Top 7 advisors in Manhattan Beach
We’ve curated a list of the best financial advisors in Manhattan Beach, take a look at it below
Find an advisor in Manhattan Beach| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $800,176,525 | 13 advisors | ||
| 2 | $571,241,042 | 5 advisors | ||
| 3 | $420,068,295 | 16 advisors | ||
| 4 | $222,969,559 | 33 advisors | ||
| 5 | $194,716,132 | 4 advisors | ||
| 6 | $119,288,291 | 3 advisors | ||
| 7 | $52,804,340 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Manhattan 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 Manhattan 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Quantum Financial Advisors, LLC
Assets under management
$800,176,525
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
Pension Consulting Services
2. Jeppson Wealth Management, LLC
Assets under management
$571,241,042
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Pacific Avenue Capital Partners Management Company LLC
Assets under management
$420,068,295
Fee structure
A percentage of assets under your management
Performance-based fees
PORTFOLIO COMPANY SERVICE LEVEL FEES AND TRANSACTION FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Trilinc Global Advisors, LLC
Assets under management
$222,969,559
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)
5. Second 50 Financial
Assets under management
$194,716,132
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
6. Family Financial
Assets under management
$119,288,291
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
- Not sure which one to choose?Use our smart matching tool
7. Augustus Wealth, LLC
Assets under management
$52,804,340
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
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
Your first meeting is free.