Lido has expanded rapidly through acquisitions of independent wealth management practices nationwide, serving high-net-worth business owners and entrepreneurs.

Key Insights:

• Client base is 86.6% high-net-worth individuals, with the remainder spread across corporations, individuals, and charities
• 437 employees and 319 advisory reps across 55 branch offices serve nearly 13,802 advisory clients
• AUM grew 46% over the past year, the fastest growth rate among the largest firms on this list
• Custodial relationships with Fidelity and Charles Schwab
• Offers access to cryptocurrency, private equity, private credit, and venture capital, with technology integrations including Black Diamond, Orion, and iCapital

5. SEIA ($22.5B AUM)

Founded in 1997, SEIA, short for Signature Estate & Investment Advisors, is a longstanding Los Angeles-based RIA built around comprehensive financial planning alongside investment management for individuals, athletes, and retirees. Learn more at seia.com.

Key Insights:

• Client base is 75.1% high-net-worth individuals and 21.1% individuals
• 241 employees and 141 advisory reps across 47 branch offices serve 9,947 advisory clients
• AUM grew 20% over the past year
• Custodial relationships with Charles Schwab and Fidelity
• Offers business succession planning, equity compensation planning, and access to hedge funds and private placements

6. Aspiriant, LLC ($18.0B AUM)

Formed in 2008 through the merger of two longstanding fee-only wealth management firms, Aspiriant operates as a multi-family office from Los Angeles, delivering integrated tax, investment, and estate planning to high-net-worth individuals and families.

Key Insights:

• Client base is 92.0% high-net-worth individuals
• 218 employees and 73 advisory reps across 23 branch offices serve 2,381 advisory clients
• AUM grew 16% over the past year
• Custodial relationship primarily with Charles Schwab
• Offers 529 plans, business succession planning, and access to private equity, hedge funds, and venture capital

7. Main Street Advisors ($9.6B AUM)

Based in Santa Monica, Main Street Advisors serves a small, concentrated roster of ultra-high-net-worth entrepreneurs and their families, reflected in an average account size north of $77 million, among the highest of any firm on this list.

Key Insights:

• Client base is 74.0% high-net-worth individuals, with another 18.3% held in pooled investment vehicles
• Just 34 employees and 4 advisory reps serve 74 advisory clients, the smallest client base and largest average account size on this list
• AUM grew 10% over the past year
• Works with Dimensional Fund Advisors and custodies through JPMorgan, City National Bank, and Goldman Sachs
• Offers portfolio management for pooled investment vehicles and selection of other advisers for outside fund allocations

8. ONE Capital Management, LLC ($8.5B AUM)

Founded in 2001 and based in Westlake Village, ONE Capital Management pairs direct wealth management for individuals and families with a sub-advisory business, and is also known for its FundX mutual fund research and newsletter arm.

Key Insights:

• Client base is 53.2% high-net-worth individuals and 9.5% individuals directly, alongside a sizable sub-advisory book managed on behalf of other financial advisors
• 103 employees and 64 advisory reps across 21 branch offices serve 3,535 advisory clients
• AUM grew 22% over the past year
• Custodial relationships with Charles Schwab and Fidelity
• Offers ESG and socially responsible investing strategies, tax planning, and its own family of proprietary ETFs

9. Clifford Swan Investment Counselors ($4.5B AUM)

A 100% employee-owned RIA tracing its roots back to 1915, Clifford Swan Investment Counselors is a Pasadena institution serving multi-generational high-net-worth families with a research-driven approach to public equities and fixed income.

Key Insights:

• Client base is 81.6% high-net-worth individuals and 11.9% charities
• 40 employees and 17 advisory reps serve 976 advisory clients
• AUM grew 8% over the past year
• Custodial relationship primarily with Charles Schwab
• Offers estate planning, charitable giving strategies, and access to private equity, hedge funds, and venture capital

10. Gerber Kawasaki Wealth & Investment Management ($4.1B AUM)

Founded in 2010 and led by CEO Ross Gerber, a familiar voice in financial media, Gerber Kawasaki built a large retail client base across the Los Angeles entertainment and tech communities before expanding into a broader wealth management practice from its Santa Monica headquarters.

Key Insights:

• Client base is 53.2% individuals and 44.3% high-net-worth, one of the more retail-weighted mixes on this list
• 59 employees and 39 advisory reps across 3 branch offices serve 9,634 advisory clients, one of the largest client rosters on this list
• AUM grew 29% over the past year
• Custodies primarily through LPL Financial
• Offers access to cryptocurrency, digital assets, venture capital, and private equity

11. Abacus Wealth Partners ($3.6B AUM)

Founded in 2004, Abacus Wealth Partners is a fee-only RIA built around socially responsible and impact investing, serving individuals and families from its Santa Monica headquarters across 30 branch offices nationwide.

Key Insights:

• Client base is 79.1% high-net-worth individuals, 10.9% charities, and 9.7% individuals
• 65 employees and 50 advisory reps across 30 branch offices serve 1,583 advisory clients
• AUM grew 9% over the past year
• Custodial relationship primarily with Charles Schwab
• Offers ESG and impact investing strategies alongside retirement planning and insurance services

12. Monograph Wealth Advisors, LLC ($3.2B AUM)

Founded in 2015 and based in Manhattan Beach, Monograph Wealth Advisors serves business owners and entrepreneurs with a focus on intergenerational wealth planning and access to alternative investments.

Key Insights:

• Client base is 89.9% high-net-worth individuals and 7.5% charities
• 20 employees and 9 advisory reps serve 213 advisory clients
• AUM grew 26% over the past year
• Custodial relationships with Fidelity and Charles Schwab
• Offers business succession planning, legacy planning, and access to private equity, private credit, and venture capital

13. Checchi Capital Advisers, LLC ($2.6B AUM)

Founded in 2007 and based in Beverly Hills, Checchi Capital Advisers serves business owners and entrepreneurs while also maintaining a sizable book of insurance company clients alongside its core individual wealth management practice.

Key Insights:

• Client base is 62.1% high-net-worth individuals, with 23.5% held for insurance company clients
• 29 employees and 9 advisory reps across 3 branch offices serve 242 advisory clients
• AUM grew 12% over the past year
• Custodial relationships with Charles Schwab and Comerica Bank
• Offers business succession planning, life insurance, and access to cryptocurrency and digital assets

14. Joel R. Mogy Investment Counsel Inc. ($2.2B AUM)

A boutique, single-office RIA founded in 1980, Joel R. Mogy Investment Counsel manages concentrated equity portfolios for a small roster of high-net-worth families from its Beverly Hills office.

Key Insights:

• Client base is 96.0% high-net-worth individuals, one of the most concentrated HNW books on this list
• Just 9 employees and 3 advisory reps serve 278 advisory clients, with an average account size above $3.2 million
• AUM grew 6% over the past year
• Custodial relationship primarily with Charles Schwab
• Offers portfolio management for individuals and institutional clients with access to private equity and venture capital

15. Pasadena Private Wealth, LLC ($1.6B AUM)

Launched in 2018, Pasadena Private Wealth is a multi-family office serving business owners and entrepreneurs with a platform spanning private equity, real estate, and traditional wealth management.

Key Insights:

• Client base is 62.2% high-net-worth individuals and 8.9% individuals, with a further 19.1% in retirement plan assets
• 19 employees and 19 advisory reps across 7 branch offices serve 524 advisory clients
• AUM grew 28% over the past year
• Custodial relationships with Fidelity and Charles Schwab
• Offers access to digital assets, private credit, private equity, and real estate alongside traditional financial planning

16. Wescap Group ($1.1B AUM)

Founded in 1988, WESCAP Group has built a durable, high-net-worth-focused practice over nearly four decades from its Glendale headquarters, serving clients across the San Fernando Valley and Tri-Cities area.

Key Insights:

• Client base is 93.2% high-net-worth individuals
• 13 employees and 6 advisory reps serve 331 advisory clients
• AUM grew 10% over the past year
• Custodial relationship primarily with Charles Schwab
• Offers financial planning, estate planning, and portfolio management for pooled investment vehicles

17. Manchester Financial Inc ($1.0B AUM)

Operating for more than three decades from Westlake Village, Manchester Financial serves business owners, entrepreneurs, and retirees with a focus on retirement income planning.

Key Insights:

• Client base is 80.6% high-net-worth individuals and 17.3% individuals
• 19 employees and 11 advisory reps across 3 branch offices serve 1,102 advisory clients
• AUM grew 10% over the past year
• Custodial relationship primarily with Charles Schwab
• Offers annuities, real estate tax-advantaged strategies, and retirement plan services

18. Highline Wealth Partners ($867.9M AUM)

Founded in 2016 and based in Sherman Oaks, Highline Wealth Partners serves business owners and entrepreneurs across two offices with a focus on comprehensive financial and estate planning.

Key Insights:

• Client base is 70.4% high-net-worth individuals, 12.9% individuals, and 12.2% retirement plan assets
• 17 employees and 17 advisory reps across 2 branch offices serve 365 advisory clients
• AUM grew 30% over the past year, the fastest growth rate among the smaller firms on this list
• Custodial relationship primarily with Charles Schwab
• Offers estate planning, legacy planning, and access to private equity and private placements

19. Navalign, LLC ($731.9M AUM)

Rebranded from 1080 Financial Group, Navalign serves athletes, business owners, and entrepreneurs from its Encino headquarters with a focus on comprehensive financial planning.

Key Insights:

• Client base is 72.5% high-net-worth individuals, 18.8% individuals, and 8.0% retirement plan assets
• 10 employees and 9 advisory reps serve 735 advisory clients across 2 branch offices
• AUM grew 12% over the past year
• Custodial relationship primarily with Charles Schwab
• Offers equity compensation planning, legacy planning, and business succession services

20. Lazari Capital Management, Inc. ($691.1M AUM)

Based in Burbank with seven branch offices across Southern California, Lazari Capital Management serves a mix of high-net-worth, retirement plan, and individual clients through its Iron Hill Wealth Management and Polaris Capital Advisors affiliated brands.

Key Insights:

• Client base is 53.1% high-net-worth individuals, 24.7% retirement plan assets, and 19.5% individuals
• 14 employees and 11 advisory reps across 7 branch offices serve 968 advisory clients
• AUM grew 12% over the past year
• Custodial relationships with Fidelity, John Hancock, and Charles Schwab
• Offers pension consulting, portfolio management for pooled investment vehicles, and access to alternative investments

Closing Thoughts

Los Angeles wealth management is a story of scale at the top and depth everywhere else. The four largest firms, Beacon Pointe, EP Wealth Advisors, Capital Group Private Client Services, and Lido, together account for more than $185 billion of the $270 billion tracked in this ranking. From there, the list opens into a wide bench of firms in the $700 million to $10 billion range built around specific communities, from Pasadena and Santa Monica to Beverly Hills, Glendale, and the San Fernando Valley.

That spread matters for anyone trying to reach LA-area advisors. A distribution strategy built only around the largest downtown and Century City names will miss most of the firms actually growing fastest, several firms on this list posted 25% or higher year-over-year AUM growth. For a broader national view, check out our Top 100 Independent RIAs list or our breakdown of the Top RIAs in Boston.

About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers, combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT, AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.

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