California · 16 advisers
Financial Advisors in Hermosa Beach, California
Looking for a financial advisor in Hermosa Beach, California? Falists indexes 16 SEC-registered and state-registered investment advisers in Hermosa Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $9.02B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
16
With website
13
Largest AUM
$9.02B
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Hermosa Beach
Ranked by AUM · Fees, team & specialties at a glance
MARLIN EQUITY PARTNERS
Hermosa Beach, CA
AUM
$9.02B
Team
53 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-364-0100
NOLAN MANAGEMENT LLC
Hermosa Beach, CA
AUM
$450.4M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-675-7605
KMT WEALTH MANAGEMENT, LLC
Hermosa Beach, CA
AUM
$222.4M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
773-895-8962
COVE STREET CAPITAL, LLC
Hermosa Beach, CA
AUM
$93.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-221-5897
JACOB ASSET MANAGEMENT OF NEW YORK LLC
Hermosa Beach, CA
AUM
$84.1M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
424-237-2164
HERMOSA WEALTH MANAGEMENT
Hermosa Beach, CA
AUM
$28.9M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(310) 870-8400
AXIS CAPITAL MANAGEMENT, LLC
Hermosa Beach, CA
AUM
$15.8M
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
805-750-3144
DESERT CAPITAL MANAGEMENT GROUP, INC
Hermosa Beach, CA
AUM
$5.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Commissions
1-310-880-9892
MUNIFI, LLC
Hermosa Beach, CA
AUM
$198K
Team
1 advisors
Clients
—
Fees
Percentage of AUM
310-729-3421
CHALIMEDA ELEVATION CAPITAL GP LLC
Hermosa Beach, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
310-504-0756
EXCELLION FINANCE MANAGEMENT, LLC
Hermosa Beach, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
+972504427253
HH CAPITAL MANAGEMENT, INC.
Hermosa Beach, CA
AUM
$851.4M
Team
1 advisors
Clients
1-10
Fees
Fixed fees
917-328-0169
JAGUAR CAPITAL ADVISORS USA, LLC
Hermosa Beach, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
408-891-7991
NORTHWOODS FINANCIAL PARTNERS LLC
Hermosa Beach, CA
AUM
$0
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
424-675-4164
More cities in California
Common questions
- How many financial advisors are in Hermosa Beach, California?
- 16 registered investment advisers are listed in our Hermosa Beach directory, sourced from public SEC filings.
- What types of advisors are in Hermosa Beach?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Hermosa Beach?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.