# Financial advisors in El Segundo, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/los-angeles/el-segundo

## At a glance

- Investment advisory firms: 54
- Registration: SEC-registered investment adviser: 35, State-registered investment adviser: 7, Exempt reporting adviser: 12
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 11 (26%); Percentage of assets 37 (88%); Hourly charges 8 (19%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 16 (38%); Performance-based fees 21 (50%); Other 3 (7%); No compensation arrangements reported 12
- Regulatory assets under management (Item 5.F): Under $25 million 5 (9%); $25 million to $100 million 1 (2%); $100 million to $500 million 13 (24%); $500 million to $1 billion 6 (11%); $1 billion to $5 billion 12 (22%); Over $5 billion 3 (6%); Not reported 14 (26%)
- Years registered: Under 5 years 24 (44%); 5 to 9 years 16 (30%); 10 to 19 years 8 (15%); 20 years or more 6 (11%)

## Firms (page 1 of 2, 1 to 50 of 54, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [AIM Management Company, LP](https://advisorcensus.com/firm/aim-management-company-lp-el-segundo-ca-335675) ([md](https://advisorcensus.com/firm/aim-management-company-lp-el-segundo-ca-335675.md)) | 335675 | El Segundo, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Alternative Access Funds, LLC](https://advisorcensus.com/firm/alternative-access-funds-llc-el-segundo-ca-305210) ([md](https://advisorcensus.com/firm/alternative-access-funds-llc-el-segundo-ca-305210.md)) | 305210 | El Segundo, CA | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Architect Equity](https://advisorcensus.com/firm/architect-equity-el-segundo-ca-328703) ([md](https://advisorcensus.com/firm/architect-equity-el-segundo-ca-328703.md)) | 328703 | El Segundo, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [ARX Management, LLC](https://advisorcensus.com/firm/arx-management-llc-el-segundo-ca-305659) ([md](https://advisorcensus.com/firm/arx-management-llc-el-segundo-ca-305659.md)) | 305659 | El Segundo, CA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Fixed fee |
| [Astravia Family Wealth Office LLC](https://advisorcensus.com/firm/astravia-family-wealth-office-llc-el-segundo-ca-342263) ([md](https://advisorcensus.com/firm/astravia-family-wealth-office-llc-el-segundo-ca-342263.md)) | 342263 | El Segundo, CA | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Calmwater Capital](https://advisorcensus.com/firm/calmwater-capital-el-segundo-ca-282617) ([md](https://advisorcensus.com/firm/calmwater-capital-el-segundo-ca-282617.md)) | 282617 | El Segundo, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Performance fee |
| [Casita Financial Planning](https://advisorcensus.com/firm/casita-financial-planning-el-segundo-ca-334718) ([md](https://advisorcensus.com/firm/casita-financial-planning-el-segundo-ca-334718.md)) | 334718 | El Segundo, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Century Park Capital Partners](https://advisorcensus.com/firm/century-park-capital-partners-el-segundo-ca-331368) ([md](https://advisorcensus.com/firm/century-park-capital-partners-el-segundo-ca-331368.md)) | 331368 | El Segundo, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | Fixed fee, Performance fee, Other |
| [Cetera Advisory Services LLC](https://advisorcensus.com/firm/cetera-advisory-services-llc-el-segundo-ca-285648) ([md](https://advisorcensus.com/firm/cetera-advisory-services-llc-el-segundo-ca-285648.md)) | 285648 | El Segundo, CA | SEC-registered investment adviser | Not reported | 9 | % of assets |
| [Charger Investment Partners LP](https://advisorcensus.com/firm/charger-investment-partners-lp-el-segundo-ca-307191) ([md](https://advisorcensus.com/firm/charger-investment-partners-lp-el-segundo-ca-307191.md)) | 307191 | El Segundo, CA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee |
| [Core Financial](https://advisorcensus.com/firm/core-financial-el-segundo-ca-155205) ([md](https://advisorcensus.com/firm/core-financial-el-segundo-ca-155205.md)) | 155205 | El Segundo, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [CS Capital Management Inc](https://advisorcensus.com/firm/cs-capital-management-inc-el-segundo-ca-106492) ([md](https://advisorcensus.com/firm/cs-capital-management-inc-el-segundo-ca-106492.md)) | 106492 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Fixed fee, Performance fee |
| [Curated Wealth Partners, LLC](https://advisorcensus.com/firm/curated-wealth-partners-llc-el-segundo-ca-297852) ([md](https://advisorcensus.com/firm/curated-wealth-partners-llc-el-segundo-ca-297852.md)) | 297852 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee, Performance fee |
| [Dalton Investments, Inc.](https://advisorcensus.com/firm/dalton-investments-inc-el-segundo-ca-308609) ([md](https://advisorcensus.com/firm/dalton-investments-inc-el-segundo-ca-308609.md)) | 308609 | El Segundo, CA | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Performance fee |
| [Dreamers Management LLC](https://advisorcensus.com/firm/dreamers-management-llc-el-segundo-ca-299919) ([md](https://advisorcensus.com/firm/dreamers-management-llc-el-segundo-ca-299919.md)) | 299919 | El Segundo, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Ducenta Squared Asset Management](https://advisorcensus.com/firm/ducenta-squared-asset-management-el-segundo-ca-308920) ([md](https://advisorcensus.com/firm/ducenta-squared-asset-management-el-segundo-ca-308920.md)) | 308920 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee, Performance fee |
| [First Pacific Advisors, LP](https://advisorcensus.com/firm/first-pacific-advisors-lp-el-segundo-ca-141823) ([md](https://advisorcensus.com/firm/first-pacific-advisors-lp-el-segundo-ca-141823.md)) | 141823 | El Segundo, CA | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Performance fee |
| [Goldberg Financial Advisors, LLC](https://advisorcensus.com/firm/goldberg-financial-advisors-llc-el-segundo-ca-158147) ([md](https://advisorcensus.com/firm/goldberg-financial-advisors-llc-el-segundo-ca-158147.md)) | 158147 | El Segundo, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Graham Sports and Entertainment Partners](https://advisorcensus.com/firm/graham-sports-and-entertainment-partners-el-segundo-ca-341773) ([md](https://advisorcensus.com/firm/graham-sports-and-entertainment-partners-el-segundo-ca-341773.md)) | 341773 | El Segundo, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Granite Investment Partners, LLC](https://advisorcensus.com/firm/granite-investment-partners-llc-el-segundo-ca-150632) ([md](https://advisorcensus.com/firm/granite-investment-partners-llc-el-segundo-ca-150632.md)) | 150632 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Performance fee |
| [Granite Research, LLC](https://advisorcensus.com/firm/granite-research-llc-el-segundo-ca-323560) ([md](https://advisorcensus.com/firm/granite-research-llc-el-segundo-ca-323560.md)) | 323560 | El Segundo, CA | State-registered investment adviser | Not reported | 3 | Fixed fee |
| [Greenshields Capital LLC](https://advisorcensus.com/firm/greenshields-capital-llc-el-segundo-ca-284814) ([md](https://advisorcensus.com/firm/greenshields-capital-llc-el-segundo-ca-284814.md)) | 284814 | El Segundo, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Halseypoint Asset Management](https://advisorcensus.com/firm/halseypoint-asset-management-el-segundo-ca-305194) ([md](https://advisorcensus.com/firm/halseypoint-asset-management-el-segundo-ca-305194.md)) | 305194 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Huber Capital Management LLC](https://advisorcensus.com/firm/huber-capital-management-llc-el-segundo-ca-143344) ([md](https://advisorcensus.com/firm/huber-capital-management-llc-el-segundo-ca-143344.md)) | 143344 | El Segundo, CA | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets |
| [IM Global Partner Fund Management LLC](https://advisorcensus.com/firm/im-global-partner-fund-management-llc-el-segundo-ca-110005) ([md](https://advisorcensus.com/firm/im-global-partner-fund-management-llc-el-segundo-ca-110005.md)) | 110005 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Subscription |
| [Insight Investment Counsel](https://advisorcensus.com/firm/insight-investment-counsel-el-segundo-ca-172511) ([md](https://advisorcensus.com/firm/insight-investment-counsel-el-segundo-ca-172511.md)) | 172511 | El Segundo, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Interlagos Capital, LLC](https://advisorcensus.com/firm/interlagos-capital-llc-el-segundo-ca-334145) ([md](https://advisorcensus.com/firm/interlagos-capital-llc-el-segundo-ca-334145.md)) | 334145 | El Segundo, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Jett Ventures LLC](https://advisorcensus.com/firm/jett-ventures-llc-el-segundo-ca-314463) ([md](https://advisorcensus.com/firm/jett-ventures-llc-el-segundo-ca-314463.md)) | 314463 | El Segundo, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Keefer Pension Consulting, Inc.](https://advisorcensus.com/firm/keefer-pension-consulting-inc-el-segundo-ca-150657) ([md](https://advisorcensus.com/firm/keefer-pension-consulting-inc-el-segundo-ca-150657.md)) | 150657 | El Segundo, CA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Kobre Holdings, LLC](https://advisorcensus.com/firm/kobre-holdings-llc-el-segundo-ca-317710) ([md](https://advisorcensus.com/firm/kobre-holdings-llc-el-segundo-ca-317710.md)) | 317710 | El Segundo, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Lowell Capital Value Management LLC](https://advisorcensus.com/firm/lowell-capital-value-management-llc-el-segundo-ca-286349) ([md](https://advisorcensus.com/firm/lowell-capital-value-management-llc-el-segundo-ca-286349.md)) | 286349 | El Segundo, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Meaningful Partners LLC](https://advisorcensus.com/firm/meaningful-partners-llc-el-segundo-ca-306169) ([md](https://advisorcensus.com/firm/meaningful-partners-llc-el-segundo-ca-306169.md)) | 306169 | El Segundo, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Nassau Coramerica LLC](https://advisorcensus.com/firm/nassau-coramerica-llc-el-segundo-ca-334332) ([md](https://advisorcensus.com/firm/nassau-coramerica-llc-el-segundo-ca-334332.md)) | 334332 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee, Other |
| [Omnicap Group LLC](https://advisorcensus.com/firm/omnicap-group-llc-el-segundo-ca-133387) ([md](https://advisorcensus.com/firm/omnicap-group-llc-el-segundo-ca-133387.md)) | 133387 | El Segundo, CA | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Hourly, Fixed fee, Performance fee |
| [Pacific Income Advisers Inc](https://advisorcensus.com/firm/pacific-income-advisers-inc-el-segundo-ca-104719) ([md](https://advisorcensus.com/firm/pacific-income-advisers-inc-el-segundo-ca-104719.md)) | 104719 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 40 | % of assets |
| [Palisades Investment Partners, LLC](https://advisorcensus.com/firm/palisades-investment-partners-llc-el-segundo-ca-128173) ([md](https://advisorcensus.com/firm/palisades-investment-partners-llc-el-segundo-ca-128173.md)) | 128173 | El Segundo, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Quants Capital Management, Inc](https://advisorcensus.com/firm/quants-capital-management-inc-el-segundo-ca-153124) ([md](https://advisorcensus.com/firm/quants-capital-management-inc-el-segundo-ca-153124.md)) | 153124 | El Segundo, CA | State-registered investment adviser | Under $25 million | 7 | Performance fee |
| [Regatta Capital Group, LLC](https://advisorcensus.com/firm/regatta-capital-group-llc-el-segundo-ca-145363) ([md](https://advisorcensus.com/firm/regatta-capital-group-llc-el-segundo-ca-145363.md)) | 145363 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee, Performance fee |
| [Retirement Planners](https://advisorcensus.com/firm/retirement-planners-el-segundo-ca-134656) ([md](https://advisorcensus.com/firm/retirement-planners-el-segundo-ca-134656.md)) | 134656 | El Segundo, CA | State-registered investment adviser | Under $25 million | 21 | Hourly |
| [Round Top Capital Management, LLC](https://advisorcensus.com/firm/round-top-capital-management-llc-el-segundo-ca-344085) ([md](https://advisorcensus.com/firm/round-top-capital-management-llc-el-segundo-ca-344085.md)) | 344085 | El Segundo, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Rylander Richter](https://advisorcensus.com/firm/rylander-richter-el-segundo-ca-297550) ([md](https://advisorcensus.com/firm/rylander-richter-el-segundo-ca-297550.md)) | 297550 | El Segundo, CA | State-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Sharper & Granite LLC](https://advisorcensus.com/firm/sharper-and-granite-llc-el-segundo-ca-136719) ([md](https://advisorcensus.com/firm/sharper-and-granite-llc-el-segundo-ca-136719.md)) | 136719 | El Segundo, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Skybreak Capital Management, LLC](https://advisorcensus.com/firm/skybreak-capital-management-llc-el-segundo-ca-340199) ([md](https://advisorcensus.com/firm/skybreak-capital-management-llc-el-segundo-ca-340199.md)) | 340199 | El Segundo, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Solace Capital Partners, L.P.](https://advisorcensus.com/firm/solace-capital-partners-l-p-el-segundo-ca-175319) ([md](https://advisorcensus.com/firm/solace-capital-partners-l-p-el-segundo-ca-175319.md)) | 175319 | El Segundo, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Performance fee |
| [Starburst Ventures](https://advisorcensus.com/firm/starburst-ventures-el-segundo-ca-322244) ([md](https://advisorcensus.com/firm/starburst-ventures-el-segundo-ca-322244.md)) | 322244 | El Segundo, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Strandview Capital, LLC](https://advisorcensus.com/firm/strandview-capital-llc-el-segundo-ca-284289) ([md](https://advisorcensus.com/firm/strandview-capital-llc-el-segundo-ca-284289.md)) | 284289 | El Segundo, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Talguard Investments LLC](https://advisorcensus.com/firm/talguard-investments-llc-el-segundo-ca-174872) ([md](https://advisorcensus.com/firm/talguard-investments-llc-el-segundo-ca-174872.md)) | 174872 | El Segundo, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [The Wealthgarden F.S. LLC](https://advisorcensus.com/firm/the-wealthgarden-f-s-llc-el-segundo-ca-311927) ([md](https://advisorcensus.com/firm/the-wealthgarden-f-s-llc-el-segundo-ca-311927.md)) | 311927 | El Segundo, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Thorofare, LLC](https://advisorcensus.com/firm/thorofare-llc-el-segundo-ca-171293) ([md](https://advisorcensus.com/firm/thorofare-llc-el-segundo-ca-171293.md)) | 171293 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee, Other |
| [Transom Capital Group](https://advisorcensus.com/firm/transom-capital-group-el-segundo-ca-170459) ([md](https://advisorcensus.com/firm/transom-capital-group-el-segundo-ca-170459.md)) | 170459 | El Segundo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |

- Next page: https://advisorcensus.com/advisors/ca/los-angeles/el-segundo/page/2.md

## Questions people ask

**How many financial advisory firms are there in El Segundo, CA?**
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.

**How many fee-only financial advisors are in El Segundo, CA?**
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.

**How many financial advisors in El Segundo, CA offer financial planning?**
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.

**Are the financial advisors in El Segundo, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in West Hollywood, CA](https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood) (https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood.md)
- [Financial advisors in Hermosa Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach) (https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach.md)
- [Financial advisors in Huntington Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach) (https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach.md)
- [Financial advisors in Calabasas, CA](https://advisorcensus.com/advisors/ca/los-angeles/calabasas) (https://advisorcensus.com/advisors/ca/los-angeles/calabasas.md)
- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Financial advisors in El Segundo, CA: 54 firms from Form ADV filings as of October 2026.