Top financial advisors in Seal Beach, CA
We've curated a list of the best financial advisors in Seal Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $210,521,000 Number of advisors 4 advisors | |||
| 2 | Assets under management $22,400,000 Number of advisors 2 advisors | |||
| 3 | Assets under management $634,839,842 Number of advisors 42 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 find the top financial advisors in Seal Beach, 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.
Erman Retirement Advisory
Erman Retirement Advisory, Inc. is a registered investment adviser founded in 2000 by Howard D. Erman, CFP®. The firm specializes in providing personal financial planning and investment management services with a focus on retirement planning. Services offered include comprehensive financial planning, tactical asset management, financial snapshot, and special projects. The firm primarily charges fees based on a percentage of Assets under Management (AUM) and fixed fees for financial planning services. Erman Retirement Advisory, Inc. does not charge performance-based fees and does not have a minimum account size requirement. The firm acts as a fiduciary, putting clients' interests first. Investment strategies are based on Modern Portfolio Theory (MPT) and include strategic and tactical asset allocation. Clients have the option to grant discretionary authority for trading. The firm does not vote proxies on behalf of clients. Erman Retirement Advisory, Inc. has a Business Continuity Plan in place and maintains an information security program to protect clients' personal and confidential information. The firm is committed to maintaining the confidentiality, integrity, and security of client information.
$210,521,000 under management
4 advisors
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
Fineberg Financial Management LLC
Fineberg Financial Management LLC, led by Marah B. Fineberg-Kuck, CFP®, is a financial advisory firm based in Seal Beach, CA, established in September 2022. Marah has a background in economics and finance, with extensive experience in the financial industry dating back to 2003. She holds various licenses and professional designations, including the CFP® certification, demonstrating her commitment to high standards of professional conduct and ongoing education. As a fiduciary, Marah is committed to acting in the best interests of her clients, offering investment and insurance products through Private Client Services, LLC. She does not receive additional compensation beyond advisory fees and commissions. Marah is involved in community service, including founding a non-profit organization focused on financial literacy and volunteering with the Financial Planning Association of Orange County. Clients can reach Marah at 562-446-0028 for inquiries. There are no disciplinary events on record related to Marah Fineberg-Kuck. The firm's Code of Ethics guides Marah's professional conduct, and she has not been involved in any significant legal or financial disputes.
$22,400,000 under management
2 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
Pension Consulting Services
Selection Of Other Advisers
Amip Management
American Mortgage Investment Partners Management, LLC is a financial advisor firm based in Seal Beach, CA, established in 2016. The firm specializes in providing non-discretionary investment advice exclusively for real property, mortgage loans, and related assets to pooled investment vehicles. As of December 31, 2014, the firm managed approximately $594,788,095 in regulatory assets under management. Clients must be "qualified purchasers" under the Investment Company Act of 1940. Management fees are charged directly to clients or may be funded through capital contributions. Clients are responsible for various expenses related to their investments. The firm may earn fees from the sale of real property owned by clients or through securitization of client assets with express client consent. American Mortgage Investment Partners Management actively acquires, manages, and disposes of investments in real estate-related securities, with a focus on mortgage and real estate-related investment risks. The firm has not been involved in any legal or disciplinary events. The firm does not participate in broker-dealer activities and does not have custody of client funds or securities. Clients receive account statements directly from qualified custodians. The firm does not have investment discretion over client accounts.
$634,839,842 under management
42 advisors
Fee structure
A percentage of assets under your management
Commissions
Performance-based fees
ADMINISTRATIVE FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
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 find the top financial advisors in Seal Beach, 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.
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