Find a Financial Advisor in Torrance, CA

 

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We Only Work With The Best Torrance Financial Advisors


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

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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 Torrance, CA


  • Financial Advisor Close to Torrance, 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 Torrance, 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 Torrance, CA

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

  • Population: 145,492
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $779,400
  • Average Monthly Housing Cost: $1,839
  • Average Household Income: $118,289
  • 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 Torrance, CA

 

BANYAN TREE ASSET MANAGEMENT, LLC

Website

(310) 477-0111

21250 Hawthorne Blvd
Suite 550
Torrance, CA 90503

SEC#: 801-78480
Years in Business: 8 years

O'BRIEN INVESTMENT MANAGEMENT, LLC

Website

(310) 363-2360

24594 Hawthorne Blvd.

Torrance, CA 90505

SEC#: 801-118289
Years in Business: 1 years

CATALINA CAPITAL GROUP, LLC

Website

(310) 540-5544

2790 Skypark Dr.
Suite 309
Torrance, CA 90505

SEC#: 801-110269
Years in Business: 4 years

HARRIS FINANCIAL ADVISORS, INC.

Website

(310) 791-3226

25500 Hawthorne Blvd.
Suite 1030
Torrance, CA 90505

SEC#: 801-45480
Years in Business: 27 years

SOUTH BAY FINANCIAL PARTNERS

Website

(310) 792-4189

3868 W Carson Street
Suite 220
Torrance, CA 90503

SEC#: 801-110198
Years in Business: 4 years

EP WEALTH ADVISORS

Website

(310) 543-4559

21515 Hawthorne Blvd
Suite 1200
Torrance, CA 90503

SEC#: 801-29358
Years in Business: 34 years

ACQUIRERS FUNDS, LLC

Website

(646) 535-8629

21515 Hawthorne Blvd.
Suite 200, Pmb#: 82
Torrance, CA 90503

SEC#: 801-114448
Years in Business: 2 years

ALBITZ/MILOE AND ASSOCIATES, INC.

Website

(310) 373-8861

23133 Hawthorne Blvd., Ste 305

Torrance, CA 90505

SEC#: 801-22365
Years in Business: 37 years

UNIONBANC INVESTMENT SERVICES, LLC

Website

(310) 373-8411

24030 Hawthorne Blvd

Torrance, CA 90505

SEC#: 801-70084
Years in Business: 12 years

 


Torrance, CA Financial Advisor FAQs

Financial advisors help clients manage their money and reach long term savings goals through a variety of ways. The most common of these is investment portfolio strategy, so much so that many think that it is the only area of expertise for them. However, personal financial advisors can actually help clients in various other ways, including insurance policy selection, tax hurdles and estate planning. They usually develop a long term relationship with their clients, staying in touch and remaining extremely accessible in order to earn clients’ trust as they manage their money. They typically live and work in the same communities as their clients in order to emphasize their personal touch and availability. There are also robo-advisors, who are recommended for clients just getting started in investing and looking for some general advice. Robo-advisors are computer algorithms which generate computer advice depending on the information they get.
One of the biggest and oldest cities in the South Bay, Torrance sits just north of the Palos Verdes Peninsula along the southern end of the Santa Monica Bay. It is best known for its middle-class community and as the United States headquarters of Honda Automotive. Honda, the Japanese automobile company, is the largest employer in Torrance. Torrance boasts some of the largest Japanese and Korean populations in the United States. It is also home to World War II hero and former Olympic track star Louis Zamperini among several other notable public figures. Financial Advisors in Torrance also serve: Redondo Beach, Manhattan Beach, Hermosa Beach, Palos Verdes, Rancho Palos Verdes, Palos Verdes Estates, Long Beach, Belmont Shore, and South Bay.