Top financial advisors in Seal Beach, CA
We’ve curated a list of the best financial advisors in Seal Beach, take a look at it below
Find an advisor in Seal Beach| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $634,839,842 | 42 advisors | ||
| 2 | $210,521,000 | 4 advisors | ||
| 3 | $22,400,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Seal 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 Seal 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.
Amip Management
Amip Management is a financial advisory firm based in Seal Beach, California. It currently has approximately $634,839,842 of assets under management and employs about 42 people. Amip Management uses a fee structure of a percentage of assets under your management, commissions, performance-based fees and administrative fees.
Assets under management
$634,839,842
Headcount
42 advisors
Fee structure
A percentage of assets under your management
Commissions
Performance-based fees
ADMINISTRATIVE FEES
SEC number
801-108461
Services offered
Portfolio Management For Pooled Investment Vehicles
Erman Retirement Advisory
Erman Retirement Advisory is a financial advisory firm based in Seal Beach, California. It currently has approximately $210,521,000 of assets under management and employs about 4 people. Erman Retirement Advisory uses a fee structure of a percentage of assets under your management, hourly charges and commissions.
Assets under management
$210,521,000
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Commissions
SEC number
801-112846
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Fineberg Financial Management LLC
Fineberg Financial Management LLC is a financial advisory firm based in Seal Beach, California. It currently has approximately $22,400,000 of assets under management and employs about 2 people. Fineberg Financial Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$22,400,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-126608
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
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