California · 32 advisers
Financial Advisors in Manhattan Beach, California
Looking for a financial advisor in Manhattan Beach, California? Falists indexes 32 SEC-registered and state-registered investment advisers in Manhattan Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 29 firms list a website you can visit directly. Firms in this directory manage up to $23.60B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
32
With website
29
Largest AUM
$23.60B
Financial planning
11
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Manhattan Beach
Ranked by AUM · Fees, team & specialties at a glance
K1 INVESTMENT MANAGEMENT LLC
Manhattan Beach, CA
AUM
$23.60B
Team
64 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
800 310 2870
CAMBRIA INVESTMENT MANAGEMENT, L.P.
Manhattan Beach, CA
AUM
$3.58B
Team
4 advisors
Clients
—
Fees
Percentage of AUM
310-683-5500
FIVE ARROWS MANAGERS NORTH AMERICA LLC
Manhattan Beach, CA
AUM
$3.37B
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
213-621-3700
MONOGRAPH WEALTH ADVISORS, LLC
Manhattan Beach, CA
AUM
$3.25B
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
310-496-7377
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC
Manhattan Beach, CA
AUM
$2.98B
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
424.955.6388
JEPPSON WEALTH MANAGEMENT, LLC
Manhattan Beach, CA
AUM
$763.2M
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
424-456-3111
OCEAN PATH ADVISORS, LLC
Manhattan Beach, CA
AUM
$559.5M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
310 302 7685
WOMACK WEALTH MANAGEMENT, INC.
Manhattan Beach, CA
AUM
$406.9M
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-684-3868
SECOND 50 FINANCIAL
Manhattan Beach, CA
AUM
$341.6M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
424-260-1551
POINTONE FAMILY OFFICE
Manhattan Beach, CA
AUM
$327.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(310) 737-2637
TRILINC ADVISORS, LLC
Manhattan Beach, CA
AUM
$282.8M
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-997-0580
FAMILY FINANCIAL
Manhattan Beach, CA
AUM
$280.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(310) 598-8481
MADRID RETIREMENT ADVISORS
Manhattan Beach, CA
AUM
$184.2M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
714-465-2537
TRILINC GLOBAL ADVISORS, LLC
Manhattan Beach, CA
AUM
$181.7M
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-997-0580
EPIC FUNDS
Manhattan Beach, CA
AUM
$166.5M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
720-593-6399
WALLENDER, TIMOTHY JOSEPH
Manhattan Beach, CA
AUM
$137.3M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
310-318-3255
MOGUL WEALTH MANAGEMENT, INC.
Manhattan Beach, CA
AUM
$59.4M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
310-545-6700
VITA WEALTH ADVISORS, LLC
Manhattan Beach, CA
AUM
$54.5M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-243-6442
EXCELSUS CAPITAL MANAGEMENT
Manhattan Beach, CA
AUM
$52.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-376-1367
HARRIS & ASSOCIATES
Manhattan Beach, CA
AUM
$38.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-318-3700
HOLT INVESTMENT ADVISORS
Manhattan Beach, CA
AUM
$20.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-937-1561
KILIMANJARO CAPITAL, LLC
Manhattan Beach, CA
AUM
$9.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
650-251-4180
TUSKER CAPITAL, LLC
Manhattan Beach, CA
AUM
$2.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+1 (310) 804-5772
ACIES INVESTMENTS MANAGEMENT, LLC
Manhattan Beach, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
917-992-1946
More cities in California
Common questions
- How many financial advisors are in Manhattan Beach, California?
- 32 registered investment advisers are listed in our Manhattan Beach directory, sourced from public SEC filings.
- What types of advisors are in Manhattan 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 Manhattan 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.