Adviser Record

Investment advisers in Huntington Beach, CA

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CA

FirmAssetsEmployeesDisclosures
Weaver Consulting Group, LLC$1.05 billion70
Leonid Capital Partners, LLC$363.0 million200
Clay Northam Wealth Management$354.9 million20
Seagull Lane Asset Management LLC$207.9 million40
Stewardship Wealth Management Solutions$153.1 million30