{
  "path": "/advisors/ca/los-angeles/el-segundo",
  "url": "https://advisorcensus.com/advisors/ca/los-angeles/el-segundo",
  "page_type": "metro_city",
  "title": "Financial advisors in El Segundo, CA",
  "filters": {},
  "scope_total": 54,
  "faq": [
    {
      "q": "How many financial advisory firms are there in El Segundo, CA?",
      "a": "AdvisorCensus lists 54 investment advisory firms with a principal office in El Segundo, California (part of the Los Angeles metro area), from Form ADV filings as of October 2026: 35 SEC-registered, 7 state-registered, and 12 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in El Segundo, CA?",
      "a": "11 of the 54 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in El Segundo, CA offer financial planning?",
      "a": "12 of the 42 firms in El Segundo, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in El Segundo, CA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 11 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 54 investment advisory firms with a principal office in El Segundo, California (part of the Los Angeles metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Los Angeles metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in El Segundo, CA: 54 firms from Form ADV filings as of October 2026.",
  "total_firms": 54,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 35,
    "state": 7,
    "exempt": 12
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 11
    },
    {
      "code": "percentage_of_aum",
      "count": 37
    },
    {
      "code": "hourly",
      "count": 8
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 16
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 21
    },
    {
      "code": "other",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 12
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 24
    },
    {
      "code": "5_to_9",
      "count": 16
    },
    {
      "code": "10_to_19",
      "count": 8
    },
    {
      "code": "20_plus",
      "count": 6
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 5
    },
    {
      "code": "25m_100m",
      "count": 1
    },
    {
      "code": "100m_500m",
      "count": 13
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 12
    },
    {
      "code": "over_5b",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 14
    }
  ],
  "firms": [
    {
      "crd_number": 335675,
      "name": "AIM Management Company, LP",
      "name_as_filed": "AIM MANAGEMENT COMPANY, LP",
      "url": "https://advisorcensus.com/firm/aim-management-company-lp-el-segundo-ca-335675",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 305210,
      "name": "Alternative Access Funds, LLC",
      "name_as_filed": "ALTERNATIVE ACCESS FUNDS, LLC",
      "url": "https://advisorcensus.com/firm/alternative-access-funds-llc-el-segundo-ca-305210",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328703,
      "name": "Architect Equity",
      "name_as_filed": "ARCHITECT EQUITY",
      "url": "https://advisorcensus.com/firm/architect-equity-el-segundo-ca-328703",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305659,
      "name": "ARX Management, LLC",
      "name_as_filed": "ARX MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/arx-management-llc-el-segundo-ca-305659",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342263,
      "name": "Astravia Family Wealth Office LLC",
      "name_as_filed": "ASTRAVIA FAMILY WEALTH OFFICE LLC",
      "url": "https://advisorcensus.com/firm/astravia-family-wealth-office-llc-el-segundo-ca-342263",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282617,
      "name": "Calmwater Capital",
      "name_as_filed": "CALMWATER CAPITAL",
      "url": "https://advisorcensus.com/firm/calmwater-capital-el-segundo-ca-282617",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334718,
      "name": "Casita Financial Planning",
      "name_as_filed": "CASITA FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/casita-financial-planning-el-segundo-ca-334718",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331368,
      "name": "Century Park Capital Partners",
      "name_as_filed": "CENTURY PARK CAPITAL PARTNERS",
      "url": "https://advisorcensus.com/firm/century-park-capital-partners-el-segundo-ca-331368",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285648,
      "name": "Cetera Advisory Services LLC",
      "name_as_filed": "CETERA ADVISORY SERVICES LLC",
      "url": "https://advisorcensus.com/firm/cetera-advisory-services-llc-el-segundo-ca-285648",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307191,
      "name": "Charger Investment Partners LP",
      "name_as_filed": "CHARGER INVESTMENT PARTNERS LP",
      "url": "https://advisorcensus.com/firm/charger-investment-partners-lp-el-segundo-ca-307191",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155205,
      "name": "Core Financial",
      "name_as_filed": "CORE FINANCIAL",
      "url": "https://advisorcensus.com/firm/core-financial-el-segundo-ca-155205",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106492,
      "name": "CS Capital Management Inc",
      "name_as_filed": "CS CAPITAL MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/cs-capital-management-inc-el-segundo-ca-106492",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 34,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297852,
      "name": "Curated Wealth Partners, LLC",
      "name_as_filed": "CURATED WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/curated-wealth-partners-llc-el-segundo-ca-297852",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308609,
      "name": "Dalton Investments, Inc.",
      "name_as_filed": "DALTON INVESTMENTS, INC.",
      "url": "https://advisorcensus.com/firm/dalton-investments-inc-el-segundo-ca-308609",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299919,
      "name": "Dreamers Management LLC",
      "name_as_filed": "DREAMERS MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/dreamers-management-llc-el-segundo-ca-299919",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308920,
      "name": "Ducenta Squared Asset Management",
      "name_as_filed": "DUCENTA SQUARED ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/ducenta-squared-asset-management-el-segundo-ca-308920",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141823,
      "name": "First Pacific Advisors, LP",
      "name_as_filed": "FIRST PACIFIC ADVISORS, LP",
      "url": "https://advisorcensus.com/firm/first-pacific-advisors-lp-el-segundo-ca-141823",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158147,
      "name": "Goldberg Financial Advisors, LLC",
      "name_as_filed": "GOLDBERG FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/goldberg-financial-advisors-llc-el-segundo-ca-158147",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341773,
      "name": "Graham Sports and Entertainment Partners",
      "name_as_filed": "GRAHAM SPORTS AND ENTERTAINMENT PARTNERS",
      "url": "https://advisorcensus.com/firm/graham-sports-and-entertainment-partners-el-segundo-ca-341773",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 150632,
      "name": "Granite Investment Partners, LLC",
      "name_as_filed": "GRANITE INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/granite-investment-partners-llc-el-segundo-ca-150632",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323560,
      "name": "Granite Research, LLC",
      "name_as_filed": "GRANITE RESEARCH, LLC",
      "url": "https://advisorcensus.com/firm/granite-research-llc-el-segundo-ca-323560",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284814,
      "name": "Greenshields Capital LLC",
      "name_as_filed": "GREENSHIELDS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/greenshields-capital-llc-el-segundo-ca-284814",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305194,
      "name": "Halseypoint Asset Management",
      "name_as_filed": "HALSEYPOINT ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/halseypoint-asset-management-el-segundo-ca-305194",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143344,
      "name": "Huber Capital Management LLC",
      "name_as_filed": "HUBER CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/huber-capital-management-llc-el-segundo-ca-143344",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110005,
      "name": "IM Global Partner Fund Management LLC",
      "name_as_filed": "IM GLOBAL PARTNER FUND MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/im-global-partner-fund-management-llc-el-segundo-ca-110005",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 30,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "subscription"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172511,
      "name": "Insight Investment Counsel",
      "name_as_filed": "INSIGHT INVESTMENT COUNSEL",
      "url": "https://advisorcensus.com/firm/insight-investment-counsel-el-segundo-ca-172511",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334145,
      "name": "Interlagos Capital, LLC",
      "name_as_filed": "INTERLAGOS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/interlagos-capital-llc-el-segundo-ca-334145",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 314463,
      "name": "Jett Ventures LLC",
      "name_as_filed": "JETT VENTURES LLC",
      "url": "https://advisorcensus.com/firm/jett-ventures-llc-el-segundo-ca-314463",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 150657,
      "name": "Keefer Pension Consulting, Inc.",
      "name_as_filed": "KEEFER PENSION CONSULTING, INC.",
      "url": "https://advisorcensus.com/firm/keefer-pension-consulting-inc-el-segundo-ca-150657",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317710,
      "name": "Kobre Holdings, LLC",
      "name_as_filed": "KOBRE HOLDINGS, LLC",
      "url": "https://advisorcensus.com/firm/kobre-holdings-llc-el-segundo-ca-317710",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 286349,
      "name": "Lowell Capital Value Management LLC",
      "name_as_filed": "LOWELL CAPITAL VALUE MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/lowell-capital-value-management-llc-el-segundo-ca-286349",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 306169,
      "name": "Meaningful Partners LLC",
      "name_as_filed": "MEANINGFUL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/meaningful-partners-llc-el-segundo-ca-306169",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334332,
      "name": "Nassau Coramerica LLC",
      "name_as_filed": "NASSAU CORAMERICA LLC",
      "url": "https://advisorcensus.com/firm/nassau-coramerica-llc-el-segundo-ca-334332",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133387,
      "name": "Omnicap Group LLC",
      "name_as_filed": "OMNICAP GROUP LLC",
      "url": "https://advisorcensus.com/firm/omnicap-group-llc-el-segundo-ca-133387",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104719,
      "name": "Pacific Income Advisers Inc",
      "name_as_filed": "PACIFIC INCOME ADVISERS INC",
      "url": "https://advisorcensus.com/firm/pacific-income-advisers-inc-el-segundo-ca-104719",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 40,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128173,
      "name": "Palisades Investment Partners, LLC",
      "name_as_filed": "PALISADES INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/palisades-investment-partners-llc-el-segundo-ca-128173",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
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    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}
