Financial advisers in Huntington Beach, CA
4 registered investment adviser firms in Huntington Beach managing $1.9B in assets, based on public SEC Form ADV filings.
Weaver Consulting Group, LLC
Huntington Beach, CA · Est. 2017
Local
- AUM
- $1.0B
- Per adviser
- $262M
- Advisers
- 4
No reported disclosures
Leonid Capital Partners, LLC
Huntington Beach, CA · Est. 2025
Local
- AUM
- $363M
- Per adviser
- $23M
- Advisers
- 16
No reported disclosures
Clay Northam Wealth Management
Huntington Beach, CA · Est. 2017
LocalInternational
- AUM
- $355M
- Per adviser
- $177M
- Advisers
- 2
No reported disclosures
Stewardship Wealth Management Solutions
Huntington Beach, CA · Est. 2023
LocalInternational
- AUM
- $153M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures