Top Financial Advisors in El Segundo, California
Finding the right financial advisor in El Segundo is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in El Segundo, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in El Segundo, CA.
Find the Best Financial Advisor Firms in El Segundo:
CETERA ADVISOR NETWORKS LLC
CRD#: 13572
Address: 2301 Rosecrans Ave #5100 Suite 5100, El Segundo, CA 90245-5672
Clients: 137,744
In Business for: 13 Years
Average Clients per Advisor: 55
AUM: $ 46.7B
Disclosures: 34
MONOGRAPH WEALTH ADVISORS, LLC
CRD#: 173949
Address: 830 South Pacific Coast Highway, Suite 202, El Segundo, CA 90245
Clients: 41
Average Clients per Advisor: 5
AUM: $ 1.8B
REGATTA CAPITAL GROUP, LLC
CRD#: 145363
Address: 880 Apollo St. Suite 129, El Segundo, CA 90245
Clients: 594
Average Clients per Advisor: 37
AUM: $ 1.0B
KAYE CAPITAL MANAGEMENT
CRD#: 109329
Address: 909 N. Pacific Coast Highway Suite 235, El Segundo, CA 90245
Clients: 220
Average Clients per Advisor: 55
AUM: $ 488M
RUNNING POINT CAPITAL ADVISORS LLC
CRD#: 306275
Address: 101 North Pacific Coast Highway Suite 305, El Segundo, CA 90245
Clients: 26
Average Clients per Advisor: 5
AUM: $ 474M
SHARPER & GRANITE LLC
CRD#: 136719
Address: 400 Continental Plaza Suite 600, El Segundo, CA 90245
Clients: 54
Average Clients per Advisor: 13
AUM: $ 224M
How We Chose the Top Financial Advisors in El Segundo, California
To create this list of top financial advisor firms in El Segundo, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors El Segundo has to offer.
Search Financial Advisors in El Segundo, California
Reza Zafari
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Charles Franklin Wada
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gina Annette Lapiner
Registered Affiliation(s):EDWARD JONES
Lisa Ann Chapman
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Gerald Montegani Jr.
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Brian Peter Mcnamara
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Trenton Glen Adams
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Joanna Sevilla Gustilo
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Eric A Epstein
Registered Affiliation(s):MORGAN STANLEY
Toni Beck Espinoza
Registered Affiliation(s):MORGAN STANLEY
Sandra Cheryl Field
Registered Affiliation(s):ASSET PLANNING, INC
Chuck M Ives
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Morgan Robert Christen
Registered Affiliation(s):SPINNAKER INVESTMENT GROUP, LLC
Vincent Anthony Dileva
Registered Affiliation(s):SEIA
Patrick Scott Severo
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Gary Robert Velek
Registered Affiliation(s):MORGAN STANLEY
Brian Kamhung Lee
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Brian Emil Britt
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Stuart Ng
Registered Affiliation(s):LPL FINANCIAL LLC
Cynthia Wa Wong
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Vincent Peter Kowsky
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Alan S Tores
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
F Thomas Schlappatha
Registered Affiliation(s):MORGAN STANLEY
Michael Cooper
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
