Western Asset Management Company is a prominent regional investment advisory firm headquartered in Pasadena, CA, with two well-established offices. With a total workforce of 563 employees, 114 of whom are dedicated to providing expert investment advisory services, the firm prides itself on delivering exceptional financial guidance to its diverse clientele. Renowned for their exceptional performance and unparalleled expertise, Western Asset Management Company manages an impressive portfolio of assets, averaging approximately $2,806,870,000 per investment advisor, significantly surpassing industry standards. Their compensation structure is multifaceted, incorporating various types of remuneration, including a percentage of assets under management and performance-based fees. With 98% of the assets they manage falling under the discretionary category, Western Asset Management Company exhibits an exceptional level of trust and authority in their clients' financial affairs. Furthermore, the firm extends its reach beyond traditional investment advisory services, offering specialized expertise as a commodity pool operator or commodity trading advisor, both registered or exempt from registration. Boasting a vast client base of over 31,440 individual clients, Western Asset Management Company commands an impressive $319,983,641,000 in assets under management. Among the esteemed team of advisors, Carl Cohen stands out as one of the firm's longest-serving registered advisors, having contributed his expertise since 2006. Combining their extensive industry experience, commitment to excellence, and client-centered approach, Western Asset Management Company remains a trusted and influential force in the investment advisory field, consistently helping their clients achieve their financial goals.

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.

Bridge Advisory LLC is a local investment advisory firm based out of Pasadena, CA, with one office. With a team of 15 dedicated employees, Bridge Advisory LLC offers comprehensive investment advisory services. Their investment advisors have an impressive average of $30,690,000 in assets under management, reflecting their expertise in handling substantial portfolios. The firm's compensation structure is flexible, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts make up less than 30% of their assets under management, Bridge Advisory LLC possesses the capability to manage employer funds. Notably, 93% of the assets they oversee are discretionary, highlighting their ability to make independent investment decisions on behalf of their clients. Bridge Advisory LLC primarily focuses on managing the assets of high-net-worth individuals, and their extensive client base consists of over 370 individual clients, with a remarkable $460,387,000 in assets under management. Moreover, the firm offers additional services including insurance brokerage, real estate brokerage, and acting as a dealer or agent. Elizabeth Walters, David Penniall, and Jaime Hefner are among the firm's highly experienced and long-standing advisors, contributing to the company's wealth of expertise. With a commitment to delivering tailored investment advice and a track record of managing significant assets, Bridge Advisory LLC is a trusted partner for individuals seeking personalized and comprehensive investment advisory services.

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.

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.

Silver Oak Wealth Advisors Services, LLC, based in Los Angeles, CA, is a small investment advisory firm dedicated to providing comprehensive wealth management services. With a team of five talented professionals, including three experienced investment advisors, they strive to help their clients achieve their financial goals. The firm manages a substantial amount of assets, with an average of approximately $71,370,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is designed to align their interests with those of their clients, including a percentage of assets under management and performance-based fees. Silver Oak Wealth Advisors Services, LLC serves a diverse client base, catering primarily to high net worth individuals. They currently oversee over $186,764,000 in assets under management for more than 70 individual clients. While the majority of their managed assets are for high net worth individuals, the firm also possesses the capability to manage employer funds, though 401K and individual accounts represent less than 30% of their total assets under management. With one office located in Los Angeles, Silver Oak Wealth Advisors Services, LLC ensures personalized attention and a close working relationship with their clients. Shufan Cao and Laura Robayo, two of the firm's longest tenured registered advisors, bring extensive expertise and industry knowledge to the team. By offering comprehensive wealth management services and maintaining a client-centric approach, Silver Oak Wealth Advisors Services, LLC aims to provide tailored financial solutions and guide their clients towards long-term financial success.

Gerber Kawasaki Wealth & Investment Management is a leading regional investment advisory firm based in Santa Monica, CA. With its main office located in this vibrant coastal city, Gerber Kawasaki serves a diverse clientele seeking expert financial guidance. The firm boasts a team of 46 dedicated professionals, with 26 of them specializing in investment advisory services. With an average of approximately $84,410,000 in assets under management per investment advisor, Gerber Kawasaki aligns with the industry average in this regard. The compensation structure at the firm includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for clients. Gerber Kawasaki has earned a reputable position in the market, with about half of their assets under management originating from employer 401Ks and individuals. Their extensive experience in this space enables them to navigate the intricacies of managing such assets effectively. Furthermore, an impressive 94% of the assets they oversee are handled on a discretionary basis, showcasing their expertise in making informed investment decisions. In addition to their investment advisory services, Gerber Kawasaki also operates as an insurance broker or agent, providing comprehensive coverage options to its clients. With a vast client base exceeding 11,200 individuals and over $2,194,534,000 in assets under management, the firm has established itself as a trusted partner in wealth and investment management. Gerber Kawasaki is known for its team of seasoned professionals, including advisors such as Hatem Dhiab, Danilo Kawasaki, and Matthew Iantosca, who bring extensive industry knowledge and longevity to the firm. With a commitment to delivering personalized financial strategies and a proven track record of success, Gerber Kawasaki Wealth & Investment Management continues to empower clients on their journey towards financial prosperity.

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.