Top 8 advisors in Torrance

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 Torrance
  • 1. 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

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    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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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
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