HCR Wealth Advisors Revenue, Growth & Competitor Profile

DBA HELLER CAPITAL RESOUCES, FINANCIAL & INS. SERV. INC.
DBA HELLER CAPITAL RESOUCES, FINANCIAL & INSURANCE SERVICES, INC.
DBA HELLER CAPITAL RESOURCES, FINANCIAL & INSURANCE SERVICES, INC.

Company Profile & Annual Report for HCR Wealth Advisors

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HCR Wealth Advisors Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	5242 Insurance Agencies & Brokerages
Additional NAICS Codes	52392 Portfolio Management
Address	10866 Wilshire Blvd. Suite 1600 Los Angeles, CA 90024

Note: Revenues for privately held companies are statistical evaluations.


HCR Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • HCR Wealth Advisors's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • HCR Wealth Advisors is classified as operating in the Insurance Agencies & Brokerages industry, NAICS Code 5242.

HCR Wealth Advisors Annual Revenue and Growth Rate

HCR Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: HCR Wealth Advisors's revenues are gauged from an analysis of company filings.

HCR Wealth Advisors's Income Statement (based on Industry Averages)

HCR Wealth Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that HCR Wealth Advisors is developing and marketing. HCR Wealth Advisors doesn't have any recent trademark applications, indicating HCR Wealth Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
THE CLARITY FORMULA Financial advisory and consultancy services; Financial planning and investment advisory services; Investment Management; Estate planning; Financial risk management and consultation; Financial services, namely, wealth management services; Information, advisory, consultancy and research services relating to finance and investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial retirement plan consulting services; Financial planning for retirement; Financial portfolio management; Financial portfolio analysis services	12/23/2019
HCR WEALTH ADVISORS Financial asset management; financial consultation; financial investment in the field of securities; investment advice; financial management services, namely, management of investment funds and separate account investments; financial planning and investment advisory services; investment management	09/25/2014

See all trademarks and details in the Full Report.

Market Share of HCR Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as HCR Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
GOVERNMENT EMPLOYEES HEALTH ASSOCIATION	Lees Summit, MO	85
CIGNA GROUP	Bloomfield, CT	40
AMI BENEFIT PLAN ADMINISTRATORS	Youngstown, OH	18
SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION	Rockville, MD	16
PROGRESSIVE CASUALTY INSURANCE	Mayfield Village, OH	12
LOS ANGELES CITY EMPLOYEES ASSN.	Los Angeles, CA	10
AON CONSULTING	Lincolnshire, IL	9
LIBERTY MUTUAL INSURANCE	Boston, MA	8

Nearby Competitors

These companies are similar in business line and location to HCR Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
LOS ANGELES CITY EMPLOYEES ASSN.	Los Angeles, CA	100
MERCURY GENERAL	Los Angeles, CA	9
BROWN & RIDING INSURANCE SERVICES	Los Angeles, CA	1
PLOCHER AGENCY	Los Angeles, CA	0
WORLDWIDE FACILITIES	Los Angeles, CA	0
M. G. SKINNER & ASSOCIATES INSURANCE AGENCY	Los Angeles, CA	0

Other Companies at 10866 Wilshire Blvd., Los Angeles CA

Company	Headquarters	Revenue ($ MM)
ST. CLOUD CAPITAL	Los Angeles, CA	100
FRIEDMAN & ASSOCIATES	Los Angeles, CA	39
ORIGINATE	Los Angeles, CA	34
SILVER OAK WEALTH ADVISORS SERVICES	Los Angeles, CA	23
LAW OFFICE OF DAREN M. SCHLECTER	Los Angeles, CA	5

Future Competition: HCR Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as HCR Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)