Top Financial Advisors in Long Beach, California
Finding the right financial advisor in Long 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 Long 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 Long Beach, CA.
Find the Best Financial Advisor Firms in Long Beach:
HALBERT HARGROVE
CRD#: 105515
Address: 111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908
Clients: 607
Average Clients per Advisor: 17
AUM: $ 3.5B
CLG LLC
CRD#: 282605
Address: 4821 E 2nd Street, Long Beach, CA 90803
Clients: 688
Average Clients per Advisor: 34
AUM: $ 954M
CRUX WEALTH ADVISORS
CRD#: 330731
Address: 3444 E. Anaheim Street, Long Beach, CA 90804
Clients: 470
Average Clients per Advisor: 36
AUM: $ 410M
WEALTHSPRING
CRD#: 322756
Address: 5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815
Clients: 328
Average Clients per Advisor: 82
AUM: $ 333M
GOLDMAN LANCASTER, INC.
CRD#: 136134
Address: 301 East Ocean Blvd. Suite 1150, Long Beach, CA 90802
Clients: 298
Average Clients per Advisor: 99
AUM: $ 321M
KENSINGTON INVESTMENT COUNSEL
CRD#: 108012
Address: 5580 E. 2nd Street Suite 209, Long Beach, CA 90803
Clients: 28
Average Clients per Advisor: 7
AUM: $ 298M
How We Chose the Top Financial Advisors in Long Beach, California
To create this list of top financial advisor firms in Long 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 Long Beach has to offer.
Search Financial Advisors in Long Beach, California
Anthony William Ross
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Gail Diane Reid
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Leon Russell Laub
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Justin John Frame
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Ryan Patrick Hawkins
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Keith H Tran
Registered Affiliation(s):UBS FINANCIAL SERVICES 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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