City
Wealth management firms in Torrance, California
As of October 2, 2026, 24 wealth management firms, including broker-dealer firms, with their main office in Torrance, California reported $48.6 billion in regulatory assets under management; the largest by assets was EP Wealth Advisors, with $45.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 24
- Regulatory assets under management
- $48.6 billion
- Average per firm
- $2.0 billion
- SEC-registered, of those listed
- 10 of 24 (41.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | EP Wealth Advisors | SEC | $45.1 billion | 20,738 |
| 2 | Banyan Tree Asset Management, LLC | SEC | $1.0 billion | 98 |
| 3 | Albitz/Miloe and Associates, Inc. | SEC | $820.6 million | 1,394 |
| 4 | O'Brien Investment Management, LLC | SEC | $254.3 million | 334 |
| 5 | Tortuga Wealth Management | SEC | $222.9 million | 604 |
| 6 | Advanced Portfolio Strategies | SEC | $217.4 million | 471 |
| 7 | Taylor Wealth Management, LLC | SEC | $170.5 million | 226 |
| 8 | Alessandra Capital Management, LLC | SEC | $153.5 million | 302 |
| 9 | South Bay Financial Partners | SEC | $114.8 million | 145 |
| 10 | Verdant Capital Management | State | $99.4 million | 83 |
| 11 | Park Capital Group, Inc. | State | $88.6 million | 155 |
| 12 | MQ Private Wealth | SEC | $86.9 million | 156 |
| 13 | Dorsey Wealth Management, LLC | State | $58.4 million | 148 |
| 14 | Pacific Haven Financial, LLC | State | $45.0 million | 181 |
| 15 | Keith McBride Financial Services Inc. | State | $28.2 million | 201 |
| 16 | Alesia Investment Management LLC | State | $24.6 million | 108 |
| 17 | Amin Khakiani | State | $20.7 million | 113 |
| 18 | Legacy Financial Group | State | $20.1 million | 29 |
| 19 | Putman Capital Management, Inc. | State | $15.9 million | 38 |
| 20 | Highland MB Wealth LLC | State | $10.7 million | 5 |
| 21 | Aihara Wealth Management LLC | State | $1.4 million | 27 |
| 22 | Empath Wealth | State | $1.2 million | 12 |
| 23 | Cloud, Minturn & Associates, LLC | State | $0 | 0 |
| 24 | Wolf Financial Management | 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.