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Top 4 financial advisor firms in Huntington Beach

4 SEC-registered financial advisor firms are headquartered in Huntington Beach, CA, with $1.76B in combined regulatory assets under management. The largest by assets are Weaver Consulting Group ($1.05B), Clay Northam Wealth Management ($355M) and Seagull Lane Asset Management ($208M).

4
Financial advisor firms
$1.76B
Their combined AUM
$281M
Median firm AUM
2,093
Clients of the top 4

The 4 largest by assets

  1. 1
    Weaver Consulting Group

    RIA

    $1.05B

  2. 2
    Clay Northam Wealth Management

    RIA

    $355M

  3. 3
    Seagull Lane Asset Management

    RIA

    $208M

  4. 4
    Tme Financial

    RIA

    $153M

Profiles of the top 4

No. 1 · RIA

Weaver Consulting Group

Weaver Consulting Group is an investment adviser based in Huntington Beach, CA, registered with the SEC since 2017. 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 $1.05 billion, as filed on 16 September 2026.

Weaver Consulting Group charges 0.15%–1.50% a year for its Investment Management Fees.

Regulatory AUM
$1.05B
Clients
1,114
Advisory staff
4
Fee schedule
0.15% to 1.50% a year
Custodians
Fidelity
Headquarters
101 Main Street, Suite 220, Huntington Beach, CA 92648
Phone
714-536-4065
Website
weaverconsultinggroup.com

No. 2 · RIA

Clay Northam Wealth Management

Clay Northam Wealth Management is an investment adviser based in Huntington Beach, CA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $355 million, as filed on 15 May 2026.

Clay Northam Wealth Management charges up to 1.25% a year for its Investment Management Services.

Regulatory AUM
$355M
Clients
420
Advisory staff
2
Founded
2011
Fee schedule
Up to 1.25% a year
Custodians
Charles Schwab
Headquarters
16400 Pacific Coast Highway, Suite 207, Huntington Beach, CA 92649
Phone
562-431-9988
Website
claynortham.com

No. 3 · RIA

Seagull Lane Asset Management

Seagull Lane Asset Management is an investment adviser based in Huntington Beach, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $208 million, as filed on 1 September 2026.

Seagull Lane Asset Management charges 0.80%–1.65% a year for its Portfolio Management Services.

Regulatory AUM
$208M
Clients
350
Advisory staff
2
Fee schedule
0.80% to 1.65% a year
Headquarters
19671 Beach BLVD,, Ste 426, Huntington Beach, CA 92648
Phone
714-960-2316

No. 4 · RIA

Tme Financial

Tme Financial is an investment adviser based in Huntington Beach, CA, registered with the SEC since 2023. 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 $153 million, as filed on 17 March 2026.

Regulatory AUM
$153M
Clients
209
Advisory staff
2
Custodians
Charles Schwab
Headquarters
101 Main Street, #230, Huntington Beach, CA 92648
Phone
714-455-2955
Website
stewardshipwms.com

Questions about financial advisors in Huntington Beach

How many financial advisor firms are headquartered in Huntington Beach?

4 SEC-registered financial advisor firms report their principal office in Huntington Beach, CA, managing $1.76B in regulatory assets between them. The other 1 adviser 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 Huntington Beach?

Weaver Consulting Group, with $1.05B in regulatory assets under management on its latest Form ADV. The next largest are Clay Northam Wealth Management ($355M) and Seagull Lane Asset Management ($208M).

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

How large is a typical financial advisor firm in Huntington Beach?

The median firm manages $281M in regulatory assets. That is the midpoint of the 4 firms headquartered in Huntington Beach.

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

How much do financial advisors in Huntington Beach charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 1.65% 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 Huntington Beach?

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

Huntington Beach has 4 financial advisor firms; see every adviser in the city →

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