Top 10 financial advisors in El Segundo, CA

We've curated a list of the best financial advisors in El Segundo, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $37,964,656,059 Number of advisors 2881 advisors	$37,964,656,059	2881 advisors
2	Assets under management $2,627,340,127 Number of advisors 22 advisors	$2,627,340,127	22 advisors
3	Assets under management $1,831,014,000 Number of advisors 14 advisors	$1,831,014,000	14 advisors
4	Assets under management $1,325,123,005 Number of advisors 12 advisors	$1,325,123,005	12 advisors
5	Assets under management $861,957,614 Number of advisors 17 advisors	$861,957,614	17 advisors
6	Assets under management $435,715,276 Number of advisors 8 advisors	$435,715,276	8 advisors
7	Assets under management $406,744,180 Number of advisors 8 advisors	$406,744,180	8 advisors
8	Assets under management $371,000,000 Number of advisors 10 advisors	$371,000,000	10 advisors
9	Assets under management $224,426,995 Number of advisors 5 advisors	$224,426,995	5 advisors
10	Assets under management $161,887,066 Number of advisors 6 advisors	$161,887,066	6 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in El Segundo, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Cetera Advisor Networks LLC
Cetera Advisor Networks LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $37,964,656,059 of assets under management and employs about 2881 people. Cetera Advisor Networks LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
$37,964,656,059 under management
2881 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
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Granite Investment Partners, LLC
Granite Investment Partners, LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $2,627,340,127 of assets under management and employs about 22 people. Granite Investment Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$2,627,340,127 under management
22 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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Pacific Income Advisers Inc
Pacific Income Advisers, Inc. is an independent, employee-owned investment advisory firm established in 1986. The firm specializes in fixed income and equities, managing approximately $1,831,014,000 in regulatory assets under management. Principal owners include Lloyd McAdams and Heather U. Baines. PIA offers fixed income and equity strategies through institutional separately managed accounts, retail wrap-fee programs, mutual funds, and model delivery programs. Clients are advised to open institutional accounts at a minimum of $1 million and wrap-fee accounts at $70,000. PIA charges annual advisory fees based on total assets under management, with fees negotiable for institutional accounts. The firm does not engage in performance-based fees. PIA's investment strategies include active management, adjustable rate securities, asset-backed securities, and more. The firm follows a Code of Ethics and has a proxy voting policy. PIA does not have disciplinary information to report and has not been involved in bankruptcy proceedings. Clients' assets are held by custodians, and PIA has limited power of attorney for trading. The firm does not have a soft dollar arrangement and does not direct brokerage for research services. PIA provides regular account reviews and voting of client securities' proxies.
$1,831,014,000 under management
14 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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Validus Capital LLC
Validus Capital LLC, established in February 2022 and registered as an investment advisor in April 2022, offers wealth management services to high net worth individuals, families, trusts, and businesses. Acting as a fiduciary, Validus Capital provides investment management, financial planning, legacy planning, and family office services. The firm's investment approach is primarily long-term focused, utilizing fundamental and quantitative analysis methods. Validus Capital may recommend unaffiliated money managers and offers financial planning services on an hourly or fixed fee basis. The firm manages $2.18 billion in assets as of December 31, 2024, with fees ranging from 0.30% to 1.00% annually based on a tiered schedule. Clients may request more current information at any time. Validus Capital does not charge performance-based fees, and all securities transactions are executed through a Custodian selected by the client. The firm does not engage in soft dollar programs and does not receive compensation for securities transactions. Validus Capital has implemented a Code of Ethics and does not have any disciplinary events. The firm does not receive compensation from third parties for client referrals and does not engage paid solicitors. Clients are required to engage a qualified custodian for their assets, and Validus Capital does not accept proxy-voting responsibility for client securities.
$1,325,123,005 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Family Office Type Services
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Regatta Capital Group, LLC
Regatta Capital Group, LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $861,957,614 of assets under management and employs about 17 people. Regatta Capital Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
$861,957,614 under management
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Coaching Services
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Running Point Capital Advisors LLC
Running Point Capital Advisors LLC is a registered investment adviser based in California, established in 2019. The firm offers discretionary portfolio management services tailored to individual client needs, conducting at least annual reviews. Clients have the option to set restrictions on discretionary authority. Investment strategies include a diversified portfolio of various securities, with a focus on long-term positive returns. The firm also provides financial planning services covering areas such as investment planning, tax planning, and estate planning. Running Point may recommend third-party sub-advisers and offers services related to Private Placement Life Insurance and Private Placement Variable Annuities. The firm requires a minimum account size of $5 million for portfolio management services, with fees based on a tiered structure. Clients have the option to custody assets with Schwab or Fidelity, with access to institutional services. Running Point may pay referral fees to Solicitors and does not accept compensation from non-clients. The firm has custody of client funds and securities and provides proxy voting services. Running Point has no financial conditions that may impair meeting contractual obligations and has not been subject to bankruptcy in the past ten years.
$435,715,276 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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Cove Street Capital, LLC
Cove Street Capital, LLC is an SEC-registered investment adviser established in 2011, specializing in portfolio management for institutional and high net worth clients. The firm's investment strategies include Small Cap Value, All Cap Value, and Strategic Value, among others. Cove Street Capital manages approximately $127 million in assets as of December 31, 2024, with a minimum initial investment requirement of $5 million for management services and $250,000 for the Partners Fund. Fees for portfolio management services range from 0.40% to 1.25% of assets under management, with performance-based fees negotiable in certain circumstances. The firm acts as a fiduciary for ERISA accounts, ensuring that fees are not tied to commissions or 12b-1 fees. Clients have investment discretion, allowing Cove Street Capital to make trades without prior client approval. The firm maintains a Code of Ethics emphasizing client interests, fair disclosures, and conflict resolution. Cove Street Capital does not engage in principal transactions and provides quarterly reports to clients for transparency. The firm votes proxies for client accounts unless instructed otherwise and does not require prepayment of fees exceeding $1,200. Cove Street Capital has no financial conditions impairing its ability to meet obligations and has not faced bankruptcy in the past decade.
$406,744,180 under management
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
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Curated Wealth Partners, LLC
Curated Wealth Partners, LLC is a Registered Investment Adviser specializing in providing holistic investment advisory services to ultra high net worth individuals and families. Established in August 2018, the firm offers tailored investment advice across various asset classes, including equities, fixed income, hedge funds, private equity, and real estate. They provide services on both discretionary and non-discretionary bases, managing accounts with a total of $565,000,000 on a discretionary basis and $883,000,000 on a non-discretionary basis as of 12/31/2024. Clients must meet a minimum portfolio value of $25,000,000 or a minimum fee of $250,000. The firm charges wealth management fees up to 1.50% annually based on assets under management, with fixed fees available for certain client holdings. Curated Wealth Partners acts as a fiduciary and offers consulting services, family office services, and investment discretion. The firm's investment strategies cover market risks, volatility risks, fixed income securities, mutual funds, ETFs, options, and more. They have a Code of Ethics in place and accept proxy voting authority on behalf of clients. The firm recommends the use of Charles Schwab & Co, Inc. for custody, brokerage, and clearing services. Curated Wealth Partners also manages special purpose vehicles for private offerings, with compensation in the form of asset management fees and carried interest.
$371,000,000 under management
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
CARRIED INTEREST FROM PRIVATE FUND
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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Sharper & Granite LLC
Sharper & Granite, LLC is a registered investment adviser based in El Segundo, CA, specializing in Comprehensive Portfolio Management services since 2003. The firm, majority-owned by Chris Casanega, offers individualized investment advice with a minimum account balance of $250,000, which is negotiable. Clients receive asset management services, including portfolio monitoring and rebalancing, with fees based on a tiered percentage of assets under management. The firm does not offer wrap fee programs and manages $318,273,744 on a discretionary basis as of December 31, 2014. Investment strategies focus on top-down asset allocation using low-cost, tax-efficient investment vehicles like ETFs and index mutual funds. Sharper & Granite emphasizes diversification, cost efficiency, and adherence to portfolio theories by Nobel Laureates in economics. Clients have the opportunity to place restrictions on investments within their portfolios. The firm's Code of Ethics ensures compliance with securities laws, maintaining fiduciary duty, and client trust through integrity and competence. Sharper & Granite does not accept commissions on securities sales or offer performance-based fees, catering to individuals, high net worth individuals, trusts, pensions, and profit-sharing plans.
$224,426,995 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
See full profile
Urban Wealth Management
Urban Wealth Management is a financial advisory firm based in El Segundo, California. It currently has approximately $161,887,066 of assets under management and employs about 6 people. Urban Wealth Management uses a fee structure of a percentage of assets under your management and fixed fees.
$161,887,066 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
See full profile

Commitment

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Methodology

Top advisors in California

Alameda Alamo Aliso Viejo Anaheim Auburn Bakersfield Berkeley Beverly Hills Brea Burbank Burlingame Calabasas Camarillo Campbell Carlsbad Carmel Century City Chico Claremont Clayton Concord Corona Corona Del Mar Coronado Corte Madera Costa Mesa Culver City Cupertino Cypress Daly City Dana Point Danville Davis Del Mar Diamond Bar East Palo Alto El Dorado Hills Encinitas Escondido Fairfield Folsom Foster City Fremont Fresno Fullerton Glendale Goleta Granite Bay Grass Valley Huntington Beach Indian Wells Irvine Lafayette Laguna Beach Laguna Hills Laguna Niguel Lake Forest La Mesa Larkspur Livermore Lodi Long Beach Los Altos Los Angeles Los Gatos Manhattan Beach Marina Del Rey Menlo Park Mill Valley Modesto Montecito Monterey Moorpark Morgan Hill Mountain View Murrieta Napa Newport Beach North Hollywood Novato Oakland Ontario Orange Orinda Palm Desert Palo Alto Palos Verdes Estates Pasadena Petaluma Piedmont Placentia Playa Vista Pleasant Hill Pleasanton Point Richmond Portola Valley Rancho Santa Fe Redding Redlands Redondo Beach Redwood City Redwood Shores Ripon Riverside Rocklin Rolling Hills Rolling Hills Est.Roseville Sacramento Sam Ramon San Bernardino San Clemente San Diego San Francisco San Jose San Juan Capistrano San Luis Obispo San Marino San Mateo San Rafael San Ramon Santa Ana Santa Barbara Santa Clara Santa Monica Santa Rosa Saratoga Sausalito Seal Beach Sebastopol Sherman Oaks Simi Valley Solana Beach Sonoma South Coast Metro South Pasadena South San Francisco Stockton Studio City Temecula Thousand Oaks Tiburon Torrance Tustin Walnut Creek Watsonville West Hollywood Westlake Village Whittier Woodland Hills Yorba Linda

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