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Fidelon
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Market Standing · 2026

The most transparent firms in Los Angeles-Long Beach-Anaheim.

2320 scored firmsTop 10 recognizedfidelon.com/markets/los-angeles-long-beach-anaheim-ca
1IA-only—93.6Arank within Top 10; below the 80 standard
2IA-only—93.2Arank within Top 10; below the 80 standard
3IA-only$560M92.9ARecognized · Top 10
4IA-only$15M92.7ARecognized · Top 10
5IA-only—92.7Arank within Top 10; below the 80 standard
6IA-only—92.5Arank within Top 10; below the 80 standard
7IA-only—92.5Arank within Top 10; below the 80 standard
8IA-only—92.4Arank within Top 10; below the 80 standard
9
Kanan Advisors
CRD 337890
IA-only$51M92.3ARecognized · Top 10
10IA-only$127M92.3ARecognized · Top 10
11IA-only$54.6M92.3A—
12IA-only—92.1A—
13
Green Street
CRD 172378
IA-only—92A—
14IA-only$504M91.9A—
15IA-only—91.6A—
16IA-only$42.1M91.6A—
17IA-only—91.6A—
18IA-only$154M91.2A—
19
Mora Financial
CRD 333845
IA-only$15091.2A—
20IA-only$36.4M91.1A—
21
Bruce Colin And
CRD 118035
IA-only$229M91.1A—
22IA-only$66.7M91.1A—
23IA-only—91A—
24IA-only$66M91A—
25IA-only$4M91A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Los Angeles-Long Beach-Anaheim

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    DENNIS ALLEN REILAND
    PRIVATE MANAGEMENT GROUP INC · Irvine, CA
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  2. 2
    ROBERT TODD SUMMERS
    PRIVATE MANAGEMENT GROUP INC · Irvine, CA
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  3. 3
    STUART MICHAEL SNEDDON
    NEWBURY CAPITAL MANAGEMENT, LLC · South Pasadena, CA
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  4. 4
    DARIN WYNN BEMIS
    LEDERER & ASSOCIATES INVESTMENT COUNSEL · Long Beach, CA
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  5. 5
    NICHOLAS J WELSH
    LK&A INVESTMENT COUNSEL · Pasadena, CA
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  6. 6
    MICHAEL CLAY STEWART
    LK&A INVESTMENT COUNSEL · Pasadena, CA
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  7. 7
    JOHN MICHAEL LUCIANO
    PRIVATE MANAGEMENT GROUP INC · Irvine, CA
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  8. 8
    EMILY TUBOLA HERMENO
    PROSPERITY ROAD, LLC · Santa Ana, CA
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  9. 9
    GREGORY ROBERT LAI
    AFFINITY INVESTMENT ADVISORS, LLC · Newport Beach, CA
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  10. 10
    CHRISTOPHER GUILLERMO GIRBES-PIERCE
    FIVE OCEANS ADVISORS · Santa Monica, CA
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