2023 SoCal Leading Wealth Management Advisors Survey

2023 Southern California's Leading Wealth Management Firms Survey
L.A. Times B2B Publishing invites you to participate in a new survey for Southern California's Wealth Management Firms. There is no cost to participate. The survey will rank wealth management firms by total assets managed in Southern California (Los Angeles and Orange counties).

The results will be published on December 13 in our annual Giving Back: Philanthropy Issue magazine, which is distributed with the print edition of the Los Angeles Times. The magazine will be delivered to 100,000 paid subscribers across Southern California – reaching 73% of households with HHI $250K+. The survey results will also appear online at latimes.com/giving, accessible to our over 39 million monthly visitors.

The information provided is subject to editing by the B2B Publishing team prior to being published in this supplement. Please do not submit information that is subject to change or confidential.

Both the survey and magazine are produced by the B2B Publishing team and do not involve the editorial staff of the L.A. Times.

Submission deadline: Friday, Nov. 10, 2023

Magazine issue date: Wednesday, Dec. 13, 2023

Please email B2Bresearch@latimes.com with any questions.
Firm Name*
Primary address in Southern California*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Secondary address in Southern California

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Firm's Website*
Total assets managed in Southern California*
Enter total assets as of June 30, 2023 in Los Angeles, Orange and other surrounding counties.
Total discretionary assets managed in Southern California
Total non-discretionary assets managed in Southern California
Total institutional assets managed in Southern California
Total institutional assets managed in Southern California
Total institutional assets managed in Southern California
Total institutional assets managed in Southern California
Total number of investment advisors in Southern California*
Enter number of advisors as of June 30, 2023 in Los Angeles, Orange and other surrounding counties.
Total number of offices in Southern California*
Enter number of offices as of June 30, 2023 in Los Angeles, Orange and other surrounding counties.
Year established *
Headquarters location (city)*
Please upload firm logo

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Firm Social Handles

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Firm's Linkedin*
Firm's Facebook
Firm's Instagram
Top Southern California Executive(s) Information - up to two executives
Executive Name*

First NameMiddle NameLast NameSuffix
Executive's Title*
Executive's LinkedIn*
Please upload Executive's headshot*

Please upload a high-resolution image, 3x5", 300dpi
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Executive Name

First NameMiddle NameLast NameSuffix
Executive's Title
Executive's LinkedIn
Please upload Executive's headshot

Please upload a high-resolution image, 3x5", 300dpi
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Nominator contact information

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Name*

First NameLast Name
Company*
Title*
Email*
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Phone Number*
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2023 Southern California's Leading Wealth Management Firms Survey

Firm Social Handles

Top Southern California Executive(s) Information - up to two executives

Nominator contact information