Rialytix insights

Top RIA Firms in Long Beach, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Long Beach, California. This hub covers 8 matching firms with $7.3B in total reported AUM and median AUM of $365.4M.

Firms

Matching current profiles

Total AUM

$7.3B

Reported regulatory AUM

Median AUM

$365.4M

Across firms with AUM

Largest firm

$4.2B

Halbert Hargrove

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Halbert Hargrove CRD 105515 · Limited Liability Company	LONG BEACH, CA	$4.2B Mar 2026	+$687.5M+19.6%	+$1.5B+53.7%	+$1.7B+65.5%	+$2.5B+152.6%	+5 employees+10.6% over 3Y	+692 accounts+16.3% over 3Y
2. Clg LLC CRD 282605 · Limited Liability Company	LONG BEACH, CA	$1.1B Feb 2026	+$323.1M+40.4%	+$658.5M+141.6%	+$832.9M+286.4%	—	+13 employees+59.1% over 3Y	+1,559 accounts+128.6% over 3Y
3. Crux Wealth Advisors CRD 330731 · Limited Liability Company	LONG BEACH, CA	$547.7M May 2026	+$137.4M+33.5%	—	—	+$296.8M+118.3%	-4 employees-22.2% over 1Y	+210 accounts+14.3% over 1Y
4. Wealthspring CRD 322756 · Limited Liability Company	LONG BEACH, CA	$370.2M Feb 2026	+$70.1M+23.4%	+$117.6M+46.5%	—	+$117.6M+46.5%	-1 employees-12.5% over 3Y	-79 accounts-7.9% over 3Y
5. Goldman Lancaster, INC. CRD 136134 · Corporation	LONG BEACH, CA	$360.5M Apr 2026	+$39.4M+12.3%	+$110.0M+43.9%	+$118.6M+49.1%	+$239.2M+197.1%	0 employees+0.0% over 3Y	+367 accounts+95.3% over 3Y
6. Kensington Investment Counsel CRD 108012 · Limited Liability Company	LONG BEACH, CA	$310.2M Mar 2026	+$12.2M+4.1%	+$135.9M+78.0%	+$270.7M+686.0%	+$270.7M+686.0%	+1 employees+33.3% over 3Y	+68 accounts+30.2% over 3Y
7. Lederer & Associates Investment Counsel CRD 110376 · Corporation	LONG BEACH, CA	$244.3M Dec 2025	+$27.5M+12.7%	+$729.7K+0.3%	+$44.3M+22.2%	+$141.9M+138.5%	0 employees+0.0% over 3Y	+56 accounts+69.1% over 3Y
8. The Chartist CRD 105072 · Corporation	LONG BEACH, CA	$169.7M May 2026	-$9.4M-5.3%	-$8.5M-4.8%	-$44.6M-20.8%	-$65.5M-27.8%	-2 employees-50.0% over 3Y	-125 accounts-22.7% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.