Investment advisers in Manhattan Beach, CA
15 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| K1 Investment Management LLC | $23.60 billion | 75 | 0 |
| Cambria Investment Management, L.P. | $3.58 billion | 16 | 0 |
| Five Arrows Managers North America LLC | $3.37 billion | 16 | 1 |
| Monograph Wealth Advisors, LLC | $3.25 billion | 20 | 0 |
| Pacific Avenue Capital Partners Management Company LLC | $2.98 billion | 42 | 0 |
| Jeppson Wealth Management, LLC | $763.2 million | 7 | 0 |
| Ocean Path Advisors, LLC | $559.5 million | 6 | 0 |
| Womack Wealth Management, Inc. | $406.9 million | 7 | 0 |
| Second 50 Financial | $341.6 million | 5 | 0 |
| Pointone Family Office | $327.1 million | 4 | 0 |
| Trilinc Advisors, LLC | $282.8 million | 19 | 0 |
| Family Financial | $280.3 million | 4 | 0 |
| Madrid Retirement Advisors | $184.2 million | 2 | 0 |
| Trilinc Global Advisors, LLC | $181.7 million | 19 | 0 |
| Wallender, Timothy Joseph | $137.3 million | 1 | 0 |