Top 9 financial advisor firms in Manhattan Beach

9 SEC-registered financial advisor firms are headquartered in Manhattan Beach, CA, with $6.25B in combined regulatory assets under management. The largest by assets are Monograph Wealth Advisors ($3.25B), Jeppson Wealth Management ($763M) and Ocean Path Advisors ($560M).

9
Financial advisor firms: $6.25B
Their combined AUM: $342M
Median firm AUM: 2,423
Clients of the top 9

The 9 largest by assets

1
Monograph Wealth Advisors
RIA
$3.25B
Up to 1.00% a year
2
Jeppson Wealth Management
RIA
$763M
0.25% to 1.50% a year
3
Ocean Path Advisors
RIA
$560M
0.95% to 1.10% a year
4
Womack Wealth Management
RIA
$407M
0.30% to 1.20%
5
Second 50 Financial
RIA
$342M
0.50% to 1.00% a year
6
PointOne Family Office
RIA
$327M
1.00% to 1.00% a year
7
FF Advisors
RIA
$280M
0.25% to 1.20% a year
8
Madrid Financial Services
RIA
$184M
1.25% to 1.50% a year
9
Wallender, Timothy Joseph
RIA
$137M
0.10% to 0.75% a year

Profiles of the top 9

No. 1 · RIA

Monograph Wealth Advisors

Monograph Wealth Advisors is an investment adviser based in Manhattan Beach, CA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $3.25 billion, as filed on 28 September 2026.

Monograph Wealth Advisors charges up to 1.00% a year for its Investment Advisory Services.

Regulatory AUM: $3.25B
Clients: 213
Advisory staff: 10
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA 90266
Phone: 310-496-7377
Website: monographwealth.com

No. 2 · RIA

Jeppson Wealth Management

Jeppson Wealth Management is an investment adviser based in Manhattan Beach, CA, registered with the SEC since 2019. 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 $763 million, as filed on 27 August 2026.

Jeppson Wealth Management charges 0.25%–1.50% a year for its Wealth Management Fees.

Regulatory AUM: $763M
Clients: 994
Advisory staff: 6
Founded: 2017
Fee schedule: 0.25% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA 90266
Phone: 424-456-3111
Website: jeppson-wealth.com

No. 3 · RIA

Ocean Path Advisors

Ocean Path Advisors is an investment adviser based in Manhattan Beach, CA, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $560 million, as filed on 11 August 2026.

Ocean Path Advisors charges 0.95%–1.10% a year for its Portfolio management fees.

Regulatory AUM: $560M
Clients: 196
Advisory staff: 6
Founded: 2021
Fee schedule: 0.95% to 1.10% a year
Custodians: Charles Schwab
Headquarters: 115 21st St., Manhattan Beach, CA 90266
Phone: 310-302-7685
Website: oceanpath.com

No. 4 · RIA

Womack Wealth Management

Womack Wealth Management is an investment adviser based in Manhattan 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 pension and profit-sharing plans. Its regulatory assets under management total $407 million, as filed on 8 July 2026.

Womack Wealth Management charges 0.30%–1.20% for its Investment management and consulting. The brochure does not state whether the rate is annual.

Regulatory AUM: $407M
Clients: 198
Advisory staff: 7
Founded: 2008
Fee schedule: 0.30% to 1.20%
Minimum account: $250,000
Custodians: Fidelity, Charles Schwab
Headquarters: 904 Manhattan Ave, Suite 9, Manhattan Beach, CA 90266
Phone: 310-684-3868
Website: womackwealthmanagement.com

No. 5 · RIA

Second 50 Financial

Second 50 Financial is an investment adviser based in Manhattan Beach, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $342 million, as filed on 1 October 2026.

Second 50 Financial charges 0.50%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $342M
Clients: 156
Advisory staff: 3
Founded: 2020
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 111 N. Sepulveda BLVD, Suite 350, Manhattan Beach, CA 90266
Phone: 424-260-1551
Website: second50financial.com

No. 6 · RIA

PointOne Family Office

PointOne Family Office is an investment adviser based in Manhattan Beach, CA, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $327 million, as filed on 10 April 2026.

PointOne Family Office charges 1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $327M
Clients: 25
Advisory staff: 2
Fee schedule: 1.00% to 1.00% a year
Custodians: Goldman Sachs & Co.
Headquarters: 919 Manhattan Avenue, Suite 101, Manhattan Beach, CA 90266
Phone: 310-737-2637
Website: p1fo.com

No. 7 · RIA

FF Advisors

FF Advisors is an investment adviser based in Manhattan Beach, CA, registered with the SEC since 2021. 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 $280 million, as filed on 30 March 2026.

FF Advisors charges 0.25%–1.20% a year for its Wealth Management Services.

Regulatory AUM: $280M
Clients: 108
Advisory staff: 2
Founded: 2021
Fee schedule: 0.25% to 1.20% a year
Custodians: Charles Schwab
Headquarters: 1601 N. Sepulveda BLVD, 722, Manhattan Beach, CA 90266
Phone: 310-598-8481
Website: familyfinancial.biz

No. 8 · RIA

Madrid Financial Services

Madrid Financial Services is an investment adviser based in Manhattan Beach, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $184 million, as filed on 23 February 2026.

Madrid Financial Services charges 1.25%–1.50% a year for its Asset Management Services.

Regulatory AUM: $184M
Clients: 244
Advisory staff: 2
Fee schedule: 1.25% to 1.50% a year
Custodians: LPL Financial
Headquarters: 111 N. Sepulveda BLVD., Suite 250, Manhattan Beach, CA 90266
Phone: 714-465-2537
Website: madridretirementadvisors.com

No. 9 · RIA

Wallender, Timothy Joseph

Wallender, Timothy Joseph is an investment adviser based in Manhattan Beach, CA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $137 million, as filed on 3 April 2026.

Wallender, Timothy Joseph charges 0.10%–0.75% a year for its Investment advisory services.

Regulatory AUM: $137M
Clients: 289
Advisory staff: 1
Fee schedule: 0.10% to 0.75% a year
Custodians: Charles Schwab
Headquarters: 1129 Highland Ave #203, Manhattan Beach, CA 90266
Phone: 310-318-3255

Questions about financial advisors in Manhattan Beach

How many financial advisor firms are headquartered in Manhattan Beach?

9 SEC-registered financial advisor firms report their principal office in Manhattan Beach, CA, managing $6.25B in regulatory assets between them. The other 6 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 Manhattan Beach?

Monograph Wealth Advisors, with $3.25B in regulatory assets under management on its latest Form ADV. The next largest are Jeppson Wealth Management ($763M) and Ocean Path Advisors ($560M).

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

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

The median firm manages $342M in regulatory assets. That is the midpoint of the 9 firms headquartered in Manhattan Beach.

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

How much do financial advisors in Manhattan Beach charge?

Of the 9 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 1.50% 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 Manhattan 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

Manhattan Beach 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 Manhattan Beach

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