Best Financial Advisors in LONG BEACH, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in LONG BEACH
THE CHARTIST
LONG BEACH, CA · Since 1976
KENSINGTON INVESTMENT COUNSEL
LONG BEACH, CA · Since 2021
LEDERER & ASSOCIATES INVESTMENT COUNSEL
LONG BEACH, CA · Since 1986
GOLDMAN LANCASTER, INC.
LONG BEACH, CA · Since 2013
HALBERT HARGROVE
LONG BEACH, CA · Since 1988
CLG LLC
LONG BEACH, CA · Since 2016
WEALTHSPRING
LONG BEACH, CA · Since 2022
CRUX WEALTH ADVISORS
LONG BEACH, CA · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in LONG BEACH?
The median advisory fee in LONG BEACH, CA is 0.95% of assets under management per year, based on Form ADV filings from 8 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.