Investment advisers in Beverly Hills, CA

30 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

Firm	Assets	Employees	Disclosures
Platinum Equity Advisors, LLC	$47.72 billion	253	8
Levine Leichtman Capital Partners, LLC	$11.88 billion	73	0
Butterfly Equity LP	$7.08 billion	36	0
Mozaic, LLC	$3.64 billion	14	0
Gobi Capital LLC	$2.69 billion	4	0
Checchi Capital Advisers, LLC	$2.59 billion	29	0
Grant Tani Barash & Altman, LLC	$2.28 billion	89	7
Joel R. Mogy Investment Counsel Inc.	$2.18 billion	9	0
Monogram Capital Management, L.P.	$1.79 billion	11	0
Levine Leichtman Strategic Capital, LLC	$1.50 billion	73	0
Elyxium Wealth LLC	$1.39 billion	7	0
Cheviot Value Management, LLC	$1.17 billion	7	0
Centricus Investment Advisors (US) LLC	$1.02 billion	20	0
Aire Advisors, LLC	$1.01 billion	9	0
Beverly Hills Private Wealth, LLC	$912.2 million	10	0
Angeleno Group, LLC	$576.5 million	12	0
Life Line Wealth Management LLC	$557.6 million	6	0
Provenance Management Co., LP	$454.1 million	8	0
O'boyle Wealth Management, Inc.	$443.9 million	5	0
Center Capital Partners LLC	$415.0 million	9	0
Marathon Management Partners LLC	$340.0 million	6	0
Gordonmd Global Investments LP	$322.3 million	7	0
The Gores Group, LLC	$287.2 million	10	0
Tiller Partners, LLC	$261.5 million	1	0
Galliott Capital Advisors, LLC	$249.0 million	6	3
Great Gable Wealth Management, LLC	$220.5 million	3	1
Eliot Finkel Investment Counsel, LLC	$187.0 million	3	0
Tryperion Manager LLC	$184.0 million	11	0
Lewis Capital Management	$180.2 million	1	0
Jaffe Asset Management LLC	$116.2 million	2	0