Victus Capital Wealth, headquartered in Santa Monica, CA, is a small yet highly successful investment advisory firm. With a team of four dedicated professionals, all specialized in providing top-notch investment advisory services, Victus Capital Wealth stands out in the industry. Their impressive track record showcases their ability to manage substantial assets, averaging around $148,600,000 per investment advisor, which surpasses the industry average. The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring flexibility and aligning their interests with those of their clients. Victus Capital Wealth boasts a substantial client base, serving over 80 individual clients with a total of $198,115,000 in assets under management. While the majority of the assets they manage are for high net worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets. Operating with discretion and trust, Victus Capital Wealth manages an impressive 99% of the assets they oversee on behalf of their clients. Located in Santa Monica, the firm operates from a single office, showcasing a dedication to personalized and intimate client relationships. The team's longevity and experience contribute to their reputation for excellence, with advisors like Robert Jones, Darrach McCarthy, and Larry Fernandez being some of the most tenured and respected professionals within the firm. Victus Capital Wealth is committed to providing exceptional investment advisory services, guided by a strong commitment to client success and financial prosperity.

Taylor Wealth Management, LLC, based out of Torrance, CA, is a well-established investment advisory firm that caters to high net worth individuals. With over 20 individual clients, they currently oversee a substantial $115,455,000 in assets under management. Despite their small size, Taylor Wealth Management, LLC has proven its expertise in the financial industry. While the majority of their assets under management are for high net worth individuals, they also possess the capability to manage employer funds. Although 401K and individual accounts make up less than 30% of their portfolio, Taylor Wealth Management, LLC is adept at handling these types of accounts. Additionally, 4% of the assets they manage are discretionary, allowing for more flexibility in investment decisions. The firm's compensation structure is comprehensive, including various types such as hourly charges and fixed fees. This ensures that clients can choose a payment plan that aligns with their specific needs and preferences. Taylor Wealth Management, LLC boasts a dedicated team of professionals who provide exceptional investment advisory services. With a total of 1 employee, each investment advisor handles an average of approximately $115,450,000 in assets under management, which is in line with the industry average. Douglas Taylor, one of the longest-tenured registered advisors at the firm, has been with Taylor Wealth Management, LLC since 2005. His extensive experience and expertise contribute to the firm's solid reputation and track record of success.

Beverly Hills Private Wealth, LLC is a distinguished investment advisory firm headquartered in the prestigious city of Beverly Hills, CA. With a team of eight dedicated professionals, they deliver comprehensive wealth management solutions to their discerning clientele. Of these experts, three specialize in providing exceptional investment advisory services, demonstrating their commitment to offering personalized guidance tailored to each client's financial goals. Impressively, the firm boasts an impressive average of approximately $167,400,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is diverse, including a range of options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility to suit their clients' unique needs. Beverly Hills Private Wealth, LLC stands out for their extensive portfolio, managing over $484,000,000 in assets for more than 10 individual clients. The majority of these assets are held by high net worth individuals who entrust the firm with their financial affairs. Notably, a remarkable 95% of the assets they manage are under discretionary control, reflecting the trust clients place in their expertise. As a small but highly esteemed investment advisory firm, Beverly Hills Private Wealth, LLC operates from a single office in Beverly Hills. They take pride in their experienced team, which includes some of the firm's longest-tenured advisors such as Lisa Weiner, Scott Shagrin, and Ira Ravitz. These individuals bring a wealth of knowledge and industry expertise, ensuring that clients receive top-tier guidance to navigate the complexities of the financial landscape.

West Coast Financial, LLC is a reputable regional investment advisory firm headquartered in Santa Barbara, CA. With a strong presence in the industry, the company operates from four strategically located offices. Employing a team of 39 professionals, 27 of whom specialize in investment advisory services, West Coast Financial offers a comprehensive range of financial solutions to its clients. With an average of approximately $56,110,000 in assets under management per investment advisor, West Coast Financial remains competitive within the industry. Their compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees. While their focus primarily lies on managing high net worth individual accounts, they also possess the expertise to handle employer funds, although such accounts constitute less than 30% of their overall assets under management. Noteworthy is the fact that West Coast Financial manages all assets under their purview with complete discretion, amounting to a 100% discretionary asset management approach. The firm boasts an extensive clientele, serving over 340 individual clients and effectively managing assets worth a staggering $1,515,060,000. West Coast Financial prides itself on its seasoned team of advisors, some of whom have demonstrated long-standing commitment and expertise. Among the notable advisors are Joseph Ferreira, David Gore, and Steven Weintraub, who have contributed significantly to the firm's success and reputation. In summary, West Coast Financial, LLC is a trusted regional investment advisory firm headquartered in Santa Barbara, CA. With its strong team of professionals, diverse compensation structure, and impressive assets under management, the firm has earned a reputable standing within the industry.

Sierra Investment Management Inc, based out of Santa Monica, CA, is a reputable investment advisory firm catering to a diverse clientele. With over 300 individual clients, they oversee an impressive $415,631,000 in assets under management. Specializing in employer 401Ks and individual investments, Sierra Investment Management Inc possesses extensive expertise in this sector. The firm boasts a dedicated team of 40 employees, with 8 professionals solely focused on providing investment advisory services. Their compensation structure incorporates various types, including a percentage of assets under management and performance-based fees, ensuring alignment with clients' goals. Sierra Investment Management Inc operates from a single office in Santa Monica, serving as a local presence in the community. Their portfolio management approach is entirely discretionary, granting them the autonomy to make investment decisions on behalf of their clients. With an average of approximately $51,950,000 in assets under management per investment advisor, Sierra Investment Management Inc's advisors align with the industry average. Noteworthy among their team are Jason Buck, Gayatri Vyas, and Phyllis Leibman, who have demonstrated exceptional longevity with the firm. Sierra Investment Management Inc continues to uphold its commitment to providing comprehensive investment advisory services and delivering optimal results to their valued clients. With a track record of success and a deep understanding of the employer 401K and individual investment landscape, they remain a trusted partner in managing clients' financial goals and assets.

Castle Wealth Planning is a small investment advisory firm based out of Santa Barbara, CA. With a team of three employees, including two experienced investment advisors, they offer comprehensive wealth planning and investment management services. The firm has a track record of managing an average of approximately $82,940,000 in assets per investment advisor, which falls within the industry average. Castle Wealth Planning employs a flexible compensation structure that includes various types of fees, such as a percentage of assets under management, fixed fees, and performance-based fees. Their client base consists of over 60 individuals, with total assets under management exceeding $169,360,000. The firm primarily serves high-net-worth individuals, with the majority of assets managed belonging to this demographic. While Castle Wealth Planning predominantly focuses on managing discretionary assets, representing 87% of their portfolio, they also possess the capability to handle employer funds. Although 401(k) and individual accounts make up less than 30% of their assets under management, the firm is equipped to accommodate such accounts. Established in 2006, Castle Wealth Planning operates from a single office in Santa Barbara. Nathan Cultice, one of the longest tenured registered advisors, has been with the firm since its inception. With a commitment to providing personalized and strategic wealth planning solutions, Castle Wealth Planning aims to help clients achieve their financial goals and secure their financial future.

Belmont Capital Group is a small investment advisory firm headquartered in Los Angeles, CA, with one office. With a team of four dedicated professionals, Belmont Capital Group provides exceptional investment advisory services to their clients. Their average assets under management per investment advisor reach approximately $119,580,000, which aligns with the industry average. In terms of compensation, Belmont Capital Group offers various structures, including a percentage of assets under management. Notably, all of the assets managed by the firm, totaling 100%, are discretionary. The majority of these assets are specifically managed for high net worth individuals seeking expert financial guidance. Belmont Capital Group boasts an impressive clientele, serving over 0 individual clients who entrust the firm with more than $478,339,000 in assets under management. The company takes pride in establishing long-lasting relationships with their clients, prioritizing personalized strategies tailored to individual financial goals. Dylan Barlow, Daniel Beckwith, and Stephen Solaka are some of the longest tenured advisors at Belmont Capital Group. With their extensive experience and industry expertise, they contribute to the firm's success and reputation as a trusted investment advisor. Belmont Capital Group combines their deep understanding of the financial markets with a commitment to delivering exceptional service to their clients. Through their comprehensive investment advisory services, the firm aims to help individuals and families achieve their financial aspirations and secure a prosperous future.

Cheviot Value Management, LLC, based in Beverly Hills, CA, is a small investment advisory firm with a strong track record in managing assets for high net worth individuals. With a total of five dedicated employees, four of whom provide investment advisory services, the firm maintains an average of approximately $80,750,000 in assets under management per investment advisor, which falls within the industry average. Cheviot Value Management, LLC adopts a diverse compensation structure that includes various types such as a percentage of assets under management, hourly charges, and fixed fees. Their client base boasts over 260 individual clients, with a substantial $676,411,000 in assets under management. The majority of the assets they oversee are for high net worth individuals, while 401K and individual accounts account for less than 30% of their assets under management. However, the firm possesses the capability to effectively manage employer funds. Operating with complete discretion, Cheviot Value Management, LLC prides itself on its long-term client relationships and personalized investment strategies. Located in Beverly Hills, CA, the firm operates from a single office. Notably, the firm boasts a team of highly experienced advisors, including James Whiting, Darren Pollock, and David Horvitz, who have demonstrated enduring commitment and expertise in providing comprehensive investment guidance to their esteemed clientele.

Trinity Capital Management, LLC is a highly regarded local investment advisory firm headquartered in Santa Barbara, California. With three offices, they have established a strong presence in the region. Catering to a diverse client base, Trinity Capital Management serves over 200 individual clients, overseeing assets exceeding $382,670,000. Specializing in managing high net worth individuals' assets, Trinity Capital Management possesses extensive experience in this space. While 401K and individual accounts comprise less than 30% of their assets under management, the firm has the capability to effectively manage employer funds. Impressively, 99% of the assets they manage are under their discretionary control. This highlights their proficiency in making strategic investment decisions to meet their clients' financial objectives. Trinity Capital Management offers a flexible compensation structure, including options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the arrangement that aligns best with their needs and preferences. With a dedicated team of five employees, all providing investment advisory services, Trinity Capital Management offers personalized attention and expertise to their clients. The firm takes pride in the longevity of advisors such as John Oldengarm, Fredric Fisher, and Andrew Bucher, who contribute to the stability and expertise within the organization. Trinity Capital Management, LLC's commitment to providing comprehensive investment advisory services and their ability to effectively manage assets has positioned them as a trusted partner for high net worth individuals seeking personalized financial guidance in Santa Barbara and beyond.

Dash Investments, based out of Woodland Hills, CA, is a distinguished investment advisory firm catering to high net worth individuals. With over 40 individual clients, Dash Investments boasts an impressive $247,465,000 in assets under management. Their commitment to excellence is reflected in their three office locations and a team of seven dedicated professionals, four of whom provide expert investment advisory services. Dash Investments' primary focus is on discretionary asset management, ensuring that their clients' portfolios are handled with utmost care and expertise. Their compensation structure includes various types, such as a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. With an average of $61,870,000 in assets under management per investment advisor, Dash Investments remains competitive within the industry. The firm takes pride in the tenure and experience of their advisors, with notable individuals like Jachin Vercher, Zain Griffith, and Jonathan Dash leading the way. Through their personalized approach and comprehensive investment strategies, Dash Investments seeks to optimize returns for their discerning clientele. By providing tailored financial solutions and staying abreast of market trends, Dash Investments has established a reputation for delivering outstanding results. As a small investment advisory firm with an impressive track record, Dash Investments continues to solidify their position as a trusted partner for individuals seeking expert guidance and successful wealth management.

Kaye Capital Management, based out of El Segundo, CA, is a local investment advisory firm that provides personalized financial solutions. With one office, the firm boasts a team of seven dedicated professionals, five of whom specialize in investment advisory services. They offer expertise in managing assets, with an average of $97.7 million per investment advisor, aligning with industry standards. Kaye Capital Management offers a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While their focus is primarily on managing employer funds, they also handle 401K and individual accounts, though these represent less than 30% of their total assets under management. Distinguished by their discretion and reliability, Kaye Capital Management manages approximately 85% of the assets they oversee. Their portfolio boasts an impressive $488.5 million in assets under management, divided among more than 220 individual clients. The firm takes pride in its long-standing advisors, some of whom have been with the company for many years. Notable names among their experienced team include David Hilton, Kenneth Besada, and Kenneth Watten. Kaye Capital Management stands out for their commitment to delivering tailored financial guidance to their clients. With a solid track record and a focus on personalized service, they strive to help individuals and organizations navigate the complexities of the investment landscape and achieve their financial goals.