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HCR WEALTH ADVISORS
CRD 108676File 801-56452
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.96B
Top 25% of cohort (national)
Discretionary AUM
$1.96B
Clients
938
3,191 accounts
Employees
20
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 16, 1999
- Principal office
- 10866 WILSHIRE BLVD., SUITE 1600, LOS ANGELES, CA, 90024
- Phone
- 310-473-5445
- Website
- HTTP://WWW.HCRWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.96B
- Discretionary AUM
- $1.96B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,191
- Non-discretionary accounts
- 0
- Total accounts
- 3,191
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $54K |
| Charitable organizations | Fewer than 5 | $5.2M |
| High net worth individuals | 420 | $1.80B |
| Pooled investment vehicles | 1 | $2.3M |
| Pension and profit sharing plans | Fewer than 5 | $1.9M |
| Individuals (other than high net worth individuals) | 517 | $146.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2026 | Clients | 943 | 938 | decreased by5 |
| Apr 1, 2026 | AUM | $1,676,210,398 | $1,958,139,773 | increased by$281,929,375 |
| Apr 1, 2026 | Accounts | 3,205 | 3,191 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 19 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 937 | 943 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,451,256,222 | $1,676,210,398 | increased by$224,954,176 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,826 | 3,205 | increased by379 |
| Apr 1, 2022 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2022 | Clients | 872 | 937 | increased by65 |
| Apr 1, 2022 | AUM | $1,197,891,359 | $1,451,256,222 | increased by$253,364,863 |
| Apr 1, 2022 | Accounts | 2,496 | 2,826 | increased by330 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HCR WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HCR WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.