Abacus Wealth Partners

429 Santa Monica Blvd., Suite 500, Santa Monica 90401 | abacuswealth.com

CHIEF INVESTMENT OFFICER: Darius Gagne (888) 422-2287

Advanced Research Investment Solutions

9150 Wilshire Blvd., Suite 220, Beverly Hills 90212 | 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: Larry Miles (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

555 W. Fifth St., 50th Floor, Los Angeles 90013 | aninvestor.com

CHIEF INVESTMENT OFFICER: 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 A. Rosen (310) 393-6300

Ares Management

2000 Avenue of the Stars, 12th Floor, Los Angeles 90067 | aresmgmt.com

CHIEF INVESTMENT OFFICER: Antony Ressler (310) 201-4100

Aristotle Capital Management

11100 Santa Monica Blvd., Suite 1700, Los Angeles 90025 | aristotlecap.com

CHIEF INVESTMENT OFFICER: Howard Gleicher

Gary Lisenbee (310) 478-4005

Bay Mutual Financial

1453 Third St. Promenade, Suite 490, Santa Monica 90401 | baymutual.com

CHIEF INVESTMENT OFFICER: Martin W. “Bud” Pernoll (310) 586-3222

Beach Point Capital Management

1620 26th St., Suite 6000N, Santa Monica 90404 | beachpointcapital.com

CHIEF INVESTMENT OFFICER: 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 2100, Los Angeles 90067 | bnymellonwealth.com

CHIEF INVESTMENT OFFICER: Leo P. Grohowski (424) 277-6829

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 M. Krambeer (310) 725-0210

Canyon Partners

2000 Avenue of the Stars, 11th Floor, Los Angeles 90067 | canyonpartners.com

CHIEF INVESTMENT OFFICER: Joshua Friedman

Mitchell Julis (310) 272-1000

Capital Group

333 S. Hope St., Los Angeles 90071 | thecapitalgroup.com

CHIEF INVESTMENT OFFICER: Timothy D. 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: Steven Arnold (626) 844-1440

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