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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Manhattan Beach, CA

Every SEC-registered investment adviser representative at a firm office in Manhattan Beach, with the firms that employ the most of them.

120 registered advisors work in Manhattan Beach; the most are at LPL Financial LLC (15). 29 list the CFP designation and 73 are also registered broker representatives.

Firms with the most advisors in Manhattan Beach

FirmAdvisors in Manhattan Beach
LPL Financial LLC news15
J.P. Morgan Securities LLC news14
Monograph Wealth Advisors, LLC8
Ameriprise Financial Services, LLC news5
Jeppson Wealth Management, LLC5
Mutual Advisors, LLC5
Ocean Path Advisors, LLC5
Certuity, LLC3
Edward Jones news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Strategic Advisers LLC3
Beach Cities Wealth Management, LLC2
Kingswood Wealth Advisors, LLC news2
Mogul Wealth Management, Inc.2
Pointone Family Office2
RBC Capital Markets, LLC news2
State Farm Investment Management Corp.2
Vita Wealth Advisors, LLC2
Womack Wealth Management, Inc.2
Boundless Advice LLC1
Cambria Investment Management, L.P.1
Citigroup Global Markets Inc. news1
Cleveralpha1
Copeland Capital Management, LLC1
Creative Planning news1

Advisors in Manhattan Beach, A to Z

CFP advisors in Manhattan Beach →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in Manhattan Beach, CA?

120 investment adviser representatives are registered at firm offices in Manhattan Beach, California, according to the SEC's Investment Adviser Public Disclosure records. 73 of them are also registered as broker representatives, and 29 list the CFP designation.

Which firm has the most financial advisors in Manhattan Beach?

LPL Financial LLC, with 15 registered advisors in Manhattan Beach, followed by J.P. Morgan Securities LLC with 14.

How do I check a financial advisor in Manhattan Beach?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.