Top Financial Advisors in Torrance, California
Finding the right financial advisor in Torrance is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Torrance, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Torrance, CA.
Find the Best Financial Advisor Firms in Torrance:
EP WEALTH ADVISORS
CRD#: 111147
Address: 21535 Hawthorne Blvd Suite 400, Torrance, CA 90503
Clients: 18,029
Average Clients per Advisor: 56
AUM: $ 45.1B
TORTUGA WEALTH MANAGEMENT
CRD#: 153737
Address: 1957 Carson Street Suite 100, Torrance, CA 90501
AUM: $ 223M
ADVANCED PORTFOLIO STRATEGIES
CRD#: 284697
Address: 3625 Del Amo Blvd Suite 190, Torrance, CA 90503
Clients: 260
Average Clients per Advisor: 65
AUM: $ 217M
TAYLOR WEALTH MANAGEMENT, LLC
CRD#: 132955
Address: 3655 Torrance Blvd. Suite 347, Torrance, CA 90503
Clients: 17
Average Clients per Advisor: 17
AUM: $ 171M
ALESSANDRA CAPITAL MANAGEMENT, LLC
CRD#: 123305
Address: 23670 Hawthorne Boulevard Suite 207, Torrance, CA 90505
Clients: 85
Average Clients per Advisor: 42
AUM: $ 154M
SOUTH BAY FINANCIAL PARTNERS
CRD#: 175015
Address: 21515 Hawthorne Blvd Suite 200, Torrance, CA 90503
Clients: 23
Average Clients per Advisor: 11
AUM: $ 115M
How We Chose the Top Financial Advisors in Torrance, California
To create this list of top financial advisor firms in Torrance, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Torrance has to offer.
Search Financial Advisors in Torrance, California
Tara Tussing Unverzagt
Registered Affiliation(s):SOUTH BAY FINANCIAL PARTNERS
Jon Derek Neuhaus
Registered Affiliation(s):MORGAN STANLEY
Danielle Purcell Barrios
Registered Affiliation(s):MORGAN STANLEY
Ryan Anthony Gallo
Registered Affiliation(s):LPL FINANCIAL LLC
Barton S Pearce
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Pietro Lombardi
Registered Affiliation(s):FALCON WEALTH PLANNING, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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