Best Financial Advisors in HERMOSA BEACH, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in HERMOSA BEACH
JACOB ASSET MANAGEMENT OF NEW YORK LLC
HERMOSA BEACH, CA · Since 1999
HH CAPITAL MANAGEMENT, INC.
HERMOSA BEACH, CA · Since 2020
MARLIN EQUITY PARTNERS
HERMOSA BEACH, CA · Since 2012
KMT WEALTH MANAGEMENT, LLC
HERMOSA BEACH, CA · Since 2024
MUNIFI, LLC
HERMOSA BEACH, CA · Since 2024
COVE STREET CAPITAL, LLC
HERMOSA BEACH, CA · Since 2011
NOLAN MANAGEMENT LLC
HERMOSA BEACH, CA · Since 2022
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in HERMOSA BEACH?
The median advisory fee in HERMOSA BEACH, CA is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.