Top 9 financial advisor firms in El Segundo

9 SEC-registered financial advisor firms are headquartered in El Segundo, CA, with $7.3B in combined regulatory assets under management. The largest by assets are Validus Capital ($2.54B), Curated Wealth Partners ($1.76B) and Regatta Capital Group ($1.55B).

9
Financial advisor firms: $7.3B
Their combined AUM: $302M
Median firm AUM: 2,221
Clients of the top 9

The 9 largest by assets

1
Validus Capital
RIA
$2.54B
0.30% to 1.00% a year
2
Curated Wealth Partners
RIA
$1.76B
Up to 1.50% a year
3
Regatta Capital Group
RIA
$1.55B
0.30% to 1.20%
4
Sharper & Granite
RIA
$366M
1.00% to 1.80% a year
5
Core Financial Partners
RIA
$302M
0.60% to 1.00% a year
6
Insight Inv
RIA
$246M
Regulatory AUM
7
The Wealthgarden F.S.
RIA
$228M
Regulatory AUM
8
Greenshields Capital
RIA
$192M
Up to 2.75% a year
9
Goldberg Financial Advisors
RIA
$120M
1.00% to 1.00% a year

Profiles of the top 9

No. 1 · RIA

Validus Capital

Validus Capital is an investment adviser based in El Segundo, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $2.54 billion, as filed on 31 March 2026.

Validus Capital charges 0.30%–1.00% a year for its Wealth Management Fee.

Regulatory AUM: $2.54B
Clients: 190
Advisory staff: 8
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 2221 Rosecrans Avenue, Suite 150, El Segundo, CA 90245
Phone: 424-499-1360
Website: validus-cap.com

No. 2 · RIA

Curated Wealth Partners

Curated Wealth Partners is an investment adviser based in El Segundo, CA, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $1.76 billion, as filed on 29 July 2026.

Curated Wealth Partners charges up to 1.50% a year for its Wealth Management Fees.

Regulatory AUM: $1.76B
Clients: 74
Advisory staff: 5
Fee schedule: Up to 1.50% a year
Minimum account: $25,000,000
Custodians: Charles Schwab
Headquarters: 2101 E El Segundo BLVD., Suite 501, El Segundo, CA 90245
Phone: 310-356-0830
Website: curatedwealthpartners.com

No. 3 · RIA

Regatta Capital Group

Regatta Capital Group is an investment adviser based in El Segundo, CA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.55 billion, as filed on 31 July 2026.

Regatta Capital Group charges 0.30%–1.20% for its Wealth Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.55B
Clients: 1,165
Advisory staff: 14
Founded: 2007
Fee schedule: 0.30% to 1.20%
Custodians: Fidelity
Headquarters: 880 Apollo St., Suite 129, El Segundo, CA 90245
Phone: 310-725-9102
Website: regattainvest.com

No. 4 · RIA

Sharper & Granite

Sharper & Granite is an investment adviser based in El Segundo, CA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $366 million, as filed on 9 March 2026.

Sharper & Granite charges 1.00%–1.80% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $366M
Clients: 135
Advisory staff: 4
Founded: 2003
Fee schedule: 1.00% to 1.80% a year
Custodians: Charles Schwab
Headquarters: 400 Continental Plaza, Suite 600, El Segundo, CA 90245
Phone: 310-426-2909
Website: sharpergranite.com

No. 5 · RIA

Core Financial Partners

Core Financial Partners is an investment adviser based in El Segundo, CA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, insurance companies, and corporations and other businesses. Its regulatory assets under management total $302 million, as filed on 30 March 2026.

Core Financial Partners charges 0.60%–1.00% a year for its Asset Management Wrap Fee Program.

Regulatory AUM: $302M
Clients: 129
Advisory staff: 2
Fee schedule: 0.60% to 1.00% a year
Custodians: Fidelity, Charles Schwab, RBC Capital Markets
Headquarters: 222 N Pacific Coast Highway, Ste 1900, El Segundo, CA 90245
Phone: 310-450-6004
Website: corefpi.com

No. 6 · RIA

Insight Inv

Insight Inv is an investment adviser based in El Segundo, CA, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $246 million, as filed on 4 March 2026.

Regulatory AUM: $246M
Clients: 92
Advisory staff: 2
Founded: 2014
Custodians: Charles Schwab
Headquarters: 330 Illinois Street, El Segundo, CA 90245-4408
Phone: 310-426-6322
Website: insightinv.com

No. 7 · RIA

The Wealthgarden F.S.

The Wealthgarden F.S. is an investment adviser based in El Segundo, CA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $228 million, as filed on 9 March 2026.

Regulatory AUM: $228M
Clients: 236
Advisory staff: 4
Founded: 2021
Custodians: Fidelity, Charles Schwab
Headquarters: 1730 E. Holly Ave, Suite 838, El Segundo, CA 90245
Phone: 310-571-8489
Website: thewealthgardenfs.com

No. 8 · RIA

Greenshields Capital

Greenshields Capital is an investment adviser based in El Segundo, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other investment advisers. Its regulatory assets under management total $192 million, as filed on 17 March 2026.

Greenshields Capital charges up to 2.75% a year for its Portfolio Management Fees.

Regulatory AUM: $192M
Clients: 140
Advisory staff: 2
Fee schedule: Up to 2.75% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 840 Apollo St., Suite 314, El Segundo, CA 90245
Phone: 310-775-2136
Website: greenshieldscapital.com

No. 9 · RIA

Goldberg Financial Advisors

Goldberg Financial Advisors is an investment adviser based in El Segundo, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $120 million, as filed on 28 April 2026.

Goldberg Financial Advisors charges 1.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $120M
Clients: 60
Advisory staff: 1
Fee schedule: 1.00% to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 222 Pacific Coast Highway, 10th Floor, El Segundo, CA 90245
Phone: 310-995-3396

Questions about financial advisors in El Segundo

How many financial advisor firms are headquartered in El Segundo?

9 SEC-registered financial advisor firms report their principal office in El Segundo, CA, managing $7.3B in regulatory assets between them. The other 23 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in El Segundo?

Validus Capital, with $2.54B in regulatory assets under management on its latest Form ADV. The next largest are Curated Wealth Partners ($1.76B) and Regatta Capital Group ($1.55B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in El Segundo?

The median firm manages $302M in regulatory assets. That is the midpoint of the 9 firms headquartered in El Segundo.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in El Segundo charge?

Of the 9 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in El Segundo?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

El Segundo has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in El Segundo

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