Top financial advisors in South Coast Metro, CA
We’ve curated a list of the best financial advisors in South Coast Metro, take a look at it below
Find an advisor in South Coast Metro| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,415,233,203 | 79 advisors | ||
| 2 | $479,522,775 | 31 advisors |
How we came up with this list
To generate our top financial advisors list in South Coast Metro, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case South Coast Metro. 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.
Golden State Wealth Management, LLC
Golden State Wealth Management, LLC is a financial advisory firm based in South Coast Metro, California. It currently has approximately $1,415,233,203 of assets under management and employs about 79 people. Golden State Wealth Management, LLC uses a fee structure of a percentage of assets under your management and financial planning fee.
Assets under management
$1,415,233,203
Headcount
79 advisors
Fee structure
A percentage of assets under your management
FINANCIAL PLANNING FEE
SEC number
801-107445
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
Golden State Equity Partners, LLC
Golden State Equity Partners, LLC is a financial advisory firm based in South Coast Metro, California. It currently has approximately $479,522,775 of assets under management and employs about 31 people. Golden State Equity Partners, LLC uses a fee structure of a percentage of assets under your management, fixed fees and financial planning fees.
Assets under management
$479,522,775
Headcount
31 advisors
Fee structure
A percentage of assets under your management
Fixed fees
FINANCIAL PLANNING FEES
SEC number
801-126441
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
See full profileMeet the advisor
201 E. Sandpointe Ave,
Suite 460,
South Coast Metro,
California,
92707
Your first meeting is free.