Insights

Recent Acquisition Growth Following The Colony Group's acquisition of HoyleCohen for $3.6 billion, there is a significant opportunity to offer advanced wealth management solutions and integrated financial services to clients transitioning through this corporate change.

Expanding Asset Investments HoyleCohen actively invests in high-growth sector ETFs and medical technology assets, indicating a client base interested in diverse, sophisticated investment strategies that can be further tailored through personalized portfolio management services.

Industry Recognition Being recognized as one of the top RIAs in the U.S. for six consecutive years positions HoyleCohen as a reputable firm, making it an ideal partner for high-net-worth individuals seeking trusted wealth advisory and exclusive financial planning opportunities.

Technology Utilization Utilizing modern web technologies and active digital presence, HoyleCohen offers a platform for digital engagement strategies, opening avenues for targeted marketing campaigns and digital advisory services to grow their client base.

Local Market Presence With over 100 locations nationwide and a focus on community-based service, there is potential to develop regional client acquisition initiatives emphasizing personalized, local financial solutions and community engagement programs.

Similar companies to HoyleCohen, LLC

HoyleCohen, LLC Tech Stack

HoyleCohen, LLC uses 8 technology products and services including Linkedin Insight Tag, WordPress, Google Cloud, and more. Explore HoyleCohen, LLC's tech stack below.

Linkedin Insight Tag
Analytics
WordPress
Content Management System
Google Cloud
Infrastructure As A Service
Slider Revolution
Miscellaneous
SEOmatic
Search Engines
All in One SEO
Search Engines
HSTS
Security
YouTube
Video Players

Media & News

HoyleCohen, LLC's Email Address Formats

HoyleCohen, LLC uses at least 1 format(s):

HoyleCohen, LLC Email Formats	Example	Percentage
First.Last@hoylecohen.com	John.Doe@hoylecohen.com	79%
Last@hoylecohen.com	Doe@hoylecohen.com	14%
FLast@hoylecohen.com	JDoe@hoylecohen.com	4%
FirstLast@hoylecohen.com	JohnDoe@hoylecohen.com	3%

Frequently Asked Questions

Where is HoyleCohen, LLC's headquarters located?

HoyleCohen, LLC's main headquarters is located at 9350 Waxie Way, Suite 500. The company has employees across 1 continents, including North America.

What is HoyleCohen, LLC's phone number?

You can contact HoyleCohen, LLC's main corporate office by phone at

+1-858-756-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is HoyleCohen, LLC's official website and social media links?

HoyleCohen, LLC's official website is hoylecohen.com and has social profiles on LinkedIn.

How much revenue does HoyleCohen, LLC generate?

As of December 2025, HoyleCohen, LLC's annual revenue is estimated to be $1.3M.

What is HoyleCohen, LLC's SIC code NAICS code?

HoyleCohen, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does HoyleCohen, LLC have currently?

As of December 2025, HoyleCohen, LLC has approximately 51 employees across 1 continents, including North America. Key team members include Chief Technology Officer: T. W.President: R. N.Fiduciary Relationship Manager: S. R.. Explore HoyleCohen, LLC's employee directory with LeadIQ.

What industry does HoyleCohen, LLC belong to?

HoyleCohen, LLC operates in the Financial Services industry.

What technology does HoyleCohen, LLC use?

HoyleCohen, LLC's tech stack includes Linkedin Insight TagWordPressGoogle CloudSlider RevolutionSEOmaticAll in One SEOHSTSYouTube.

What is HoyleCohen, LLC's email format?

HoyleCohen, LLC's email format typically follows the pattern of First.Last@hoylecohen.com. Find more HoyleCohen, LLC email formats with LeadIQ.

When was HoyleCohen, LLC founded?

HoyleCohen, LLC was founded in 2001.

HoyleCohen, LLC

Q: What is HoyleCohen, LLC's official website and social media links?

HoyleCohen, LLC's official website is hoylecohen.com. HoyleCohen, LLC has social profiles on LinkedIn.

Q: How many employees does HoyleCohen, LLC have currently?

HoyleCohen, LLC has approximately 51 employees.

Q: What technology does HoyleCohen, LLC use?

HoyleCohen, LLC's tech stack includes Vimeo, Calendly, Priority Hints, HubSpot, WP Engine.

Financial ServicesCalifornia, United States51-200 Employees

As of January 2025, HoyleCohen is a part of the Focus Partners | Wealth network. Focus Partners Wealth brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage of life, helping them control their financial future. With over 100 locations nationwide, we serve clients in their communities, with a local team that delivers personalized wealth planning strategies backed by the extensive capabilities and resources that are generally only expected from large institutions.