Finding The Top Financial Advisor Firms in Torrance, California
If you’re looking for the top financial advisor firms in Torrance, California, you came to the right place. We collected a number of fundamentals such as assets under management (AUM), fee basis and investment strategy. Then we put all the info together, here, for convenient comparing and contrasting. Start your search with this list of the top financial advisor firms in Torrance, California. Then use SmartAsset’s free financial advisor matching tool to connect with advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||EP Wealth Advisors Find an Advisor||$17,057,000,000||$500,000|| || |
|2||Taylor Wealth Management, LLC Find an Advisor||$128,772,708||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||South Bay Financial Partners Find an Advisor||$142,012,947||No set account minimum|| || |
Minimum AssetsNo set account minimum
What We Use in Our Methodology
To find the top financial advisors in Torrance, 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:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- 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.
EP Wealth Advisors
At the top of our list, EP Wealth Advisors has a main office in Torrance and offices in Northern California’s Bay Area, Southern California’s Orange County, San Diego, Valencia and West Los Angeles - plus Seattle, Denver, Phoenix, Chicago, Dallas and more.
The staff here holds a number of advisory certifications. These include certified financial planner (CFP), chartered financial consultant (ChFC), chartered life underwriter (CLU), enrolled agent (EA), certified divorce financial analyst (CDFA) and more.
These professionals primarily serve individuals including non-high-net-worth and high-net-worth ones. To work with this fee-only firm, you’d generally need a minimum investment of $500,000, though it may be willing to waive this requirement.
EP Wealth Advisors Background
EP Wealth Advisors formed in 2004, following a merger between Enright Financial Consultants and Premier Financial Management. EPWA Holding Company, LLC is the firm’s principal owner.
Today, the firm provides portfolio management services and financial consulting. The firm’s advisors can devise financial plans that address different aspects of your financial life including cash flow analysis, wealth management, estate planning, risk assessment, tax planning, insurance planning and more. In some instances, the firm may recommend the use of external advisors or professionals such as certified public accountants (CPAs).
EP Wealth Advisors Investment Strategy
EP Wealth Advisors generally doesn’t limit itself to certain securities or investment strategies. Its advisors aim to design diversified portfolios that are suitable to the client’s investment goals and risk appetite. Once the firm has designed an asset allocation appropriate for a client, it uses fundamental and technical analysis to pick securities to construct the portfolio. Both methods of analysis involve studying past and present market data, company financials and other factors.
Taylor Wealth Management
Taylor Wealth Management is a fairly small firm that works mostly with high-net-worth individuals. It has no institutional clients, but it also manages the assets of non-high-net-worth individuals. There is no minimum investment requirement necessary to become a client here.
As a fee-only firm, all of Taylor's compensation comes from client-paid fees, avoiding all third-party commissions in the process. The sole financial advisor here is a certified financial planner (CFP) and a certified public accountant (CPA).
Taylor Wealth Management Background
Taylor Wealth Management was founded back in 2005. The firm's sole owner is Douglas Taylor, who is its lone advisor.
Wealth management services are available at this firm. These include a combination of investment management and financial planning offerings.
Taylor Wealth Management Investing Strategy
Taylor Wealth Management bases the planning of client portfolios on the specifics of their personal situation and goals. To do this, your advisor will have a personal discussion with you about your worries and objectives for the future. Some characteristics that will come out of this are your risk tolerance, time horizon, income needs and more.
South Bay Financial Partners
South Bay Financial Partners advisory staff includes one certified financial planner (CFP) and one certification in financial therapy. THe firm serves a client base that’s roughly two-thirds high-net-worth individuals and one-third non-high-net-worth. The fee-only firm also works with charitable organizations.
South Bay Financial Partners doesn’t have an account minimum requirement. But it notes that the typical client has anywhere from $50,000 to $1 million in assets, depending on the type of services.
South Bay Financial Partners Background
Tara Unverzagt founded South Bay Financial Partners in 2013. She has been in the financial services industry for more than 25 years, holding roles in investment and tax planning. She owns the firm with her husband, Robert, who is not involved in managing the practice.
The firm focuses on providing family-focused financial planning and investment advice that includes consultation of younger generations. It also offers tax preparation services.
South Bay Financial Partners Investment Strategy
South Bay Financial Partners believes that "you should buy stocks in companies in which you want to have ownership.” It seeks to buy them low and sell high. With bonds, it expects to hold until maturity. It recommends only publicly traded stocks that have published prices. As a result, its customized investment advice generally involves high-quality stocks, investment-grade bonds and cash. The firm may also consider mutual funds, exchange-traded funds and different types of bonds if the firm determines them appropriate to meet the client’s needs.