Top 10 Independent RIAs in Los Angeles

Top 10 Independent RIAs in Los Angeles

Leveraging AdvizorPro’s robust firm-level dataset, we highlight 15 of Greater Los Angeles’ most influential—and fastest-scaling—independent RIAs, ordered by their latest reported Assets Under Management (AUM). Collectively stewarding well over $700 billion, these firms cater to high- and ultra-high-net-worth households, business owners, retirement plans, and institutions through an array of services that span fiduciary wealth management, advanced tax and estate strategies, retirement-plan consulting, and access to private market opportunities. While headline AUM underscores sheer scale, complementary factors such as advisor headcount, client growth, service specialization, and multi-custodial flexibility provide a fuller view of the dynamic Southern California RIA ecosystem.

1) SageView Advisory Group – $239 B AUM

Founded in 1989, SageView is a national, partner-owned RIA delivering retirement-plan consulting, wealth management and institutional investment solutions. The firm advises 4,000+ corporate plans while offering private-client services through a growing network of CFP professionals. PE-backed by Aquiline Capital, SageView’s Newport Beach & Los Angeles teams anchor 30 offices nationwide, balancing scale with a fiduciary, open-architecture ethos.

Key Insights:

Has 94.76% of their assets with Retirement Plans
Lists 75.07% of their SMA assets with Fidelity/Nfs
Offers: Asset Management, Business Succession, and Charitable Giving
Advisory clients decreased from 13,213 to 7,509
Number of employees decreased from 262 to 248
Total AUM increased 17.76% ($202,573,491,630 to $238,552,018,915)

2) Beacon Pointe Advisors – $39.8 B AUM

Launched in 2002, Beacon Pointe is a woman-founded, employee-owned RIA offering holistic wealth management, endowment consulting and a robust advisor-partner program. The firm’s proprietary Investment Research Department vets traditional and alternative managers, while its Women’s Advisory Institute promotes financial literacy. HQ’d in Newport Beach with a Beverly Hills office, Beacon Pointe now spans 50+ locations nationwide.

Key Insights:

Has 74.93% of their assets with High-net-worth individuals
Works with high-net-worth individuals
Lists 77.98% of their SMA assets with Charles Schwab & Company
Offers: 529 Plans
Advisory clients increased from 15,047 to 18,642
Number of employees increased from 500 to 600
Total AUM increased 27.37% ($31,279,960,486 to $39,839,757,384)

3) Capital Group Private Client Services – $38.3 B AUM

Capital Group PCS extends the storied American Funds research platform to affluent families, entrepreneurs and nonprofits. Advisors build custom equity and fixed-income portfolios, reinforced by a 400-person global analyst bench. Though part of 90-year-old Capital Group, PCS operates as an RIA offering conflict-free advice from its Downtown LA headquarters.

Key Insights:

Has 72.71% of their assets with High-net-worth individuals
Works with high-net-worth individuals
Lists 100.00% of their SMA assets with Bny Mellon
Offers: 529 Plans
Advisory clients increased from 6,959 to 7,466
Number of employees decreased from 179 to 176
Total AUM increased 10.07% ($30,900,584,168 to $34,013,068,240)

4) EP Wealth Advisors – $35.6 B AUM

EP Wealth Advisors, founded in 2004 in Torrance, delivers evidence-based investment management and goals-based planning to mass-affluent and high-net-worth households. Backed by Berkshire Partners, EP has completed 30+ tuck-in acquisitions while maintaining CFP-led planning, low-cost DFA portfolios and robust tax services.

Key Insights:

Has 60.05% of their assets with Individuals
Works with high-net-worth individuals
Lists 99.60% of their SMA assets with Fidelity/Nfs
Offers: Asset Management, Business Succession, and Charitable Giving
Advisory clients increased from 13,185 to 14,834
Number of employees increased from 392 to 557
Total AUM increased 59.36% ($22,321,000,000 to $35,570,000,000)

5) Lido Advisors – $29.1 B AUM

“Our experience has been distilled into Lido One, the evolution of our signature family office style designed to deliver holistic wealth management once limited to the ultra-wealthy. We bring together professionals from multiple disciplines to collaborate across your entire financial life. Our in-house investment capabilities and extensive network remove barriers to specialized investments once beyond the reach of most investors.”

Key Insights:

Has 87.03% of their assets with High-net-worth individuals
Works with high-net-worth individuals & accredited investors & accredited investors
Lists 78.49% of their SMA assets with Fidelity/Nfs
Offers: Asset Management, Business Succession, and Charitable Giving
Advisory clients increased from 7,110 to 12,341
Number of employees increased from 214 to 320
Total AUM increased 47.94% ($19,656,367,238 to $29,080,337,946)

6) Evoke Advisors – $27.7 B AUM

Evoke Advisors is an innovative RIA providing comprehensive advisory services including financial planning, investment management, tax planning and preparation, and family office services

Key Insights:

Has 44.48% of their assets with Retirement Plans
Works with high-net-worth individuals
Lists 100.00% of their SMA assets with Fidelity/Nfs
Offers: Business Succession, Charitable Giving, and Estate Planning
Advisory clients increased from 920 to 947
Number of employees increased from 92 to 99
Total AUM increased 0.85% ($27,463,129,501 to $27,695,485,582)

7) SEIA (Signature Estate & Investment Advisors) – $18.7 B AUM

Established in 1997, SEIA is a wealth-planning boutique headquartered in Century City with branches in Newport Beach, Houston and beyond. The firm marries Dimensional-style passive equity exposure with custom muni ladders, insurance reviews and multigenerational estate counsel.

Key Insights:

Has 75.61% of their assets with High-net-worth individuals
Works with high-net-worth individuals
Lists 74.27% of their SMA assets with Charles Schwab & Company
Offers: 529 Plans, Asset Management, and Business Succession
Advisory clients increased from 6,720 to 8,871
Number of employees increased from 138 to 171
Total AUM increased 31.77% ($14,211,502,743 to $18,726,645,517)

8) Aspiriant – $15.5 B AUM

Aspiriant, created via the 2008 merger of Kochis Fitz and Quintile, is a national, employee-owned multi-family office emphasizing tax, estate and philanthropic strategy. Its LA roots trace back to Brentwood; today the firm manages globally diversified portfolios and a dedicated private markets fund for 2,000+ UHNW families.

Key Insights:

Has 91.52% of their assets with High-net-worth individuals
Works with high-net-worth individuals & accredited investors
Lists 100.00% of their SMA assets with Charles Schwab & Company
Offers: 529 Plans
Advisory clients increased from 2,235 to 2,250
Total AUM increased 0.46% ($15,461,155,000 to $15,532,934,000)
Number of employees increased from 204 to 212

9) Churchill Management Group – $10.1 B AUM

Founded in 1963, Churchill is a tactical asset-allocation specialist using proprietary trend-following models to shift between equities and cash. The Century City firm provides SMA strategies for individuals, RIAs and wrap programs, boasting decades of downside-risk-management pedigree.

Key Insights:

Has 85.37% of their assets with High-net-worth individuals
Works with high-net-worth individuals
Lists 60.78% of their SMA assets with Charles Schwab & Company
Offers: Asset Management, Estate Planning, and Financial Planning
Advisory clients increased from 8,123 to 8,697
Number of employees decreased from 56 to 55
Total AUM increased 22.42% ($8,236,934,723 to $10,083,906,150)

10) Main Street Advisors – $8.7 B AUM

Main Street Advisors offers bespoke wealth management to entertainers, athletes and entrepreneurs. The downtown LA boutique integrates traditional investment policy statements with access to film-financing, venture capital and real estate transactions, serving as a “CFO” for celebrity clients.

Key Insights: