Adviser Record

Investment advisers in Long Beach, CA

8 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CA

FirmAssetsEmployeesDisclosures
Halbert Hargrove$4.20 billion520
Clg LLC$1.12 billion350
Crux Wealth Advisors$547.7 million141
Wealthspring$370.2 million70
Goldman Lancaster, Inc.$360.5 million50
Kensington Investment Counsel$310.2 million40
Lederer & Associates Investment Counsel$244.3 million30
The Chartist$169.7 million20