How many financial advisors are in Long Beach, California?

Falists lists 18 registered investment advisers with a principal office or filing address in Long Beach, California, based on public SEC IAPD data.

How do financial advisors in Long Beach charge fees?

Fee structures vary by firm. In Long 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 Long 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 · 18 advisers

Financial Advisors in Long Beach, California

Looking for a financial advisor in Long Beach, California? Falists indexes 18 SEC-registered and state-registered investment advisers in Long Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 14 firms list a website you can visit directly. Firms in this directory manage up to $4.20B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$4.20B

Financial planning

Filter by specialty

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

All Wealth10 Planning9 Trusts9 Retirement6 Institutional6

Top advisors in Long Beach

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

View all 18 →

HALBERT HARGROVE

Long Beach, CA

AUM

$4.20B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

36 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

562-435-5657

Full profile Visit site →

CLG LLC

Long Beach, CA

AUM

$1.12B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

23 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

(310) 329-5150

Full profile Visit site →

CRUX WEALTH ADVISORS

Long Beach, CA

AUM

$547.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

11 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

562.735.3875

Full profile Visit site →

WEALTHSPRING

Long Beach, CA

AUM

$370.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

562-491-4410

Full profile Visit site →

GOLDMAN LANCASTER, INC.

Long Beach, CA

AUM

$360.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

562-432-0234

Full profile Visit site →

KENSINGTON INVESTMENT COUNSEL

Long Beach, CA

AUM

$310.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM

562-983-6677

Full profile Visit site →

LEDERER & ASSOCIATES INVESTMENT COUNSEL

Long Beach, CA

AUM

$244.3M

Wealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM

562-434-5305

Full profile Visit site →

THE CHARTIST

Long Beach, CA

AUM

$169.7M

Wealth Mgmt

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Subscription fees

562-596-2385

Full profile Visit site →

STRATEGIC PORTFOLIO ADVISORS, INC.

Long Beach, CA

AUM

$103.8M

Wealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM

(562) 430-4872

Full profile Visit site →

AUGUSTUS WEALTH, LLC

Long Beach, CA

AUM

$100.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM · Fixed fees +1 more

(562) 270-0045

Full profile Visit site →

IMPRINT LAB, LLC

Long Beach, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

562-733-1888

Full profile Visit site →

L.G. SMITH FINANCIAL SERVICES

Long Beach, CA

AUM

—

Team

1 advisors

Clients

Fees

SOLICITOR/FINDER

562-438-9991

Full profile Visit site →

LINDA A. WALKER, CFP

Long Beach, CA

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges; Fixed fees

562-986-5859

Full profile Visit site →

SHV MANAGEMENT, LLC

Long Beach, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

562-432-0047

Full profile Visit site →

CALISTONE CAPITAL LLC

Long Beach, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(310) 490-7248

Full profileNo website

NHS GP, LLC

Long Beach, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

562-432-0047

Full profileNo website

PINNACLE CAPITAL ADVISORS

Long Beach, CA

AUM

—

Financial Planning

Team

2 advisors

Clients

Fees

Fixed fees; REFERRAL FEES

310-684-2699

Full profileNo website

STEWARDSHIP WEALTH MANAGEMENT LLC

Long Beach, CA

AUM

—

Team

1 advisors

Clients

Fees

Percentage of AUM

(562) 537-4539

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Long Beach, California?: 18 registered investment advisers are listed in our Long Beach directory, sourced from public SEC filings.
What types of advisors are in Long 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 Long 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.