Top 10 financial advisors in El Segundo, CA
We’ve curated a list of the best financial advisors in El Segundo, take a look at it below
Find an advisor in El Segundo# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $37,964,656,059 | 2881 advisors | ||
2 | $2,627,340,127 | 22 advisors | ||
3 | $2,593,672,656 | 12 advisors | ||
4 | $2,572,587,044 | 30 advisors | ||
5 | $1,831,014,000 | 14 advisors | ||
6 | $1,412,607,371 | 25 advisors | ||
7 | $1,325,123,005 | 12 advisors | ||
8 | $961,470,771 | 17 advisors | ||
9 | $861,957,614 | 17 advisors | ||
10 | $640,609,412 | 9 advisors |
How we came up with this list
To generate our top financial advisors list in El Segundo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case El Segundo. 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.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $37,964,656,059 of assets under management and employs about 2881 people. Cetera Advisor Networks LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$37,964,656,059
Headcount
2881 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-47342
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
Granite Investment Partners, LLC
Granite Investment Partners, LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $2,627,340,127 of assets under management and employs about 22 people. Granite Investment Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$2,627,340,127
Headcount
22 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-70383
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Halseypoint Asset Management
Halseypoint Asset Management is a financial advisory firm based in El Segundo, California. It currently has approximately $2,593,672,656 of assets under management and employs about 12 people. Halseypoint Asset Management uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$2,593,672,656
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-117358
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profileMeet the advisor
200 N. Pacific Coast Highway,
Suite 675,
El Segundo,
California,
90245Im Global Partner Fund Management LLC
Im Global Partner Fund Management LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $2,572,587,044 of assets under management and employs about 30 people. Im Global Partner Fund Management LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,572,587,044
Headcount
30 advisors
Fee structure
A percentage of assets under your management
SEC number
801-52710
Services offered
Portfolio Management For Investment Companies
Model Portfolios To Banking Institutions And Other Turn-key Asset Management Platforms
Pacific Income Advisers Inc
Pacific Income Advisers Inc is a financial advisory firm based in El Segundo, California. It currently has approximately $1,831,014,000 of assets under management and employs about 14 people. Pacific Income Advisers Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,831,014,000
Headcount
14 advisors
Fee structure
A percentage of assets under your management
SEC number
801-27828
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Thorofare, LLC
Thorofare, LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $1,412,607,371 of assets under management and employs about 25 people. Thorofare, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and origination fees, deferred origination fees, modification fees.
Assets under management
$1,412,607,371
Headcount
25 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
ORIGINATION FEES, DEFERRED ORIGINATION FEES, MODIFICATION FEES
SEC number
801-80373
Services offered
Portfolio Management For Pooled Investment Vehicles
3(c)(5) Real Estate Investment Funds
See full profileMeet the advisor
100 North Pacific Coast Highway,
Suite 2050,
El Segundo,
California,
90245- Not sure which one to choose?Use our smart matching tool
Validus Capital LLC
Validus Capital LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $1,325,123,005 of assets under management and employs about 12 people. Validus Capital LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,325,123,005
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-123487
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Family Office Type Services
Transom Capital Group
Transom Capital Group is a financial advisory firm based in El Segundo, California. It currently has approximately $961,470,771 of assets under management and employs about 17 people. Transom Capital Group uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$961,470,771
Headcount
17 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-110356
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profileMeet the advisor
100 N. Pacific Coast Highway,
Suite 1725,
El Segundo,
California,
90245Regatta Capital Group, LLC
Regatta Capital Group, LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $861,957,614 of assets under management and employs about 17 people. Regatta Capital Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Assets under management
$861,957,614
Headcount
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
SEC number
801-68490
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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
Coaching Services
- Not sure which one to choose?Use our smart matching tool
Phaeacian Partners LLC
Phaeacian Partners LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $640,609,412 of assets under management and employs about 9 people. Phaeacian Partners LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$640,609,412
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-118387
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Advisory Services For Private Funds And Managed Accounts
Your first meeting is free.