The Leading RIAs in Los Angeles | Dakota Marketplace

RIAs are one of the most dynamic and fast growing channels for investment firms to call on when fundraising. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”

Through Dakota Marketplace’s 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.

Below are a few RIAs in Los Angeles that we thought you might like to know. For a more detailed list of RIAs in Los Angeles, login to Dakota Marketplace

1. SageView Advisory Group

AUM:  $238.55B

SageView Advisory Group is a RIA specializing in Multi Family Office services. The firm is headquartered at 4000 MacArthur Blvd, Suite 1050, Newport Beach, CA, and operates within the Los Angeles metro area. Since its inception in 1989, SageView has provided unbiased retirement plan and wealth management consulting services, advising on over 1,900 defined contribution, defined benefit, and deferred compensation plans, as well as managing more than 4,000 households totaling $238.6 billion in client assets.

The firm reports an AUM of approximately $238.55 billion. SageView employs a rigorous and process-driven approach to investment management, supported by a 16-person research committee that evaluates global opportunities across various asset classes. The firm offers a comprehensive range of portfolio solutions tailored to diverse investor objectives, ensuring efficient trading costs through custodial partnerships with Fidelity and Schwab.

2. NFP Retirement Inc.

AUM: $118,03B

NFP Retirement Inc. operates as a RIA specializing in Multi Family Office services. The firm is situated at 120 Vantis, Suite 400, Aliso Viejo, CA, and is based in the Los Angeles metro area. Focused on retirement consulting, NFP Retirement advises plan sponsors on tailored retirement plans and asset allocation models, predominantly utilizing ETFs and mutual funds across passive and active strategies.

NFP Retirement Inc. manages an AUM of $118.03B. The firm's investment approach emphasizes customized retirement solutions and asset allocation models, with a primary allocation towards ETFs and mutual funds in traditional asset classes. While offering a range of retirement services, NFP Retirement tailors its strategies to meet the specific needs of plan sponsors in the Los Angeles area.

3. The TCW Group

AUM: $40.149B

The TCW Group is an RIA headquartered at 515 South Flower Street, Los Angeles, CA, operating within the Los Angeles metro area. Registered with the SEC since 1987, it is a part of The TCW Group, Inc., offering diverse investment strategies encompassing fixed income, equities, emerging markets, and alternative investments.

The TCW Group manages a substantial AUM of $40.15B. It provides actively managed equity portfolios based on fundamental research and offers analysis of the fixed income market. The firm's investment funds include fixed income, equity, and international funds, along with actively managed fixed income ETFs. Additionally, it specializes in alternative investment strategies such as private credit, direct lending, and structured credit, managed by dedicated teams and entities within the organization.

4. Beacon Pointe Advisors

Beacon Pointe Advisors is an RIA specializing in Multi Family Office services. Situated at 24 Corporate Plaza Drive Suite 150, Newport Beach, CA, the firm is based in the Los Angeles metro area. With a current AUM of $39.84B, Beacon Pointe Advisors aims to expand to $125B within five years, emphasizing a strategic growth trajectory.

The firm's investment approach involves a diversified allocation across asset classes, including a focus on equity and fixed income primarily through mutual funds and separately managed accounts. Beacon Pointe Advisors also offers consulting services to other RIAs and has developed a real estate fund of funds to aggregate assets and allocate to underlying single strategies. Notably, the firm prioritizes partnerships with employee-owned boutique firms and managers with significant capital invested in their strategies, reflecting a commitment to specialized and aligned investment strategies.

5. EP Wealth Advisors

AUM: $35.570B

EP Wealth Advisors is a Registered Investment Advisor (RIA) specializing in Multi Family Office services. The firm is headquartered at 21515 Hawthorne Boulevard Suite 1200, Torrance, CA, and operates within the Los Angeles metro area. Established in 1999, EP Wealth Advisors adheres to a fiduciary, client-first philosophy, delivering comprehensive wealth management services without commission-based products.

EP Wealth Advisors manages an AUM of $35.57B, serving over 15,000 households through a wide range of services including holistic financial planning, tax and estate strategies, and investment management. The firm's majority ownership by its partners, along with minority investment from Berkshire Partners, fosters long-term alignment with client interests. Recent expansions through acquisitions have enhanced its national footprint, reinforcing its position as a leading choice for clients seeking tailored financial guidance.

6. Lido Advisors

AUM: $29.080B

Lido Advisors is a RIA specializing in Multi Family Office services. The firm is headquartered at 1875 Century Park East Suite 950, Century City, CA, and operates within the Los Angeles metro area. Established in 1999, Lido Advisors has rapidly grown to manage over $33.5 billion in assets, providing comprehensive investment and wealth strategies tailored for high-net-worth and ultra-high-net-worth individuals, families, charitable organizations, and institutions.

The firm reports total AUM of $29.08B. Lido Advisors offers a diverse range of alternative investments, including private equity, private credit, and hedge-fund-style strategies, integrated into client portfolios to enhance long-term growth and income generation while ensuring downside protection. Their proprietary “Lido One” model facilitates personalized guidance and combines institutional-level sophistication with a family office approach, reflecting their commitment to maximizing clients' legacies and livelihoods.

7. Evoke Advisors

AUM: $27.695B

Evoke Advisors operates as a RIA with a focus on Multi Family Office services. The firm is located at 10635 Santa Monica Boulevard Suite 240, Los Angeles, CA, within the Los Angeles metro area. Formerly known as the Luminous team that spun out of First Republic, Evoke Wealth manages approximately $27.7 billion in assets as of December 31, 2024.

The firm is recognized for its active engagement in private investments, having developed the private investment platform at First Republic. Evoke's strategic integration with Advanced Research Investment Solutions, LLC (ARIS) in May 2020 further enhances its investment capabilities and positions the firm for continued growth in AUM as client investments transition from First Republic.

8. Signature Estate and Investment Advisors

AUM: $18.726B

Signature Estate and Investment Advisors is an RIA specializing in Multi Family Office services. The firm is headquartered at 2121 Avenue Of The Stars Suite 1600, Los Angeles, CA, operating within the Los Angeles metro area. With over $17 billion in AUM, the firm internally manages US equities and fixed income while utilizing external managers for other asset classes like mutual funds and ETFs.

The firm, led by CIO Deron McCoy, requires a minimum of $120 million and a three-year track record for coverage. Howard Chen oversees liquid alternatives, supported by analysts John Rasic and Josh Woodard. Signature Estate and Investment Advisors focuses on maintaining rigorous standards for investment strategies and client portfolios, emphasizing a blend of in-house expertise and external asset management to optimize client outcomes.

9. United Capital Financial Advisors

AUM: $17.211B

United Capital Financial Advisors is an RIA specializing in Multi Family Office services. The firm is situated at 620 Newport Center Drive Suite 500, Newport Beach, CA, and operates within the Los Angeles metro area. Acquired by Creative Planning from Goldman Sachs’ Personal Financial Management, United Capital has rebranded and is strategically growing through acquisitions.

United Capital manages an AUM of $17.21B. The firm's approach is notably UMA-driven, with a focus on central research through AIMS. With a vast network of over 240 financial advisors across 30 states and 100 offices, the firm emphasizes a model delivery system. Recent acquisitions, including Rakuten, have led to the consolidation of research groups, particularly in New York and Norwalk, Connecticut, enhancing the firm's investment committee structure and private wealth management services.

10. Aspiriant

AUM: $15.532B

Aspiriant is an RIA specializing in Multi Family Office services. Situated at 11100 Santa Monica Blvd Suite 600, Los Angeles, CA, the firm boasts an impressive $15.53B in AUM and maintains offices in key financial hubs such as San Francisco, Los Angeles, and New York City. With a comprehensive approach, Aspiriant offers wealth management, investment management, and a range of mutual funds, including a liquid alternative mutual fund.

The firm's platform features an array of approved investment strategies across traditional and alternative asset classes, including private equity, hedge funds, and private real estate. Notably, Aspiriant's New York City office houses key personnel like Dave Grecsek, a pivotal point of contact within the organization's structure.

To see a full list of RIAs in Los Angeles or other metros, book a demo of Dakota Marketplace.