Top 10 advisors in El Segundo
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.
1. Cetera Advisor Networks LLC
Assets under management
$37,964,656,059
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
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
2. Granite Investment Partners, LLC
Assets under management
$2,627,340,127
Fee structure
A percentage of assets under your management
Performance-based fees
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)
3. Halseypoint Asset Management
Assets under management
$2,593,672,656
Fee structure
A percentage of assets under your management
Performance-based fees
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)
4. Im Global Partner Fund Management LLC
Assets under management
$2,572,587,044
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Model Portfolios To Banking Institutions And Other Turn-key Asset Management Platforms
5. Pacific Income Advisers Inc
Assets under management
$1,831,014,000
Fee structure
A percentage of assets under your management
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)
6. Thorofare, LLC
Assets under management
$1,412,607,371
Fee structure
A percentage of assets under your management
Performance-based fees
ORIGINATION FEES, DEFERRED ORIGINATION FEES, MODIFICATION FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
3(c)(5) Real Estate Investment Funds
- Not sure which one to choose?Use our smart matching tool
7. Validus Capital LLC
Assets under management
$1,325,123,005
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 Pooled Investment Vehicles
Selection Of Other Advisers
Family Office Type Services
8. Transom Capital Group
Assets under management
$961,470,771
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Regatta Capital Group, LLC
Assets under management
$861,957,614
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
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
10. Phaeacian Partners LLC
Assets under management
$640,609,412
Fee structure
A percentage of assets under your management
Performance-based fees
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.