RIA12 minutes read

Top Independent RIAs in Los Angeles – Altss 2025 Deep Dive

A deep dive into the top independent RIAs headquartered in Los Angeles, with verified AUM, OSINT allocator signals, and insights on why these firms matter for fundraisers and institutional LP targeting.

Top Independent RIAs in Los Angeles (2025 Edition)

Introduction: Why L.A. RIAs Deserve Your Attention

Los Angeles has long been a hub for wealth. Beyond the glimmer of Hollywood, the region hosts a unique concentration of entertainment dynasties, successful entrepreneurs, and multigenerational family offices. The city also sits at the intersection of technology and media—creating fresh waves of liquidity events that fuel advisory growth.

Registered Investment Advisors (RIAs) are at the center of this wealth management ecosystem. Independent RIAs in particular play a dual role: they act as custodians of family capital and as increasingly important gatekeepers for fund managers looking to raise from sophisticated LPs.

At Altss, we combine verified Form ADV filings, AUM data, and proprietary OSINT signals—including hiring patterns, allocator behaviors, and conference attendance—to identify the independent RIAs that matter most in 2025.

The Top 10 Independent RIAs in Los Angeles (2025)

1. Lido Advisors — ~$30 Billion AUM

Lido Advisors is one of the fastest-growing RIAs in Los Angeles. Known for sophisticated tax, trust, and estate planning, the firm caters to high-net-worth and ultra-high-net-worth families.

In 2023, private equity giant HPS Investment Partners acquired a majority stake in Lido. By early 2025, HPS itself was acquired by BlackRock—giving Lido unparalleled resources to scale. The firm’s CEO has publicly targeted $100 billion AUM in the coming years through both organic growth and M&A.

Allocator signal: Expect Lido to emerge as one of the most institutionalized RIAs in L.A., increasingly overlapping with fund manager distribution channels.

2. Evoke Advisors — ~$25.3 Billion AUM

Ranked by Forbes as the #1 RIA in America for three consecutive years, Evoke Advisors has become a powerhouse in Los Angeles.

Founded in 2019 through a merger of established wealth advisory teams, Evoke has quickly scaled by catering to UHNW families and institutions alike. Its strong governance, diversified investment offering, and integration of family office services position it as a true allocator hub.

Allocator signal: Evoke frequently appears on family office conference rosters tracked by Altss—fund managers should expect them to influence deal flow in both traditional and alternative investments.

3. Payden & Rygel — ~$161.7 Billion AUM

While technically operating at institutional scale, Payden & Rygel is still considered an independent L.A. firm. Founded in 1983, it has grown into one of the largest independent investment managers in the U.S., managing mutual funds, SMAs, and institutional mandates.

Their client base includes corporations, foundations, and global institutions. This breadth makes them less of a boutique RIA and more of a hybrid between an RIA and a traditional asset manager.

Allocator signal: Payden is increasingly relevant for institutional allocators (endowments, foundations) who need fixed income and balanced mandates. For fundraisers, Payden is more peer than prospect—but their institutional gravity influences the L.A. allocator ecosystem.

4. Aristotle Capital Management — ~$93 Billion AUM

Headquartered in Westwood, Aristotle has become one of the most respected L.A. managers, offering both equity and fixed-income strategies. The firm emphasizes a fundamental, value-oriented investment process.

With nearly $93 billion under management as of late 2024, Aristotle combines scale with intellectual independence. It has also launched multiple affiliated boutiques under the Aristotle umbrella.

Allocator signal: Aristotle is widely regarded as a serious allocator with global reach, and regularly hires talent with institutional distribution backgrounds. Tracking these signals can help fundraisers identify adjacent opportunities.

5. Wilshire Associates — ~$123 Billion in Consulting Scope

Based in Santa Monica, Wilshire is technically a consulting and analytics powerhouse, but it operates in ways highly relevant to RIAs. Founded in 1972, Wilshire oversees over $8 trillion in assets through consulting relationships, while its fund-of-funds vehicles directly manage over $100 billion.

Wilshire’s clients include pension funds, sovereign wealth funds, and large institutions—but its Los Angeles roots give it an outsized influence on the local RIA ecosystem.

Allocator signal: Fund managers often encounter Wilshire on RFPs and due diligence processes. For Altss clients, Wilshire represents a bridge between traditional RIAs and the broader institutional allocator world.

6. Signature Estate & Investment Advisors (SEIA) — >$30 Billion AUM

Founded in 1997, SEIA is a fast-scaling, employee-owned RIA headquartered in Century City. The firm serves HNW families with estate planning, portfolio management, and retirement solutions.

In 2024, SEIA appointed a new president from AssetMark to lead expansion. The firm grew AUM by 30% in one year and has publicly stated a target of $100 billion AUM within 5 years, fueled by M&A.

Allocator signal: SEIA is now firmly in “platform RIA” territory, executing a roll-up strategy. This creates opportunities for fund managers to establish relationships with a growing advisor base across the U.S.

7. Genter Capital Management — >$5 Billion AUM

Founded in 1968, Genter is one of the longest-standing RIAs in Los Angeles. Employee-owned and Brentwood-based, it manages discretionary accounts for individuals, families, foundations, and institutions.

Its conservative investment style and long tenure make it a trusted partner for multi-generational clients.

Allocator signal: Stability is Genter’s brand. For fundraisers, this makes them less of a growth-allocator but valuable for steady LP relationships.

8. Westmount Asset Management — ~$6.1 Billion AUM

Founded in 1990, Westmount is another Los Angeles mainstay. Known for its holistic wealth management approach, the firm integrates traditional portfolios with exposure to alternative investments.

Westmount has cultivated long-term clients across entertainment, real estate, and entrepreneurial families.

Allocator signal: Their alternative allocations make them relevant for managers in private equity, venture, and hedge fund strategies. Westmount shows up consistently in Altss’ OSINT tracking for alternative allocations.

9. Beacon Pointe Advisors — ~$10 Billion AUM

Beacon Pointe has grown from a Newport Beach foundation into a national RIA platform. Its Los Angeles presence includes a significant advisory team serving HNW and UHNW clients.

With an emphasis on impact investing and next-gen client engagement, Beacon Pointe is appealing to younger entrepreneurs and philanthropists.

Allocator signal: Beacon Pointe’s frequent M&A activity makes them an expanding platform worth monitoring for allocator hiring and alternative allocation appetite.

10. EP Wealth Advisors — ~$14.67 Billion AUM

Headquartered in Torrance, EP Wealth Advisors has expanded across California and beyond. Known for its planning-first approach, EP serves families, executives, and institutions.

Its mix of M&A and organic growth has positioned it among the top 50 RIAs nationwide by size.

Allocator signal: EP is increasingly appearing in institutional RFP processes, signaling its crossover from boutique to institutional allocator relevance.

Emerging Themes in Los Angeles RIA Growth

Consolidation and Roll-Ups — PE-backed RIAs are scaling nationally.

Institutionalization of Family Wealth — RIAs acting like family offices.

Alternative Allocations Rising — More capital flowing to PE, VC, hedge, and credit.

Geography as an Advantage — LA’s unique mix of entertainment, tech, and legacy wealth.

Why This Matters for Fundraisers

For fund managers, ignoring RIAs is no longer an option. Many RIAs now control multi-billion-dollar allocations, and their influence is growing.

  • Gatekeepers to Family Capital — A scaled path into UHNW and family office allocations.
  • Early Allocator Signals — Hiring patterns and event presence predict allocation intent.
  • Cross-Pollination with Institutions — Large RIAs are acting like institutional allocators.

Altss tracks these signals monthly, offering managers a way to prioritize which RIAs are most likely to allocate in their asset class.

Conclusion

Los Angeles has emerged as one of the most important hubs for independent RIAs in the U.S. Firms like Lido Advisors, Evoke Advisors, SEIA, and Westmount illustrate the new reality: RIAs are no longer just managing retirement accounts—they are influencing institutional allocation flows.

For fundraisers, these firms are essential partners. With Altss’ OSINT-driven intelligence, you can spot allocator signals before they hit the headlines—gaining a sharper edge in LP targeting and relationship building.

Next Step: Book a Demo with Altss

At Altss, we help everyone from emerging managers to the world’s largest asset managers. Whether you’re a startup fund raising your first vehicle or a global platform refining your LP strategy, our intelligence platform equips you with:

  • Real-time LP and RIA data refreshed every 30 days
  • Allocator signals from hiring, events, and deal activity
  • Family office + institutional coverage across 9,000+ verified entities

👉 Book a demo today to see how Altss can accelerate your capital-raising strategy.

Table of contents

Introduction: Why L.A. RIAs Deserve Your Attention
The Top 10 Independent RIAs in Los Angeles (2025)
1. Lido Advisors — ~$30 Billion AUM
2. Evoke Advisors — ~$25.3 Billion AUM
3. Payden & Rygel — ~$161.7 Billion AUM
4. Aristotle Capital Management — ~$93 Billion AUM
5. Wilshire Associates — ~$123 Billion in Consulting Scope
6. Signature Estate & Investment Advisors (SEIA) — >$30 Billion AUM
7. Genter Capital Management — >$5 Billion AUM
8. Westmount Asset Management — ~$6.1 Billion AUM
9. Beacon Pointe Advisors — ~$10 Billion AUM
10. EP Wealth Advisors — ~$14.67 Billion AUM
Emerging Themes in Los Angeles RIA Growth
Why This Matters for Fundraisers
Conclusion
Next Step: Book a Demo with Altss