City
Wealth management firms in Manhattan Beach, California
As of October 2, 2026, 23 wealth management firms, including broker-dealer firms, with their main office in Manhattan Beach, California reported $6.6 billion in regulatory assets under management; the largest by assets was Monograph Wealth Advisors, LLC, with $3.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 23
- Regulatory assets under management
- $6.6 billion
- Average per firm
- $284.9 million
- SEC-registered, of those listed
- 10 of 23 (43.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Monograph Wealth Advisors, LLC | SEC | $3.2 billion | 1,125 |
| 2 | Jeppson Wealth Management, LLC | SEC | $763.2 million | 994 |
| 3 | Ocean Path Advisors, LLC | SEC | $559.5 million | 2,114 |
| 4 | Womack Wealth Management, Inc. | SEC | $406.9 million | 601 |
| 5 | Second 50 Financial | SEC | $341.6 million | 498 |
| 6 | Pointone Family Office | SEC | $327.1 million | 227 |
| 7 | Family Financial | SEC | $280.3 million | 464 |
| 8 | Madrid Retirement Advisors | SEC | $184.2 million | 490 |
| 9 | Wallender, Timothy Joseph | SEC | $137.3 million | 257 |
| 10 | Mogul Wealth Management, Inc. 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 | $59.4 million | 148 |
| 11 | Vita Wealth Advisors, LLC | State | $54.5 million | 25 |
| 12 | Excelsus Capital Management | State | $52.3 million | 136 |
| 13 | Harris & Associates | State | $38.1 million | 179 |
| 14 | Exeter Investment Management | State | $27.0 million | 14 |
| 15 | Holt Investment Advisors | State | $20.6 million | 91 |
| 16 | Boundless Advice LLC | State | $17.8 million | 60 |
| 17 | Ernst & Co. Wealth Management, LLC | State | $11.0 million | 18 |
| 18 | Kilimanjaro Capital, LLC | State | $9.6 million | 13 |
| 19 | Digital Wealth, LLC | State | $7.2 million | 28 |
| 20 | Propel Private Wealth LLC | State | $2.8 million | 3 |
| 21 | Sila Value Advisors, LLC | State | $2.2 million | 4 |
| 22 | Tusker Capital, LLC | State | $2.0 million | 4 |
| 23 | Kubence | SEC | $570,000 | 1 |
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.