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Guide > Wealth management firms in California > Wealth management firms in Long Beach

Top 30 Best Wealth management firms in Long Beach, California

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  • 5 61
    #1

    Lungu Law Group - Wills and Trusts - Estate Planning Attorney in Long Beach, California

    ● Closed
    5320 2nd St UNIT 6, Long Beach, CA 90803, United States
    562-725-7125
    lungulawgroup.com

    Lungu Law Group is a reputable firm specializing in wills and trusts, as well as estate planning services in Long Beach, California.

    Photo of Lungu Law Group - Wills and Trusts - Estate Planning Attorney in Long Beach, California - 5320 2nd Street, Long Beach, CA 90803, USA Photo of Lungu Law Group - Wills and Trusts - Estate Planning Attorney in Long Beach, California - 5320 2nd Street, Long Beach, CA 90803, USA Photo of Lungu Law Group - Wills and Trusts - Estate Planning Attorney in Long Beach, California - 5320 2nd Street, Long Beach, CA 90803, USA
    Legal Service
    Details
  • 5 14
    #2

    CANNON LEGAL FIRM

    ● Closed
    3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740, United States
    562-543-4529
    cannonlegalfirm.com

    Cannon Legal Firm, located at 3020 Old Ranch Parkway in Seal Beach, California, is a trusted institution specializing in Estate & Trust Planning, Administration, and Litigation matters.

    Photo of CANNON LEGAL FIRM - 3020 Old Ranch Parkway, Seal Beach, CA 90740, USA Photo of CANNON LEGAL FIRM - 3020 Old Ranch Parkway, Seal Beach, CA 90740, USA Photo of CANNON LEGAL FIRM - 3020 Old Ranch Parkway, Seal Beach, CA 90740, USA
    Legal Service
    Details
  • 5 6
    #3

    LA Wealth Management

    ● Closed
    1632 Aviation Blvd, Redondo Beach, CA 90278, United States
    310-984-0082
    lawealthmanagement.com

    LA Wealth Management is a leading finance institution located at 1632 Aviation Boulevard in Redondo Beach, California, United States.

    Photo of LA Wealth Management - 1632 Aviation Boulevard, Redondo Beach, CA 90278, USA Photo of LA Wealth Management - 1632 Aviation Boulevard, Redondo Beach, CA 90278, USA Photo of LA Wealth Management - 1632 Aviation Boulevard, Redondo Beach, CA 90278, USA
    Financial Service
    Details
  • 5 3
    #4

    Apella – Huntington Beach

    ● Closed
    5011 Argosy Ave, Huntington Beach, CA 92649, United States
    714-971-0663
    apellawealth.com

    Apella's Huntington Beach office, located at 5011 Argosy Avenue, Suite 7, in Huntington Beach, California, is a team of fee-only Registered Investment Advisors specializing in comprehensive wealth management services.

    Photo of Apella – Huntington Beach - 5011 Argosy Avenue, Huntington Beach, CA 92649, USA Photo of Apella – Huntington Beach - 5011 Argosy Avenue, Huntington Beach, CA 92649, USA Photo of Apella – Huntington Beach - 5011 Argosy Avenue, Huntington Beach, CA 92649, USA
    Financial Service
    Details
  • 5 14
    #5

    Warren Street Wealth Advisors, LLC

    ● Closed
    4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660, United States
    714-876-6200
    warrenstreetwealth.com

    Warren Street Wealth Advisors, LLC is a finance institution located at 4041 Macarthur Boulevard in Newport Beach, California, United States. Our team of CFP® fiduciary advisors is dedicated to putting your best interests first.

    Photo of Warren Street Wealth Advisors, LLC - 4041 Macarthur Boulevard, Newport Beach, CA 92660, USA Photo of Warren Street Wealth Advisors, LLC - 4041 Macarthur Boulevard, Newport Beach, CA 92660, USA Photo of Warren Street Wealth Advisors, LLC - 4041 Macarthur Boulevard, Newport Beach, CA 92660, USA
    Financial Service
    Details
  • 5 1
    #6

    Pence Wealth Management - Financial Advisors

    ● Closed
    5000 Birch St #8000, Newport Beach, CA 92660, United States
    949-660-8777
    pencewealthmanagement.com

    Pence Wealth Management - Financial Advisors is a privately-held wealth management firm located at 5000 Birch Street, Newport Beach, California.

    Photo of Pence Wealth Management - Financial Advisors - 5000 Birch Street, Newport Beach, CA 92660, USA Photo of Pence Wealth Management - Financial Advisors - 5000 Birch Street, Newport Beach, CA 92660, USA
    Financial Service
    Details
  • 5 1
    #7

    Mariner Wealth Advisors

    ● Closed
    5000 Birch St Tower Suite 367, Newport Beach, CA 92660, United States
    857-347-5898
    marinerwealthadvisors.com

    Mariner Wealth Advisors is a leading finance institution located at 5000 Birch Street in Newport Beach, California, United States.

    Photo of Mariner Wealth Advisors - 5000 Birch Street, Newport Beach, CA 92660, USA Photo of Mariner Wealth Advisors - 5000 Birch Street, Newport Beach, CA 92660, USA
    Financial Service
    Details
  • 5 1
    #8

    Pence Wealth Management - Financial Advisors

    ● Closed
    468 Pennsfield Pl STE 201, Thousand Oaks, CA 91360, United States
    800-731-3623
    pencewealthmanagement.com

    Pence Wealth Management - Financial Advisors is a privately-held wealth management firm located in Thousand Oaks, California.

    Photo of Pence Wealth Management - Financial Advisors - 468 Pennsfield Place, Thousand Oaks, CA 91360, USA Photo of Pence Wealth Management - Financial Advisors - 468 Pennsfield Place, Thousand Oaks, CA 91360, USA Photo of Pence Wealth Management - Financial Advisors - 468 Pennsfield Place, Thousand Oaks, CA 91360, USA
    Financial Service
    Details
  • 5 2
    #9

    WCM Investment Management

    ● Closed
    281 Brooks St, Laguna Beach, CA 92651, United States
    949-380-0200
    wcminvest.com

    WCM Investment Management is a finance institution located at 281 Brooks Street in Laguna Beach, California, United States.

    Financial Service
    Details
  • 5 1
    #10

    DLK Investment Management

    ● Closed
    238 N Cedros Ave #200, Solana Beach, CA 92075, United States
    858-433-3200
    dlkinvest.com

    DLK Investment Management is a finance institution located at 238 North Cedros Avenue in Solana Beach, California, United States.

    Financial Service
    Details
  • 5 18
    #11

    Beach Cities Financial Group

    ● Closed
    256 Witherspoon Way ste I, El Cajon, CA 92020, United States
    619-460-1040

    Beach Cities Financial Group is a finance institution located at 256 Witherspoon Way in El Cajon, California, United States. We specialize in providing a wide range of financial services to individuals and businesses in the area.

    Financial Service
    Details
  • 4.7 15
    #12

    Advanced Planning Wealth Management Group

    ● Closed
    4770 Campus Dr Ste 210, Newport Beach, CA 92660, United States
    949-501-4600
    theapgroup.org

    Advanced Planning Wealth Management Group is a leading finance and insurance agency located in Newport Beach, California.

    Photo of Advanced Planning Wealth Management Group - 4770 Campus Drive, Newport Beach, CA 92660, USA Photo of Advanced Planning Wealth Management Group - 4770 Campus Drive, Newport Beach, CA 92660, USA Photo of Advanced Planning Wealth Management Group - 4770 Campus Drive, Newport Beach, CA 92660, USA
    Financial Service Insurance Agency
    Details
  • 3.7 3
    #13

    Mercer Advisors Wealth Management

    ● Closed
    620 Newport Center Dr #1030, Newport Beach, CA 92660, United States
    800-394-3894
    merceradvisors.com

    Mercer Advisors Wealth Management, located at 620 Newport Center Drive in Newport Beach, California, offers a unique approach to wealth management.

    Financial Service
    Details
  • 3.5 2
    #14

    HCVT Long Beach

    ● Closed
    100 Oceangate 9th floor, Long Beach, CA 90802, United States
    562-590-9535
    hcvt.com

    HCVT Long Beach is a leading accounting and finance institution located at 100 Oceangate in Long Beach, California, United States.

    Photo of HCVT Long Beach - 100 Oceangate, Long Beach, CA 90802, USA
    Accounting Service Financial Service
    Details
  • #15

    Platinum Wealth Advisors

    ● Closed
    1500 Rosecrans Ave 5th floor, Manhattan Beach, CA 90266, United States
    310-220-1196
    platinumwealthadvisors.com

    Platinum Wealth Advisors is a premier financial planning firm located in Manhattan Beach, California. We specialize in Retirement Planning, Tax Planning, and Wealth Management services for pre-retirees and retirees aged 60 and up.

    Photo of Platinum Wealth Advisors - 1500 Rosecrans Avenue, Manhattan Beach, CA 90266, USA Photo of Platinum Wealth Advisors - 1500 Rosecrans Avenue, Manhattan Beach, CA 90266, USA
    Financial Service
    Details
  • #16

    Excelsus Capital Management - Investment Advisor & Financial Planner

    ● Open
    111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, United States
    310-376-1367
    excelsuscapital.net

    Excelsus Capital Management is a leading investment advisor and financial planner located in Manhattan Beach, California.

    Financial Service
    Details
  • #17

    K1 Investment Management

    ● Closed
    875 Manhattan Beach Blvd, Manhattan Beach, CA 90266, United States
    800-310-2870
    k1im.com

    K1 Investment Management is a finance institution located at 875 Manhattan Beach Boulevard in Manhattan Beach, California, United States.

    Photo of K1 Investment Management - 875 Manhattan Beach Boulevard, Manhattan Beach, CA 90266, USA
    Financial Service
    Details
  • #18

    Platinum Wealth Advisors

    ● Closed
    100 Oceangate 12th Floor, Long Beach, CA 90802, United States
    310-220-1196
    platinumwealthadvisors.com

    Platinum Wealth Advisors is a leading financial planning firm specializing in Retirement Planning, Tax Planning, and Wealth Management.

    Financial Service
    Details
  • #19

    The Manhattan Beach Group - Morgan Stanley

    ● Open
    2141 Rosecrans Ave #3100, El Segundo, CA 90245, United States
    310-297-3788
    advisor.morganstanley.com

    The Manhattan Beach Group - Morgan Stanley is a prestigious finance institution located at 2141 Rosecrans Avenue in El Segundo, California, United States.

    Financial Service
    Details
  • #20

    Desert Capital Management Group Inc.

    ● Closed
    8484 Wilshire Blvd #515, Beverly Hills, CA 90211, United States
    310-640-9100
    dsrtcptl.com

    Desert Capital Management Group Inc. is a finance institution located at 8484 Wilshire Boulevard in Beverly Hills, California, United States.

    Financial Service
    Details
  • #21

    Dennis Fitzgerald - RBC Wealth Management Financial Advisor

    ● Closed
    3010 Old Ranch Pkwy #440, Seal Beach, CA 90740, United States
    562-799-7578
    us.rbcwealthmanagement.com

    Dennis Fitzgerald - RBC Wealth Management Financial Advisor is a reputable finance institution located at 3010 Old Ranch Parkway in Seal Beach, California.

    Photo of Dennis Fitzgerald - RBC Wealth Management Financial Advisor - 3010 Old Ranch Parkway, Seal Beach, CA 90740, USA
    Financial Service
    Details
  • #22

    MJ Peters Wealth Management

    ● Closed
    11 Golden Shore Suite 370, Long Beach, CA 90802, United States
    562-435-3378
    mjpeterswealthmanagement.com

    MJ Peters Wealth Management is a premier finance institution located at 11 Golden Shore in the vibrant city of Long Beach, California, United States.

    Photo of MJ Peters Wealth Management - 11 Golden Shore, Long Beach, CA 90802, USA
    Financial Service
    Details
  • #23

    Pence Wealth Management - Financial Advisors

    ● Closed
    4469, 990 W 190th St #500, Torrance, CA 90502, United States
    800-731-3623
    pencewealthmanagement.com

    Pence Wealth Management - Financial Advisors is a privately-held firm located in Torrance, California, with an additional office in Newport Beach.

    Photo of Pence Wealth Management - Financial Advisors - 990 West 190th Street, Torrance, CA 90502, USA Photo of Pence Wealth Management - Financial Advisors - 990 West 190th Street, Torrance, CA 90502, USA Photo of Pence Wealth Management - Financial Advisors - 990 West 190th Street, Torrance, CA 90502, USA
    Financial Service
    Details
  • #24

    Ross Wealth Management Group

    ● Closed
    3711 Long Beach Blvd #719, Long Beach, CA 90807, United States
    562-206-0675
    rosswealthmanagement.com

    Ross Wealth Management Group is a reputable finance institution located at 3711 Long Beach Boulevard in Long Beach, California, United States.

    Photo of Ross Wealth Management Group - 3711 Long Beach Boulevard, Long Beach, CA 90807, USA Photo of Ross Wealth Management Group - 3711 Long Beach Boulevard, Long Beach, CA 90807, USA
    Financial Service
    Details
  • #25

    Fineberg Financial Management

    ● Closed
    3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740, United States
    562-446-0028
    finebergfinancial.com

    Fineberg Financial Management is a renowned finance institution located at 3020 Old Ranch Parkway in Seal Beach, California, United States.

    Photo of Fineberg Financial Management - 3020 Old Ranch Parkway, Seal Beach, CA 90740, USA Photo of Fineberg Financial Management - 3020 Old Ranch Parkway, Seal Beach, CA 90740, USA
    Financial Service
    Details
  • #26

    Banta Asset Management LP

    ● Open
    517 30th St, Newport Beach, CA 92663, United States
    949-673-9944
    bantaassetmanagement.com

    Banta Asset Management LP is a finance institution located at 517 30th Street in Newport Beach, California, United States.

    Financial Service
    Details
  • #27

    Vartanyan Wealth Management

    ● Closed
    2043 Westcliff Dr # 213, Newport Beach, CA 92660, United States
    949-612-6334
    vartanyanwealth.com

    Vartanyan Wealth Management is a reputable finance and insurance agency located at 2043 Westcliff Drive in Newport Beach, California.

    Photo of Vartanyan Wealth Management - 2043 Westcliff Drive, Newport Beach, CA 92660, USA Photo of Vartanyan Wealth Management - 2043 Westcliff Drive, Newport Beach, CA 92660, USA
    Financial Service Insurance Agency
    Details
  • #28

    Hobert Wealth Management

    ● Closed
    23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660, United States
    877-775-4334
    hobertwealthmanagement.com

    Hobert Wealth Management is a leading finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States.

    Photo of Hobert Wealth Management - 23 Corporate Plaza Drive, Newport Beach, CA 92660, USA Photo of Hobert Wealth Management - 23 Corporate Plaza Drive, Newport Beach, CA 92660, USA
    Financial Service
    Details
  • #29

    Osaic Wealth

    ● Open
    3070 Bristol St #500, Costa Mesa, CA 92626, United States
    949-200-8204
    kasawealthmgt.com

    Osaic Wealth is a finance institution located at 3070 Bristol Street, Costa Mesa, California, United States. They offer wealth management solutions and services to individuals, families, and businesses in Orange County, California.

    Photo of Osaic Wealth - 3070 Bristol Street, Costa Mesa, CA 92626, USA Photo of Osaic Wealth - 3070 Bristol Street, Costa Mesa, CA 92626, USA Photo of Osaic Wealth - 3070 Bristol Street, Costa Mesa, CA 92626, USA
    Financial Service
    Details
  • #30

    Aaron Wealth Advisors

    ● Closed
    520 Newport Center Dr Suite 100, Newport Beach, CA 92660, United States
    949-942-1201
    aaronwealth.com

    Aaron Wealth Advisors is a leading finance institution located in Newport Beach, California.

    Photo of Aaron Wealth Advisors - 520 Newport Center Drive, Newport Beach, CA 92660, USA Photo of Aaron Wealth Advisors - 520 Newport Center Drive, Newport Beach, CA 92660, USA Photo of Aaron Wealth Advisors - 520 Newport Center Drive, Newport Beach, CA 92660, USA
    Financial Service
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