🤫 Directory · consent-first

Near 90720. Los Alamitos.

24 financial advisors & firms and 1 insurance agent verified near Los Alamitos, CA — every one cited to the regulator, claimable and removable by the person named.

Find your person

Search this ZIP — or use your location

Financial

Advisors & firms near 90720

Asset Planning, INC0 mi

RIA firm · Los Alamitos, CA 90720 · Registered investment adviser · $553M AUM

CRD 111535 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fernandez Financial Advisory, LLC0 mi

RIA firm · Los Alamitos, CA 90720 · Registered investment adviser · $66M AUM

CRD 112954 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fhwv Financial LLC0 mi

RIA firm · Los Alamitos, CA 90720 · Registered investment adviser · $15M AUM

CRD 146046 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ivanoff Wealth Management INC.2.1 mi

RIA firm · Cypress, CA 90630 · Registered investment adviser · $174M AUM

CRD 325275 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

MY Portfolio Guide, LLC2.9 mi

RIA firm · Seal Beach, CA 90740 · Registered investment adviser · $201M AUM

CRD 153188 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Jst Investment Consulting2.9 mi

RIA firm · Seal Beach, CA 90740 · Registered investment adviser · $27M AUM

CRD 158687 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Amip Management2.9 mi

RIA firm · Seal Beach, CA 90740 · Registered investment adviser · $1.5B AUM

CRD 284231 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kenneth Dean & CO Financial Advisory Services2.9 mi

RIA firm · Seal Beach, CA 90740 · Registered investment adviser

CRD 310318 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fineberg Financial Management LLC2.9 mi

RIA firm · Seal Beach, CA 90740 · Registered investment adviser · $40M AUM

CRD 322268 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ktf Investments, LLC2.9 mi

RIA firm · Seal Beach, CA 90740 · Registered investment adviser · $700M AUM

CRD 337465 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wealthspring3 mi

RIA firm · Long Beach, CA 90815 · Registered investment adviser · $370M AUM

CRD 322756 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lodestone Capital Solutions LLC3.9 mi

RIA firm · Stanton, CA 90680 · Registered investment adviser · $4M AUM

CRD 156520 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ascendant Capital Management4.1 mi

RIA firm · LA Palma, CA 90623 · Registered investment adviser · $67M AUM

CRD 215513 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Chartist4.9 mi

RIA firm · Long Beach, CA 90803 · Registered investment adviser · $170M AUM

CRD 105072 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kensington Investment Counsel4.9 mi

RIA firm · Long Beach, CA 90803 · Registered investment adviser · $310M AUM

CRD 108012 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lederer & Associates Investment Counsel4.9 mi

RIA firm · Long Beach, CA 90803 · Registered investment adviser · $244M AUM

CRD 110376 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Strategic Portfolio Advisors, INC.4.9 mi

RIA firm · Long Beach, CA 90803 · Registered investment adviser · $104M AUM

CRD 147194 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Stewardship Wealth Management LLC4.9 mi

RIA firm · Long Beach, CA 90803 · Registered investment adviser

CRD 274031 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Crimson Investment Managers, LLC4.9 mi

RIA firm · Westminster, CA 92683 · Registered investment adviser · $17M AUM

CRD 282498 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Clg LLC4.9 mi

RIA firm · Long Beach, CA 90803 · Registered investment adviser · $1.1B AUM

CRD 282605 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Jhl Investment Firm INC4.9 mi

RIA firm · Westminster, CA 92683 · Registered investment adviser

CRD 298362 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pinnacle Capital Advisors4.9 mi

RIA firm · Long Beach, CA 90803 · Registered investment adviser

CRD 309118 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sapphire Wealth Advisory4.9 mi

RIA firm · Westminster, CA 92683 · Registered investment adviser

CRD 341280 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

L.G. Smith Financial Services5 mi

RIA firm · Long Beach, CA 90804 · Registered investment adviser

CRD 135994 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 90720

Kevin Gowey - Farmers Insurance22.7 mi

Insurance · Farmers · Los Angeles (serves Westside/Palisades), CA 90045 · Auto, home, life & business

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Los Alamitos, CA.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

← Back to the national directory

🤫 Directory · consent-first

Near 90720. Los Alamitos.

24 financial advisors & firms and 1 insurance agent verified near Los Alamitos, CA — every one cited to the regulator, claimable and removable by the person named.

Find your person