Top 9 financial advisor firms in Torrance

9 SEC-registered financial advisor firms are headquartered in Torrance, CA, with $48.1B in combined regulatory assets under management. The largest by assets are EP Wealth Advisors ($45.1B), Banyan Tree Asset Management ($1.03B) and Albitz/Miloe and Associates ($821M).

9
Financial advisor firms: $48.1B
Their combined AUM: $223M
Median firm AUM: 22,725
Clients of the top 9

The 9 largest by assets

1
EP Wealth Advisors
RIA
$45.1B
Regulatory AUM
2
Banyan Tree Asset Management
RIA
$1.03B
0.40% to 0.50% a year
3
Albitz/Miloe and Associates
RIA
$821M
Regulatory AUM
4
O'Brien Investment Management
RIA
$254M
0.50% to 1.00% a year
5
Tortuga Wealth Management
RIA
$223M
Regulatory AUM
6
Aps Management Group
RIA
$217M
0.40% to 1.00% a year
7
Taylor Wealth Management
RIA
$171M
Regulatory AUM
8
Alessandra Capital Management
RIA
$154M
Regulatory AUM
9
South Bay Financial Partners Group
RIA
$115M
Regulatory AUM

Profiles of the top 9

No. 1 · RIA

EP Wealth Advisors

EP Wealth Advisors is an investment adviser based in Torrance, CA, registered with the SEC since 1987. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $45.1 billion, as filed on 17 September 2026.

Regulatory AUM: $45.1B
Clients: 20,738
Advisory staff: 320
Founded: 1999
Custodians: Charles Schwab, Fidelity
Headquarters: 21535 Hawthorne BLVD, Suite 400, Torrance, CA 90503
Phone: 310-543-4559
Website: epwealth.com

No. 2 · RIA

Banyan Tree Asset Management

Banyan Tree Asset Management is an investment adviser based in Torrance, CA, registered with the SEC since 2013. It provides investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $1.03 billion, as filed on 30 April 2026.

Banyan Tree Asset Management charges 0.40%–0.50% a year for its Separately Managed Accounts.

Regulatory AUM: $1.03B
Clients: 47
Advisory staff: 4
Fee schedule: 0.40% to 0.50% a year
Custodians: Pershing
Headquarters: 21250 Hawthorne BLVD, Suite 550, Torrance, CA 90503-5517
Phone: 310-477-0111
Website: banyantree-llc.com

No. 3 · RIA

Albitz/Miloe and Associates

Albitz/Miloe and Associates is an investment adviser based in Torrance, CA, registered with the SEC since 1984. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $821 million, as filed on 25 March 2026.

Regulatory AUM: $821M
Clients: 657
Advisory staff: 5
Founded: 1988
Custodians: Charles Schwab
Headquarters: 23133 Hawthorne BLVD., Ste 305, Torrance, CA 90505
Phone: 310-373-8861
Website: albitzmiloe.com

No. 4 · RIA

O'Brien Investment Management

O'Brien Investment Management is an investment adviser based in Torrance, CA, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $254 million, as filed on 27 August 2026.

O'Brien Investment Management charges 0.50%–1.00% a year for its Investment management services.

Regulatory AUM: $254M
Clients: 167
Advisory staff: 2
Founded: 2016
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 24594 Hawthorne BLVD., Torrance, CA 90505
Phone: 310-363-2360
Website: obrienim.com

No. 5 · RIA

Tortuga Wealth Management

Tortuga Wealth Management is an investment adviser based in Torrance, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and corporations and other businesses. Its regulatory assets under management total $223 million, as filed on 13 February 2026.

Regulatory AUM: $223M
Clients: 358
Advisory staff: 4
Custodians: LPL Financial
Headquarters: 1957 Carson Street, Suite 100, Torrance, CA 90501
Phone: 310-935-0275
Website: tortugawealth.com

No. 6 · RIA

Aps Management Group

Aps Management Group is an investment adviser based in Torrance, CA, registered with the SEC since 2024. 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 $217 million, as filed on 12 March 2026.

Aps Management Group charges 0.40%–1.00% a year for its Portfolio Management & Selection of Other Advisers Fees.

Regulatory AUM: $217M
Clients: 471
Advisory staff: 4
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 3625 Del Amo BLVD, Suite 190, Torrance, CA 90503
Phone: 310-776-6549
Website: advancedportfolios.com

No. 7 · RIA

Taylor Wealth Management

Taylor Wealth Management is an investment adviser based in Torrance, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $171 million, as filed on 11 February 2026.

Regulatory AUM: $171M
Clients: 63
Advisory staff: 1
Custodians: Altruist
Headquarters: 3655 Torrance BLVD., Suite 347, Torrance, CA 90503
Phone: 310-540-8000

No. 8 · RIA

Alessandra Capital Management

Alessandra Capital Management is an investment adviser based in Torrance, CA, registered with the SEC since 2025. 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 $154 million, as filed on 31 March 2026.

Regulatory AUM: $154M
Clients: 174
Advisory staff: 2
Custodians: LPL Financial
Headquarters: 23670 Hawthorne Boulevard, Suite 207, Torrance, CA 90505
Phone: 310-377-9220

No. 9 · RIA

South Bay Financial Partners Group

South Bay Financial Partners Group is an investment adviser based in Torrance, CA, registered with the SEC since 2017. 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 $115 million, as filed on 17 July 2026.

Regulatory AUM: $115M
Clients: 50
Advisory staff: 2
Headquarters: 21515 Hawthorne BLVD, Suite 200, Torrance, CA 90503
Phone: 310-792-4189
Website: southbayfinancialpartners.com

Questions about financial advisors in Torrance

How many financial advisor firms are headquartered in Torrance?

9 SEC-registered financial advisor firms report their principal office in Torrance, CA, managing $48.1B 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 Torrance?

EP Wealth Advisors, with $45.1B in regulatory assets under management on its latest Form ADV. The next largest are Banyan Tree Asset Management ($1.03B) and Albitz/Miloe and Associates ($821M).

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

How large is a typical financial advisor firm in Torrance?

The median firm manages $223M in regulatory assets. That is the midpoint of the 9 firms headquartered in Torrance.

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

How much do financial advisors in Torrance charge?

Of the 9 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.50% to 1.00% 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 Torrance?

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

Torrance 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 Torrance

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