# Financial advisors in Manhattan Beach, CA

> 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.

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

## At a glance

- Investment advisory firms: 33
- Registration: SEC-registered investment adviser: 16, State-registered investment adviser: 8, Exempt reporting adviser: 9
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 8 (33%); Percentage of assets 24 (100%); Hourly charges 7 (29%); Fixed fees 9 (38%); Performance-based fees 7 (29%); Other 2 (8%); No compensation arrangements reported 9
- Regulatory assets under management (Item 5.F): Under $25 million 5 (15%); $25 million to $100 million 4 (12%); $100 million to $500 million 8 (24%); $500 million to $1 billion 2 (6%); $1 billion to $5 billion 4 (12%); Over $5 billion 1 (3%); Not reported 9 (27%)
- Years registered: Under 5 years 16 (48%); 5 to 9 years 3 (9%); 10 to 19 years 10 (30%); 20 years or more 4 (12%)

## Firms (page 1 of 1, 1 to 33 of 33, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Acies Investments Management, LLC](https://advisorcensus.com/firm/acies-investments-management-llc-manhattan-beach-ca-330157) ([md](https://advisorcensus.com/firm/acies-investments-management-llc-manhattan-beach-ca-330157.md)) | 330157 | Manhattan Beach, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [B Capital](https://advisorcensus.com/firm/b-capital-manhattan-beach-ca-287986) ([md](https://advisorcensus.com/firm/b-capital-manhattan-beach-ca-287986.md)) | 287986 | Manhattan Beach, CA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Back Beach Partners, LLC](https://advisorcensus.com/firm/back-beach-partners-llc-manhattan-beach-ca-332161) ([md](https://advisorcensus.com/firm/back-beach-partners-llc-manhattan-beach-ca-332161.md)) | 332161 | Manhattan Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Breakwall Equity](https://advisorcensus.com/firm/breakwall-equity-manhattan-beach-ca-338231) ([md](https://advisorcensus.com/firm/breakwall-equity-manhattan-beach-ca-338231.md)) | 338231 | Manhattan Beach, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Cambria Investment Management, L.P.](https://advisorcensus.com/firm/cambria-investment-management-l-p-manhattan-beach-ca-141600) ([md](https://advisorcensus.com/firm/cambria-investment-management-l-p-manhattan-beach-ca-141600.md)) | 141600 | Manhattan Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets |
| [Current Equity Partners, LLC](https://advisorcensus.com/firm/current-equity-partners-llc-manhattan-beach-ca-337402) ([md](https://advisorcensus.com/firm/current-equity-partners-llc-manhattan-beach-ca-337402.md)) | 337402 | Manhattan Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Envisage Partners, LLC](https://advisorcensus.com/firm/envisage-partners-llc-manhattan-beach-ca-324841) ([md](https://advisorcensus.com/firm/envisage-partners-llc-manhattan-beach-ca-324841.md)) | 324841 | Manhattan Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Excelsus Capital Management](https://advisorcensus.com/firm/excelsus-capital-management-manhattan-beach-ca-130886) ([md](https://advisorcensus.com/firm/excelsus-capital-management-manhattan-beach-ca-130886.md)) | 130886 | Manhattan Beach, CA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Family Financial](https://advisorcensus.com/firm/family-financial-manhattan-beach-ca-316723) ([md](https://advisorcensus.com/firm/family-financial-manhattan-beach-ca-316723.md)) | 316723 | Manhattan Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Five Arrows Managers North America LLC](https://advisorcensus.com/firm/five-arrows-managers-north-america-llc-manhattan-beach-ca-136191) ([md](https://advisorcensus.com/firm/five-arrows-managers-north-america-llc-manhattan-beach-ca-136191.md)) | 136191 | Manhattan Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Performance fee |
| [Harris & Associates](https://advisorcensus.com/firm/harris-and-associates-manhattan-beach-ca-134066) ([md](https://advisorcensus.com/firm/harris-and-associates-manhattan-beach-ca-134066.md)) | 134066 | Manhattan Beach, CA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly, Fixed fee |
| [Holt Investment Advisors](https://advisorcensus.com/firm/holt-investment-advisors-manhattan-beach-ca-135659) ([md](https://advisorcensus.com/firm/holt-investment-advisors-manhattan-beach-ca-135659.md)) | 135659 | Manhattan Beach, CA | State-registered investment adviser | Under $25 million | 32 | % of assets, Performance fee |
| [Jeppson Wealth Management, LLC](https://advisorcensus.com/firm/jeppson-wealth-management-llc-manhattan-beach-ca-305552) ([md](https://advisorcensus.com/firm/jeppson-wealth-management-llc-manhattan-beach-ca-305552.md)) | 305552 | Manhattan Beach, CA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee |
| [K1 Investment Management LLC](https://advisorcensus.com/firm/k1-investment-management-llc-manhattan-beach-ca-161953) ([md](https://advisorcensus.com/firm/k1-investment-management-llc-manhattan-beach-ca-161953.md)) | 161953 | Manhattan Beach, CA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Performance fee |
| [Kerwin Capital LLC](https://advisorcensus.com/firm/kerwin-capital-llc-manhattan-beach-ca-341802) ([md](https://advisorcensus.com/firm/kerwin-capital-llc-manhattan-beach-ca-341802.md)) | 341802 | Manhattan Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Kilimanjaro Capital, LLC](https://advisorcensus.com/firm/kilimanjaro-capital-llc-manhattan-beach-ca-152262) ([md](https://advisorcensus.com/firm/kilimanjaro-capital-llc-manhattan-beach-ca-152262.md)) | 152262 | Manhattan Beach, CA | State-registered investment adviser | Under $25 million | 16 | % of assets |
| [Kubence](https://advisorcensus.com/firm/kubence-manhattan-beach-ca-336461) ([md](https://advisorcensus.com/firm/kubence-manhattan-beach-ca-336461.md)) | 336461 | Manhattan Beach, CA | SEC-registered investment adviser | Under $25 million | 1 | % of assets |
| [Madrid Retirement Advisors](https://advisorcensus.com/firm/madrid-retirement-advisors-manhattan-beach-ca-172464) ([md](https://advisorcensus.com/firm/madrid-retirement-advisors-manhattan-beach-ca-172464.md)) | 172464 | Manhattan Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Mogul Wealth Management, Inc.](https://advisorcensus.com/firm/mogul-wealth-management-inc-manhattan-beach-ca-144711) ([md](https://advisorcensus.com/firm/mogul-wealth-management-inc-manhattan-beach-ca-144711.md)) | 144711 | Manhattan Beach, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Monograph Wealth Advisors, LLC](https://advisorcensus.com/firm/monograph-wealth-advisors-llc-manhattan-beach-ca-173949) ([md](https://advisorcensus.com/firm/monograph-wealth-advisors-llc-manhattan-beach-ca-173949.md)) | 173949 | Manhattan Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee, Other |
| [Ocean Path Advisors, LLC](https://advisorcensus.com/firm/ocean-path-advisors-llc-manhattan-beach-ca-338933) ([md](https://advisorcensus.com/firm/ocean-path-advisors-llc-manhattan-beach-ca-338933.md)) | 338933 | Manhattan Beach, CA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets |
| [Pacific Avenue Capital Partners Management Company LLC](https://advisorcensus.com/firm/pacific-avenue-capital-partners-management-company-llc-manhattan-beach-ca-311351) ([md](https://advisorcensus.com/firm/pacific-avenue-capital-partners-management-company-llc-manhattan-beach-ca-311351.md)) | 311351 | Manhattan Beach, CA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee, Other |
| [Pier Asset Management LLC](https://advisorcensus.com/firm/pier-asset-management-llc-manhattan-beach-ca-288446) ([md](https://advisorcensus.com/firm/pier-asset-management-llc-manhattan-beach-ca-288446.md)) | 288446 | Manhattan Beach, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Pointone Family Office](https://advisorcensus.com/firm/pointone-family-office-manhattan-beach-ca-338563) ([md](https://advisorcensus.com/firm/pointone-family-office-manhattan-beach-ca-338563.md)) | 338563 | Manhattan Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Second 50 Financial](https://advisorcensus.com/firm/second-50-financial-manhattan-beach-ca-318626) ([md](https://advisorcensus.com/firm/second-50-financial-manhattan-beach-ca-318626.md)) | 318626 | Manhattan Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Sila Value Advisors, LLC](https://advisorcensus.com/firm/sila-value-advisors-llc-manhattan-beach-ca-150760) ([md](https://advisorcensus.com/firm/sila-value-advisors-llc-manhattan-beach-ca-150760.md)) | 150760 | Manhattan Beach, CA | State-registered investment adviser | Under $25 million | 16 | % of assets |
| [Trilinc Advisors, LLC](https://advisorcensus.com/firm/trilinc-advisors-llc-manhattan-beach-ca-166194) ([md](https://advisorcensus.com/firm/trilinc-advisors-llc-manhattan-beach-ca-166194.md)) | 166194 | Manhattan Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Performance fee |
| [Trilinc Global Advisors, LLC](https://advisorcensus.com/firm/trilinc-global-advisors-llc-manhattan-beach-ca-285161) ([md](https://advisorcensus.com/firm/trilinc-global-advisors-llc-manhattan-beach-ca-285161.md)) | 285161 | Manhattan Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Performance fee |
| [Tusker Capital, LLC](https://advisorcensus.com/firm/tusker-capital-llc-manhattan-beach-ca-158300) ([md](https://advisorcensus.com/firm/tusker-capital-llc-manhattan-beach-ca-158300.md)) | 158300 | Manhattan Beach, CA | State-registered investment adviser | Under $25 million | 13 | % of assets, Performance fee |
| [Vita Wealth Advisors, LLC](https://advisorcensus.com/firm/vita-wealth-advisors-llc-manhattan-beach-ca-331838) ([md](https://advisorcensus.com/firm/vita-wealth-advisors-llc-manhattan-beach-ca-331838.md)) | 331838 | Manhattan Beach, CA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Wallender, Timothy Joseph](https://advisorcensus.com/firm/wallender-timothy-joseph-manhattan-beach-ca-138301) ([md](https://advisorcensus.com/firm/wallender-timothy-joseph-manhattan-beach-ca-138301.md)) | 138301 | Manhattan Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Womack Wealth Management, Inc.](https://advisorcensus.com/firm/womack-wealth-management-inc-manhattan-beach-ca-146126) ([md](https://advisorcensus.com/firm/womack-wealth-management-inc-manhattan-beach-ca-146126.md)) | 146126 | Manhattan Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Zenani Capital, LLC](https://advisorcensus.com/firm/zenani-capital-llc-manhattan-beach-ca-333564) ([md](https://advisorcensus.com/firm/zenani-capital-llc-manhattan-beach-ca-333564.md)) | 333564 | Manhattan Beach, CA | Exempt reporting adviser | Not reported | 0 | Not reported |

## Questions people ask

**How many financial advisory firms are there in Manhattan Beach, CA?**
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.

**How many fee-only financial advisors are in Manhattan Beach, CA?**
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.

**How many financial advisors in Manhattan Beach, CA offer financial planning?**
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.

**Are the financial advisors in Manhattan Beach, 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 8 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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Cite as: AdvisorCensus. Financial advisors in Manhattan Beach, CA: 33 firms from Form ADV filings as of October 2026.