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Find The Best Financial Advisors in Manhattan Beach, California
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Manhattan Beach, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Manhattan Beach, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and non-vetted financial advisors in Manhattan Beach, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Manhattan Beach, California have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Manhattan Beach, California
310-451-3339
Top Financial Advisor Firms in Manhattan Beach, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| K1 INVESTMENT MANAGEMENT LLC 875 Manhattan Beach Blvd, Manhattan Beach, CA, 90266-4911 | 161953 | $13,137,131,367 | 9 | A Percentage of AUM, Performance Based |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. 3300 Highland Avenue, Manhattan Beach, CA, 90266 | 141600 | $1,867,139,474 | 316 | A Percentage of AUM |
| QUANTUM FINANCIAL ADVISORS, LLC 1230 Rosecrans Ave, Suite 300 Manhattan Beach, CA, 90266 | 317386 | $816,281,370 | 1364 | A Percentage of AUM, Hourly charges, Fixed Fees |
| JEPPSON WEALTH MANAGEMENT, LLC 1230 Rosecrans Avenue, Suite 300 Manhattan Beach, CA, 90266 | 305552 | $571,241,042 | 888 | A Percentage of AUM, Fixed Fees |
| PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC 1230 Rosecrans Avenue, Suite 520 Manhattan Beach, CA, 90266 | 311351 | $420,068,295 | 7 | A Percentage of AUM, Performance Based, Other (PORTFOLIO COMPANY SERVICE LEVEL FEES AND TRANSACTION FEES) |
| TRILINC ADVISORS, LLC 1230 Rosecrans Avenue, Suite 605 Manhattan Beach, CA, 90266 | 166194 | $319,592,852 | 1 | A Percentage of AUM, Performance Based |
| WOMACK WEALTH MANAGEMENT, INC. 1334 Park View Ave, Suite 350, Manhattan Beach, CA, 90266 | 146126 | $305,892,975 | 519 | A Percentage of AUM, Hourly charges, Fixed Fees |
| CAPRICE CAPITAL PARTNERS, LLC 1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266 | 307048 | $303,902,335 | 3 | A Percentage of AUM, Performance Based, Other (LOAN ADMINISTRATION FEES/LEAD ARRANGER FEES) |
| TRILINC GLOBAL ADVISORS, LLC 1230 Rosecrans Ave, Suite 605 Manhattan Beach, CA, 90266 | 285161 | $224,995,963 | 9 | A Percentage of AUM, Performance Based |
| SECOND 50 FINANCIAL 111 N. Sepulveda Blvd, Suite 300 Manhattan Beach, CA, 90266 | 318626 | $194,716,132 | 373 | A Percentage of AUM, Fixed Fees |
| FAMILY FINANCIAL 1117 5th Street, Unit D Manhattan Beach, CA, 90266 | 316723 | $127,554,996 | 244 | A Percentage of AUM, Hourly charges, Fixed Fees |
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