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
Karen Elizabeth Umland
Registered Affiliation(s):DFA SECURITIES LLC
Kristopher Nubar Kasarjian
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew Harris Rosenthal
Registered Affiliation(s):MEDINA SINGH PARTNERS, LLC
Deborah Wai-ching Lee
Registered Affiliation(s):PDV FINANCIAL MANAGEMENT
Dean Sherman Jensen
Registered Affiliation(s):AMERICAN DISCOVERY ADVISORS, LLC
Jeffrey Scott Barcy
Registered Affiliation(s):SALEM PARTNERS LLC
Brian Todd Sklar
Registered Affiliation(s):BTIG, LLC
Michael Todd George Coker
Registered Affiliation(s):CHINA ECAPITAL PARTNERS, LLC
Mark Steven Vidergauz
Registered Affiliation(s):SAGE PARTNERS SECURITIES, LLC
Anthony Michael Hutton SR.
Registered Affiliation(s):GENTER CAPITAL MANAGEMENT
Rajiv Randhir Vyas
Registered Affiliation(s):GENTER CAPITAL MANAGEMENT
Matthew Douglas Macdonald
Registered Affiliation(s):BEACON POINTE ADVISORS, LLC
Kevin Richard Quinlevan
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Amy Wang-yi Johnson
Registered Affiliation(s):PERENNIAL FINANCIAL SERVICES
Soheil Mahdavian
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Sharon Marie Castro
Registered Affiliation(s):NUVEEN SECURITIES, LLC
Christopher Paul Shepard
Registered Affiliation(s):IMPERIAL CAPITAL, LLC
Navid Ali Mahmoodzadegan
Registered Affiliation(s):MOELIS & COMPANY LLC
Karyn Tracey Leech Frazeur
Registered Affiliation(s):CP INVESTMENTS, LLC
Melanie Andrea Crader
Registered Affiliation(s):BARCLAYS CAPITAL INC.
Cedric Joins
Registered Affiliation(s):NYLIFE SECURITIES LLC
Andrew Blaine Miller
Registered Affiliation(s):HOULIHAN LOKEY CAPITAL, INC.
Sheryl Lynn Cefali
Registered Affiliation(s):KROLL SECURITIES LLC
Dean James Decker
Registered Affiliation(s):CREDIT SUISSE SECURITIES (USA) 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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