City
Wealth management firms in Redondo Beach, California
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Redondo Beach, California reported $609.7 million in regulatory assets under management; the largest by assets was Navigoe, LLC, with $407.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $609.7 million
- Average per firm
- $61.0 million
- SEC-registered, of those listed
- 1 of 10 (10.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Navigoe, LLC | SEC | $407.8 million | 587 |
| 2 | Fit Advisors LLC | State | $68.7 million | 430 |
| 3 | Bollinger Capital Management, Inc. | State | $39.1 million | 63 |
| 4 | Second Mountain Financial, Inc. | State | $37.4 million | 70 |
| 5 | 24ACRES | State | $28.5 million | 106 |
| 6 | Taylor Strategic Wealth Management, LLC | State | $17.0 million | 60 |
| 7 | Aktive Capital Management, LLC | State | $8.6 million | 18 |
| 8 | P. Worldwide, LLC | State | $2.5 million | 12 |
| 9 | Dundee Capital Management LLC | State | $0 | 0 |
| 10 | GTC Wealth Solutions, 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.