Best Financial Advisors in LONG BEACH, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in LONG BEACH
LEDERER & ASSOCIATES INVESTMENT COUNSEL
LONG BEACH, CA · Since 1986
THE CHARTIST
LONG BEACH, CA · Since 1976
GOLDMAN LANCASTER, INC.
LONG BEACH, CA · Since 2013
KENSINGTON INVESTMENT COUNSEL
LONG BEACH, CA · Since 2021
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 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 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.