Top financial advisors in Huntington Beach, CA
We've curated a list of the best financial advisors in Huntington Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $646,453,103 Number of advisors 6 advisors | |||
| 2 | Assets under management $98,124,532 Number of advisors 3 advisors |
Commitment
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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Huntington Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Huntington Beach. 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.
Weaver Consulting Group, LLC
Weaver Consulting Group, LLC, a registered investment adviser established in May 2017, offers financial planning, consulting, and investment management services. The firm, owned by Jason Weaver and Travis Weaver, had $646,453,103.00 in assets under management as of December 2022. Services include education planning, retirement planning, and investment planning. Clients have discretion over decisions and are not obligated to act on recommendations. Investment portfolios are managed on a discretionary basis, primarily allocating assets among mutual funds, individual securities, and ETFs. The firm follows a holistic asset allocation strategy, combining fundamental and quantitative analysis to manage risk and deliver attractive risk-adjusted returns. Weaver Consulting Group acts as a fiduciary, obligated to act in clients' best interests. Fees are charged based on assets under management, ranging from 0.20% to 1.50%. The firm may receive benefits from Fidelity for software and support. Clients receive regular account statements and reports. The firm does not provide compensation for client referrals and generally does not vote on client securities. Weaver Consulting Group maintains a Code of Ethics and has no disciplinary events. Clients have the option to direct brokerage and may impose limitations on investment discretion.
$646,453,103 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PENSION CONSULTING
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
Stewardship Wealth Management Solutions
Stewardship Wealth Management Solutions, operating under TME Financial, Inc., offers a range of investment advisory services to individuals and various client types. Established in 2019 in California, the firm is wholly owned by Boulos Michael. Acting as a fiduciary, the firm prioritizes clients' best interests and tailors investment strategies to meet specific needs. Services include asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm may utilize third-party investment advisers to aid in portfolio management. Clients can expect annual reviews of their accounts, with discretionary investment options available. Stewardship Wealth Management Solutions charges fees based on services provided, with maximum annual fees not exceeding 1.75% for asset management and 2.00% for comprehensive portfolio management. The firm recommends Charles Schwab as a custodian and broker, offering a range of investment products and services. Stewardship Wealth Management Solutions does not receive soft dollars and has no disciplinary events. Clients are encouraged to review account statements and are provided with detailed information on investment strategies, risks, and fee structures.
$98,124,532 under management
3 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 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
Commitment
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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Huntington Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Huntington Beach. 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.
Top advisors in California
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