City
Wealth management firms in Huntington Beach, California
As of October 2, 2026, 27 wealth management firms, including broker-dealer firms, with their main office in Huntington Beach, California reported $2.3 billion in regulatory assets under management; the largest by assets was Weaver Consulting Group, LLC, with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 27
- Regulatory assets under management
- $2.3 billion
- Average per firm
- $86.4 million
- SEC-registered, of those listed
- 4 of 27 (14.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Weaver Consulting Group, LLC | SEC | $1.0 billion | 2,720 |
| 2 | Clay Northam Wealth Management | SEC | $354.9 million | 1,108 |
| 3 | Seagull Lane Asset Management LLC | SEC | $207.9 million | 702 |
| 4 | Stewardship Wealth Management Solutions | SEC | $153.1 million | 596 |
| 5 | Jim McKeever | State | $87.9 million | 215 |
| 6 | Marathon Capital Management, LLC | State | $70.0 million | 125 |
| 7 | Capital Resources and Insurance, Inc | State | $54.8 million | 146 |
| 8 | Global Trends Investments | State | $48.4 million | 26 |
| 9 | Pacific Investment Counsel, Inc. | State | $47.6 million | 67 |
| 10 | Vanmay Wealth Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $40.6 million | 140 |
| 11 | RHB Capital, Inc. | State | $38.7 million | 43 |
| 12 | Granite Capital Wealth Management LLC | State | $30.0 million | 55 |
| 13 | Beacon Financial Partners | State | $27.6 million | 26 |
| 14 | Spahr Financial Group, LLC | State | $27.3 million | 127 |
| 15 | Southland Investments | State | $24.5 million | 84 |
| 16 | Bluepoint Wealth Advisors | State | $23.0 million | 74 |
| 17 | CM First Capital Corp. | State | $12.9 million | 38 |
| 18 | Core Capital Management, LLC | State | $12.5 million | 52 |
| 19 | Greystone Wealth Management LLC | State | $7.2 million | 41 |
| 20 | Rhubarb Investments, LLC | State | $5.3 million | 12 |
| 21 | White Sail Advisors LLC | State | $4.7 million | 33 |
| 22 | Mahalo Advisory Services, LLC | State | $3.1 million | 33 |
| 23 | Fiduciary Planners | State | $1.7 million | 22 |
| 24 | Gregory Advisors Inc. | State | $1.4 million | 4 |
| 25 | Atip, Inc | State | $1.3 million | 5 |
| 26 | Corington Wealth | State | $0 | 0 |
| 27 | Third Act Financial Planning LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.