🤫 Directory · consent-first

Near 90803. Long Beach.

24 financial advisors & firms and 1 insurance agent verified near Long Beach, 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 90803

the Chartist0 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 Counsel0 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 Counsel0 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.0 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 LLC0 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

Clg LLC0 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

Pinnacle Capital Advisors0 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

L.G. Smith Financial Services2.1 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

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

MY Portfolio Guide, LLC3.4 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 Consulting3.4 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 Management3.4 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 Services3.4 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 LLC3.4 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, LLC3.4 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

Linda A. Walker, Cfp4 mi

RIA firm · Long Beach, CA 90831 · Registered investment adviser

CRD 112473 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Halbert Hargrove4.3 mi

RIA firm · Long Beach, CA 90802 · Registered investment adviser · $4.2B AUM

CRD 105515 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Goldman Lancaster, INC.4.3 mi

RIA firm · Long Beach, CA 90802 · Registered investment adviser · $361M AUM

CRD 136134 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Crux Wealth Advisors4.3 mi

RIA firm · Long Beach, CA 90802 · Registered investment adviser · $548M AUM

CRD 330731 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Augustus Wealth, LLC4.6 mi

RIA firm · Long Beach, CA 90806 · Registered investment adviser · $100M AUM

CRD 317189 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Asset Planning, INC4.9 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, LLC4.9 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 LLC4.9 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

Harvest Financial Advisors, INC.5.5 mi

RIA firm · Huntington Beach, CA 92649 · Registered investment adviser

CRD 137527 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 90803

Kevin Gowey - Farmers Insurance20.8 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 Long Beach, 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 90803. Long Beach.

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

Find your person