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
Brian Richard Tinker
Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS
Stephen Harold Holzberg
Registered Affiliation(s):SA STONE WEALTH MANAGEMENT INC.
Anton Joseph Halka
Registered Affiliation(s):ALLSTATE FINANCIAL ADVISORS, LLC
Vida Glorija Bruozis
Registered Affiliation(s):WILLIAM O'NEIL + COMPANY
Timothy Craig Dickins
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH, INC.
Penney Anne Marie Gagne
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Katherine Ann Holcomb
Registered Affiliation(s):LPL FINANCIAL LLC
Donna Dm Phelan
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Ellen Fred Strauss
Registered Affiliation(s):GENTER CAPITAL MANAGEMENT
George Noel Perez
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Goli Kamangar
Registered Affiliation(s):SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT
Maarten Rietveld
Registered Affiliation(s):LPL FINANCIAL LLC
Anupma Mahajan Parks
Registered Affiliation(s):MORGAN STANLEY
Kevin Moran Donnelley
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Bertrand Ira Ginsberg
Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.
Thomas Michael Goff
Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.
Joseph Patrick Egan
Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.
Alan Gerard Remedios
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Liliana Burneo-brown
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Gregory Mark Buelet
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Karen Jean Piper
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Carol Pasol Lewis
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Alan Robert Sawaya
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Jon Lee Jacobson
Registered Affiliation(s):RBC CAPITAL MARKETS, 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.
