Abacus Wealth Partners
429 Santa Monica Blvd., Suite 500, Santa Monica 90401
abacuswealth.com
Chief Investment Officer:
Darius Gagne
888-422-2287
Acacia Wealth Advisors | HighTower Advisors
245 South Beverly Drive, Beverly Hills, 90212
acaciawealth.com
Chief Investment Officer:
Alev Lewis, Managing Director, Partner
310-246-0530
Advanced Research Investment Solutions
10635 Santa Monica Blvd, Suite 240, Los Angeles 90025
arisconsulting.com
Chief Investment Officer:
Alex Shahidi
424-283-3800
AdvicePeriod
2121 Avenue of the Stars, Suite 2350, Los Angeles 90067
adviceperiod.com
Chief Investment Officer:
Nathan Sonnenberg
424-281-3600
American Realty Advisors
515 S. Flower St., 49th Floor, Los Angeles 90071
aracapital.com
Chief Investment Officer:
Kirk Helgeson
213-233-5700
AMI Asset Management Corp.
10866 Wilshire Blvd., Suite 770, Los Angeles 90024
amiassetmanagement.com
Chief Investment Officer:
Chris Sessing
424-320-4000
Analytic Investors, part of Wells Fargo Asset Management
555 W. 5th St., 50th Floor, Los Angeles 90013
wellsfargoassetmanagement.com
Chief Investment Officers:
Dennis Bein
Gregory McMurran
213-688-3015
Angeles Investment Advisors
429 Santa Monica Blvd., Suite 650, Santa Monica 90401
angelesadvisors.com
Chief Investment Officer:
Michael Rosen
310-393-6300
Ares Management
2000 Avenue of the Stars, 12th Floor, Los Angeles 90067
aresmgmt.com
310-201-4100
Aristotle Capital Management
11100 Santa Monica Blvd., Suite 1700, Los Angeles 90025
aristotlecap.com
Chief Investment Officer:
Howard Gleicher
310-478-4005
Aspiriant Wealth Management
11100 Santa Monica Blvd., Suite 600, Los Angeles 90025
aspiriant.com
Chief Investment Officer:
Rob Francais, CEO, Partner
310-806-4000
Avitas Wealth Management
1901 Avenue of the Stars, Suite 1901, Los Angeles 90067
avitaswealth.com
Chief Investment Officer:
Russell Evans, Managing Principal
424-371-9010
Bay Mutual Financial
1460 4th St., Suite 212, Santa Monica 90401
baymutual.com
Chief Investment Officer:
Martin “Bud” Pernoll
310-586-3222
Beach Point Capital Management
1620 26th St., Suite 6000N, Santa Monica 90404
beachpointcapital.com
Chief Investment Officers:
Carl Goldsmith
Scott Klein
310-996-9700
Bel Air Investment Advisors
1999 Avenue of the Stars, Suite 3200, Los Angeles 90067
belair-llc.com
310-229-1500
BNY Mellon Wealth Management
10250 Constellation Blvd., Suite 210, Los Angeles 90067
bnymellonwealth.com
Chief Investment Officer:
Robert kricena, Regional President
424-277-6829
Bridge Advisory
123 S. Marengo Ave., Suite 200, Pasadena 91101
bridgeadvisory.com
626-795-3062
Chief Investment Officers:
David Penniall, President, CEO
Justin Dyer, CIO, CEO
Broadshore Capital Partners
11755 Wilshire Blvd., Suite 1350, Los Angeles, 90025
broadshore.com
Chief Investment Officers:
Bradford Howe
Bleecker Seaman III
800-261-4481
Camden Asset Management
2029 Century Park East, Suite 2010, Los Angeles 90067
camdenasset.com
Chief Investment Officer:
John Wagner
310-203-4200
Camden Capital
2301 Rosecrans Ave., Suite 2110, El Segundo 90245
camdencapital.com
Chief Investment Officer:
John Krambeer
310-725-0210
Canyon Partners
2000 Avenue of the Stars, 11th Floor, Los Angeles 90067
canyonpartners.com
Chief Investment Officers:
Joshua Friedman
Mitchell Julis
310-272-1000
Capital Group
333 S. Hope St., Los Angeles 90071
thecapitalgroup.com
Chief Investment Officer:
Timothy Armour
213-486-9200
Capital Group Private Client Services
333 S. Hope St.,Los Angeles 90071
thecapitalgroup.com/pcs
Chief Investment Officer:
William Robbins
866-421-2166
Capital Research + Consulting
15 S. Raymond Ave., Suite 200, Pasadena 91105
capitalresearchandconsulting.com
Chief Investment Officer:
John Odell
626-844-1440
Causeway Capital Management
11111 Santa Monica Blvd., 15th Floor, Los Angeles 90025
causewaycap.com
Chief Investment Officer:
Sarah Ketterer
310-231-6100
CBRE Global Investors
601 S. Figueroa St., 49th Floor, Los Angeles 90017
cbreglobalinvestors.com
Chief Investment Officer:
Ritson Ferguson
213-683-4200
Churchill Management Group
5900 Wilshire Blvd., Suite 400, Los Angeles 90036
churchillmanagement.com
Chief Investment Officer:
Randy Conner
877-937-7110
CitizensTrust Wealth Management
1010 E. Colorado Blvd., Pasadena 91106
cbbank.com/investing
Senior VP & Chief Investment Officer:
Don Evenson
626-564-6252
City National Bank
555 S. Flower St., Los Angeles 90071
cnb.com
Chief Investment Officer:
Garrett D’Alessandro
310-888-6300
Clifford Swan Investment Counselors
177 E. Colorado Blvd., Suite 550, Pasadena 91105
cliffordswan.com
Chief Investment Officer:
Peter Boyle
626-792-2228
Cliffwater
4640 Admiralty Way, 11th Floor, Marina del Rey 90292
cliffwater.com
Chief Investment Officer:
Stephen Nesbitt
310-448-5000
Coast Asset Management
11150 Santa Monica Blvd., Suite 1400, Los Angeles 90025
coastasset.com
Chief Investment Officer:
Dave Smith
310-576-3500
Colony Capital Inc.
515 S. Flower St., 44th Floor, Los Angeles 90071
clns.com
Chief Investment Officer:
Kevin Traenkle
310-282-8820
Cove Street Capital
2101 E. El Segundo Blvd., Suite 302, El Segundo 90245
covestreetcapital.com
Chief Investment Officer:
Jeff Bronchick
424-221-5897
Covington Capital Management
601 S. Figueroa St., Suite 2000, Los Angeles 90017
covingtoncapitalmanagement.com
Chief Investment Officer:
Gary Arakawa
213-629-7500
Crescent Capital Group
11100 Santa Monica Blvd., Suite 2000, Los Angeles 90025
crescentcap.com
Investment Committee:
310-235-5900
CS Capital Management Inc.
2274 E. Maple Ave., El Segundo 90245
cscapitalinc.com
Chief Investment Officer:
Michael McHargue
310-988-7300
D.A. Davidson & Co.
624 S. Grand Ave., 26th Floor, Los Angeles 90017
dadavidson.com
213-620-1850
Dalton Investments
1601 Cloverfield Blvd., Suite 5050 N, Santa Monica 90404
daltoninvestments.com
Chief Investment Officer:
James Rosenwald III
424-231-9100
DoubleLine Capital
333 S. Grand Ave., 18th Floor, Los Angeles 90071
doubleline.com
Chief Investment Officer:
Jeffrey Gundlach
213-633-8200
Empyrean Capital Partners
10250 Constellation Blvd., Suite 2950, Los Angeles 90067
empyrean.com
Chief Investment Officer:
Amos Meron
310-843-3000
EP Wealth Advisors
21515 Hawthorne Blvd., Suite 1200, Torrance 90503
epwealth.com
Chief Investment Officer:
Kevin Ashworth
310-543-4559
Everett Harris & Co.
801 S. Figueroa St., Suite 2050, Los Angeles 90017
everettharris.com
Chief Investment Officer:
Jim Ward
213-625-2677
Fiduciary Trust International
444 S. Flower St., Suite 3200, Los Angeles 90071
fiduciarytrust.com
Chief Investment Officer:
Ronald Sanchez
800-421-9683
First Quadrant
800 E. Colorado Blvd., Suite 900, Pasadena 91101
firstquadrant.com
Chief Investment Officer:
Max Darnell
626-795-8220
First Western Capital Management
1901 Avenue of the Stars, Suite 200, Los Angeles 90067
fwcapmgmt.com
Chief Investment Officer:
Barry Julien
310-229-2940
Flaherty & Crumrine Inc.
301 E. Colorado Blvd., Suite 720, Pasadena 91101
flaherty-crumrine.com
Investment Committee:
626-795-7300
Focused Investors
1999 Avenue of the Stars, Suite 3320, Los Angeles 90067
focusedinvestors.com
Chief Investment Officer:
Bruce Veaco
310-734-1200
FPA
11601 Wilshire Blvd., Suite 1200, Los Angeles 90025
fpafunds.com
800-982-4372
Gamble Jones Investment Counsel
301 E. Colorado Blvd., Suite 802, Pasadena 91101
gamblejones.com
626-795-7583
Gerber Kawasaki Wealth & Investment Management
2716 Ocean Park Blvd., #2022, Santa Monica 90405
gerberkawasaki.com
Chief Investment Officer:
Ross Gerber, President and CEO
310-399-6397
Glendon Capital Management
1620 26th St., Suite 2000N, Santa Monica 90404
Chief Investment Officer:
Matthew Barrett
310-907-0450
Granite Investment Partners
2321 Rosecrans Ave., Suite 4200, El Segundo 90245
granitepartners-llc.com
310-933-4292
Griffin Capital Co.
1520 E. Grand Ave., El Segundo 90245
griffincapital.com
Chief Investment Officer:
Kevin Shields
310-469-6100
Guggenheim Partners Investment Management
100 Wilshire Blvd., Santa Monica 90401
guggenheimpartners.com
Chief Investment Officer:
Scott Minerd
310-576-1270
Halbert Hargrove
111 Ocean Blvd., 23rd Floor, Long Beach 90802
halberthargrove.com
Chief Investment Officer:
Russ Hill
562-435-5657
HCR Wealth Advisors
10866 Wilshire Blvd., Suite 1600, Los Angeles 90024
hcrwealth.com
Chief Investment Officer:
Jordan Kahn
310-473-5445
Hotchkis and Wiley Capital Management
601 S. Figueroa St., #3900, Los Angeles 90017
hwcm.com
Chief Investment Officer:
George Davis
213-430-1000
Howard Capital Management
11601 Wilshire Blvd., Suite 2080, Los Angeles 90025
howardcapital.com
Chief Investment Officer:
David Robinson
310-473-9100
Huber Capital Management
2321 Rosecrans Ave., Suite 3245, El Segundo 90245
hubercap.com
Chief Investment Officer:
Joseph Huber
310-207-8400
Joel R. Mogy Investment Counsel Inc.
315 S. Beverly Drive, Suite 400, Beverly Hills 90212
mogy.com
Chief Investment Officer:
Joel Mogy
310-552-0529
Kayne Anderson Capital Advisors
1800 Avenue of the Stars, Third Floor, Los Angeles 90067
kaynecapital.com
Chief Investment Officer:
Bob Sinnott
800-638-1496
Kayne Anderson Rudnick Investment Management
1800 Avenue of the Stars, Second Floor, Los Angeles 90067
kayne.com
Chief Investment Officer:
Douglas Foreman
800-231-7414
Lasalle Investment Management
2141 Rosecrans Ave., Suite 6100, El Segundo 90245
lasalle.com
Chief Investment Officers:
Glenn Sonnenberg, President, CEO
424-294-3400
Chip Sellers, EVP
Lido Advisors
1875 Century Park East, Suite 950, Los Angeles 90067
lidoadvisors.com
Chief Investment Officer:
Jeff Garden
310-278-8232
Lindbrook Capital
10877 Wilshire Blvd., Suite 2000, Los Angeles 90024
lindbrookcapital.com
Chief Investment Officer:
Ben Posen
424-208-8000
Los Angeles Capital Management and Equity Research
11150 Santa Monica Blvd., Suite 200, Los Angeles 90025
lacapm.com
Chief Investment Officer:
Hal Reynolds
310-479-9998
LourdMurray
9777 Wilshire Blvd., Suite 1018, Beverly Hills 90212
lourdmurray.com
Chief Investment Officers:
Blaine Lourd
Palmer Murray
310-300-9898
Main Street Advisors
3110 Main St., Suite 310, Santa Monica 90405
Chief Investment Officer:
Paul Wachter
310-392-7607
Mar Vista Investment Partners
11150 Santa Monica Blvd., Suite 320, Los Angeles 90025
marvistainvestments.com
310-917-2800
Mason & Associates Inc.
7474 North Figueroa Street, Los Angeles, 90041
masonlifeplanning.com
Chief Investment Officer:
Brent M. Mason, President
323-254-3072
Merrill Lynch
333 S. Hope St., Los Angeles 90071
ml.com
Chief Investment Officer:
Christopher Hyzy
800-937-0620
Mesa West Capital
11755 Wilshire Blvd., Suite 2100, Los Angeles 90025
mesawestcapital.com
Chief Investment Officer:
Jeff Friedman
310-806-6300
Miracle Mile Advisors
11300 W. Olympic Blvd., Suite 800, Los Angeles 90064
miraclemileadvisors.com
Chief Investment Officer:
Brock Moseley
310-246-1243
Morgan Stanley
444 S. Flower St., 34th Floor, Los Angeles 90071
morganstanley.com
213-486-8811
Morton Capital Management
27200 Agoura Road, Suite 200, Calabasas 91301
mortoncapital.com
Chief Investment Officer:
Sasan Faiz
818-222-4727
North Pier Fiduciary Management
4333 Admiralty Way, Suite G1-West, Marina del Rey 90292
npier.com
Chief Investment Officer:
James Scheinberg
800-403-7065
Northern Trust
2049 Century Park East, Suite 3600, Los Angeles 90067
northerntrust.com
Chief Investment Officer:
Richard Barnett
800-257-0901
Northwestern Mutual Los Angeles
515 S. Flower Street, 34th Floor, Los Angeles, 90071
nm.com
Chief Investment Officer:
Matthew Plocher, Managing Partner
213-243-7000
NWQ Investment Management Co.
2049 Century Park East, 16th Floor, Los Angeles 90067
nwq.com
Chief Investment Officer:
Jon Bosse
310-712-4000
Oaktree Capital Management
333 S. Grand Ave., 28th Floor, Los Angeles 90071
oaktreecapital.com
Chief Investment Officer:
Bruce Karsh, President
213-830-6300
One Capital Management
3075 Townsgate Road, Suite 350, Westlake Village 91361
onecapital.com
Chief Investment Officer:
Steven Cowley
805-409-8150
Pacific Income Advisers
1299 Ocean Ave., Second Floor, Santa Monica 90401
pacificincome.com
Chief Investment Officer:
Lloyd McAdams
310-393-1424
Paladin Realty Partners
10880 Wilshire Blvd., Suite 950, Los Angeles 90024
paladinrealty.com
Chief Investment Officer:
Randall Loker
310-996-8766
Palisades Group
2001 Wilshire Blvd., #500, Santa Monica 90403
palisades.us.com
Chief Investment Officer:
Jack Macdowell
424-280-7560
Patterson Capital Corp.
11100 Santa Monica Blvd., Suite 1950, Los Angeles 90025
pattersoncapital.com
Chief Investment Officer:
Joseph Patterson
310-556-2496
Payden & Rygel
333 S. Grand Ave., Suite 3200, Los Angeles 90071
payden.com
Investment Committee:
213-625-1900
Poplar Forest Capital
70 S. Lake Ave., Suite 930, Pasadena 91101
poplarforestllc.com
Chief Investment Officer:
Dale Harvey
626-304-6000
Post Advisory Group
2019 Century Park East, Suite 3050, Los Angeles 90067
postadvisory.com
Chief Investment Officer:
Jeffery Stroll
310-996-9600
Primecap Management Co.
177 E. Colorado Blvd., 11th Floor, Pasadena 91105
primecap.com
626-304-9222
RNC Genter Capital Management
11601 Wilshire Blvd., 25th Floor, Los Angeles 90025
rncgenter.com
Chief Investment Officer:
Daniel Genter
800-877-7624
Rothschild Credit Management (North America)
633 W. 5th St., Suite 6700, Los Angeles 90071
rothschild.com
Chief Investment Officer:
Michael Hatley
213-621-3700
Salient Wealth Planning Group
1230 Rosecrans Avenue, Suite 350, El Segundo, 90266
salientwpg.com
Chief Investment Officer:
John Schlatter, Founding Partner
310-531-1021
Santa Barbara Asset Management
2049 Century Park East, 17th Floor, Los Angeles 90067
sbasset.com
Chief Investment Officer:
David A. Chalupnik
310-552-5100
Sierra Investment Management Inc.
3420 Ocean Park Blvd., Suite 3060, Santa Monica 90405
sierrainvestment.com
Chief Investment Officer:
Terri Spath
310-452-1887
Signature Estate & Investment Advisors
2121 Avenue of the Stars, Suite 1600, Los Angeles 90067
seia.com
Chief Investment Officer:
Deron McCoy
310-712-2323
SSI Investment Management
9440 Santa Monica Blvd., Eighth Floor, Beverly Hills 90210
ssi-invest.com
Chief Investment Officer:
George Douglas
310-595-2000
Summa Group of Oppenheimer & Co.
10880 Wilshire Blvd., 24th Floor, Los Angeles 90024
opco.com/summagroup
Chief Investment Officers:
Brian Werdesheim
Jeffrey Werdesheim
310-446-7501
TCW Group Inc.
865 S. Figueroa St., Suite 1800, Los Angeles 90017
tcw.com
Chief Investment Officers:
Michael Reilly
Tad Rivelle
213-244-0000
Tortoise Credit Strategies
555 W. 5th St., Suite 3700, Los Angeles 90013
tortoiseadvisors.com
Chief Investment Officer:
Brad Beman
213-687-9170
U.S. Bank
633 W. 5th St., Los Angeles 90071
usbank.com
Chief Investment Officer:
Eric Freedman
213-615-6566
UBS Financial Services Inc.
2000 Avenue of the Stars, Seventh Floor, Los Angeles 90067
ubs.com
Chief Investment Officer:
Michael Ryan
888-843-6991
Vida Private Wealth
155 N. Lake Avenue, Suite 800, Pasadena, 91101
vidapw.com
Chief Investment Officer:
Mike Alves, Managing Director, Founder
626-993-6723
Wells Fargo & Co.
707 Wilshire Blvd., Los Angeles 90017
wellsfargo.com
Chief Investment Officer:
Adam Taback
800-869-3557
Wescap Group
330 N. Brand Blvd., Suite 1150, Glendale 91203
wescapgroup.com
Chief Investment Officer:
Joel Edstrom
818-563-5170
Western Asset Management Co.
385 E. Colorado Blvd., Pasadena 91101
westernasset.com
Chief Investment Officer:
Kenneth Leech
626-844-9400
Western International Securities Inc.
70 S. Lake Ave, 7th Floor, Pasadena 91101
wisdirect.com
Chief Investment Officer:
Donald Bizub
310-846-3700
Westmount Asset Management
2049 Century Park East, Suite 2500, Los Angeles 90067
westmount.com
Chief Investment Officer:
Jim Berliner
310-556-2502
Whittier Trust Co.
1600 Huntington Drive, South Pasadena 91030
whittiertrust.com
Chief Investment Officer:
Sandip Bhagat
626-441 5111
Wilshire Associates Inc.
1299 Ocean Ave., Suite 700, Santa Monica 90401
wilshire.com
Chief Investment Officer:
Joshua Emanuel
310-451-3051
