MONEY MANAGERS

ABACUS FINACIAL BUSINESS MANAGEMENT

afinancialgroup.com

(323) 735-5300

Top Local Executive BELVA ANAKWENZE, Principal, Chief Financial Officer

ABACUS WEALTH PARTNERS

abacuswealth.com

(888) 422-2287 Top Local Executive DARIUS GAGNE, Chief Investment Officer

ADVICEPERIOD

adviceperiod.com

(424) 281-3600

Top Local Executive STEVE LOCKSHIN, Principal

ALLSPRING GLOBAL INVESTMENTS

allspringglobal.com

(888) 877-9275

Top Local Executive DENNIS BEIN, Portfolio Manager

AMERICAN REALTY ADVISORS

aracapital.com

(213) 233-5700

Top Local Executive KIRK HELGESON, Chief Investment Officer

AMI ASSET MANAGEMENT CORP.

Amiassetmanagement.com

(424) 320-4000

Top Local Executive CHRIS SESSING, Chief Investment Officer, Lead Equity Portfolio Manager

ANGELES INVESTMENT ADVISORS

angelesadvisors.com

(310) 393-6300

Top Local Executive MICHAEL ROSEN, Managing Partner, Chief Investment Officer

ARES MANAGEMENT

aremgmt.com

(310) 201-4100 Top Local Executive DAVID KAPLAN, Co-Founder, Director, Partner

ARISTOTLE CAPITAL MANAGEMENT

aristotlecap.com

(310) 478-4005

Top Local Executive HOWARD GLEICHER, CEO, Chief Investment Officer

ASPIRIANT WEALTH MANAGEMENT

aspiriant.com

(310) 806-4000

Top Local Executive ROB FRANCAIS, CEO, Partner

AVITA WEALTH MANAGEMENT

avitaswealth.com

(424) 371-9010

Top Local Executive RUSSELL EVANS, Managing Principal

BEACH POINT CAPITAL MANAGEMENT

beachpointcapital.com

(310) 996-9700

Top Local Executive CARL GOLDSMITH, Co-Founder, Co-CEO

BEL AIR INVESTMENT ADVISORS

belair-llc.com

(310) 229-1500

Top Local Executive TODD MORGAN, Chairman, Partner

BNY MELLON WEALTH MANAGEMENT

bynmellonwealth.com

(424) 277-6829

Top Local Executive STEVE KUTZ, Regional President

BRIDGE ADVISORY

bridgeadvisory.com

(626) 795-3062

Top Local Executive DAVID PENNIALL, CEO, President

BROADSHORE CAPITAL PARTNERS

broadshore.com

(800) 261-4481

Top Local Executive BRADFORD HOWE, Co-CEO

CAMDEN ASSET MANAGEMENT

camdenasset.com

(310) 203-4200

Top Local Executive JOHN WAGNER, Managing Director

CAMDEN CAPITAL

camdencapital.com

(310) 725-0210

Top Local Executive JOHN M. KRAMBEER, Founder, Partner

CANYON PARTNERS

canyonpartners.com

(310) 272-1200

Top Local Executive JOSHUA FRIEDMAN, Co-Founder

CAPITAL GROUP

thecapitalgroup.com (213) 486-9200 Top Local Executive TIMOTHY ARMOUR, Chairman, CEO

CAPITAL GROUP PRIVATE CLIENT SERVICES

thecapitalgroup.com/pcs

(800) 421-8511

Top Local Executive JOHN ARMOUR, President

CAPITAL RESEARCH + CONSULTING

capitalresearchandconsulting.com

(626) 844-1440

Top Local Executive JOHN ODELL, Principal

CAUSEWAY CAPITAL MANAGEMENT

causewaycap.com

(310) 231-6100

Top Local Executive SARAH KETTERER, CEO, Fundamental Portfolio Manager

CBRE GLOBAL INVESTORS

cbreglobalinvestors.com

(213) 683-4200

Top Local Executive RITSON FERGUSON, Co-Chief Investment Officer