SEC-registered investment advisers in Long Beach
8 SEC-registered investment advisers are headquartered in Long Beach, CA, with $7.33B in combined regulatory assets under management. All of them are financial advisor firms.
- 8
- Investment advisers
- $7.33B
- Combined regulatory AUM
- 8
- Financial advisor firms
All 8 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Halbert Hargrove Global Advisors | RIA | $4.2B |
| CLG | RIA | $1.12B |
| Crux Wealth Advisors | RIA | $548M |
| Wealthspring Partners | RIA | $370M |
| Goldman Lancaster | RIA | $361M |
| Kensington Investment Counsel | RIA | $310M |
| Lederer & Associates Investment Counsel | RIA | $244M |
| Chartist | RIA | $170M |
- Type
- RIA
CLG$1.12B
- Type
- RIA
Crux Wealth Advisors$548M
- Type
- RIA
- Type
- RIA
Goldman Lancaster$361M
- Type
- RIA
- Type
- RIA
- Type
- RIA
Chartist$170M
- Type
- RIA
Other cities in California
- San Francisco272
- Los Angeles193
- San Diego91
- Newport Beach72
- Menlo Park51
- Irvine44
- Palo Alto44
- Santa Monica42
- Pasadena37
- El Segundo32
- Walnut Creek32
- Beverly Hills31