{
  "path": "/advisors/ca/los-angeles/huntington-beach",
  "url": "https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach",
  "page_type": "metro_city",
  "title": "Financial advisors in Huntington Beach, CA",
  "filters": {},
  "scope_total": 19,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Huntington Beach, CA?",
      "a": "AdvisorCensus lists 19 investment advisory firms with a principal office in Huntington Beach, California (part of the Los Angeles metro area), from Form ADV filings as of October 2026: 6 SEC-registered, 12 state-registered, and 1 exempt reporting adviser. 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 Huntington Beach, CA?",
      "a": "1 of the 19 firms meets 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 Huntington Beach, CA offer financial planning?",
      "a": "11 of the 18 firms in Huntington Beach, 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 Huntington Beach, 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 1 firm that meets AdvisorCensus's fee-only test reports 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 19 investment advisory firms with a principal office in Huntington Beach, 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 Huntington Beach, CA: 19 firms from Form ADV filings as of October 2026.",
  "total_firms": 19,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 6,
    "state": 12,
    "exempt": 1
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 1
    },
    {
      "code": "percentage_of_aum",
      "count": 17
    },
    {
      "code": "hourly",
      "count": 8
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 9
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 1
    },
    {
      "code": "other",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 7
    },
    {
      "code": "5_to_9",
      "count": 4
    },
    {
      "code": "10_to_19",
      "count": 4
    },
    {
      "code": "20_plus",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 6
    },
    {
      "code": "25m_100m",
      "count": 5
    },
    {
      "code": "100m_500m",
      "count": 5
    },
    {
      "code": "500m_1b",
      "count": 0
    },
    {
      "code": "1b_5b",
      "count": 1
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "firms": [
    {
      "crd_number": 301878,
      "name": "Capital Resources and Insurance, Inc",
      "name_as_filed": "CAPITAL RESOURCES AND INSURANCE, INC",
      "url": "https://advisorcensus.com/firm/capital-resources-and-insurance-inc-huntington-beach-ca-301878",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159002,
      "name": "Clay Northam Wealth Management",
      "name_as_filed": "CLAY NORTHAM WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/clay-northam-wealth-management-huntington-beach-ca-159002",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128617,
      "name": "CM First Capital Corp.",
      "name_as_filed": "CM FIRST CAPITAL CORP.",
      "url": "https://advisorcensus.com/firm/cm-first-capital-corp-huntington-beach-ca-128617",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 22,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336670,
      "name": "Fiduciary Planners",
      "name_as_filed": "FIDUCIARY PLANNERS",
      "url": "https://advisorcensus.com/firm/fiduciary-planners-huntington-beach-ca-336670",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112537,
      "name": "Gregory Advisors Inc.",
      "name_as_filed": "GREGORY ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/gregory-advisors-inc-huntington-beach-ca-112537",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340127,
      "name": "Greystone Wealth Management LLC",
      "name_as_filed": "GREYSTONE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/greystone-wealth-management-llc-huntington-beach-ca-340127",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137527,
      "name": "Harvest Financial Advisors, Inc.",
      "name_as_filed": "HARVEST FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/harvest-financial-advisors-inc-huntington-beach-ca-137527",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 23,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327020,
      "name": "Leonid Capital Partners, LLC",
      "name_as_filed": "LEONID CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/leonid-capital-partners-llc-huntington-beach-ca-327020",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144793,
      "name": "Mahalo Advisory Services, LLC",
      "name_as_filed": "MAHALO ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/mahalo-advisory-services-llc-huntington-beach-ca-144793",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290346,
      "name": "Portola Springs Capital Management, LLC",
      "name_as_filed": "PORTOLA SPRINGS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/portola-springs-capital-management-llc-huntington-beach-ca-290346",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 165625,
      "name": "RHB Capital, Inc.",
      "name_as_filed": "RHB CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/rhb-capital-inc-huntington-beach-ca-165625",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282566,
      "name": "Seagull Lane Asset Management LLC",
      "name_as_filed": "SEAGULL LANE ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/seagull-lane-asset-management-llc-huntington-beach-ca-282566",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134478,
      "name": "Southland Investments",
      "name_as_filed": "SOUTHLAND INVESTMENTS",
      "url": "https://advisorcensus.com/firm/southland-investments-huntington-beach-ca-134478",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 33,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123900,
      "name": "Spahr Financial Group, LLC",
      "name_as_filed": "SPAHR FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/spahr-financial-group-llc-huntington-beach-ca-123900",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322851,
      "name": "Stewardship Wealth Management Solutions",
      "name_as_filed": "STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS",
      "url": "https://advisorcensus.com/firm/stewardship-wealth-management-solutions-huntington-beach-ca-322851",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 37711,
      "name": "Stock Traders",
      "name_as_filed": "STOCK TRADERS",
      "url": "https://advisorcensus.com/firm/stock-traders-huntington-beach-ca-37711",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341172,
      "name": "Vanmay Wealth Management",
      "name_as_filed": "VANMAY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/vanmay-wealth-management-huntington-beach-ca-341172",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287895,
      "name": "Weaver Consulting Group, LLC",
      "name_as_filed": "WEAVER CONSULTING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/weaver-consulting-group-llc-huntington-beach-ca-287895",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292621,
      "name": "Your Private Client Group, Inc.",
      "name_as_filed": "YOUR PRIVATE CLIENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/your-private-client-group-inc-huntington-beach-ca-292621",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
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      "label": "Financial advisors in California"
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      "label": "Financial advisors in Los Angeles, CA"
    },
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      {
        "path": "/advisors/ca/los-angeles/newport-beach",
        "label": "Financial advisors in Newport Beach, CA",
        "firm_count": 165
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        "path": "/advisors/ca/los-angeles/irvine",
        "label": "Financial advisors in Irvine, CA",
        "firm_count": 119
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        "label": "Financial advisors in Santa Monica, CA",
        "firm_count": 108
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        "firm_count": 23
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        "firm_count": 22
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        "firm_count": 19
      },
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        "path": "/advisors/ca/los-angeles/calabasas",
        "label": "Financial advisors in Calabasas, CA",
        "firm_count": 18
      }
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    "fee_pages": [
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        "label": "Fee-only financial advisors in Los Angeles, CA",
        "firm_count": 384
      },
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        "label": "Flat-fee financial advisors in Los Angeles, CA",
        "firm_count": 598
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        "firm_count": 468
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        "label": "Financial advisors for business owners in Los Angeles, CA"
      },
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        "path": "/advisors/ca/los-angeles/concentrated-stock-positions",
        "firm_count": 1,
        "label": "Financial advisors for concentrated stock positions in Los Angeles, CA"
      },
      {
        "path": "/advisors/ca/los-angeles/divorce",
        "firm_count": 1,
        "label": "Financial advisors for divorce in Los Angeles, CA"
      },
      {
        "path": "/advisors/ca/los-angeles/entertainers-and-musicians",
        "firm_count": 2,
        "label": "Financial advisors for entertainers and musicians in Los Angeles, CA"
      },
      {
        "path": "/advisors/ca/los-angeles/inheritance-and-sudden-wealth",
        "firm_count": 1,
        "label": "Financial advisors for inheritance and sudden wealth in Los Angeles, CA"
      },
      {
        "path": "/advisors/ca/los-angeles/multigenerational-families",
        "firm_count": 1,
        "label": "Financial advisors for multigenerational families in Los Angeles, CA"
      },
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        "path": "/advisors/ca/los-angeles/pre-retirees",
        "firm_count": 1,
        "label": "Financial advisors for pre-retirees in Los Angeles, CA"
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        "path": "/advisors/ca/los-angeles/real-estate-investors",
        "firm_count": 1,
        "label": "Financial advisors for real estate investors in Los Angeles, CA"
      },
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        "path": "/advisors/ca/los-angeles/retirees",
        "firm_count": 2,
        "label": "Financial advisors for retirees in Los Angeles, CA"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}