Top Financial Advisors in Long Beach, California
Finding the right financial advisor in Long Beach 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 Long Beach, 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 Long Beach, CA.
Find the Best Financial Advisor Firms in Long Beach:
HALBERT HARGROVE
CRD#: 105515
Address: 111 West Ocean Boulevard Suite 2300, Long Beach, CA 90802-7908
Clients: 644
Average Clients per Advisor: 22
AUM: $ 2.7B
CLG LLC
CRD#: 282605
Address: 4821 E 2nd Street, Long Beach, CA 90803
Clients: 444
Average Clients per Advisor: 20
AUM: $ 453M
GOLDMAN LANCASTER, INC.
CRD#: 136134
Address: 301 East Ocean Blvd. Suite 1150, Long Beach, CA 90802
Clients: 307
Average Clients per Advisor: 102
AUM: $ 251M
CLAY NORTHAM WEALTH MANAGEMENT
CRD#: 159002
Address: 6700 E. Pacific Coast Highway Suite 100, Long Beach, CA 90803
Clients: 295
Average Clients per Advisor: 147
AUM: $ 198M
KENSINGTON INVESTMENT COUNSEL
CRD#: 108012
Address: 444 W. Ocean Blvd. Suite 1618, Long Beach, CA 90802
Clients: 18
Average Clients per Advisor: 6
AUM: $ 174M
WILLIAM ALLAN, LLC
CRD#: 133147
Address: 100 Oceangate Suite 1200, Long Beach, CA 90802
Clients: 171
Average Clients per Advisor: 57
AUM: $ 147M
How We Chose the Top Financial Advisors in Long Beach, California
To create this list of top financial advisor firms in Long Beach, 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 Long Beach has to offer.
Search Financial Advisors in Long Beach, California
Johny Gobind Makhijani
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nicholas Nasser Khoudari
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Elizabeth Anne Connolly
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Paul Vladimir Urbanek
Registered Affiliation(s):MORGAN STANLEY
Michael Andrew Rogers
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Patrick Schaffer
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Wendi L. Lohmar
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Patrick Cody
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Alexandra Awad
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert L Peters JR.
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Marcus G Tanimoto
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Caleb Padraig Powell
Registered Affiliation(s):KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
Shahram Hazany
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Makoto Kawase
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Douglas Curtis
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Bryan Paul Hori
Registered Affiliation(s):EDWARD JONES
Frank Xavier Casillas
Registered Affiliation(s):BANCWEST INVESTMENT SERVICES, INC.
Stanton K Roseman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Colin Thomas Babb
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Zachariah Moses Klippel
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Richard Zinman
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Geoffrey J Januleski
Registered Affiliation(s):STRATEGIC ADVISERS LLC
David Chih Hou
Registered Affiliation(s):EVOKE ADVISORS
Armond Lamar Herndon
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
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.
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