Top financial advisors in South Coast Metro, CA
We've curated a list of the best financial advisors in South Coast Metro, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $1,415,233,203 Number of advisors 79 advisors | |||
| 2 | Assets under management $479,522,775 Number of advisors 31 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 South Coast Metro, 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.
Golden State Wealth Management, LLC
Golden State Wealth Management, LLC is an investment adviser registered under the Investment Advisers Act of 1940. The firm's home office is located in South Coast Metro, CA. The principal owners and managing members are Daniel Catone, Patrick Catone, and John Nahas. The firm offers a range of services including asset management, comprehensive portfolio management, financial planning, retirement planning, and referrals to third-party money managers. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm does not have custody of client assets, which are held at qualified third-party custodians such as LPL Financial and Charles Schwab. GSWM does not charge performance-based fees and acts in the best interests of clients. The firm may compensate solicitors for client referrals and allows client-directed brokerage. Testimonials are allowed under specific requirements, and the firm has procedures in place to monitor compliance. GSWM does not have custody over clients' assets and does not accept prepayment of fees exceeding $1,200. In the event of trade errors, corrective measures are promptly initiated to protect client interests.
$1,415,233,203 under management
79 advisors
Fee structure
A percentage of assets under your management
FINANCIAL PLANNING FEE
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
Golden State Equity Partners, LLC
Golden State Equity Partners, LLC is a financial advisory firm based in South Coast Metro, California. It currently has approximately $479,522,775 of assets under management and employs about 31 people. Golden State Equity Partners, LLC uses a fee structure of a percentage of assets under your management, fixed fees and financial planning fees.
$479,522,775 under management
31 advisors
Fee structure
A percentage of assets under your management
Fixed fees
FINANCIAL PLANNING FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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 find the top financial advisors in South Coast Metro, 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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