Finding the Top Financial Advisors in El Segundo, California
If you’re trying to find a financial advisor, you may have to do some extensive research into SEC-filed documents and financial papers. But don’t worry: SmartAsset did the work for you by finding the top financial advisor firms in El Segundo, California. We covered all the essentials, such as account minimums, fee schedules, services, certifications and more. SmartAsset also offers a free financial advisor matching tool, which can connect you with as many as three advisors who serve your area.
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| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 |
Monograph Wealth Advisors, LLC
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$1,974,847,992 | No set account minimum |
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Minimum AssetsNo set account minimumFinancial Services
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| 2 |
Regatta Capital Group, LLC
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$906,869,912 | $100,000 |
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Minimum Assets$100,000Financial Services
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| 3 |
Kaye Capital Management
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$538,623,547 | $120,000 |
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Minimum Assets$120,000Financial Services
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| 4 |
Sharper & Granite, LLC
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$229,769,653 | $250,000 |
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Minimum Assets$250,000Financial Services
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| 5 |
Running Point Capital Advisors, LLC
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$376,212,039 | $3,000,000 |
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Minimum Assets$3,000,000Financial Services
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| 6 |
Urban Wealth Management Group, LLC
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$181,449,735 | No set account minimum |
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Minimum AssetsNo set account minimumFinancial Services
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What We Use in Our Methodology
To find the top financial advisors in El Segundo, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Monograph Wealth Advisors
Monograph Wealth Advisors, LLC is a financial advisory firm that specializes in family wealth management. The firm provides services to non-high-net-worth individuals, high-net-worth individuals and charities.
With no investment-size minimum, the firm functions on a fee-only basis. So it earns its fees directly from clients for the services it provides. It does not receive commissions or other forms of compensation from third parties for selling their products.
Monograph Wealth Advisors Background
Jeffery Coyle founded the firm in 2015. He, along with Joseph Chrisman and Sean Shannon - all advisors - own the practice.
The firm provides a variety of wealth planning services and can guide you on an array of topics, including estate planning and retirement planning.
Monograph Wealth Advisors Investment Strategy
Monograph Wealth aims to build a diversified investment portfolio by taking into account the personal factors of the client including risk appetite, financial health and investing goals. The firm may invest your assets in mutual funds and exchange-traded funds (ETFs) as well as other securities in order to mitigate risk.
Its securities selection process is based on fundamental analysis of market conditions and trends, among other things.
Regatta Capital Group
Regatta Capital Group, LLC is the following firm on our list of El Segundo, California's top financial advisory firms. This firm works with a variety of clients, the majority of which are non-high-net-worth individuals. Other clients include individuals with a high net worth, pensions, profit sharing plans, charities and businesses. You'll need at least $100,000 to open and maintain an account with Regatta Capital group.
This firm is fee-only, meaning that no advisors receive third-party commissions. Instead, the firmonly collects advisory fees directly from clients.
Regatta Capital Group Background
Regatta Capital Group was founded in November of 2007 and has been registered with the SEC ever since. The firm is co-owned by Russell Mohberg, co-founder, partner and chief compliance officer and Spencer Kelly, co-founder and partner.
Regatta provides its client with investment management services and financial planning and consulting services. It also provides financial coaching services. Most of the firm's assets are managed on a discretionary basis.
Regatta Capital Group Investment Strategy
Regatta Capital Group functions similarly to many other financial advisory firms, in that it tailors its investment strategies to the partiuclar financial profile of each client. Advisors meet with clients to develop an investment policy statement by discussing each client's tolerance for risk, time horizon and other important factors such as their needs and objectives.
From here, advisors develop an asset allocation strategy and begin to build a client's portfolio according to the developed investment statement. Using fundamental analysis and by pursuing a long-term time horizon, the firm constantly rebalances portfolios to make sure that client needs continue to be met.
Kaye Capital Management
Kaye Capital Management (KCM) is the next firm on our list. Its small team works with high-net-worth individuals, non-high-net-worth individuals, business entities, trusts, estates, charitable organizations and retirement plans.
The firm, which mostly serves clients who are not high net worth, has a minimum annual fee of $1,800 and a minimum asset level of $120,000 for investment advisory services, though at its sole discretion it can waive or reduce.
The boutique firm utilizes the services of several certified financial planners (CFPs). The firm may collect fees based on the market value of your portfolio or a fixed fee for particular financial planning services. Advisors may also earn commissions for recommending certain insurance products from affiliated companies, making the firm fee-based. Despite this, the firm abides by fiduciary duty.
Kaye Capital Management Background
Kaye Capital Management emerged in 1993 and registered as an investment advisor in 2003. Kenneth J. Watten and David W. Hilton own the firm. Both serve on the advisory team.
KCM offers financial planning, investment management, institutional retirement plan services and institutional consulting. It also takes retirement plan benchmarking study requests. Its advisors can assist you with several areas of your financial life including cash flow management, retirement planning, education funding and estate planning.
Kaye Capital Management Investment Strategy
Kaye Capital Management generally allocates client assets among exchange-traded funds (ETFs) and mutual funds it deems appropriate based on the client’s risk tolerance, investing goals and other factors. It may also utilize individual securities. In determining its securities selection, the firm utilizes market research, data on economic sector conditions and other factors.
Sharper & Granite
Sharper & Granite, LLC is the next firm on our El Segundo list. It extends its services to non-high-net-worth individuals, high-net-worth individuals, trusts and pension and profit-sharing plans. Most of its clients are non-high-net-worth individuals, according to SEC data. The firm generally requires a minimum account balance of $250,000 to start a relationship.
The fee-only firm offers financial consulting and asset management services. Depending on your needs, the firm may advise on a number of financial topics. These include estate planning, trust management, retirement savings, risk management and more.
Sharper & Granite Background
Sharper & Granite first opened its doors in 2003. Chris Casanega leads the firm, following almost 20 years in the financial services industry. He spent the majority of those years managing portfolios at Sharper & Granite. Casanega wholly owns the firm and serves as its chief compliance officer (CCO).
Sharper & Granite Investment Strategy
Sharper & Granite doesn’t limit its scope when it comes to selecting investment securities for client portfolios. It devises asset allocations based on individual factors such as risk appetite and time horizon.
However, it generally prefers low-cost, index-based exchange-traded funds (ETFs) and no-load index mutual funds, which make up the majority of most client accounts. The firm may also consider alternative investments if deemed appropriate.
The firm’s investment philosophy is driven by Modern Portfolio Theory, which states that diversification can be utilized to capture strong returns and mitigate risk.
Running Point Capital Advisors
Running Point Capital Advisors, LLC comes in next on our list of the top financial advisory firms in El Segundo, California. With a $3 million minimum account size requirement, this firm is aimed at high-net-worth clients, as these clients make up the vast majority of the firm's total client base. Other clients include individuals without a high net worth, pensions, profit-sharing plans and businesses.
Running Point is a fee-based firm. Some advisors can earn commissions from selling insurance products to clients. This clear potential conflict of interest is mitigated by the fact that the firm is a fiduciary and is legally obligated to act in the best interests of clients at all times.
The team at Running Point includes three certified financial planners (CFPs) and two certified public accountants (CPAs).
Running Point Capital Advisors Background
Founded in 2019, Running Point Capital Advisors is one of the youngest firms on our El Segundo list. The firm is principally owned by James Schlager, founder and managin partner.
When it comes to advisory services, Running Point provides clients with with investment portfolio management and financial planning. Clients can receive either one of these services or both together. All the firm's assets are managed on a discretionary basis.
Running Point Capital Advisors Investment Strategy
Running Point's investment strategies are crafted based upon the financial needs and objectives of each individual client. Advisors work with clients at the beginning of any new relationship to determine their financial objectives, risk tolerance and other relevant information. They also look to follow up to make sure that certain goals haven't changed.
The firm's investment recommendations may include an incredibly wide range of investments, including mutual funds, exchange-traded funds (ETFs), equities, hedge funds, government bonds, options and even alternative investments.
Urban Wealth Management Group
Urban Wealth Management Group, LLC (UWMG) offers portfolio management and wealth management services to a wide range of clients that includes high-net-worth individuals, non-high-net-worth individuals and other business entities.
The firm does not require a minimum account size for portfolio management services. It collects fees as a percentage of the market value of your portfolio or on a case-by-case basis depending on the financial planning services you need. Advisors at the firm, however, may earn commissions from third-parties for selling or trading insurance products or securities, respectively. The firm is still a fiduciary, though.
If you work with UWM, you’ll have access to several certified financial planners (CFPs)
Urban Wealth Management Group Background
UWMG was founded in 2012 and became a registered investment advisor in 2017. René Nourse is the principal owner and managing director. .
Urban Wealth Management Group Investment Strategy
UWMG may utilize both passive and active investing strategies when managing portfolios for its clients. It creates asset allocations based on personal factors like your risk tolerance and investing goals. To construct portfolios, the firm primarily utilizes stocks, bonds, exchange-traded funds (ETFs) and mutual funds. It can also advise on socially responsible investing and impact.
