AdvisorRanked

Best Financial Advisors in MANHATTAN BEACH, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

16
Registered Firms
0.95%
Median Fee
of assets/year
$407M
Median AUM
16
Firms Listed
in our database

Top-Ranked Advisors in MANHATTAN BEACH

#1
100

FIVE ARROWS MANAGERS NORTH AMERICA LLC

MANHATTAN BEACH, CA · Since 2005

$3.4B AUM11 clientsFee: 0%
FiduciaryFee-Only
#2
100

WALLENDER, TIMOTHY JOSEPH

MANHATTAN BEACH, CA · Since 2025

$137M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
100

CAMBRIA INVESTMENT MANAGEMENT, L.P.

MANHATTAN BEACH, CA · Since 2010

$3.6B AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
100

WOMACK WEALTH MANAGEMENT, INC.

MANHATTAN BEACH, CA · Since 2016

$407M AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
100

OCEAN PATH ADVISORS, LLC

MANHATTAN BEACH, CA · Since 2026

$560M AUM5 clientsFee: 0%
FiduciaryFee-Only
#6
97

MADRID RETIREMENT ADVISORS

MANHATTAN BEACH, CA · Since 2026

$184M AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
95

K1 INVESTMENT MANAGEMENT LLC

MANHATTAN BEACH, CA · Since 2016

$23.6B AUM64 clientsFee: 0%
FiduciaryFee-Only
#8
95

MONOGRAPH WEALTH ADVISORS, LLC

MANHATTAN BEACH, CA · Since 2015

$3.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#9
95

TRILINC GLOBAL ADVISORS, LLC

MANHATTAN BEACH, CA · Since 2016

$182M AUM8 clientsFee: 0%
FiduciaryFee-Only
#10
95

JEPPSON WEALTH MANAGEMENT, LLC

MANHATTAN BEACH, CA · Since 2019

$763M AUM6 clientsFee: 0%
FiduciaryFee-Only
#11
95

PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC

MANHATTAN BEACH, CA · Since 2021

$3.0B AUM33 clientsFee: 0%
FiduciaryFee-Only
#12
95

EPIC FUNDS

MANHATTAN BEACH, CA · Since 2022

$166M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
95

FAMILY FINANCIAL

MANHATTAN BEACH, CA · Since 2021

$280M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
95

SECOND 50 FINANCIAL

MANHATTAN BEACH, CA · Since 2022

$342M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
95

POINTONE FAMILY OFFICE

MANHATTAN BEACH, CA · Since 2025

$327M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
95

TRILINC ADVISORS, LLC

MANHATTAN BEACH, CA · Since 2015

$283M AUM8 clientsFee: 0%
FiduciaryFee-Only

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 MANHATTAN BEACH?

The median advisory fee in MANHATTAN BEACH, CA is 0.95% of assets under management per year, based on Form ADV filings from 16 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.