Top 8 financial advisor firms in Long Beach

8 SEC-registered financial advisor firms are headquartered in Long Beach, CA, with $7.33B in combined regulatory assets under management. The largest by assets are Halbert Hargrove Global Advisors ($4.2B), CLG ($1.12B) and Crux Wealth Advisors ($548M).

8
Financial advisor firms: $7.33B
Their combined AUM: $365M
Median firm AUM: 5,121
Clients of the top 8

The 8 largest by assets

1
Halbert Hargrove Global Advisors
RIA
$4.2B
0.50% to 1.00% a year
2
CLG
RIA
$1.12B
Up to 2.50% a year
3
Crux Wealth Advisors
RIA
$548M
Regulatory AUM
4
Wealthspring Partners
RIA
$370M
Regulatory AUM
5
Goldman Lancaster
RIA
$361M
Up to 2.00% a year
6
Kensington Investment Counsel
RIA
$310M
0.75% to 1.25%
7
Lederer & Associates Investment Counsel
RIA
$244M
Up to 1.00%
8
Chartist
RIA
$170M
0.65% to 1.25% a year

Profiles of the top 8

No. 1 · RIA

Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors is an investment adviser based in Long Beach, CA, registered with the SEC since 1988. 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 $4.2 billion, as filed on 28 March 2026.

Halbert Hargrove Global Advisors charges 0.50%–1.00% a year for its Investment advisory services.

Regulatory AUM: $4.2B
Clients: 1,518
Advisory staff: 36
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 111 West Ocean Boulevard, 23rd Floor, Long Beach, CA 90802-7908
Phone: 562-435-5657
Website: halberthargrove.com

No. 2 · RIA

CLG

CLG is an investment adviser based in Long Beach, CA, registered with the SEC since 2016. 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 $1.12 billion, as filed on 3 August 2026.

CLG charges up to 2.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $1.12B
Clients: 1,448
Advisory staff: 23
Founded: 2016
Fee schedule: Up to 2.50% a year
Custodians: Fidelity
Headquarters: 4821 E 2nd Street, Long Beach, CA 90803
Phone: 310-329-5150
Website: clgwm.com

No. 3 · RIA

Crux Wealth Advisors

Crux Wealth Advisors is an investment adviser based in Long Beach, CA, registered with the SEC since 2024. 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 $548 million, as filed on 6 August 2026.

Regulatory AUM: $548M
Clients: 676
Advisory staff: 11
Founded: 2016
Custodians: Pershing
Headquarters: 111 W. Ocean BLVD, 4th Floor, Long Beach, CA 90802
Phone: 562-735-3875
Website: cruxwealthadvisors.com

No. 4 · RIA

Wealthspring Partners

Wealthspring Partners is an investment adviser based in Long Beach, CA, registered with the SEC since 2022. 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 $370 million, as filed on 17 September 2026.

Regulatory AUM: $370M
Clients: 409
Advisory staff: 3
Founded: 2016
Custodians: Fidelity
Headquarters: 5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815
Phone: 562-491-4410
Website: wealthspringpartners.com

No. 5 · RIA

Goldman Lancaster

Goldman Lancaster is an investment adviser based in Long Beach, CA, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $361 million, as filed on 29 April 2026.

Goldman Lancaster charges up to 2.00% a year for its Comprehensive Portfolio and Investment Management Services.

Regulatory AUM: $361M
Clients: 392
Advisory staff: 3
Founded: 1994
Fee schedule: Up to 2.00% a year
Custodians: LPL Financial
Headquarters: 301 East Ocean BLVD., Suite 1150, Long Beach, CA 90802
Phone: 562-432-0234
Website: goldmanlancaster.com

No. 6 · RIA

Kensington Investment Counsel

Kensington Investment Counsel is an investment adviser based in Long Beach, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $310 million, as filed on 31 March 2026.

Kensington Investment Counsel charges 0.75%–1.25% for its Investment advisory fee schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $310M
Clients: 115
Advisory staff: 4
Founded: 1994
Fee schedule: 0.75% to 1.25%
Headquarters: 5580 E. 2nd Street, Suite 209, Long Beach, CA 90803
Phone: 562-983-6677
Website: kensingtonic.com

No. 7 · RIA

Lederer & Associates Investment Counsel

Lederer & Associates Investment Counsel is an investment adviser based in Long Beach, CA, registered with the SEC since 1986. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $244 million, as filed on 8 December 2025.

Lederer & Associates Investment Counsel charges up to 1.00% for its Investment supervisory services. The brochure does not state whether the rate is annual.

Regulatory AUM: $244M
Clients: 137
Advisory staff: 2
Founded: 1986
Fee schedule: Up to 1.00%
Custodians: Charles Schwab
Headquarters: 5305 East 2nd Street, Suite 201, Long Beach, CA 90803-5317
Phone: 562-434-5305
Website: lederer-associates.com

No. 8 · RIA

Chartist

Chartist is an investment adviser based in Long Beach, CA, registered with the SEC since 1976. It provides investment management. Its clients include individuals. Its regulatory assets under management total $170 million, as filed on 15 May 2026.

Chartist charges 0.65%–1.25% a year for its All Portfolios: Management fees.

Regulatory AUM: $170M
Clients: 426
Advisory staff: 2
Fee schedule: 0.65% to 1.25% a year
Headquarters: 6621 E. Pacific Coast Hwy. #240, Long Beach, CA 90803
Phone: 562-596-2385
Website: thechartist.com

Questions about financial advisors in Long Beach

How many financial advisor firms are headquartered in Long Beach?

8 SEC-registered financial advisor firms report their principal office in Long Beach, CA, managing $7.33B in regulatory assets between them.

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

What is the largest financial advisor firm in Long Beach?

Halbert Hargrove Global Advisors, with $4.2B in regulatory assets under management on its latest Form ADV. The next largest are CLG ($1.12B) and Crux Wealth Advisors ($548M).

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

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

The median firm manages $365M in regulatory assets. That is the midpoint of the 8 firms headquartered in Long Beach.

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

How much do financial advisors in Long Beach charge?

Of the 8 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% 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 Long 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

Long Beach has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Long Beach

Top financial advisor firms in other California cities