Verified · Long Beach
Trusted Financial Advisors in Long Beach, CA
Trust matters when you're inviting a pro into your home or business. These financial advisors in Long Beach have earned it through hundreds of verified reviews.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Long Beach, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Elesie Retirement Financial Advisors with a 5.0-star rating from 37 Google reviews and an RNM Score of 78/100. Also in the top tier: Edward Jones - Financial Advisor: Sofian Haikal, CFA® and Serenity Wealth Management. The average rating across all listed financial advisors in Long Beach is 4.9 stars from 8 reviews per business on average.
Financial advisors in Long Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Long Beach, CA is home to a variety of financial advisor firms that offer investment management, retirement planning, and other personal finance services. Consumers in the area should research local advisors' qualifications, fee structures, and areas of specialty when selecting a financial professional.
- ✓Investment management and portfolio planning
- ✓Retirement planning and income strategies
- ✓Tax planning and preparation services
Best Overall
Goldman Lancaster, Inc.
Goldman Lancaster, Inc. stands out as the top-ranked firm due to its strong reputation and comprehensive wealth management services in Long Beach.
Most Reviewed
Edward Jones - Financial Advisor: Cassandra Alvarez, CRPS™
Having the most reviews suggests broad client engagement and a track record that many individuals have taken the time to evaluate.
When choosing a financial advisor in Long Beach, consider meeting with at least two firms to compare their communication style and fee structures, and always verify that their services align with your long-term goals.
How to Choose a Financial Advisor in Long Beach
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Long Beach area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interest
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation for my goals and risk tolerance?
- • What are your fees and how are they structured?
Red flags
- ⚠ Pressure to buy specific financial products
- ⚠ Lack of transparency around fees and compensation
- ⚠ Unwillingness to provide references or client testimonials
In California, financial advisors must be registered with the California Department of Financial Protection and Innovation and hold the appropriate licenses, such as a Series 65 or Series 66 license. Be sure to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
8
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Long Beach, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Elesie Retirement Financial Advisors444 W Ocean Blvd Suite 800 Unit A, Long Beach, CA 90802, USA | 5.0★ | 37 |
| #2 | Edward Jones - Financial Advisor: Sofian Haikal, CFA®3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA | 5.0★ | 16 |
| #3 | Serenity Wealth Management444 W Ocean Blvd Suite 1402, Long Beach, CA 90802, USA | 5.0★ | 13 |
| #4 | Randall Wealth Management Group3780 Kilroy Airport Way #200, Long Beach, CA 90806, USA | 5.0★ | 4 |
| #5 | TSG Wealth Management - Long Beach6460 E Pacific Coast Hwy Suite 223, Long Beach, CA 90803, USA | 5.0★ | 1 |
| #6 | Wealth Management Financial Advisors3701 Long Beach Blvd #100, Long Beach, CA 90807, USA | 3.3★ | 11 |
| #7 | Halbert Hargrove111 W Ocean Blvd Suite 2300, Long Beach, CA 90802, USA | 4.5★ | 16 |
| #8 | Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|AAMS®|ADPA®|CRPS™3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA | 4.7★ | 3 |
| #9 | Augustus Wealth3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806, USA | 5.0★ | 3 |
| #10 | Pearl Financial, Inc5199 Pacific Coast Hwy, Long Beach, CA 90804, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Long Beach
3780 Kilroy Airport Way #200, Long Beach, CA 90806, USA
6460 E Pacific Coast Hwy Suite 223, Long Beach, CA 90803, USA
3701 Long Beach Blvd #100, Long Beach, CA 90807, USA
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806, USA
5150 Pacific Coast Hwy Suite 200, Long Beach, CA 90804, USA
202 Argonne Ave suite a, Long Beach, CA 90803, USA
100 W Broadway Suite #3000, Long Beach, CA 90802, USA
100 Oceangate #1200, Long Beach, CA 90802, USA
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, USA
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA
11 Golden Shore Suite 370, Long Beach, CA 90802, USA
301 E Ocean Blvd #1150, Long Beach, CA 90802, USA
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Financial Advisors in Long Beach, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Elesie Retirement Financial Advisors | 78/100 | 5.0 ★ | 37 |
| 2 | Edward Jones - Financial Advisor: Sofian Haikal, CFA® | 74/100 | 5.0 ★ | 16 |
| 3 | Serenity Wealth Management | 73/100 | 5.0 ★ | 13 |
| 4 | Randall Wealth Management Group | 67/100 | 5.0 ★ | 4 |
| 5 | TSG Wealth Management - Long Beach | 62/100 | 5.0 ★ | 1 |
| 6 | Wealth Management Financial Advisors | 43/100 | 3.3 ★ | 11 |
| 7 | Halbert Hargrove | 65/100 | 4.5 ★ | 16 |
| 8 | Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|AAMS®|ADPA®|CRPS™ | 61/100 | 4.7 ★ | 3 |
| 9 | Augustus Wealth | 66/100 | 5.0 ★ | 3 |
| 10 | Pearl Financial, Inc | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Long Beach
What is a fiduciary financial advisor and why does it matter in Long Beach?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Long Beach, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Long Beach?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 9, 2026.
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