Top advisors in Seal Beach
We’ve curated a list of the best financial advisors in Seal Beach, take a look at it below
Find an advisor in Seal Beach| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $634,839,842 | 42 advisors | ||
| 2 | $210,521,000 | 4 advisors | ||
| 3 | $22,400,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Seal 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 Seal 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. Amip Management
Assets under management
$634,839,842
Fee structure
A percentage of assets under your management
Commissions
Performance-based fees
ADMINISTRATIVE FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Erman Retirement Advisory
Assets under management
$210,521,000
Fee structure
A percentage of assets under your management
Hourly charges
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Fineberg Financial Management LLC
Assets under management
$22,400,000
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
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.