HCR WEALTH ADVISORS
CRD #108676 SEC #801-56452 LOS ANGELES, CA 310-473-5445
SEC Registered Private Funds
Total AUM
$1.7B
Discretionary
$1.7B
Employees
19
Clients
25
Accounts
3,205
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.7B | $1.7B | $0 | 19 | 0 |
| Apr 2025 | $1.7B | $1.7B | $0 | 19 | 0 |
| Mar 2025 | $1.7B | $1.7B | $0 | 19 | 0 |
| Feb 2025 | $1.5B | $1.5B | $0 | 17 | 3 |
| Oct 2024 | $1.5B | $1.5B | $0 | 17 | 3 |
| Jun 2024 | $1.5B | $1.5B | $0 | 17 | 3 |
| Apr 2024 | $1.5B | $1.5B | $0 | 17 | 3 |
| Mar 2024 | $1.5B | $1.5B | $0 | 17 | 3 |
| Jan 2024 | $1.4B | $1.4B | $0 | 16 | 1 |
| Jan 2024 | $1.4B | $1.4B | $0 | 16 | 1 |
| Dec 2023 | $1.4B | $1.4B | $0 | 16 | 1 |
| Jun 2023 | $1.4B | $1.4B | $0 | 16 | 1 |
| Apr 2023 | $1.4B | $1.4B | $0 | 16 | 1 |
| Mar 2023 | $1.4B | $1.4B | $0 | 16 | 1 |
| Sep 2022 | $1.5B | $1.5B | $0 | 16 | 1 |
| May 2022 | $1.5B | $1.5B | $0 | 16 | 1 |
| Apr 2022 | $1.5B | $1.5B | $0 | 16 | 1 |
| Jan 2022 | $1.2B | $1.2B | $0 | 17 | 1 |
| Jan 2022 | $1.2B | $1.2B | $0 | 17 | 1 |
| Oct 2021 | $1.2B | $1.2B | $0 | 17 | 1 |
| May 2021 | $1.2B | $1.2B | $0 | 17 | 1 |
| Mar 2021 | $1.2B | $1.2B | $0 | 17 | 1 |
| Jan 2021 | $1.1B | $1.1B | $0 | 16 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 16 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 16 | 0 |
| Oct 2019 | $937.6M | $937.6M | $0 | 17 | 0 |
| Mar 2019 | $937.6M | $937.6M | $0 | 17 | 0 |
| Aug 2018 | $1B | $1B | $0 | 17 | 0 |
| Apr 2018 | $1B | $1B | $0 | 17 | 0 |
| Mar 2018 | $1B | $1B | $0 | 17 | 0 |
| Dec 2017 | $916.6M | $916.6M | $0 | 16 | 0 |
| Feb 2017 | $916.6M | $916.6M | $0 | 16 | 500 |
| Mar 2016 | $852.7M | $852.7M | $0 | 14 | 400 |
| Dec 2015 | $587.1M | $587.1M | $0 | 7 | 300 |
| Dec 2015 | $587.1M | $587.1M | $0 | 7 | 300 |
| Jul 2015 | $587.1M | $587.1M | $0 | 7 | 300 |
| Apr 2015 | $587.1M | $587.1M | $0 | 7 | 300 |
| Mar 2015 | $587.1M | $587.1M | $0 | 7 | 300 |
| Jan 2015 | $538.1M | $538.1M | $0 | 8 | 300 |
| Aug 2014 | $538.1M | $538.1M | $0 | 8 | 300 |
| Mar 2014 | $538.1M | $538.1M | $0 | 8 | 300 |
| Apr 2013 | $451.9M | $451.9M | $0 | 8 | 300 |
| Mar 2013 | $451.9M | $451.9M | $0 | 8 | 300 |
| Feb 2013 | $376.5M | $376.5M | $0 | 8 | 300 |
| Mar 2012 | $376.5M | $376.5M | $0 | 1 | 300 |
| Mar 2010 | $314.1M | $314.1M | $0 | 5 | -- |
| Jan 2008 | $283.6M | $283.6M | $0 | 5 | -- |
| Feb 2007 | $237.2M | $237.2M | $0 | 5 | -- |
| Mar 2006 | $190.1M | $190.1M | $0 | 5 | -- |
| Apr 2004 | $139.5M | $139.5M | $0 | 5 | -- |
DateApr 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees19
Clients0
DateApr 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees19
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees19
Clients0
DateFeb 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients3
DateOct 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients3
DateJun 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients3
DateApr 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients3
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients3
DateJan 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients1
DateJan 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients1
DateDec 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients1
DateJun 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients1
DateApr 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients1
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients1
DateSep 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients1
DateMay 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients1
DateApr 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients1
DateJan 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients1
DateJan 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients1
DateOct 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients1
DateMay 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients1
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients1
DateJan 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateOct 2019
Total AUM$937.6M
Discretionary$937.6M
Non-Disc.$0
Employees17
Clients0
DateMar 2019
Total AUM$937.6M
Discretionary$937.6M
Non-Disc.$0
Employees17
Clients0
DateAug 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients0
DateApr 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients0
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients0
DateDec 2017
Total AUM$916.6M
Discretionary$916.6M
Non-Disc.$0
Employees16
Clients0
DateFeb 2017
Total AUM$916.6M
Discretionary$916.6M
Non-Disc.$0
Employees16
Clients500
DateMar 2016
Total AUM$852.7M
Discretionary$852.7M
Non-Disc.$0
Employees14
Clients400
DateDec 2015
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees7
Clients300
DateDec 2015
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees7
Clients300
DateJul 2015
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees7
Clients300
DateApr 2015
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees7
Clients300
DateMar 2015
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees7
Clients300
DateJan 2015
Total AUM$538.1M
Discretionary$538.1M
Non-Disc.$0
Employees8
Clients300
DateAug 2014
Total AUM$538.1M
Discretionary$538.1M
Non-Disc.$0
Employees8
Clients300
DateMar 2014
Total AUM$538.1M
Discretionary$538.1M
Non-Disc.$0
Employees8
Clients300
DateApr 2013
Total AUM$451.9M
Discretionary$451.9M
Non-Disc.$0
Employees8
Clients300
DateMar 2013
Total AUM$451.9M
Discretionary$451.9M
Non-Disc.$0
Employees8
Clients300
DateFeb 2013
Total AUM$376.5M
Discretionary$376.5M
Non-Disc.$0
Employees8
Clients300
DateMar 2012
Total AUM$376.5M
Discretionary$376.5M
Non-Disc.$0
Employees1
Clients300
DateMar 2010
Total AUM$314.1M
Discretionary$314.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$237.2M
Discretionary$237.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$0
Employees5
Clients--