Top financial advisors in Long Beach, CA
We’ve curated a list of the best financial advisors in Long Beach, take a look at it below
Find an advisor in Long Beach| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,586,640,355 | 47 advisors | ||
| 2 | $228,851,100 | 5 advisors | ||
| 3 | $216,783,371 | 3 advisors | ||
| 4 | $174,278,513 | 3 advisors | ||
| 5 | $128,428,286 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Long Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Long Beach. 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.
Halbert Hargrove
Halbert Hargrove is a financial advisory firm based in Long Beach, California. It currently has approximately $2,586,640,355 of assets under management and employs about 47 people. Halbert Hargrove uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$2,586,640,355
Headcount
47 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-33048
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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Investment Consulting
Goldman Lancaster, Inc.
Goldman Lancaster, Inc. is a financial advisory firm based in Long Beach, California. It currently has approximately $228,851,100 of assets under management and employs about 5 people. Goldman Lancaster, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$228,851,100
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-78300
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel is a financial advisory firm based in Long Beach, California. It currently has approximately $216,783,371 of assets under management and employs about 3 people. Lederer & Associates Investment Counsel uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$216,783,371
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-26228
Services offered
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)
Kensington Investment Counsel
Kensington Investment Counsel is a financial advisory firm based in Long Beach, California. It currently has approximately $174,278,513 of assets under management and employs about 3 people. Kensington Investment Counsel uses a fee structure of and a percentage of assets under your management.
Assets under management
$174,278,513
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-121893
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)
Prosperity Wealth Planning LLC
Prosperity Wealth Planning LLC is a financial advisory firm based in Long Beach, California. It currently has approximately $128,428,286 of assets under management and employs about 4 people. Prosperity Wealth Planning LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$128,428,286
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-121807
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Your first meeting is free.