{ "path": "/advisors/ca/los-angeles/manhattan-beach", "url": "https://advisorcensus.com/advisors/ca/los-angeles/manhattan-beach", "page_type": "metro_city", "title": "Financial advisors in Manhattan Beach, CA", "filters": {}, "scope_total": 33, "faq": [ { "q": "How many financial advisory firms are there in Manhattan Beach, CA?", "a": "AdvisorCensus lists 33 investment advisory firms with a principal office in Manhattan Beach, California (part of the Los Angeles metro area), from Form ADV filings as of October 2026: 16 SEC-registered, 8 state-registered, and 9 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 Manhattan Beach, CA?", "a": "8 of the 33 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 Manhattan Beach, CA offer financial planning?", "a": "11 of the 24 firms in Manhattan 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 Manhattan 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 8 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 33 investment advisory firms with a principal office in Manhattan 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 Manhattan Beach, CA: 33 firms from Form ADV filings as of October 2026.", "total_firms": 33, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 16, "state": 8, "exempt": 9 }, "fee_model_mix": [ { "code": "fee-only", "count": 8 }, { "code": "percentage_of_aum", "count": 24 }, { "code": "hourly", "count": 7 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 9 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 7 }, { "code": "other", "count": 2 }, { "code": "not_reported", "count": 9 } ], "years_registered_distribution": [ { "code": "under_5", "count": 16 }, { "code": "5_to_9", "count": 3 }, { "code": "10_to_19", "count": 10 }, { "code": "20_plus", "count": 4 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 5 }, { "code": "25m_100m", "count": 4 }, { "code": "100m_500m", "count": 8 }, { "code": "500m_1b", "count": 2 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 9 } ], "firms": [ { "crd_number": 330157, "name": "Acies Investments Management, LLC", "name_as_filed": "ACIES INVESTMENTS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/acies-investments-management-llc-manhattan-beach-ca-330157", "city": "Manhattan Beach", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287986, "name": "B Capital", "name_as_filed": "B CAPITAL", "url": "https://advisorcensus.com/firm/b-capital-manhattan-beach-ca-287986", "city": "Manhattan Beach", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332161, "name": "Back Beach Partners, LLC", "name_as_filed": "BACK BEACH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/back-beach-partners-llc-manhattan-beach-ca-332161", "city": "Manhattan Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338231, "name": "Breakwall Equity", "name_as_filed": "BREAKWALL EQUITY", "url": "https://advisorcensus.com/firm/breakwall-equity-manhattan-beach-ca-338231", "city": "Manhattan Beach", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 141600, "name": "Cambria Investment Management, L.P.", "name_as_filed": "CAMBRIA INVESTMENT MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/cambria-investment-management-l-p-manhattan-beach-ca-141600", "city": "Manhattan Beach", "state": "CA", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337402, "name": "Current Equity Partners, LLC", "name_as_filed": "CURRENT EQUITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/current-equity-partners-llc-manhattan-beach-ca-337402", "city": "Manhattan Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324841, "name": "Envisage Partners, LLC", "name_as_filed": "ENVISAGE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/envisage-partners-llc-manhattan-beach-ca-324841", "city": "Manhattan Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 130886, "name": "Excelsus Capital Management", "name_as_filed": "EXCELSUS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/excelsus-capital-management-manhattan-beach-ca-130886", "city": "Manhattan Beach", "state": "CA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316723, "name": "Family Financial", "name_as_filed": "FAMILY FINANCIAL", "url": "https://advisorcensus.com/firm/family-financial-manhattan-beach-ca-316723", "city": "Manhattan Beach", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136191, "name": "Five Arrows Managers North America LLC", "name_as_filed": "FIVE ARROWS MANAGERS NORTH AMERICA LLC", "url": "https://advisorcensus.com/firm/five-arrows-managers-north-america-llc-manhattan-beach-ca-136191", "city": "Manhattan Beach", "state": "CA", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 134066, "name": "Harris & Associates", "name_as_filed": "HARRIS & ASSOCIATES", "url": "https://advisorcensus.com/firm/harris-and-associates-manhattan-beach-ca-134066", "city": "Manhattan Beach", "state": "CA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135659, "name": "Holt Investment Advisors", "name_as_filed": "HOLT INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/holt-investment-advisors-manhattan-beach-ca-135659", "city": "Manhattan Beach", "state": "CA", "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305552, "name": "Jeppson Wealth Management, LLC", "name_as_filed": "JEPPSON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jeppson-wealth-management-llc-manhattan-beach-ca-305552", "city": "Manhattan Beach", "state": "CA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 161953, "name": "K1 Investment Management LLC", "name_as_filed": "K1 INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/k1-investment-management-llc-manhattan-beach-ca-161953", "city": "Manhattan Beach", "state": "CA", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 341802, "name": "Kerwin Capital LLC", "name_as_filed": "KERWIN CAPITAL LLC", "url": "https://advisorcensus.com/firm/kerwin-capital-llc-manhattan-beach-ca-341802", "city": "Manhattan Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 152262, "name": "Kilimanjaro Capital, LLC", "name_as_filed": "KILIMANJARO CAPITAL, LLC", "url": "https://advisorcensus.com/firm/kilimanjaro-capital-llc-manhattan-beach-ca-152262", "city": "Manhattan Beach", "state": "CA", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336461, "name": "Kubence", "name_as_filed": "KUBENCE", "url": "https://advisorcensus.com/firm/kubence-manhattan-beach-ca-336461", "city": "Manhattan Beach", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172464, "name": "Madrid Retirement Advisors", "name_as_filed": "MADRID RETIREMENT ADVISORS", "url": "https://advisorcensus.com/firm/madrid-retirement-advisors-manhattan-beach-ca-172464", "city": "Manhattan Beach", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144711, "name": "Mogul Wealth Management, Inc.", "name_as_filed": "MOGUL WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mogul-wealth-management-inc-manhattan-beach-ca-144711", "city": "Manhattan Beach", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 173949, "name": "Monograph Wealth Advisors, LLC", "name_as_filed": "MONOGRAPH WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/monograph-wealth-advisors-llc-manhattan-beach-ca-173949", "city": "Manhattan Beach", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 338933, "name": "Ocean Path Advisors, LLC", "name_as_filed": "OCEAN PATH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ocean-path-advisors-llc-manhattan-beach-ca-338933", "city": "Manhattan Beach", "state": "CA", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311351, "name": "Pacific Avenue Capital Partners Management Company LLC", "name_as_filed": "PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/pacific-avenue-capital-partners-management-company-llc-manhattan-beach-ca-311351", "city": "Manhattan Beach", "state": "CA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 288446, "name": "Pier Asset Management LLC", "name_as_filed": "PIER ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pier-asset-management-llc-manhattan-beach-ca-288446", "city": "Manhattan Beach", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338563, "name": "Pointone Family Office", "name_as_filed": "POINTONE FAMILY OFFICE", "url": "https://advisorcensus.com/firm/pointone-family-office-manhattan-beach-ca-338563", "city": "Manhattan Beach", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318626, "name": "Second 50 Financial", "name_as_filed": "SECOND 50 FINANCIAL", "url": "https://advisorcensus.com/firm/second-50-financial-manhattan-beach-ca-318626", "city": "Manhattan Beach", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150760, "name": "Sila Value Advisors, LLC", "name_as_filed": "SILA VALUE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sila-value-advisors-llc-manhattan-beach-ca-150760", "city": "Manhattan Beach", "state": "CA", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166194, "name": "Trilinc Advisors, LLC", "name_as_filed": "TRILINC ADVISORS, LLC", "url": "https://advisorcensus.com/firm/trilinc-advisors-llc-manhattan-beach-ca-166194", "city": "Manhattan Beach", "state": "CA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 285161, "name": "Trilinc Global Advisors, LLC", "name_as_filed": "TRILINC GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/trilinc-global-advisors-llc-manhattan-beach-ca-285161", "city": "Manhattan Beach", "state": "CA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158300, "name": "Tusker Capital, LLC", "name_as_filed": "TUSKER CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tusker-capital-llc-manhattan-beach-ca-158300", "city": "Manhattan Beach", "state": "CA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331838, "name": "Vita Wealth Advisors, LLC", "name_as_filed": "VITA WEALTH ADVISORS, LLC", "url": 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