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:
MONOGRAPH WEALTH ADVISORS, LLC
CRD#: 173949
Address: 1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266
Clients: 58
Average Clients per Advisor: 8
AUM: $ 2.6B
JEPPSON WEALTH MANAGEMENT, LLC
CRD#: 305552
Address: 1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
Clients: 416
Average Clients per Advisor: 69
AUM: $ 703M
WOMACK WEALTH MANAGEMENT, INC.
CRD#: 146126
Address: 904 Manhattan Ave, Suite 9, Manhattan Beach, CA 90266
Clients: 96
Average Clients per Advisor: 19
AUM: $ 362M
SECOND 50 FINANCIAL
CRD#: 318626
Address: 111 N. Sepulveda Blvd Suite 300, Manhattan Beach, CA 90266
Clients: 74
Average Clients per Advisor: 24
AUM: $ 272M
FAMILY FINANCIAL
CRD#: 316723
Address: 1601 N. Sepulveda Blvd 722, Manhattan Beach, CA 90266
Clients: 34
Average Clients per Advisor: 17
AUM: $ 233M
MAY CAPITAL MANAGEMENT
CRD#: 135127
Address: Manhattan Beach, CA
Clients: 150
Average Clients per Advisor: 150
AUM: $ 157M
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
Teresa Sue Harmon
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
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
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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