Top 8 financial advisors in Torrance, CA
We’ve curated a list of the best financial advisors in Torrance, take a look at it below
Find an advisor in Torrance| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $16,831,000,000 | 375 advisors | ||
| 2 | $1,038,584,076 | 5 advisors | ||
| 3 | $283,377,281 | 5 advisors | ||
| 4 | $103,680,193 | 6 advisors | ||
| 5 | $101,314,393 | 4 advisors | ||
| 6 | $86,056,300 | 4 advisors | ||
| 7 | $12,564,658 | 8 advisors | ||
| 8 | $4,546,783 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Torrance, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Torrance. 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.
Ep Wealth Advisors
Ep Wealth Advisors is a financial advisory firm based in Torrance, California. It currently has approximately $16,831,000,000 of assets under management and employs about 375 people. Ep Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$16,831,000,000
Headcount
375 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-29358
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
Educational Seminars/workshops
Retirement Plan Advisory Services & Tax Preparation Services
Banyan Tree Asset Management, LLC
Banyan Tree Asset Management, LLC is a financial advisory firm based in Torrance, California. It currently has approximately $1,038,584,076 of assets under management and employs about 5 people. Banyan Tree Asset Management, LLC uses a fee structure of a percentage of assets under your management and percentage of par/face amount.
Assets under management
$1,038,584,076
Headcount
5 advisors
Fee structure
A percentage of assets under your management
PERCENTAGE OF PAR/FACE AMOUNT
SEC number
801-78480
Services offered
Portfolio Management For Individuals And/or Small Businesses
Catalina Capital Group, LLC
Catalina Capital Group, LLC is a financial advisory firm based in Torrance, California. It currently has approximately $283,377,281 of assets under management and employs about 5 people. Catalina Capital Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$283,377,281
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-110269
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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Advanced Portfolio Strategies
Advanced Portfolio Strategies is a financial advisory firm based in Torrance, California. It currently has approximately $103,680,193 of assets under management and employs about 6 people. Advanced Portfolio Strategies uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$103,680,193
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-129062
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
Tortuga Wealth Management
Tortuga Wealth Management is a financial advisory firm based in Torrance, California. It currently has approximately $101,314,393 of assets under management and employs about 4 people. Tortuga Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$101,314,393
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-124715
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
Alessandra Capital Management, LLC
Alessandra Capital Management, LLC is a financial advisory firm based in Torrance, California. It currently has approximately $86,056,300 of assets under management and employs about 4 people. Alessandra Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$86,056,300
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-67320
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Financial Consulting
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Legacy Financial Group
Legacy Financial Group is a financial advisory firm based in Torrance, California. It currently has approximately $12,564,658 of assets under management and employs about 8 people. Legacy Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$12,564,658
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-113145
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Taylor Wealth Management, LLC
Taylor Wealth Management, LLC is a financial advisory firm based in Torrance, California. It currently has approximately $4,546,783 of assets under management and employs about 1 people. Taylor Wealth Management, LLC uses a fee structure of hourly charges and fixed fees.
Assets under management
$4,546,783
Headcount
1 advisor
Fee structure
Hourly charges
Fixed fees
SEC number
801-120779
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.