Firms by city
Registered investment advisers in Huntington Beach, CA
5 SEC-registered advisers headquartered in Huntington Beach, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Weaver Consulting Group | Huntington Beach, CA | $1.05B |
| Leonid Capital Partners | Huntington Beach, CA | $363M |
| Clay Northam Wealth Management | Huntington Beach, CA | $355M |
| Seagull Lane Asset Management | Huntington Beach, CA | $208M |
| Tme Financial | Huntington Beach, CA | $153M |
- Headquarters
- Huntington Beach, CA
- Regulatory AUM
- $1.05B
- Headquarters
- Huntington Beach, CA
- Regulatory AUM
- $363M
- Headquarters
- Huntington Beach, CA
- Regulatory AUM
- $355M
- Headquarters
- Huntington Beach, CA
- Regulatory AUM
- $208M
- Headquarters
- Huntington Beach, CA
- Regulatory AUM
- $153M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Huntington Beach on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.