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Top 10 financial advisors in El Segundo, CA

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

    See full profile

    Meet the advisor

    2301 Rosecrans Avenue,
    Suite 5100,
    El Segundo,
    California,
    90245

  • 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)

    See full profile

    Meet the advisor

    2321 Rosecrans Avenue,
    Suite 4200,
    El Segundo,
    California,
    90245

  • 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 profile

    Meet the advisor

    200 N. Pacific Coast Highway,
    Suite 675,
    El Segundo,
    California,
    90245

  • Im 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

    See full profile

    Meet the advisor

    2301 Rosecrans Avenue,
    Suite 2150,
    El Segundo,
    California,
    90245

  • 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)

    See full profile

    Meet the advisor

    2321 Rosecrans Ave.,
    Suite 1260,
    El Segundo,
    California,
    90245

  • 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 profile

    Meet the advisor

    100 North Pacific Coast Highway,
    Suite 2050,
    El Segundo,
    California,
    90245

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    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

    See full profile

    Meet the advisor

    2221 Rosecrans Avenue,
    Suite 150,
    El Segundo,
    California,
    90245

  • 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 profile

    Meet the advisor

    100 N. Pacific Coast Highway,
    Suite 1725,
    El Segundo,
    California,
    90245

  • Regatta 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

    See full profile

    Meet the advisor

    880 Apollo St.,
    Suite 129,
    El Segundo,
    California,
    90245

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    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

    See full profile

    Meet the advisor

    880 Apollo Street,
    Suite 222,
    El Segundo,
    California,
    90245

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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 contact@unbiased.com.
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