Top 10 RIA Firms in the Los Angeles Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: what RIAs invest in outside managers and are not investment managers themselves?

Through our Dakota Marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.

In this article we list the top RIAs in Los Angeles that we thought you might like to know. For a more detailed list of RIAs in Los Angeles click here to see for free.

1. SageView Advisory Group

AUM: $176,336,258,193

2. NFP Retirement Inc

AUM: $78,717,910,074

3. Beacon Pointe Advisors

AUM: $10,000,000,000

4. Evoke Wealth

AUM: $22,300,000,000

5. Whittier Trust Company

AUM: $19,000,000,000

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6. Goldman Sachs Personal Financial Management (United Capital Financial Advisors)

AUM: $17,420,737,351

7. EP Wealth Advisors

AUM: $14,670,000,000

8. Signature Estate and Investment

AUM: $12,726,442,318

9. IDB Lido Wealth

AUM: $12,000,000,000

10. Main Street Advisors

AUM: $8,567,909,499

For a more detailed list of all RIAs in Los Angeles click here to see for free.

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.


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