Aristotle Capital Management, LLC

Aristotle Capital Management, LLC (CRD# 109876) is a financial advisory firm headquartered in Los Angeles, CA. They manage $9,230,278,199 in 1,626 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,230
    MILLION
  • Total Number of Accounts
    1,626
    ACCOUNTS
  • Average Account Value
    $5,676,678
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Aristotle Capital Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Sandra L. Incontro
CRD#: 4125690
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025
96
Wealthminder
score

Sandra Incontro (CRD# 4125690) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 17 years of experience in the finance industry.

2
Richard H. Schweitzer
CRD#: 2312588
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025
96
Wealthminder
score

Richard Schweitzer (CRD# 2312588) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 21 years of experience in the finance industry.

3
Michael G. Sindici
CRD#: 2938614
San Diego, CA
96
Wealthminder
score

Michael Sindici (CRD# 2938614) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in San Diego, CA and has over 17 years of experience in the finance industry.

4
William J. Averill
CRD#: 4956291
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025
93
Wealthminder
score

William Averill (CRD# 4956291) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.

5
Steven M. Borowski
CRD#: 1233785
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025
93
Wealthminder
score

Steven Borowski (CRD# 1233785) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 25 years of experience in the finance industry.

6
Michael B. Carroll
CRD#: 3043511
Rye, NY
93
Wealthminder
score

Michael Carroll (CRD# 3043511) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Rye, NY and has over 19 years of experience in the finance industry.

7
Andrew M. Citron
CRD#: 5834907
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025
93
Wealthminder
score

Andrew Citron (CRD# 5834907) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.

8
Howard R. Gleicher
CRD#: 2123433
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025
93
Wealthminder
score

Howard Gleicher (CRD# 2123433) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 26 years of experience in the finance industry.

9
David S. Harris
CRD#: 1250257
Cumming, GA
93
Wealthminder
score

David Harris (CRD# 1250257) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Cumming, GA and has over 21 years of experience in the finance industry.

10
Gary W. Lisenbee
CRD#: 1028756
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA 90025
93
Wealthminder
score

Gary Lisenbee (CRD# 1028756) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 25 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.