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 $2,593,672,656 Number of advisors 12 advisors	$2,593,672,656	12 advisors
4	Assets under management $2,572,587,044 Number of advisors 30 advisors	$2,572,587,044	30 advisors
5	Assets under management $1,831,014,000 Number of advisors 14 advisors	$1,831,014,000	14 advisors
6	Assets under management $1,412,607,371 Number of advisors 25 advisors	$1,412,607,371	25 advisors
7	Assets under management $1,325,123,005 Number of advisors 12 advisors	$1,325,123,005	12 advisors
8	Assets under management $961,470,771 Number of advisors 17 advisors	$961,470,771	17 advisors
9	Assets under management $861,957,614 Number of advisors 17 advisors	$861,957,614	17 advisors
10	Assets under management $640,609,412 Number of advisors 9 advisors	$640,609,412	9 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 generate our top financial advisors list in El Segundo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case El Segundo. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.

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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Halseypoint Asset Management
Halseypoint Asset Management is a financial advisory firm based in El Segundo, California. It currently has approximately $2,593,672,656 of assets under management and employs about 12 people. Halseypoint Asset Management uses a fee structure of a percentage of assets under your management and performance-based fees.
$2,593,672,656 under management
12 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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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Im Global Partner Fund Management LLC
Im Global Partner Fund Management LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $2,572,587,044 of assets under management and employs about 30 people. Im Global Partner Fund Management LLC uses a fee structure of and a percentage of assets under your management.
$2,572,587,044 under management
30 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Model Portfolios To Banking Institutions And Other Turn-key Asset Management Platforms
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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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Thorofare, LLC
Thorofare, LLC, an SEC registered investment adviser, was established in June 2010 and is owned by Callodine Group, LLC. The firm specializes in managing real estate loan portfolios for the Thorofare Funds, providing investors with a real estate lending investment vehicle. Thorofare advises $1,293,925,371 in discretionary regulatory assets under management across its two Funds as of December 31, 2024. The firm receives management fees and administrative interest as compensation, with additional compensation from affiliate loan origination activities. Investors in the Funds are subject to performance participation or carried interest based on specified thresholds. Thorofare's investment strategy focuses on real estate transactions with strong borrower equity positions and aims to create a portfolio of loans with attractive loan-to-value ratios. The firm discloses potential risks, including borrower risk, market volatility, and lack of diversification. Thorofare has a Code of Ethics, addressing conflicts of interest, insider trading, and personal trading policies. The firm has custody of client assets and exercises discretionary authority over managed assets. Thorofare does not engage in traditional brokerage relationships and does not anticipate voting on client securities. The firm does not have any material changes or disciplinary information to disclose.
$1,412,607,371 under management
25 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
ORIGINATION FEES, DEFERRED ORIGINATION FEES, MODIFICATION FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
3(c)(5) Real Estate Investment Funds
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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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Transom Capital Group
Transom Capital Group is a financial advisory firm based in El Segundo, California. It currently has approximately $961,470,771 of assets under management and employs about 17 people. Transom Capital Group uses a fee structure of a percentage of assets under your management and performance-based fees.
$961,470,771 under management
17 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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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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Phaeacian Partners LLC
Phaeacian Partners LLC is an investment management firm established in El Segundo, California, as a joint venture with Polar Capital Holdings PLC. The firm offers investment advisory services to various clients, including registered investment companies, private funds, and institutional accounts. Phaeacian Partners has assets under management totaling $640,609,412 as of December 31, 2020. The firm primarily charges management fees based on a percentage of assets under management, ranging from 0.5% to 1.5% for registered investment companies and separately managed accounts. Performance-based fees may also apply in certain circumstances. Phaeacian Partners employs fundamental and quantitative analysis methods and offers investment strategies such as Accent International Value, International Value, and Global Value. The firm discloses various investment risks, including equity market risk, foreign market risk, and concentration of investments. Phaeacian Partners has a Proxy Voting Policy in place and provides full investment discretion for managing client assets. The firm does not have custody of client funds except for private funds it manages. Phaeacian Partners does not receive economic benefits for client referrals and has no disciplinary actions on record.
$640,609,412 under management
9 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
Advisory Services For Private Funds And Managed Accounts
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Commitment

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Methodology

Top advisors in California

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