FinGenADVISORS
Saved
FIND YOUR KIND OF ADVISOR

Financial advisory firms
in El Segundo, CA.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

1 financial advisors34 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

34 advisory firmsCompare public facts. Verify experience directly.
1 financial advisors34 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ALTERNATIVE ACCESS FUNDS, LLCCRD 305210

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ARCHITECT EQUITYCRD 328703

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ARMORY CAPITAL GROUP, LLCCRD 148240

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ARX MANAGEMENT, LLCCRD 305659

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Other: IRC 1.468B QUALIFIED SETTLEMENT FUNDSPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ASTRAVIA FAMILY WEALTH OFFICE LLCCRD 342263

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
CALMWATER CAPITALCRD 282617

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
CENTURY PARK CAPITAL PARTNERSCRD 331368

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
CETERA ADVISORY SERVICES LLCCRD 285648

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
CHARGER INVESTMENT PARTNERS LPCRD 307191

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
CORE FINANCIALCRD 155205

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Insurance companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
CS CAPITAL MANAGEMENT INCCRD 106492

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
CURATED WEALTH PARTNERS, LLCCRD 297852

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

High net worth individualsPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
DALTON INVESTMENTS, INC.CRD 308609

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsInsurance companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
DREAMERS MANAGEMENT LLCCRD 299919

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
DUCENTA SQUARED ASSET MANAGEMENTCRD 308920

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
GOLDBERG FINANCIAL ADVISORS, LLCCRD 158147

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
GRANITE INVESTMENT PARTNERS, LLCCRD 150632

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
GREENSHIELDS CAPITAL LLCCRD 284814

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Other investment advisersFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
HALSEYPOINT ASSET MANAGEMENTCRD 305194

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
IM GLOBAL PARTNER FUND MANAGEMENT LLCCRD 110005

Advisory firm

Filed advisory firm office: El Segundo, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

More cities in CA

Explore related places and planning situations

CONTEXT FOR YOUR NEXT DECISION

Read, compare, then explore.

GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
All insights and guides