Abacus Financial Business
Management

10008 National Blvd. #426, Los Angeles 90034
afinancialgroup.com/
Top Local Executive:
Belva Anakwenze, Principal, Chief Financial Officer
323-735-5300


Abacus Wealth Partners

429 Santa Monica Blvd., Suite 500, Santa Monica 90401
abacuswealth.com
Top Local Executive:
Darius Gagne, Chief Investment Officer
888-422-2287


Acacia Wealth Advisors | HighTower Advisors

245 South Beverly Drive, Beverly Hills, 90212
acaciawealth.com
Top Local Executive:
Alev Lewis, Managing Director, Partner
310-246-0530


Advanced Research Investment Solutions

10635 Santa Monica Blvd, Suite 240, Los Angeles 90025
arisconsulting.com
Top Local Executives:
Alex Shahidi, Managing Partner (pictured)
Damien Bisserier, Managing Partner
424-283-3800


AdvicePeriod

2121 Avenue of the Stars, Suite 2400, Los Angeles 90067
adviceperiod.com
Top Local Executives:
Steve Lockshin, Principal (pictured)
Jonathan Straub, Principal
424-281-3600


American Realty Advisors

515 S. Flower St., 49th Floor, Los Angeles 90071
aracapital.com
Top Local Executive:
Kirk Helgeson, Chief Investment Officer
213-233-5700


AMI Asset Management Corp.

10866 Wilshire Blvd., Suite 770, Los Angeles 90024
amiassetmanagement.com
Top Local Executive:
Chris Sessing, Chief Investment Officer, Lead Equity Portfolio Manager
424-320-4000


Analytic Investors, part of Wells Fargo Asset Management

555 W. 5th St., 50th Floor, Los Angeles 90013
wellsfargoassetmanagement.com
Top Local Executive:
Dennis Bein, Portfolio Manager
213-688-3015


Angeles Investment Advisors

429 Santa Monica Blvd., Suite 650, Santa Monica 90401
angelesadvisors.com
Top Local Executive:
Michael Rosen, Managing Partner, Chief Investment Officer
310-393-6300 


Ares Management

2000 Avenue of the Stars, 12th Floor, Los Angeles 90067
aresmgmt.com
Top Local Executive:
David Kaplan, Co-Founder, Director, Partner
310-201-4100 


Aristotle Capital Management

11100 Santa Monica Blvd., Suite 1700, Los Angeles 90025
aristotlecap.com
Top Local Executives:
Howard Gleicher, CEO, Chief Investment Officer (pictured)
Catalina Llinas, Co-Chief Investment Officer
310-478-4005


Aspiriant Wealth Management

11100 Santa Monica Blvd., Suite 600, Los Angeles 90025
aspiriant.com
Top Local Executive:
Rob Francais, CEO, Partner
310-806-4000


Avitas Wealth Management

1901 Avenue of the Stars, Suite 1901, Los Angeles 90067
avitaswealth.com
Top Local Executive:
Russell Evans, Managing Principal
424-371-9010


Beach Point Capital
Management

1620 26th St., Suite 6000N, Santa Monica 90404
beachpointcapital.com
Top Local Executives:
Carl Goldsmith, Co-Founder, Co-CEO (pictured)
Scott Klein, Co-Founder, Co-CEO
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
Top Local Executive:
Steve Kutz, Regional President
424-277-6829


Bridge Advisory

123 S. Marengo Ave., Suite 200, Pasadena 91101
bridgeadvisory.com
626-795-3062

Top Local Executives:
David Penniall, CEO, President (pictured)
Justin Dyer, CIO, COO


Broadshore Capital Partners

11755 Wilshire Blvd., Suite 1350, Los Angeles, 90025
broadshore.com
Top Local Executives:
Bradford Howe, Co-CEO (pictured)
Bleecker Seaman III, Co-CEO
800-261-4481


Camden Asset Management

2029 Century Park East, Suite 2010, Los Angeles 90067
camdenasset.com
Top Local Executive:
John Wagner, Managing Director
310-203-4200


Camden Capital

2301 Rosecrans Ave., Suite 2110, El Segundo 90245
camdencapital.com
Top Local Executives:
John M. Krambeer, Founder & Partner (pictured)
Kara S. Boccella, Partner
Mark H. Udis, Partner
310-725-0210


Canyon Partners

2000 Avenue of the Stars, 11th Floor, Los Angeles 90067
canyonpartners.com
Top Local Executives:
Joshua Friedman, Co-Founder (pictured)
Mitchell Julis, Co-Founder
310-272-1200


Capital Group

333 S. Hope St., 53rd Floor, Los Angeles 90071
thecapitalgroup.com
Top Local Executive:
Timothy Armour, Portfolio Manager
213-486-9200


Capital Group Private
Client Services

333 S. Hope St., Los Angeles 90071
thecapitalgroup.com/pcs
Top Local Executives:
John Armour, President
Bob Kelly, Regional Director
800-421-8511


Capital Research + Consulting

15 S. Raymond Ave., Suite 200, Pasadena 91105
capitalresearchandconsulting.com
Top Local Executive:
John Odell, Principal
626-844-1440


Causeway Capital Management

11111 Santa Monica Blvd., 15th Floor, Los Angeles 90025
causewaycap.com
Top Local Executive:
Sarah Ketterer, CEO, Fundamental Portfolio Manager
310-231-6100


CBRE Global Investors

601 S. Figueroa St., 49th Floor, Los Angeles 90017
cbreglobalinvestors.com
Top Local Executive:
Ritson Ferguson, Co-Chief Investment Officer
213-683-4200


Churchill Management Group

5900 Wilshire Blvd., Suite 400, Los Angeles 90036
churchillmanagement.com
Top Local Executive:
Randy Conner, President
877-937-7110


CitizensTrust Wealth
Management

1010 E. Colorado Blvd., Pasadena 91106
cbbank.com/investing
Top Local Executive:
Don Evenson, SVP, Chief Investment Officer
626-564-6252


City National Bank

555 S. Flower St., Los Angeles 90071
cnb.com
Top Local Executive:
Garrett D’Alessandro, CEO
310-888-6300


Clifford Swan Investment Counselors

177 E. Colorado Blvd., Suite 550, Pasadena 91105
cliffordswan.com
Top Local Executives:
Peter Boyle, CEO, CIO (pictured)
Kathleen Gilmore, Chairman, President
626-792-2228


Cliffwater

4640 Admiralty Way, 11th Floor, Marina del Rey 90292
cliffwater.com
Top Local Executive:
Stephen Nesbitt, CEO
310-448-5000


Coast Asset Management

11150 Santa Monica Blvd., Suite 1400, Los Angeles 90025
coastasset.com
Top Local Executive:
Dave Smith, CEO
310-576-3500


Colony Capital Inc.

515 S. Flower St., 44th Floor, Los Angeles 90071
clns.com
Top Local Executive:
Tom Barrack Jr., Executive Chairman
310-282-8820


Cove Street Capital

2101 E. El Segundo Blvd., Suite 302, El Segundo 90245
covestreetcapital.com
Top Local Executive:
Jeff Bronchick, Principal Portfolio Manager
424-221-5897


Covington Capital Management

601 S. Figueroa St., Suite 2000, Los Angeles 90017
covingtoncapitalmanagement.com
Top Local Executive:
Gary Arakawa, Chief Investment Officer
213-629-7500


Crescent Capital Group

11100 Santa Monica Blvd., Suite 2000, Los Angeles 90025
crescentcap.com
Top Local Executives:
Mark Attanasio, Co-Founder, Managing Partner
Jean-Marc Chapus, Co-Founder, Managing Partner
310-235-5900


CS Capital Management Inc.

2274 E. Maple Ave., El Segundo 90245
cscapitalinc.com
Top Local Executive:
Michael McHargue, CEO, President
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
Top Local Executive:
James Rosenwald III, Portfolio Manager
424-231-9100


DoubleLine Capital

333 S. Grand Ave., 18th Floor, Los Angeles 90071
doubleline.com
Top Local Executive:
Jeffrey Gundlach, CEO
213-633-8200


Empyrean Capital Partners

10250 Constellation Blvd., Suite 2950, Los Angeles 90067
empyrean.com
Top Local Executive:
Amos Meron, Managing Partner, Chief Investment Officer
310-843-3000


EP Wealth Advisors

21515 Hawthorne Blvd., Suite 1200, Torrance 90503
epwealth.com
Top Local Executive:
Kevin Ashworth, Director of Investments
310-601-4346


Everett Harris & Co.

801 S. Figueroa St., Suite 2050, Los Angeles 90017
everettharris.com
Top Local Executive:
Jim Ward, Chief Investment Officer
213-625-2677


Fiduciary Trust International

444 S. Flower St., Suite 3200, Los Angeles 90071
fiduciarytrust.com
Top Local Executive:
Steven Dukta, Regional Manager
800-421-9683


First Quadrant

800 E. Colorado Blvd., Suite 900, Pasadena 91101
firstquadrant.com
Top Local Executives:
Max Darnell, Partner, Chairman (pictured)
Jia Ye, Partner, Co-Chief Investment Officer
Jeppe Ladekarl, Partner, Co-Chief Investment Officer
626-795-8220


First Western Trust

1901 Avenue of the Stars, Suite 200, Los Angeles 90067
fwcapmgmt.com
Top Local Executive:
Timothy Morphy, Director of Wealth Management, Los Angeles Office
310-226-8300


Flaherty & Crumrine Inc.

301 E. Colorado Blvd., Suite 800, Pasadena 91101
flaherty-crumrine.com
626-795-7300


Focused Investors

1999 Avenue of the Stars, Suite 3320, Los Angeles 90067
focusedinvestors.com
Top Local Executive:
Bruce Veaco, Portfolio Manager, Analyst
310-734-1200


FPA

11601 Wilshire Blvd., Suite 1200, Los Angeles 90025
fpafunds.com
310-473-0225


Gamble Jones Investment Counsel

301 E. Colorado Blvd., Suite 802, Pasadena 9110
gamblejones.com
Top Local Executive:
Alison Gamble, President
626-795-7583


Gerber Kawasaki Wealth & Investment Management

2716 Ocean Park Blvd., #2022, Santa Monica 90405
gerberkawasaki.com
Top Local Executive:
Ross Gerber, CEO, President
310-399-6397


Glendon Capital Management

1620 26th St., Suite 2000 N, Santa Monica 90404
Top Local Executive:
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
Top Local Executive:
Kevin Shields, CEO, Chairman
310-469-6100


Guggenheim Partners
Investment Management

100 Wilshire Blvd., Santa Monica 90401
guggenheimpartners.com
Top Local Executive:
Scott Minerd, Chief Investment Officer
310-576-1270


Halbert Hargrove

111 Ocean Blvd., 23rd Floor, Long Beach 90802
Top Local Executive:
Russ Hill, CEO, Chairman
562-435-5657


HCR Wealth Advisors

10866 Wilshire Blvd., Suite 1600, Los Angeles 90024
hcrwealth.com
Top Local Executive:
Greg Heller, CEO
310-473-5445


Hotchkis and Wiley
Capital Management

601 S. Figueroa St., 39th Floor, Los Angeles 90017
hwcm.com
Top Local Executive:
George Davis, CEO, Portfolio Manager, Principal
213-430-1000


Howard Capital Management

11601 Wilshire Blvd., Suite 2000, Los Angeles 90025
howardcapital.com
Top Local Executive:
David Robinson, President
310-473-9100


Huber Capital Management

2321 Rosecrans Ave., Suite 3245, El Segundo 90245
hubercap.com
Top Local Executive:
Joseph Huber, CEO
310-207-8400


Joel R. Mogy Investment
Counsel Inc.

315 S. Beverly Drive, Suite 400, Beverly Hills 90212
mogy.com
Top Local Executive:
Joel Mogy, President
310-552-0529


Kayne Anderson Capital Advisors

1800 Avenue of the Stars, Third Floor, Los Angeles 90067
kaynecapital.com
Top Local Executive:
Bob Sinnott, Co-Chairman
800-638-1496


Kayne Anderson Rudnick Investment Management

1800 Avenue of the Stars, Second Floor, Los Angeles 90067
kayne.com
Top Local Executive:
Douglas Foreman, Chief Investment Officer, Portfolio Manager
800-231-7414


LaSalle Investment Management

2141 Rosecrans Ave., Suite 6100, El Segundo 90245
lasalle.com
Top Local Executives:
Glenn Sonnenberg, CEO, President (pictured)
424-294-3400

Chip Sellers, EVP


Lido Advisors

1875 Century Park East, Suite 950, Los Angeles 90067
lidoadvisors.com
Top Local Executive:
Jeff Garden, Chief Investment Officer
310-278-8232


Lindbrook Capital

10877 Wilshire Blvd., Suite 2000, Los Angeles 90024
lindbrookcapital.com
Top Local Executive:
Ben Posen, Principal
424-208-8000


Los Angeles Capital Management and Equity Research

11150 Santa Monica Blvd., Suite 200, Los Angeles 90025
lacapm.com
Top Local Executive:
Hal Reynolds, Chief Investment Officer
310-479-9998


LourdMurray

10900 Wilshire Blvd, Suite 500, Los Angeles 90024
lourdmurray.com
Top Local Executive:
Blaine Lourd, Founder, Co-CEO
310-300-9898


Main Street Advisors

3110 Main St., Suite 310, Santa Monica 90405
mainstreetadvisors.com
310-392-7607


Mar Vista Investment Partners

11150 Santa Monica Blvd., Suite 320, Los Angeles 90025
marvistainvestments.com
Top Local Executive:
Silas A. Myers, Co-Founder, Portfolio Manager
310-917-2800


Mason & Associates Inc.

7474 North Figueroa Street, Los Angeles, 90041
masonlifeplanning.com
Top Local Executive:
Brent M. Mason, President
323-254-3072


Merrill Lynch

333 S. Hope St., Los Angeles 90071
ml.com
Top Local Executive:
Jeff Markham, Managing Director, West Division
213-627-7900


Mesa West Capital

11755 Wilshire Blvd., Suite 2100, Los Angeles 90025
mesawestcapital.com
Top Local Executives:
Jeff Friedman, Co-Founder, Principal (pictured)
Mark Zytko, Co-Founder, Principal
310-806-6300


Miracle Mile Advisors

11300 W. Olympic Blvd., Suite 800, Los Angeles 90064
miraclemileadvisors.com
Top Local Executive:
Brock Moseley, Head of Investment Strategy Group and Risk Management Committee
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
Top Local Executives:
Sasan Faiz, Managing Director of Investments (pictured)
Jeff Sarti, CEO
818-222-4727


North Pier Fiduciary Management

4333 Admiralty Way, Suite G1-West, Marina del Rey 90292
npier.com
Top Local Executive:
James Scheinberg, Founder, Managing Partner, Chief Investment Officer
800-403-7065


Northern Trust

2049 Century Park East, Suite 3600, Los Angeles 90067
northerntrust.com
Top Local Executive:
Richard Barnett, Chief Investment Officer, Western Region
310-282-3800


Northwestern Mutual Los Angeles

515 S. Flower Street, 34th Floor, Los Angeles, 90071
nm.com
Top Local Executive:
Matthew Plocher, Managing Partner
213-243-7000


NWQ Investment Management Co.

2029 Century Park East, Suite 1600, Los Angeles 90067
nwq.com
Top Local Executive:
Jon Bosse, Chief Investment Officer
310-712-4000


Oaktree Capital Management

333 S. Grand Ave., 28th Floor, Los Angeles 90071
oaktreecapital.com
Top Local Executive:
Bruce Karsh, Co-Chairman, Chief Investment Officer
213-830-6300


One Capital Management

3075 Townsgate Road, Suite 350, Westlake Village 91361
onecapital.com
Top Local Executive:
Patrick Bowen, President
805-409-8150


Pacific Income Advisers

1299 Ocean Ave., Second Floor, Santa Monica 90401
pacificincome.com
Top Local Executive:
Daniel F. Meyer, Managing Director, Portfolio Manager
310-393-1424


Paladin Realty Partners

10880 Wilshire Blvd., Suite 950, Los Angeles 90024
paladinrealty.com
Top Local Executive:
Randall Loker, Managing Director, Chief Investment Officer
310-996-8766


Palisades Group

11755 Wilshire Blvd, Suite 1700, Los Angeles 90025
palisades.us.com
Top Local Executive:
Jack Macdowell, Chief Investment Officer
424-280-7560


Patterson Capital Corp.

11100 Santa Monica Blvd., Suite 1950, Los Angeles 90025
pattersoncapital.com
Top Local Executive:
Joseph Patterson, President, Chief Investment Officer
310-556-2496


Payden & Rygel

333 S. Grand Ave., 39th Floor, Los Angeles 90071
payden.com
Top Local Executive:
Joan Payden, CEO
213-625-1900


Poplar Forest Capit
al

70 S. Lake Ave., Suite 930, Pasadena 91101
poplarforestllc.com
Top Local Executive:
Dale Harvey, Founder, CEO, CIO
626-304-6000


Post Advisory Group

2049 Century Park East, Suite 3050, Los Angeles 90067
postadvisory.com
Top Local Executive:
Jeffrey Stroll, Chief Investment Officer
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
Top Local Executive:
Daniel Genter, CEO, President, Chief Investment Officer
310-477-6543

Rothschild Credit Management (North America)

633 W. 5th St., Suite 6700, Los Angeles 90071
rothschild.com
Top Local Executive:
Michael Hatley, Managing Partner
213-621-3700

Salient Wealth Planning Group

1230 Rosecrans Avenue, Suite 350, El Segundo, 90266
salientwpg.com
Top Local Executive:
John Schlatter, Founding Partner
310-531-1021

Santa Barbara Asset Management

2029 Century Park East, Suite 1600, Los Angeles 90067
sbasset.com
Top Local Executive:
David A. Chalupnik, Co-Head
310-552-5100

Sierra Investment Management Inc.

3420 Ocean Park Blvd., Suite 3060, Santa Monica 90405
sierrainvestment.com
Top Local Executive:
Terri Spath, Chief Investment Officer, Portfolio Manager
310-452-1887

Signature Estate & Investment Advisors

2121 Avenue of the Stars, Suite 1600, Los Angeles 90067
seia.com
Top Local Executive:
Deron McCoy, Chief Investment Officer
310-712-2323

SSI Investment Management

9440 Santa Monica Blvd., Eighth Floor, Beverly Hills 90210
ssi-invest.com
Top Local Executive:
George Douglas, Chief Investment Officer, Managing Principal
310-595-2000

Summa Group of Oppenheimer & Co.

10880 Wilshire Blvd., 24th Floor, Los Angeles 90024
opco.com/summagroup
Top Local Executives:
Brian Werdesheim, Managing Director, Investments (left)
Jeffrey Werdesheim, Managing Director, Investments (right)
Robert Dalle, Managing Director, Investments
310-446-7501

TCW Group Inc.

865 S. Figueroa St., Suite 1800, Los Angeles 90017
tcw.com
Top Local Executives:
Michael Reilly, Group Managing Director, Chief Investment Officer, Equities
Tad Rivelle, Group Managing Director, Chief Investment Officer, Fixed Income (pictured)
213-244-0000

UBS Financial Services Inc.

2000 Avenue of the Stars, Seventh Floor, Los Angeles 90067
ubs.com
Top Local Executives:
Justin Frame, Los Angeles and Orange County Market Head, UBS Wealth Management USA
Jaron Singletary, West Los Angeles Market Head, UBS Wealth Management USA
Lauren Gorsche, Los Angeles County Complex Manager, UBS Private Wealth Management
888-843-6991

U.S. Bank

633 W. 5th St., Los Angeles 90071
usbank.com
Top Local Executive:
Eric Freedman, Chief Investment Officer
213-615-6300
Vida Private Wealth
155 N. Lake Avenue, Suite 800, Pasadena, 91101
vidapw.com
Top Local Executive:
Mike Alves, Managing Director, Founder
626-778-0678

Wells Fargo & Co.

707 Wilshire Blvd., Los Angeles 90017
wellsfargo.com
Top Local Executive:
Michael Ormonde, Region Bank President
213-614-2707
Wescap Group
330 N. Brand Blvd., Suite 1150, Glendale 91203
wescapgroup.com
Top Local Executive:
Joel Edstrom, Founder, President
818-563-5170

Western Asset Management Co.

385 E. Colorado Blvd., Pasadena 91101
westernasset.com
Top Local Executive:
Kenneth Leech, Chief Investment Officer
626-844-9400

Western International

Securities Inc.

70 S. Lake Ave, 7th Floor, Pasadena 91101
wisdirect.com
Top Local Executive:
Donald Bizub, President
310-846-3700

Westmount Asset Management

2049 Century Park East, Suite 2500, Los Angeles 90067
westmount.com
Top Local Executive:
Jim Berliner, Chief Investment Officer, President
310-556-2502

Whittier Trust Co.

1600 Huntington Drive, South Pasadena 91030
whittiertrust.com
Top Local Executives:
Sandip Bhagat, CIO
David A. Dahl, CEO
626-441 5111

Wilshire Associates Inc.

1299 Ocean Ave., Suite 700, Santa Monica 90401
wilshire.com
Top Local Executive:
Jason Schwarz, COO
310-451-3051

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