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Top RIA Firms in Beverly Hills, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Beverly Hills, California. This hub covers 29 matching firms with $92.8B in total reported AUM and median AUM of $819.0M.
Firms
29
Matching current profiles
Total AUM
$92.8B
Reported regulatory AUM
Median AUM
$819.0M
Across firms with AUM
Largest firm
$47.7B
Platinum Equity Advisors, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Platinum Equity Advisors, LLC CRD 161491 · Limited Liability Company | BEVERLY HILLS, CA | $47.7B May 2026 | -$2.0B-4.0% | +$81.9M+0.2% | +$22.1B+86.1% | +$44.1B+1202.9% | +34 employees+15.5% over 3Y | +26 accounts+21.0% over 3Y |
| 2. Levine Leichtman Capital Partners, LLC CRD 140980 · Limited Liability Company | BEVERLY HILLS, CA | $11.9B Jul 2026 | +$1.0B+9.2% | +$2.5B+27.3% | +$4.8B+67.3% | +$9.4B+388.6% | +17 employees+30.4% over 3Y | +2 accounts+3.7% over 3Y |
| 3. Butterfly Equity LP CRD 284667 · Limited Partnership | BEVERLY HILLS, CA | $7.1B Apr 2026 | +$947.1M+15.4% | +$3.7B+108.7% | +$5.5B+335.4% | +$6.8B+2640.8% | +6 employees+20.0% over 3Y | +4 accounts+21.1% over 3Y |
| 4. Mozaic, LLC CRD 145777 · Limited Liability Company | BEVERLY HILLS, CA | $3.6B Mar 2026 | -$424.4M-10.4% | +$441.8M+13.8% | +$317.6M+9.5% | +$2.4B+190.3% | 0 employees+0.0% over 3Y | +18 accounts+24.0% over 3Y |
| 5. Gobi Capital LLC CRD 151427 · Limited Liability Company | BEVERLY HILLS, CA | $2.7B Mar 2026 | +$220.5M+8.9% | +$999.5M+59.1% | +$844.8M+45.8% | +$2.5B+1192.3% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 6. Checchi Capital Advisers, LLC CRD 143478 · Limited Liability Company | BEVERLY HILLS, CA | $2.6B Mar 2026 | +$282.1M+12.2% | +$1.1B+74.6% | +$1.7B+176.3% | +$2.4B+1628.6% | +9 employees+45.0% over 3Y | +957 accounts+451.4% over 3Y |
| 7. Grant Tani Barash & Altman, LLC CRD 319128 · Limited Liability Company | BEVERLY HILLS, CA | $2.3B May 2026 | +$500.9M+28.1% | +$696.1M+43.9% | — | +$696.1M+43.9% | +13 employees+17.1% over 3Y | +1,028 accounts+435.6% over 3Y |
| 8. Joel R. Mogy Investment Counsel INC. CRD 111622 · Corporation | BEVERLY HILLS, CA | $2.2B Mar 2026 | +$121.8M+5.9% | +$616.8M+39.5% | +$1.0B+91.0% | +$1.5B+230.9% | 0 employees+0.0% over 3Y | +109 accounts+19.7% over 3Y |
| 9. Monogram Capital Management, L.p. CRD 290197 · Limited Partnership | BEVERLY HILLS, CA | $1.8B Jun 2026 | +$693.6M+63.4% | +$1.0B+127.2% | +$1.3B+284.5% | +$1.6B+979.9% | -1 employees-8.3% over 3Y | +11 accounts+61.1% over 3Y |
| 10. Levine Leichtman Strategic Capital, LLC CRD 289401 · Limited Liability Company | BEVERLY HILLS, CA | $1.5B Jul 2026 | +$215.5M+16.7% | +$792.5M+111.5% | +$1.2B+386.5% | +$1.4B+1361.8% | +15 employees+25.9% over 3Y | -1 accounts-50.0% over 3Y |
| 11. Cheviot Value Management, LLC CRD 166291 · Limited Liability Company | BEVERLY HILLS, CA | $1.2B Jun 2026 | +$207.1M+21.5% | +$494.0M+73.0% | +$636.9M+119.4% | +$847.9M+262.9% | +2 employees+40.0% over 3Y | +260 accounts+27.2% over 3Y |
| 12. Centricus Investment Advisors (us) LLC CRD 341654 · Limited Liability Company | BEVERLY HILLS, CA | $1.0B May 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 13. Aire Advisors, LLC CRD 307450 · Limited Liability Company | BEVERLY HILLS, CA | $1.0B Jul 2026 | +$101.0M+11.2% | +$366.3M+57.2% | +$734.7M+270.3% | — | -2 employees-18.2% over 3Y | -850 accounts-42.2% over 3Y |
| 14. Beverly Hills Private Wealth, LLC CRD 321132 · Limited Liability Company | BEVERLY HILLS, CA | $912.2M Mar 2026 | +$216.2M+31.1% | +$428.2M+88.5% | — | — | +4 employees+66.7% over 3Y | +539 accounts+68.1% over 3Y |
| 15. Elyxium Wealth LLC CRD 328603 · Limited Liability Company | BEVERLY HILLS, CA | $819.0M May 2026 | +$366.3M+80.9% | — | — | — | +2 employees+50.0% over 1Y | +562 accounts+201.4% over 1Y |
| 16. Angeleno Group, LLC CRD 159677 · Limited Liability Company | BEVERLY HILLS, CA | $576.5M Mar 2026 | +$44.5M+8.4% | +$66.0M+12.9% | — | +$30.6M+5.6% | 0 employees+0.0% over 3Y | -3 accounts-21.4% over 3Y |
| 17. Life Line Wealth Management LLC CRD 171051 · Limited Liability Company | BEVERLY HILLS, CA | $557.6M Mar 2026 | +$118.9M+27.1% | +$177.2M+46.6% | +$316.0M+130.8% | +$432.0M+343.7% | +3 employees+100.0% over 3Y | +137 accounts+52.5% over 3Y |
| 18. Provenance Management CO., LP CRD 307347 · Limited Partnership | BEVERLY HILLS, CA | $454.1M Mar 2026 | +$61.8M+15.8% | +$395.1M+669.5% | +$395.1M+669.5% | +$395.1M+669.5% | +2 employees+33.3% over 3Y | +8 accounts+800.0% over 3Y |
| 19. O'Boyle Wealth Management, INC. CRD 292849 · Corporation | BEVERLY HILLS, CA | $443.9M Mar 2026 | +$74.3M+20.1% | +$186.1M+72.2% | +$218.2M+96.7% | — | -1 employees-16.7% over 3Y | +227 accounts+16.7% over 3Y |
| 20. Center Capital Partners LLC CRD 315464 · Limited Liability Company | BEVERLY HILLS, CA | $415.0M Apr 2026 | +$38.4M+10.2% | — | — | +$90.4M+27.8% | +1 employees+12.5% over 1Y | 0 accounts+0.0% over 1Y |
| 21. Gordonmd Global Investments LP CRD 316751 · Limited Partnership | BEVERLY HILLS, CA | $322.3M Mar 2026 | +$63.3M+24.4% | — | — | — | +6 employees+600.0% over 3Y | +1 accounts+16.7% over 1Y |
| 22. The Gores Group, LLC CRD 160598 · Limited Liability Company | BEVERLY HILLS, CA | $287.2M Mar 2026 | -$23.8M-7.7% | -$292.3M-50.4% | -$286.9M-50.0% | -$3.1B-91.6% | -12 employees-54.5% over 3Y | -4 accounts-66.7% over 3Y |
| 23. Tiller Partners, LLC CRD 170429 · Limited Liability Company | BEVERLY HILLS, CA | $261.5M Mar 2026 | +$167.1K+0.1% | +$101.5M+63.4% | +$103.2M+65.2% | — | -3 employees-75.0% over 3Y | 0 accounts+0.0% over 3Y |
| 24. Galliott Capital Advisors, LLC CRD 313094 · Limited Liability Company | BEVERLY HILLS, CA | $249.0M Mar 2026 | -$13.0M-5.0% | -$951.0M-79.3% | — | — | 0 employees+0.0% over 3Y | -128 accounts-53.1% over 3Y |
| 25. Great Gable Wealth Management, LLC CRD 297501 · Limited Liability Company | BEVERLY HILLS, CA | $220.5M Mar 2026 | +$84.7M+62.4% | +$112.1M+103.4% | +$87.9M+66.3% | +$87.9M+66.3% | -1 employees-25.0% over 3Y | +312 accounts+83.2% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.