HCR Wealth Advisors

RIASEC RegisteredEst. 1999

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$614K

Accounts

3,191

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 108676
Registered since: April 16, 1999
Website: www.hcrwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.04%
Individuals7.47%
Charitable Organizations0.27%
Pooled Investment Vehicles0.12%
Pension & Profit Sharing Plans0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

HCR Wealth Advisors is an independent registered investment adviser organized as a corporation and SEC-registered since 1999. The firm is individually owned and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core advisory capabilities listed by the firm include financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. The firm acts in sponsor and general partner roles and serves as managing member for pooled investment vehicles it sponsors. HCR Wealth Advisors is not identified as an active ESG investor and is not classified as a capital allocator. The firm has appeared on industry lists: Top RIA Firms (FA Magazine, 2020) and was named among America's Top RIA Firms (Forbes, 2023 and 2024).