Market #2 of the 🤫 Directory — Beverly Hills, Century City, and the LA Westside. 9 SEC-registered RIA firms, 31 advisors at the major wealth firms, and 32 insurance agents, independent brokers and captive agents alike. Each links to an official record. Is one of them yours? Claim it to verify and own it.
Firm-level SEC data + official carrier/firm locators — confirm current licensure with the regulator.
SEC-registered investment advisers
Morgan Stanley, UBS, Merrill, Goldman & more
Independent + captive carrier agents
Independent RIA founded 1997; wealth management for high-net-worth individuals and families, Avenue of the Stars, Century City
Los Angeles (Century City), 90067 · CRD 104580
Independent RIA since 1999, HQ at 2121 Avenue of the Stars; financial planning and portfolio management, ~$22B AUM
Los Angeles (Century City), 90067 · CRD 108163
SEC-registered RIA founded 1984, Avenue of the Stars; wealth advisory and investment management for HNW/UHNW clients
Los Angeles (Century City), 90067 · CRD 104599
Independent RIA established 2019; wealth management for individuals, families and institutions, multibillion AUM
Los Angeles (Century City), 90067 · CRD 300856
Independent fee-only RIA / multifamily office at 11100 Santa Monica Blvd; investment, wealth and estate planning
Los Angeles (West LA / Westwood), 90025 · CRD 146720
Independent RIA founded 2007 at 11300 W Olympic Blvd; financial planning and portfolio management, multibillion AUM
Los Angeles (West LA), 90064 · CRD 143483
Independent RIA since 2018 at 9701 Wilshire Blvd; financial planning, investment and retirement/tax planning for affluent families
Beverly Hills, 90212 · CRD 292849
Independent SEC-registered RIA (registered 2022) at 350 S. Beverly Dr.; portfolio management and financial planning
Beverly Hills, 90212 · CRD 321132
Independent wealth advisory RIA founded 2020 on Wilshire Blvd; serves individuals, families and institutions
Beverly Hills, 90212 · CRD 307450
The advisors, teams, and branch offices of the wirehouses and banks across Beverly Hills and Century City — listed from each firm's official locator, grouped by firm.
Wealth management branch office at 9665 Wilshire Blvd for HNW/UHNW clients
Beverly Hills, 90212
Veteran Morgan Stanley wealth advisor (Beverly Hills since 1990)
Beverly Hills, 90212
Morgan Stanley Wealth Management financial advisor, Beverly Hills
Beverly Hills, 90212
Director of Wealth Management serving clients nationally from Beverly Hills
Beverly Hills, 90212
Morgan Stanley wealth management team, Beverly Hills
Beverly Hills, 90212
Morgan Stanley wealth management team, Beverly Hills
Beverly Hills, 90212
UBS wealth management / Beverly Hills PWM office at 131 S. Rodeo Dr.
Beverly Hills, 90212
UBS Century City wealth management branch office
Los Angeles (Century City), 90067
UBS private wealth management team, Beverly Hills
Beverly Hills, 90212
UBS wealth management team at 131 S. Rodeo Dr.; retirement, education and wealth transfer
Beverly Hills, 90212
UBS financial advisor / wealth management team, Beverly Hills
Beverly Hills, 90212
Merrill Lynch Wealth Management advisor directory, Beverly Hills
Beverly Hills, 90212
Merrill Lynch Wealth Management advisor directory, Century City
Los Angeles (Century City), 90067
Merrill financial advisor, Century City
Los Angeles (Century City), 90067
Goldman Sachs PWM office serving UHNW clients; region head Simon Osborn
Los Angeles (Century City), 90067
J.P. Morgan Wealth Partners office at 2029 Century Park East for substantial-wealth clients
Los Angeles (Century City), 90067
Managing Director & Wealth Partner, J.P. Morgan Century City
Los Angeles (Century City), 90067
Wealth Partner & Managing Director serving UHNW individuals, entrepreneurs and family offices
Los Angeles (Century City), 90067
J.P. Morgan Wealth Partner (The Alta Group), Century City
Los Angeles (Century City), 90067
J.P. Morgan Wealth Partners team, Century City
Los Angeles (Century City), 90067
Wells Fargo Advisors branch at 433 N. Camden Dr.
Beverly Hills, 90210
Wells Fargo Advisors financial advisor, Beverly Hills
Beverly Hills, 90210
Wells Fargo Advisors financial advisor, Beverly Hills
Beverly Hills, 90210
Wells Fargo Advisors financial advisor, Beverly Hills
Beverly Hills, 90210
Raymond James branch at 9595 Wilshire Blvd
Beverly Hills, 90212
Globally-informed wealth management team, Raymond James Beverly Hills
Beverly Hills, 90212
Managing Director-led private wealth team, Raymond James Beverly Hills
Beverly Hills, 90212
Edward Jones financial advisors serving Beverly Hills
Beverly Hills, 90211
Schwab investor branch at 1840 Century Park East
Los Angeles (Century City), 90067
Schwab investor branch at 9757 Wilshire Blvd
Beverly Hills, 90212
Northwestern Mutual wealth management & insurance office at 11111 Santa Monica Blvd
Los Angeles (West LA), 90025
Independent (multi-carrier) agencies — including high-net-worth specialists writing Chubb, PURE, and Travelers — listed from each agency's own public presence.
High-net-worth home, auto & personal (Chubb Group)
Beverly Hills, 90212 · Own website (pacificway.net) states independent agency and lists Chubb Group; offers dedicated High-Net-Worth Coverage; also on Travelers' official independent-agent locator
Personal, high-value home, commercial & specialty
Beverly Hills, 90212 · Own website (nahai.com) states independent brokers since 1980; appears on BOTH Travelers and Nationwide official independent-agent locators, confirming multi-carrier
Auto, home, business & classic car
Beverly Hills, 90211 · Own website (accardoinsurance.com) states full-service agency working with numerous highly-rated carriers; also on Travelers locator and a Hagerty classic-car agent
Home, auto, business & renters
Beverly Hills, 90210 · Same office/phone (301 N Canon Dr Ste 226, 310-276-2335) appears on BOTH Travelers and Nationwide official independent-agent locators, confirming multi-carrier
Home, auto & business
Beverly Hills, 90212 · Appears on BOTH Travelers and Nationwide official independent-agent locators, confirming multi-carrier
Home, auto, business & renters
Beverly Hills, 90210 · Listed on Travelers' official independent-agent locator (Travelers appoints only independent agencies)
Home, auto, business & renters
Beverly Hills, 90210 · Listed on Travelers' official independent-agent locator (Travelers appoints only independent agencies)
Auto, home, business & life
Beverly Hills, 90211 · Listed on Nationwide's official independent-agent locator (Nationwide sells through independent agencies)
Auto, home, business & life
Beverly Hills, 90211 · Listed on Nationwide's official independent-agent locator (Nationwide sells through independent agencies)
The dedicated agents who represent a single company — State Farm, Farmers, Allstate, Mercury — each with their own local office, from the carrier's official agent locator.
Auto, home, business & renters
Beverly Hills, 90210
Auto, home & life
Beverly Hills, 90211
Auto, home & life
Beverly Hills, 90212
Auto, home & life
Beverly Hills, 90211
Auto, fire, business & life
Los Angeles (Brentwood), 90049
Auto, home, life & small business
Los Angeles (Westwood), 90024
Auto, home & life
Pacific Palisades, 90272
Auto, home & life
West Hollywood, 90069
Auto, home & business
Beverly Hills, 90212
Auto, home & business
Beverly Hills, 90212
Auto, home & business
Beverly Hills, 90211
Auto, home & business
West Hollywood, 90046
Auto, home & business
West Hollywood, 90069
Auto, home & business
Pacific Palisades, 90272
Auto, home, life & umbrella
Los Angeles (Westwood), 90025
Auto, home, life & business
Los Angeles (Westwood), 90024
Auto, home & business
Los Angeles (Westwood/Brentwood), 90024
Auto, home, life & business
Los Angeles (serves Westside/Palisades), 90045
Auto, home & life
Beverly Hills, 90211
Auto, home & life
Los Angeles (Westwood), 90024
Auto, home, condo, renters & business
Beverly Hills, 90212
Auto, home, condo & renters
Beverly Hills, 90211
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Adviser firms are compiled from the SEC's public Investment Adviser Public Disclosure; advisors at the major firms are listed from each firm's official public locator; insurance agents are from each independent agency's own site or the carrier's official locator — all verified 2026-07-14, with license status confirmed against the regulator at claim time. A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.