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
Lawrence Ethan Berman
Registered Affiliation(s):DEVELOPMENT CORPORATION FOR ISRAEL
Jonathan David Matz
Registered Affiliation(s):GOLDMAN SACHS & CO. LLC
Steven Hellman
Registered Affiliation(s):CREDIT SUISSE SECURITIES (USA) LLC
Stephanie Ivy Sanford
Registered Affiliation(s):GOLDMAN SACHS & CO. LLC
John Cyrus Momtazee
Registered Affiliation(s):MOELIS & COMPANY LLC
Stuart Howard Goldstein
Registered Affiliation(s):MOELIS & COMPANY LLC
Vincent John Bartolotta
Registered Affiliation(s):GOLDMAN SACHS & CO. LLC
Jeff Joseph Glowacki
Registered Affiliation(s):BESSEMER INVESTOR SERVICES, INC.
Reginald Alan Lang II
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Jorge Armando Soriano
Registered Affiliation(s):MARINER PLATFORM SOLUTIONS
Gunit Kaur Bedi
Registered Affiliation(s):LIDO ADVISORS
Lance Matthew Bryan
Registered Affiliation(s):CARY STREET PARTNERS
Jenna Margolis Kraczek
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
James Scott Duncanson
Registered Affiliation(s):AVITAS WEALTH MANAGEMENT, LLC
Gilmar Cesar Valencia
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Lilta Talavat
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Kyle R Briggs
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Declan Thomas Redfern
Registered Affiliation(s):NEUBERGER BERMAN BD LLC
Kristin E Cejda
Registered Affiliation(s):NEUBERGER BERMAN BD LLC
Joseph Francis Thomason
Registered Affiliation(s):MARINER PLATFORM SOLUTIONS
Smita Mahboobani
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Mark Christopher Thompson
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Kenneth Frederick Morgan
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Daniel Chang
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
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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