Financial advisers in Long Beach, CA

8 registered investment adviser firms in Long Beach managing $7.3B in assets, based on public SEC Form ADV filings.

Halbert Hargrove

Long Beach, CA · Est. 1988

National

Fee-based

AUM: $4.2B
Per adviser: $117M
Advisers: 36

No reported disclosures

Clg LLC

Long Beach, CA · Est. 2016

Regional

Fee-based

AUM: $1.1B
Per adviser: $49M
Advisers: 23

No reported disclosures

Crux Wealth Advisors

Long Beach, CA · Est. 2024

Regional

Fee-based

AUM: $548M
Per adviser: $50M
Advisers: 11

No reported disclosures

Wealthspring

Long Beach, CA · Est. 2022

Regional

Fee-based

AUM: $370M
Per adviser: $93M
Advisers: 4

No reported disclosures

Goldman Lancaster, INC.

Long Beach, CA · Est. 2013

Local

Fee-based

AUM: $361M
Per adviser: $120M
Advisers: 3

No reported disclosures

Kensington Investment Counsel

Long Beach, CA · Est. 2021

Local

Fee-only

AUM: $310M
Per adviser: $78M
Advisers: 4

No reported disclosures

Lederer & Associates Investment Counsel

Long Beach, CA · Est. 1986

Local

Fee-only

AUM: $244M
Per adviser: $122M
Advisers: 2

No reported disclosures

The Chartist

Long Beach, CA · Est. 1976

Local

Fee-only

AUM: $170M
Per adviser: $85M
Advisers: 2

No reported disclosures