Top 8 advisors in Torrance
We’ve curated a list of the best financial advisors in Torrance, take a look at it below
Find an advisor in Torrance1. Ep Wealth Advisors
Assets under management
$16,831,000,000
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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Retirement Plan Advisory Services & Tax Preparation Services
2. Banyan Tree Asset Management, LLC
Assets under management
$1,038,584,076
Fee structure
A percentage of assets under your management
PERCENTAGE OF PAR/FACE AMOUNT
Services offered
Portfolio Management For Individuals And/or Small Businesses
3. Catalina Capital Group, LLC
Assets under management
$283,377,281
Fee structure
A percentage of assets under your management
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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
4. Advanced Portfolio Strategies
Assets under management
$103,680,193
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
Educational Seminars/workshops
5. Tortuga Wealth Management
Assets under management
$101,314,393
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)
Selection Of Other Advisers
6. Alessandra Capital Management, LLC
Assets under management
$86,056,300
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
Financial Consulting
- Not sure which one to choose?Use our smart matching tool
7. Legacy Financial Group
Assets under management
$12,564,658
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
Selection Of Other Advisers
8. Taylor Wealth Management, LLC
Assets under management
$4,546,783
Fee structure
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
How we came up with this list
To generate our top financial advisors list in Torrance, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Torrance. 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.
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