Firm profile

HCR WEALTH ADVISORS

LOS ANGELES, CACRD 108676Latest ADV April 29, 2026

Hcr Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated April 29, 2026, reports $2.0B in regulatory assets under management, 20 employees, 1 office, and 3,191 accounts.

Assets Under Management
$2.0B
Employees
20
Offices
1 office
Total Clients
938
Primary office
LOS ANGELES, CA
10866 WILSHIRE BLVD., SUITE 1600, LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOHayley N. Nelson
CIOJordan L. Kahn

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 55.1% of total clients.
Top client categories% of clientsClients
1
Individuals
55.1%
517
2
HNWI
44.8%
420
3
Pooled Investment Vehicles
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.0Bas of April 29, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$2.0B
Total Accounts3,191
10Y AUM Change+$1.0B (+113.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees20
Clients per Employee47:1
10Y Employee Change+4 (+25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.