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
Marvin Dermot Waider
Registered Affiliation(s):LPL FINANCIAL LLC
F Thomas Schlappatha
Registered Affiliation(s):MORGAN STANLEY
Thomas Edward Castillo
Registered Affiliation(s):LPL FINANCIAL LLC
Bruce Marshall
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Lucy E Walther
Registered Affiliation(s):EDWARD JONES
Deron Talmadge Mccoy
Registered Affiliation(s):SEIA
Michael Cooper
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Debi Vasques
Registered Affiliation(s):EDWARD JONES
Dorothy J Santiago
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Nicholas Michael Pennino
Registered Affiliation(s):EDWARD JONES
Justin John Frame
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John Richard Dauphin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeremy Vernon Combe
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Noyan Garemani
Registered Affiliation(s):MORGAN STANLEY
David E Guyette
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Samuel Lopez
Registered Affiliation(s):OSAIC WEALTH, INC.
Robert Bennett Kaplan
Registered Affiliation(s):LPL FINANCIAL LLC
Matthew Jay Johnson
Registered Affiliation(s):LPL FINANCIAL LLC
Lee Dover
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Steven Michael Vant
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Miguel Angel Hernandez
Registered Affiliation(s):LPL FINANCIAL LLC
Ryan Patrick Hawkins
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Gregory Morse
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Lisa Huntley Reed
Registered Affiliation(s):NEUBERGER BERMAN BD 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
