HCR Wealth Advisors
HCR Wealth Advisors is a privately held Los Angeles-based wealth management firm founded in 1988 that delivers financial and investment advisory strategies to its clients through a small specialized team.
- Company typePrivate
- Founded1988
- HeadquartersLos Angeles, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What HCR Wealth Advisors does
HCR Wealth Advisors is a privately held wealth management firm headquartered in Los Angeles, California, founded in 1988. According to its stated description, the firm is dedicated to providing financial and investment strategies to its clients, operating in the traditional registered investment advisor / wealth advisory model serving individuals and families seeking portfolio management and financial planning services.
The firm operates with a small team in the 11-50 employee band, led by a structured leadership group comprising a Chief Investment Officer (Jordan Kahn), a President (Greg Heller), a Managing Director (Michelle Katzen), and a Senior Managing Director (Steve Weinberger). This composition indicates a specialized boutique with delineated investment, executive, and client-relationship roles typical of HNW-focused advisory practices.
The provided source material does not disclose AUM, fee schedules, client segmentation (mass-affluent vs. ultra-HNW), product specifics, technology stack, geographic footprint beyond Los Angeles, regulatory registrations (SEC RIA vs. state-registered), or ownership structure. The Business Journals reference present in the data is a generic navigation page and does not contain substantive firm-level disclosure, so the operational, commercial, and financial profile of HCR Wealth Advisors cannot be characterized beyond the firmographic and leadership facts above.
HCR Wealth Advisors firmographics
Firmographics- Name
- HCR Wealth Advisors
- Website
- https://bizjournals.com
- Company type
- Private
- Founded year
- 1988
- Headcount range
- 11–50 employees
- Short description
- HCR Wealth Advisors is a privately held Los Angeles-based wealth management firm founded in 1988 that delivers financial and investment advisory strategies to its clients through a small specialized team.
- Ownership category
- akta.pro rank
HCR Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)
Keywords
Where HCR Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Markets served
HCR Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
HCR Wealth Advisors product offering
Product offeringCore offering
HCR Wealth Advisors is a wealth management firm that provides financial and investment strategies to its clients. The firm offers personalized advisory services focused on helping individuals and families manage, grow, and preserve their wealth through tailored investment planning and ongoing portfolio guidance.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services Personalized financial and investment strategies provided by the firm to its individual and family clients, covering investment planning and ongoing portfolio guidance.
Companies that use HCR Wealth Advisors
Customer profileIdeal customer profiles1 record
HCR Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
HCR Wealth Advisors partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights1 record
HCR Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Halbert Hargrove Global Advisors: Long-standing LA-based independent wealth advisory firm serving HNW clients with personalized investment and financial planning services—closely comparable in geography, longevity, and service model.
- Mercer Advisors: Multi-billion-dollar RIA providing holistic wealth management and investment advisory; highly comparable in target clientele (HNW/UHNW), fee model, and integrated planning offering.
- Bel Air Investment Advisors: Boutique LA-based RIA providing discretionary and non-discretionary investment management to HNW families; directly comparable in client profile and geographic focus.
- Aspiriant: Los Angeles-headquartered RIA serving HNW families with fee-only wealth management and investment advisory—direct geographic and service-line peer to HCR.
- Mariner Wealth Advisors: National RIA offering comprehensive wealth advisory, investment management, and financial planning to HNW individuals—directly comparable business model and service mix to HCR.
- Signature Estate & Investment Advisors: Boutique wealth advisory based in Los Angeles with HNW focus spanning investment management, estate, and financial planning—same market and service positioning as HCR.
Regional players
- First Foundation Advisors: Wealth management arm of First Foundation Inc., serving HNW and UHNW clients primarily in California and Nevada; comparable client focus with West Coast regional concentration.
Broad incumbents
- Carson Group: Large RIA and advisor support platform providing wealth management services and partner-firm resources; overlaps in target client but operates as a scaled, multi-affiliate model.
- Edelman Financial Engines: National wealth advisory and financial planning firm serving mass-affluent through HNW clients; comparable in advisory services though broader and more standardized than a boutique firm like HCR.
- Creative Planning: Large national RIA offering comprehensive wealth management to HNW and UHNW clients; comparable service lines but at substantially greater scale than HCR.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights5 records
Customer concentration
HCR Wealth Advisors social profiles
Digital presenceHCR Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
HCR Wealth Advisors leadership team
Management profileNumber of profiles
Profiles4 records
HCR Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HCR Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HCR Wealth Advisors
What does HCR Wealth Advisors do?
HCR Wealth Advisors is a wealth management firm that provides financial and investment strategies to its clients. The firm offers personalized advisory services focused on helping individuals and families manage, grow, and preserve their wealth through tailored investment planning and ongoing portfolio guidance.
When was HCR Wealth Advisors founded?
HCR Wealth Advisors was founded in 1988. It employs 11 to 50 people.
Where is HCR Wealth Advisors based?
HCR Wealth Advisors is headquartered in Los Angeles, United States, in the North America region.
Who are HCR Wealth Advisors's main competitors?
Direct peers on record are Halbert Hargrove Global Advisors, Mercer Advisors, Bel Air Investment Advisors, Aspiriant, Mariner Wealth Advisors and Signature Estate & Investment Advisors. First Foundation Advisors is listed as a regional player. Broad incumbents are Carson Group, Edelman Financial Engines and Creative Planning.
Does HCR Wealth Advisors have an API?
No public API is recorded for HCR Wealth Advisors.
What industry is HCR Wealth Advisors in?
HCR Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAABAN, Private Client Custody & Brokerage (Execution, Reporting, Safekeeping). Its NAICS code is 523940 and its SIC code is 6282.