other names
No matter where a client might be in their financial journey, or what life decision they are making, HCR Wealth Advisors is here to guide them and stand by their side in challenging times and times of prosperity. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding. Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being and we believe in doing what is right for every individual we serve. We work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. Exceptional client service is at the heart of who we are. HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients’ needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, we use an advisory model that allows for agnostic guidance, and all of our clients’ accounts reside at SPIC-insured institutions. We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a client’s financial life allowing them reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them. At HCR Wealth Advisors, we do just that.

Adviser Profile

As of Date 02/17/2025
Adviser Type - Large advisory firm
Number of Employees 17 6.25%
of those in investment advisory functions 6 -14.29%
Registration SEC, Approved, 04/16/1999
AUM* 1,504,064,085 9.43%
of that, discretionary 1,504,064,085 9.43%
Private Fund GAV* 2,329,588
Avg Account Size 546,734 11.65%
% High Net Worth 41.15% -19.32%
SMA’s Yes
Private Funds 1
Contact Info 310 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

Discretionary
Non-discretionary
1B 1B 1B 829M 622M 415M 207M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count1 GAV$2,329,588

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameApple Inc $ Position$132,662,232 % Position17.00% $ Change7.00% # Change0.00%
Stck Ticker922908736 Stock NameVanguard Growth Index Fund ETF $ Position$82,456,109 % Position10.00% $ Change11.00% # Change4.00%
Stck Ticker921946406 Stock NameVanguard High Dividend Yield Index Fund ETF $ Position$74,585,459 % Position9.00% $ Change4.00% # Change5.00%
Stck Ticker464287804 Stock NameiShares Core S&P Small-Cap ETF $ Position$44,248,438 % Position6.00% $ Change3.00% # Change4.00%
Stck Ticker67066G104 Stock NameNvidia Corp $ Position$36,110,304 % Position5.00% $ Change12.00% # Change2.00%
Stck Ticker464287200 Stock NameiShares Core S&P 500 ETF $ Position$22,047,437 % Position3.00% $ Change9.00% # Change7.00%
Stck Ticker594918104 Stock NameMicrosoft $ Position$19,594,410 % Position2.00% $ Change-3.00% # Change-1.00%
Stck Ticker697435105 Stock NamePalo Alto Networks $ Position$12,387,472 % Position2.00% $ Change6.00% # Change100.00%
Stck Ticker02079K305 Stock NameAlphabet Inc $ Position$18,180,451 % Position2.00% $ Change14.00% # Change0.00%
Stck Ticker031100100 Stock NameAmetek Inc $ Position$17,065,574 % Position2.00% $ Change-12.00% # Change-16.00%

Brochure Summary