Top Financial Advisors in Torrance, California
Finding the right financial advisor in Torrance 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 Torrance, 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 Torrance, CA.
Find the Best Financial Advisor Firms in Torrance:
EP WEALTH ADVISORS
CRD#: 111147
Address: 21535 Hawthorne Blvd Suite 400, Torrance, CA 90503
Clients: 10,548
Average Clients per Advisor: 59
AUM: $ 17.1B
CATALINA CAPITAL GROUP, LLC
CRD#: 172556
Address: 2790 Skypark Dr. Suite 309, Torrance, CA 90505
Clients: 62
Average Clients per Advisor: 12
AUM: $ 395M
APS MANAGEMENT GROUP, INC.
CRD#: 284697
Address: 3625 Del Amo Blvd Suite 190, Torrance, CA 90503
Clients: 156
Average Clients per Advisor: 39
AUM: $ 135M
TAYLOR WEALTH MANAGEMENT, LLC
CRD#: 132955
Address: 3655 Torrance Blvd. Suite 347, Torrance, CA 90503
Clients: 23
Average Clients per Advisor: 23
AUM: $ 115M
SOUTH BAY FINANCIAL PARTNERS
CRD#: 175015
Address: 3868 W Carson Street Suite 220, Torrance, CA 90503
Clients: 15
Average Clients per Advisor: 15
AUM: $ 113M
TORTUGA WEALTH MANAGEMENT
CRD#: 153737
Address: 1957 Carson Street Suite 100, Torrance, CA 90501
Clients: 71
Average Clients per Advisor: 17
AUM: $ 101M
How We Chose the Top Financial Advisors in Torrance, California
To create this list of top financial advisor firms in Torrance, 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 Torrance has to offer.
Search Financial Advisors in Torrance, California
Margaret Meek Sheldon
Registered Affiliation(s):LPL FINANCIAL LLC
Julianne Cruz
Registered Affiliation(s):RETIREMENT PLANNERS OF AMERICA
Geoffrey Scott Shrager
Registered Affiliation(s):MORGAN STANLEY
William Thomas Toner
Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.
Dan Michael Gallagher
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David Louis Harris
Registered Affiliation(s):HARRIS & ASSOCIATES
Reza Zafari
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lisa Ann Chapman
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Gerald Montegani Jr.
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Brian Peter Mcnamara
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Charles Franklin Wada
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gina Annette Lapiner
Registered Affiliation(s):EDWARD JONES
Trenton Glen Adams
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Carl Joseph Hattermann
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Louis Basil Windawi
Registered Affiliation(s):LPL FINANCIAL LLC
Victoria Lynne Barbisan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Laila Sobhi Marshall-pence
Registered Affiliation(s):LPL FINANCIAL LLC
Sandra Cheryl Field
Registered Affiliation(s):ASSET PLANNING, INC
Joanna Sevilla Gustilo
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Toni Beck Espinoza
Registered Affiliation(s):MORGAN STANLEY
Eric A Epstein
Registered Affiliation(s):MORGAN STANLEY
Chuck M Ives
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Vincent Anthony Dileva
Registered Affiliation(s):SEIA
Gary Robert Velek
Registered Affiliation(s):MORGAN STANLEY
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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