Wealth manager, independent · LOS Angeles, CA
HCR Wealth Advisors
SEC-registered investment adviser · CRD 108676 · SEC 801-56452
At a glance
HCR Wealth Advisors is an SEC-registered investment adviser based in LOS Angeles, California, with $2.0B in regulatory assets under management as of its Form ADV filed August 24, 2026. It reports 937 individual clients, 420 of them high-net-worth, holding an average of about $2.1 million each, and 20 employees. That ranks it 568th among the nation’s 5,657 independent wealth management RIAs and 69th of 714 in California. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 310-473-5445hcrwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.0B
- Rank among independent wealth managers
- #568 of 5,657
- Rank among all SEC RIAs
- #3,679 of 17,210
- Rank in California
- #69 of 714
- Individual clients
- 937
- High-net-worth clients
- 420
- Accounts
- 3,191
- Discretionary
- 100% of AUM
- Employees
- 20
- Advisory staff
- 9
- Offices
- 2
Owners and executives on its Form ADV
- Gregory S. HellerPresident
- Steven J. WeinbergerSenior Managing Director
- Hayley N. NelsonChief Compliance Officer
- Jordan L. KahnChief Investment Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
HCR Wealth Advisors is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed August 2026) names The Leaders Group and Investment Security as the broker-dealer its advisers are registered with.
One or more of the persons affiliated with HCR are Registered Representatives of Investment Security Corporation (“ISC”) or the Leaders Group, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 420 | $1.8B | 92% |
| Individuals | 517 | $146M | 7% |
| Charitable organizations | – | $5M | <1% |
| Pooled investment vehicles | 1 | $2M | <1% |
| Pension and profit sharing plans | – | $2M | <1% |
| Corporations or other businesses | – | $0M | <1% |
Private funds
HCR Wealth Advisors reports 1 private funds with $2M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
HCR Wealth Advisors answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗hcrwealth.com ↗
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The full record on HCR Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,026 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Coastedge Partners, LLCSAN Diego | $2.1B | 131 |
| Fairview CapitalGreenbrae | $2.0B | 241 |
| JSF Financial, LLCLOS Angeles | $2.0B | 791 |
| Falcon Wealth Planning, LLCOntario | $2.0B | 1,581 |
| RVW Wealth LLCLOS Angeles | $1.9B | 1,029 |
| Rebalance LLCPalo Alto | $1.9B | 636 |
Background
Questions
How much does HCR Wealth Advisors manage?
HCR Wealth Advisors reports $2.0B in regulatory assets under management across 3,191 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 24, 2026.
How many clients does HCR Wealth Advisors have?
It reports 937 individual clients: 420 high-net-worth individuals and 517 other individuals. Individuals account for about 100% of its regulatory assets.
Where is HCR Wealth Advisors headquartered?
Its main office is in LOS Angeles, California. It reports 2 offices in total and 20 employees, 9 of whom perform investment advisory functions.
How does HCR Wealth Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does HCR Wealth Advisors use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed August 24, 2026, it reports these amounts held: Charles Schwab ($1.9B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is HCR Wealth Advisors a hybrid RIA with a broker-dealer?
HCR Wealth Advisors is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is HCR Wealth Advisors a fiduciary?
As an SEC-registered investment adviser, HCR Wealth Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 4 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is HCR Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →