Rialytix insights

Top RIA Firms in Hermosa Beach, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Hermosa Beach, California. This hub covers 7 matching firms with $10.7B in total reported AUM and median AUM of $222.4M.

Firms

7

Matching current profiles

Total AUM

$10.7B

Reported regulatory AUM

Median AUM

$222.4M

Across firms with AUM

Largest firm

$9.0B

Marlin Equity Partners

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Marlin Equity Partners
CRD 160672 · Limited Liability Company
HERMOSA BEACH, CA$9.0B
Mar 2026
+$49.1M+0.5%+$52.4M+0.6%+$2.8B+44.8%+$7.7B+573.4%-14 employees-16.7% over 3Y+3 accounts+10.7% over 3Y
2. Hh Capital Management, INC.
CRD 310147 · Corporation
HERMOSA BEACH, CA$851.4M
Mar 2026
+$3.3M+0.4%+$127.3M+17.6%+$262.8M+44.6%+$262.8M+44.6%0 employees+0.0% over 3Y0 accounts+0.0% over 3Y
3. Nolan Management LLC
CRD 312637 · Limited Liability Company
HERMOSA BEACH, CA$450.4M
May 2026
-$56.3M-11.1%-$33.1M-6.8%+$285.6M+173.3%0 employees+0.0% over 3Y0 accounts+0.0% over 3Y
4. Kmt Wealth Management, LLC
CRD 328911 · Limited Liability Company
HERMOSA BEACH, CA$222.4M
Feb 2026
+$88.4M+66.0%0 employees+0.0% over 1Y+27 accounts+385.7% over 1Y
5. Cove Street Capital, LLC
CRD 156260 · Limited Liability Company
HERMOSA BEACH, CA$93.8M
Mar 2026
-$32.9M-25.9%-$312.9M-76.9%-$536.0M-85.1%-$218.2M-69.9%-6 employees-75.0% over 3Y-70 accounts-79.5% over 3Y
6. Jacob Asset Management Of New York LLC
CRD 112006 · Limited Liability Company
HERMOSA BEACH, CA$84.1M
Mar 2026
-$3.7M-4.2%-$139.9M-62.5%+$5.1M+6.5%+$60.1M+250.3%-2 employees-40.0% over 3Y-1 accounts-25.0% over 3Y
7. Munifi, LLC
CRD 331613 · Limited Liability Company
HERMOSA BEACH, CA$197.9K
Mar 2026
+$177.9K+889.5%0 employees+0.0% over 1Y+5 accounts+250.0% over 1Y

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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.