City
Wealth management firms in Long Beach, California
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Long Beach, California reported $7.6 billion in regulatory assets under management; the largest by assets was Halbert Hargrove, with $4.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $7.6 billion
- Average per firm
- $379.1 million
- SEC-registered, of those listed
- 8 of 20 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Halbert Hargrove | SEC | $4.2 billion | 4,932 |
| 2 | CLG LLC 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. | SEC | $1.1 billion | 2,771 |
| 3 | Crux Wealth Advisors | SEC | $547.7 million | 1,676 |
| 4 | Wealthspring | SEC | $370.2 million | 922 |
| 5 | Goldman Lancaster, Inc. | SEC | $360.5 million | 752 |
| 6 | Kensington Investment Counsel | SEC | $310.2 million | 293 |
| 7 | Lederer & Associates Investment Counsel | SEC | $244.3 million | 137 |
| 8 | The Chartist | SEC | $169.7 million | 426 |
| 9 | Augustus Wealth, LLC | State | $100.2 million | 342 |
| 10 | JC Financial Planning & Investments, LLC | State | $75.9 million | 146 |
| 11 | Kevin P. McGuan, LLC | State | $25.0 million | 30 |
| 12 | Taxdude Financial Advisor | State | $19.8 million | 6 |
| 13 | Ross Financial Group | State | $14.9 million | 80 |
| 14 | HG Wealth Partners LLC | State | $9.5 million | 23 |
| 15 | Meridian Venture Partners, Inc | State | $5.2 million | 80 |
| 16 | Leyland Cypress, LLC | State | $2.2 million | 14 |
| 17 | Dollar Sign Ventures LLC | State | $0 | 0 |
| 18 | Hifi Planning | State | $0 | 0 |
| 19 | Linda A. Walker, CFP | State | $0 | 0 |
| 20 | Pinnacle Capital Advisors 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 | $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.