Los Angeles, CA Wilshire Blvd. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
HCR Wealth Advisors
Team
Firm-wide stats for HCR Wealth Advisors
About
HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and other businesses. The firm also advises on retirement rollovers and may work with held‑away defined‑contribution participant accounts using a third‑party platform.
HCR establishes individual investment policies through client interviews and implements portfolios on a discretionary basis, using a mix of fundamental and technical analysis and both long‑ and short‑term strategies. Its investment toolkit includes mutual funds (retail and institutional share classes), alternative investments and private placements, and it may employ model‑based, aggregated trading across multiple client accounts.
The firm manages nearly $2 billion in client assets across ten advisors, a relatively high AUM level per advisor for a team of this size, and also acts as sponsor and discretionary manager for a private pooled investment vehicle, with audited financials provided to that fund’s investors. HCR discloses relationships with multiple custodians (including a referral program tied to one recommended custodian), acceptance of certain economic benefits from product providers, and a 2019 SEC settlement related to supervisory failures that the firm says led to strengthened compliance procedures.
Based on HCR Wealth Advisors
Location
10866 Wilshire Blvd., Suite 1600
Los Angeles CA 90024
Advisors at this office
9
Advisors at this office
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)