Financial advisers in Torrance, CA

10 registered investment adviser firms in Torrance managing $48.1B in assets, based on public SEC Form ADV filings.

Ep Wealth Advisors

Torrance, CA · Est. 1987

National

Fee-based

AUM: $45.1B
Per adviser: $141M
Advisers: 320

No reported disclosures

Banyan Tree Asset Management, LLC

Torrance, CA · Est. 2013

Local

Fee-only

AUM: $1.0B
Per adviser: $258M
Advisers: 4

No reported disclosures

Albitz/Miloe And Associates, INC.

Torrance, CA · Est. 1984

Local

Fee-based

AUM: $821M
Per adviser: $164M
Advisers: 5

No reported disclosures

O'Brien Investment Management, LLC

Torrance, CA · Est. 2020

Local

Fee-only

AUM: $254M
Per adviser: $127M
Advisers: 2

No reported disclosures

Tortuga Wealth Management

Torrance, CA · Est. 2022

LocalInternational

Fee-based

AUM: $223M
Per adviser: $56M
Advisers: 4

No reported disclosures

Advanced Portfolio Strategies

Torrance, CA · Est. 2024

LocalInternational

Fee-based

AUM: $217M
Per adviser: $54M
Advisers: 4

No reported disclosures

Taylor Wealth Management, LLC

Torrance, CA · Est. 2021

Local

Fee-based

AUM: $171M
Per adviser: $171M
Advisers: 1

No reported disclosures

Alessandra Capital Management, LLC

Torrance, CA · Est. 2025

Local

Fee-based

AUM: $154M
Per adviser: $77M
Advisers: 2

No reported disclosures

South Bay Financial Partners

Torrance, CA · Est. 2017

Local

Fee-based

AUM: $115M
Per adviser: $57M
Advisers: 2

No reported disclosures

Macro Quant Private Wealth, LLC

Torrance, CA · Est. 2026

Local

Fee-based

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures