Financial advisers in Manhattan Beach, CA
16 registered investment adviser firms in Manhattan Beach managing $40.4B in assets, based on public SEC Form ADV filings.
K1 Investment Management LLC
Manhattan Beach, CA · Est. 2016
- AUM
- $23.6B
- Per adviser
- $369M
- Advisers
- 64
No reported disclosures
Cambria Investment Management, L.P.
Manhattan Beach, CA · Est. 2010
- AUM
- $3.6B
- Per adviser
- $895M
- Advisers
- 4
No reported disclosures
Five Arrows Managers North America LLC
Manhattan Beach, CA · Est. 2005
- AUM
- $3.4B
- Per adviser
- $306M
- Advisers
- 11
No reported disclosures
Monograph Wealth Advisors, LLC
Manhattan Beach, CA · Est. 2015
- AUM
- $3.2B
- Per adviser
- $325M
- Advisers
- 10
No reported disclosures
Pacific Avenue Capital Partners Management Company LLC
Manhattan Beach, CA · Est. 2021
- AUM
- $3.0B
- Per adviser
- $90M
- Advisers
- 33
No reported disclosures
Jeppson Wealth Management, LLC
Manhattan Beach, CA · Est. 2019
- AUM
- $763M
- Per adviser
- $127M
- Advisers
- 6
No reported disclosures
Ocean Path Advisors, LLC
Manhattan Beach, CA · Est. 2026
- AUM
- $560M
- Per adviser
- $93M
- Advisers
- 6
No reported disclosures
Womack Wealth Management, INC.
Manhattan Beach, CA · Est. 2016
- AUM
- $407M
- Per adviser
- $58M
- Advisers
- 7
No reported disclosures
Second 50 Financial
Manhattan Beach, CA · Est. 2022
- AUM
- $342M
- Per adviser
- $114M
- Advisers
- 3
No reported disclosures
Pointone Family Office
Manhattan Beach, CA · Est. 2025
- AUM
- $327M
- Per adviser
- $164M
- Advisers
- 2
No reported disclosures
Trilinc Advisors, LLC
Manhattan Beach, CA · Est. 2015
- AUM
- $283M
- Per adviser
- $35M
- Advisers
- 8
No reported disclosures
Family Financial
Manhattan Beach, CA · Est. 2021
- AUM
- $280M
- Per adviser
- $140M
- Advisers
- 2
No reported disclosures
Madrid Retirement Advisors
Manhattan Beach, CA · Est. 2026
- AUM
- $184M
- Per adviser
- $92M
- Advisers
- 2
No reported disclosures
Trilinc Global Advisors, LLC
Manhattan Beach, CA · Est. 2016
- AUM
- $182M
- Per adviser
- $23M
- Advisers
- 8
No reported disclosures
Epic Funds
Manhattan Beach, CA · Est. 2022
- AUM
- $166M
- Per adviser
- $33M
- Advisers
- 5
No reported disclosures
Wallender, Timothy Joseph
Manhattan Beach, CA · Est. 2025
- AUM
- $137M
- Per adviser
- $137M
- Advisers
- 1
No reported disclosures