How many financial advisors are in Huntington Beach, California?

Falists lists 16 registered investment advisers with a principal office or filing address in Huntington Beach, California, based on public SEC IAPD data.

How do financial advisors in Huntington Beach charge fees?

Fee structures vary by firm. In Huntington Beach, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Huntington Beach?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 16 advisers

Financial Advisors in Huntington Beach, California

Looking for a financial advisor in Huntington Beach, California? Falists indexes 16 SEC-registered and state-registered investment advisers in Huntington Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $1.05B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.05B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth14 Planning8 Trusts9 Retirement3 Institutional2

Top advisors in Huntington Beach

Ranked by AUM · Fees, team & specialties at a glance

View all 16 →

WEAVER CONSULTING GROUP, LLC

Huntington Beach, CA

AUM

$1.05B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

(714)536-4065

Full profile Visit site →

LEONID CAPITAL PARTNERS, LLC

Huntington Beach, CA

AUM

$363.0M

Wealth Mgmt

Team

16 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

562-737-6935

Full profile Visit site →

CLAY NORTHAM WEALTH MANAGEMENT

Huntington Beach, CA

AUM

$354.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM

562-431-9988

Full profile Visit site →

SEAGULL LANE ASSET MANAGEMENT LLC

Huntington Beach, CA

AUM

$207.9M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM; THIRD-PARTY ADVISORY FEES

714-960-2316

Full profile Visit site →

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

Huntington Beach, CA

AUM

$153.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

714-455-2955

Full profile Visit site →

CAPITAL RESOURCES AND INSURANCE, INC

Huntington Beach, CA

AUM

$54.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

714-903-2400

Full profile Visit site →

SPAHR FINANCIAL GROUP, LLC

Huntington Beach, CA

AUM

$27.3M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

714-963-5000

Full profile Visit site →

SOUTHLAND INVESTMENTS

Huntington Beach, CA

AUM

$24.5M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM

714-841-5804

Full profile Visit site →

CM FIRST CAPITAL CORP.

Huntington Beach, CA

AUM

$12.9M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

714-465-2207

Full profile Visit site →

GREYSTONE WEALTH MANAGEMENT LLC

Huntington Beach, CA

AUM

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

714-843-3332

Full profile Visit site →

PORTOLA SPRINGS CAPITAL MANAGEMENT, LLC

Huntington Beach, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

949-429-4103

Full profile Visit site →

VANMAY WEALTH MANAGEMENT

Huntington Beach, CA

AUM

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM

310-465-9237

Full profile Visit site →

STOCK TRADERS

Huntington Beach, CA

AUM

$49.2M

Wealth MgmtFee-Only/Hourly

Team

3 employees

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

714-375-1788

Full profileNo website

RHB CAPITAL, INC.

Huntington Beach, CA

AUM

$38.7M

Wealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

Fees

Percentage of AUM

562-888-1367

Full profileNo website

GREGORY ADVISORS INC.

Huntington Beach, CA

AUM

$1.4M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

714-372-2299

Full profileNo website

HARVEST FINANCIAL ADVISORS, INC.

Huntington Beach, CA

AUM

—

Team

1 advisors

Clients

Fees

RECEIVE PORTION OF FEES FROM 3RD PARTY MANAGER/FINANCIAL ADVISOR

714-886-3550

Full profileNo website

More cities in California

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Common questions

How many financial advisors are in Huntington Beach, California?: 16 registered investment advisers are listed in our Huntington Beach directory, sourced from public SEC filings.
What types of advisors are in Huntington 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 Huntington 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.