Top Financial Advisors in Manhattan Beach, California
Finding the right financial advisor in Manhattan 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 Manhattan 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 Manhattan Beach, CA.
Find the Best Financial Advisor Firms in Manhattan Beach:
QUANTUM FINANCIAL ADVISORS, LLC
CRD#: 317386
Address: 1240 Rosecrans Ave# 120 Suite 300, Manhattan Beach, CA 90266
Clients: 230
Average Clients per Advisor: 25
AUM: $ 816M
JEPPSON WEALTH MANAGEMENT, LLC
CRD#: 305552
Address: 1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
Clients: 322
Average Clients per Advisor: 80
AUM: $ 571M
WOMACK WEALTH MANAGEMENT, INC.
CRD#: 146126
Address: 1334 Park View Ave, Suite 350, Manhattan Beach, CA 90266
Clients: 91
Average Clients per Advisor: 18
AUM: $ 306M
SECOND 50 FINANCIAL
CRD#: 318626
Address: 111 N. Sepulveda Blvd Suite 300, Manhattan Beach, CA 90266
Clients: 65
Average Clients per Advisor: 32
AUM: $ 195M
MAY CAPITAL MANAGEMENT, LLC
CRD#: 135127
Address: Manhattan Beach, CA
Clients: 156
Average Clients per Advisor: 156
AUM: $ 128M
FAMILY FINANCIAL
CRD#: 316723
Address: 1117 5th Street Unit D, Manhattan Beach, CA 90266
Clients: 23
Average Clients per Advisor: 7
AUM: $ 128M
How We Chose the Top Financial Advisors in Manhattan Beach, California
To create this list of top financial advisor firms in Manhattan 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 Manhattan Beach has to offer.
Search Financial Advisors in Manhattan Beach, California
Erin Patrice Brooks
Registered Affiliation(s):MORGAN STANLEY
Audrey Shih-min Chang
Registered Affiliation(s):MORGAN STANLEY
Luis A. Gonzalez
Registered Affiliation(s):SNOWDEN CAPITAL ADVISORS LLC
Oliver Y Tao
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Jenny Wang
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Juan Angel Cardenas
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Mui Fan Chan Graca
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Harrison Chi Chang
Registered Affiliation(s):IP FINANCIAL ADVISORY SERVICES LLC
Farid Antonio Krizman
Registered Affiliation(s):NEWEDGE ADVISORS
Stephanie Irene Mills
Registered Affiliation(s):SEIA
Shujun Wu
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Lilly Tung
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Joshua Lance Pico
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Alisha Virag Wesser
Registered Affiliation(s):GLOBAL RETIREMENT PARTNERS LLC
Bertha Valentine
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Shawn Robert Hare
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
David Morris Richardson
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Tom Lee Rosenbaum
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Yoon C Chang
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Cary S Boring
Registered Affiliation(s):TRILOGY CAPITAL, INC.
Meredith Hope Milosch
Registered Affiliation(s):PFS INVESTMENTS INC.
Arthur B. Shapiro
Registered Affiliation(s):CETERA FINANCIAL SPECIALISTS LLC
Anthony Mark Montenegro
Registered Affiliation(s):CREATIVE FINANCIAL DESIGNS, INC.
Audrey Fu-yin Hong
Registered Affiliation(s):LPL FINANCIAL 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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