At Best Startup California we track over 300,000 Californian startups and over 1,500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 50 Wealth Management companies in Los Angeles, California. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Wealth Management Companies & Startups (Los Angeles, California)
LifeLine Financial Group
LifeLine Financial Group is a multi-family wealth management office for influential athletes and entertainers.
Founder(s):
Location: Los Angeles, California, United States
Industries: Finance, Financial Services, Wealth Management
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Sootchy
Sootchy is platform to help reduce the U.S household student debt. Providing a better future for our kids.
Founder(s): David Adefeso
Location: Los Angeles, California, United States
Industries: EdTech, Financial Services, FinTech, Wealth Management
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Aspiriant
Aspiriant is an investment management company that specializes in investment management and wealth planning services.
Founder(s): Marc Primiani
Location: Los Angeles, California, United States
Industries: Financial Services, Risk Management, Wealth Management
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AgentRisk – Superhuman Wealth Management
Automated portfolio management & option strategies, all managed by A.I.
Founder(s): Alex Loukissas, Jon Vlachogiannis, Niko Maroulis
Location: Los Angeles, California, United States
Industries: Artificial Intelligence, Financial Services, FinTech, Machine Learning, Software, Wealth Management
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Kayne Anderson Capital Advisors
It is a leading independent alternative investment management firm focused on niche investing in upstream oil and gas companies
Founder(s): Richard Kayne
Location: Los Angeles, California, United States
Industries: Energy, Real Estate, Wealth Management
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Wedbush Securities
Wedbush Securities is a company providing banking and investment services for any individual, institution, or issuing client.
Founder(s): Edward W. Wedbush
Location: Los Angeles, California, United States
Industries: Banking, Consulting, Financial Services, Wealth Management
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Quid
Smart liquidity tools for pre-IPO equity. Quid helps private shareholders make better decisions for their financial future.
Founder(s): Anthony Tucker, Josh Berman, Samit Varma
Location: Los Angeles, California, United States
Industries: Financial Services, FinTech, Wealth Management
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Capitect
Mass personalization for wealth managers
Founder(s): Edwin Choi
Location: Los Angeles, California, United States
Industries: Finance, FinTech, Software, Wealth Management
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B. Riley Financial
B.Riley Financial specializes in extending its services in the areas of advisory, wealth management, retail, wholesale and venture capital.
Founder(s):
Location: Los Angeles, California, United States
Industries: Financial Services, Real Estate, Venture Capital, Wealth Management
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Yankee Hill Capital Management
Yankee Hill Capital is a private equity firm that offers deep operational and investment experience.
Founder(s): Lawrence Weinbach
Location: Los Angeles, California, United States
Industries: Angel Investment, Hedge Funds, Wealth Management
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HCR Wealth Advisors
HCR is a wealth management firm dedicated to providing financial and investment strategies to their clients.
Founder(s): Greg Heller
Location: Los Angeles, California, United States
Industries: Finance, Financial Services, Personal Finance, Wealth Management
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Surevest Private Wealth
Surevest Private Wealth provides asset management, tax minimisation, private CFO, wealth management, and situational planning services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Consulting, Finance, Financial Services, Professional Services, Wealth Management
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Quantvex
A startup focused on digital engagement for the wealth management industry.
Founder(s): Shang Chou
Location: Los Angeles, California, United States
Industries: Financial Services, FinTech, Wealth Management
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Mainstream Capital Partners
Mainstream Capital Partners specializes in wealth management, insurance, investment banking, consulting and retirement planning services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Banking, Financial Services, Insurance, Retirement, Wealth Management
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Mar Vista
Mar Vista is an investment management firm.
Founder(s):
Location: Los Angeles, California, United States
Industries: Accounting, Financial Services, Wealth Management
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Bionic Capital
Bionic Capital offers retirement plans, estate planning, risk & portfolio management as well as wealth and investment management solutions.
Founder(s):
Location: Los Angeles, California, United States
Industries: Financial Services, Risk Management, Wealth Management
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JSF Financial
JSF Financial specializes in providing financial planning, investment management and personal wealth management advisory services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Advice, Finance, Financial Services, Wealth Management
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Belmont Capital Group
Belmont Capital Group provides portfolio management and wealth advisory solutions to firms and institutions.
Founder(s):
Location: Los Angeles, California, United States
Industries: Advice, Financial Services, Wealth Management
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Avitas Wealth Management
Avitas Wealth Management provides tailored investment strategies, risk management, portfolio management and financial advisory services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Advice, Asset Management, Financial Services, Wealth Management
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Alter Mile
Alter Mile is a financial services-based company.
Founder(s):
Location: Los Angeles, California, United States
Industries: Financial Services, Venture Capital, Wealth Management
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Frequency Capital Advisors
Frequency Capital Advisors is expertise in offering portfolio and asset management, wealth and investment advisory services to individuals.
Founder(s):
Location: Los Angeles, California, United States
Industries: Advice, Asset Management, Finance, Financial Services, Wealth Management
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American Family Funding
American Family Funding is a mortgage banking form serving the lending needs of real state professionals.
Founder(s):
Location: Los Angeles, California, United States
Industries: Financial Services, Real Estate, Wealth Management
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EFC Wealth Management
EFC Wealth Management provides retirement income strategies, investments, life insurance, estate planning and IRA legacy planning services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Finance, Financial Services, Life Insurance, Retirement, Wealth Management
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Perennial Financial Services
Perennial Financial Services is a company with services in wealth management, financial & legacy planning & risk management services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Financial Services, Insurance, Retirement, Wealth Management
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AdviserSource
AdviserSource provides a succession platform & valuation tool for advisors within Institution, Broker-Dealer, RIA, OSJ, Region, & Wirehouse.
Founder(s):
Location: Los Angeles, California, United States
Industries: Advice, Financial Services, Wealth Management
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NWF Advisory Group
NWF Advisory Group is an investment adviser offering wealth management services solutions to empower retirement clients.
Founder(s):
Location: Los Angeles, California, United States
Industries: Consulting, Financial Services, Wealth Management
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Williams Financial Services
Williams Financial Services delivers complex wealth management, accounting, tax and consulting solutions to individuals and businesses.
Founder(s):
Location: Los Angeles, California, United States
Industries: Accounting, Consulting, Financial Services, Wealth Management
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Mofrad Financial Solutions
Mofrad Financial Solutions is a full-service financial firm that expertise in tax, accounting, and financial planning services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Accounting, Financial Services, Wealth Management
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Global Debt Network
Global Debt Network specializes in the development of a platform that helps users manage their debt.
Founder(s):
Location: Los Angeles, California, United States
Industries: Finance, FinTech, Mobile Apps, Software, Wealth Management
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Inflection Advisors
Inflection Advisors provides fee-based investment, asset, fiduciary and wealth management along with financial planning advisory services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Advice, Asset Management, Financial Services, Wealth Management
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The Pacific Group
The Pacific Group specializes in wealth management, investment management, corporate retirement, financial planning and life insurance.
Founder(s):
Location: Los Angeles, California, United States
Industries: Financial Services, Life Insurance, Wealth Management
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Weinberger Asset Management
Weinberger Asset Management provides investment management, financial and retirement planning, marital and divorce planning services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Financial Services, Wealth Management
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Goldman & Knell CPA’s
Goldman & Knell CPA’s provides business and wealth management services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Financial Services, Professional Services, Wealth Management
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Kinetic Financial
Kinetic Financial offers wealth management, risk management, business consulting, and financial services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Financial Services, Risk Management, Wealth Management
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Broxton Capital Advisors
Broxton Capital Advisors is an investment management firm, that manages and provides investment advisory services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Advice, Financial Services, Management Consulting, Retirement, Wealth Management
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Serenity Wealth Management
Serenity Wealth Management offers pensions, annuities, rollovers, 529 plans, investment, retirement and financial planning services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Advice, Financial Services, Retirement, Wealth Management
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Del Rey Capital Management
Del Rey Capital is an Investment Management firm guided by a revolutionary approach to managing individual investors’ portfolios.
Founder(s): Thom Taylor
Location: Los Angeles, California, United States
Industries: Financial Services, Wealth Management
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The Heymont
The Heymont is a full-service investment service and wealth management firm.
Founder(s):
Location: Los Angeles, California, United States
Industries: Finance, Financial Services, Funding Platform, Wealth Management
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Justin Oh CPA & Associates
Justin Oh CPA & Associates offers a wide range of accounting, auditing, wealth management, financing and business consulting services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Consulting, Financial Services, Wealth Management
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APIIS FINANCIAL INC
APIIS Financial Group is a financial advisory firm helping its customers in financial planning and wealth management.
Founder(s):
Location: Los Angeles, California, United States
Industries: Advice, Finance, Financial Services, Wealth Management
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H&S Wealth Management
H&S Wealth Management is a wealth & investment management firm.
Founder(s):
Location: Los Angeles, California, United States
Industries: Impact Investing, Wealth Management
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Myerson Wealth
Myerson Wealth offers financial planning and wealth management services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Financial Services, Insurance, Wealth Management
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Schur & Sugarman
Schur & Sugarman renders financial planning, taxation, estate planning, investment review, business management & wealth management services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Finance, Financial Services, Wealth Management
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Monarch Plan Advisors
Monarch Plan Advisors is an advisory firm that offers investment consulting services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Consulting, Financial Services, Wealth Management
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Maryland Estates
Maryland Estates deals with brokerage and real estate investments with a focus on the acquisition of loans and disputed properties.
Founder(s):
Location: Los Angeles, California, United States
Industries: Asset Management, Financial Services, Real Estate Investment, Wealth Management
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Conservative Wealth Management
Conservative Wealth Management is an investment advisory firm.
Founder(s):
Location: Los Angeles, California, United States
Industries: Advice, Financial Services, Professional Services, Wealth Management
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MAP Strategic Wealth Advisors
MAP Strategic Wealth Advisors offers an online program via user-friendly organization tools, wealth management & planned financial security.
Founder(s): Myles Henry Asa Pritchard
Location: Los Angeles, California, United States
Industries: Advice, Financial Services, Wealth Management
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Victus Capital Wealth
Victus Capital Wealth specializes in retirement goals, taxation, education planning, financial planning and asset protection services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Asset Management, Financial Services, Retirement, Wealth Management
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Zuckerman Capital Management
Zuckerman Capital Management provides private equity, credit, investment advice, wealth management, and retirement planning services.
Founder(s):
Location: Los Angeles, California, United States
Industries: Advice, Financial Services, Wealth Management
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WM Gateway
WM Gateway is involved in wealth management business transformation, validation, and deployment services that optimize business performance.
Founder(s):
Location: Los Angeles, California, United States
Industries: Business Development, Financial Services, Wealth Management
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