Find a Financial Advisor in Long Beach, CA

 

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We did the hard work of finding trustworthy partners in Long Beach, CA.

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We Only Work With The Best Long Beach Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Long Beach, CA


  • Financial Advisor Close to Long Beach, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Long Beach, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Long Beach, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Long Beach financial advisors.
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How Retirement-Friendly is Long Beach, CA?

  • Population: 466,776
  • % of Population 62 Years and Over: 14.6%
  • Average Home Value: $559,000
  • Average Monthly Housing Cost: $1,462
  • Average Household Income: $86,806
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Long Beach, CA

 

LEDERER & ASSOCIATES INVESTMENT COUNSEL

Website

(562) 434-5305

5305 East 2nd Street
Suite 201
Long Beach, CA 90803

SEC#: 801-26228
Years in Business: 35 years

CLG LLC

Website

(310) 329-5150

4821 E 2nd Street

Long Beach, CA 90803

SEC#: 801-108414
Years in Business: 5 years

GOLDMAN LANCASTER, INC.

Website

(562) 432-0234

301 East Ocean Blvd.
Suite 1150
Long Beach, CA 90802

SEC#: 801-78300
Years in Business: 8 years

HALBERT HARGROVE

Website

(562) 435-5657

111 West Ocean Boulevard
Suite 2300
Long Beach, CA 90802

SEC#: 801-33048
Years in Business: 33 years

ELITE ADVISORS, LLC

Website

(562) 449-0139

1 World Trade Center
Ste. 1130
Long Beach, CA 90831

SEC#: 801-107082
Years in Business: 5 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(949) 637-4130

3780 Kilroy Airport Way
Suite 200
Long Beach, CA 90806

SEC#: 801-72203
Years in Business: 10 years

CHURCHILL MANAGEMENT CORP

Website

(949) 910-0648

3338 Josie Ave.

Long Beach, CA 90808

SEC#: 801-4211
Years in Business: 54 years

COOPER FINANCIAL GROUP

Website

(562) 309-0080

444 W Ocean Blvd
Suite 1403
Long Beach, CA 90802

SEC#: 801-61944
Years in Business: 18 years

COOPER FINANCIAL GROUP

Website

(562) 494-5110

5199 E Pacific Coast Hwy
Suite 600
Long Beach, CA 90801

SEC#: 801-61944
Years in Business: 18 years

 


Long Beach, CA Financial Advisor FAQs

Financial advisors partner with clients to help them manage their savings and reach personal financial goals. They can come in many different formats with different areas of expertise, depending on what the client needs from them. Areas in which financial advisers tend to help clients in the realm of money management include investment portfolio strategy, estate planning and savings goals. Many clients enlist investors to help with the latter, hoping they can achieve milestones such as a comfortable retirement and a paid-off mortgage. Personal financial advisors are certified professionals who have attained a bachelor’s degree and all the necessary licenses to practice in their vocation. They often work out of wealth management firms and meet with clients face to face, whether in person or online. Robo-advisors, algorithms which spew generic financial advice depending on the client’s requests, are also an option–usually for customers looking for something relatively simple like investment advice. Customers with substantial savings and the desire to get the most out of those savings are more likely to seek out a traditional financial advisor in their area.
With a population of nearly 500,000, Long Beach is the second-most populous city in Los Angeles County and within the top 50 biggest cities by population in the United States. A hub of both industry and tourism, Long Beach is home to the Port of Long Beach, a California State University campus and a bustling downtown waterfront that includes famous landmarks like the Queen Mary historic ocean liner. Long Beach also has a long history of being an aerospace hub dating back to World War II. Boeing remains one of the top 10 employers in long beach to this day. The city also has a long history of being a hub of arts and culture, with several west coast hip-hop icons such as Snoop Dogg hailing from there. Financial Advisors in Long Beach also serve: Belmont Shore, South Bay, Torrance, Redondo Beach, Manhattan Beach, Hermosa Beach, Palos Verdes, and Rancho Palos Verdes.