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Top RIA Firms in Manhattan Beach, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Manhattan Beach, California. This hub covers 15 matching firms with $39.8B in total reported AUM and median AUM of $341.6M.
Firms
15
Matching current profiles
Total AUM
$39.8B
Reported regulatory AUM
Median AUM
$341.6M
Across firms with AUM
Largest firm
$23.6B
K1 Investment Management LLC
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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. K1 Investment Management LLC CRD 161953 · Limited Liability Company | MANHATTAN BEACH, CA | $23.6B Mar 2026 | +$8.6B+57.5% | +$10.4B+79.0% | +$19.3B+442.2% | +$22.8B+2827.9% | +4 employees+5.6% over 3Y | +19 accounts+271.4% over 3Y |
| 2. Cambria Investment Management, L.p. CRD 141600 · Limited Partnership | MANHATTAN BEACH, CA | $3.6B Mar 2026 | +$1.4B+60.6% | +$1.7B+91.8% | +$2.9B+401.5% | +$3.4B+1842.3% | +5 employees+45.5% over 3Y | -113 accounts-35.8% over 3Y |
| 3. Five Arrows Managers North America LLC CRD 136191 · Limited Liability Company | MANHATTAN BEACH, CA | $3.4B Mar 2026 | +$129.0M+4.0% | +$712.3M+26.8% | +$1.2B+58.4% | +$2.2B+190.0% | +2 employees+14.3% over 3Y | +1 accounts+10.0% over 3Y |
| 4. Monograph Wealth Advisors, LLC CRD 173949 · Limited Liability Company | MANHATTAN BEACH, CA | $3.2B Mar 2026 | +$1.0B+45.8% | +$1.3B+64.5% | +$1.7B+108.2% | +$3.1B+3097.0% | +9 employees+81.8% over 3Y | +278 accounts+32.8% over 3Y |
| 5. Pacific Avenue Capital Partners Management Company LLC CRD 311351 · Limited Liability Company | MANHATTAN BEACH, CA | $3.0B May 2026 | +$1.6B+118.8% | +$2.6B+609.0% | — | +$3.0B+19754.5% | +26 employees+162.5% over 3Y | +13 accounts+185.7% over 3Y |
| 6. Jeppson Wealth Management, LLC CRD 305552 · Limited Liability Company | MANHATTAN BEACH, CA | $763.2M Mar 2026 | +$60.2M+8.6% | +$192.0M+33.6% | +$397.3M+108.6% | — | +2 employees+40.0% over 3Y | +106 accounts+11.9% over 3Y |
| 7. Womack Wealth Management, INC. CRD 146126 · Corporation | MANHATTAN BEACH, CA | $406.9M Mar 2026 | +$77.1M+23.4% | +$101.0M+33.0% | +$224.9M+123.6% | +$293.7M+259.3% | 0 employees+0.0% over 3Y | +82 accounts+15.8% over 3Y |
| 8. Second 50 Financial CRD 318626 · Limited Liability Company | MANHATTAN BEACH, CA | $341.6M Apr 2026 | +$70.1M+25.8% | +$146.9M+75.5% | — | — | +1 employees+25.0% over 3Y | +125 accounts+33.5% over 3Y |
| 9. Pointone Family Office CRD 338563 · Limited Liability Company | MANHATTAN BEACH, CA | $327.1M Apr 2026 | — | — | — | — | -1 employees-20.0% over Total | — |
| 10. Trilinc Advisors, LLC CRD 166194 · Limited Liability Company | MANHATTAN BEACH, CA | $282.8M Apr 2026 | -$2.8M-1.0% | -$36.8M-11.5% | -$87.3M-23.6% | +$279.8M+9428.9% | -25 employees-56.8% over 3Y | 0 accounts+0.0% over 3Y |
| 11. Family Financial CRD 316723 · Limited Liability Company | MANHATTAN BEACH, CA | $280.3M Mar 2026 | +$47.5M+20.4% | +$152.8M+119.8% | — | — | +1 employees+33.3% over 3Y | +220 accounts+90.2% over 3Y |
| 12. Madrid Retirement Advisors CRD 172464 · Corporation | MANHATTAN BEACH, CA | $184.2M Feb 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 13. Trilinc Global Advisors, LLC CRD 285161 · Limited Liability Company | MANHATTAN BEACH, CA | $181.7M Apr 2026 | -$25.9M-12.5% | -$43.3M-19.2% | -$24.1M-11.7% | +$129.1M+245.5% | -25 employees-56.8% over 3Y | -1 accounts-11.1% over 3Y |
| 14. Epic Funds CRD 311425 · Limited Liability Company | MANHATTAN BEACH, CA | $166.5M Mar 2026 | +$20.5M+14.0% | +$43.0M+34.8% | — | +$48.7M+41.4% | +2 employees+66.7% over 3Y | +5 accounts+125.0% over 3Y |
| 15. Wallender, Timothy Joseph CRD 138301 · Sole Proprietorship | MANHATTAN BEACH, CA | $137.3M Apr 2026 | +$22.4M+19.5% | — | — | +$22.4M+19.5% | 0 employees+0.0% over 1Y | -38 accounts-12.9% over 1Y |
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.