Adviser Record

Investment advisers in Torrance, CA

10 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CA

FirmAssetsEmployeesDisclosures
Ep Wealth Advisors$45.15 billion6180
Banyan Tree Asset Management, LLC$1.03 billion50
Albitz/miloe and Associates, Inc.$820.6 million50
O'brien Investment Management, LLC$254.3 million30
Tortuga Wealth Management$222.9 million40
Advanced Portfolio Strategies$217.4 million60
Taylor Wealth Management, LLC$170.5 million10
Alessandra Capital Management, LLC$153.5 million30
South Bay Financial Partners$114.8 million50
Mq Private Wealth$010