EP WEALTH ADVISORS
Torrance, CA
AUM
$45.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
320 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-543-4559
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, TORRANCE
17 advisers found
BANYAN TREE ASSET MANAGEMENT, LLC
Torrance, CA
AUM
$1.03B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF PAR/FACE AMOUNT
310-477-0111
ALBITZ/MILOE AND ASSOCIATES, INC.
Torrance, CA
AUM
$820.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
310-373-8861
O'BRIEN INVESTMENT MANAGEMENT, LLC
Torrance, CA
AUM
$254.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
310-363-2360
TORTUGA WEALTH MANAGEMENT
Torrance, CA
AUM
$222.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-935-0275
ADVANCED PORTFOLIO STRATEGIES
Torrance, CA
AUM
$217.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(310) 776-6549
TAYLOR WEALTH MANAGEMENT, LLC
Torrance, CA
AUM
$170.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
310-540-8000
ALESSANDRA CAPITAL MANAGEMENT, LLC
Torrance, CA
AUM
$153.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-377-9220
SOUTH BAY FINANCIAL PARTNERS
Torrance, CA
AUM
$114.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
310-792-4189
VERDANT CAPITAL MANAGEMENT
Torrance, CA
AUM
$99.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
310-540-2818
DORSEY WEALTH MANAGEMENT, LLC
Torrance, CA
AUM
$58.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
310 370-7776
LEGACY FINANCIAL GROUP
Torrance, CA
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310-756-1700
PUTMAN CAPITAL MANAGEMENT, INC.
Torrance, CA
AUM
$15.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-792-9999
MACRO QUANT PRIVATE WEALTH, LLC
Torrance, CA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(310) 269-0869
PACIFIC HAVEN FINANCIAL, LLC
Torrance, CA
AUM
$45.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(310) 212-6699
Full profileNo website
HIGHLAND MB WEALTH LLC
Torrance, CA
AUM
$10.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
4249668379
Full profileNo website
AIHARA WEALTH MANAGEMENT LLC
Torrance, CA
AUM
$1.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(310) 796-6731
Full profileNo website