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Top RIA Firms in Torrance, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Torrance, California. This hub covers 10 matching firms with $48.7B in total reported AUM and median AUM of $238.6M.

Firms

Matching current profiles

Total AUM

$48.7B

Reported regulatory AUM

Median AUM

$238.6M

Across firms with AUM

Largest firm

$45.1B

Ep Wealth Advisors

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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. Ep Wealth Advisors CRD 111147 · Limited Liability Company	TORRANCE, CA	$45.1B Apr 2026	+$9.6B+26.9%	+$28.1B+164.7%	+$33.9B+302.2%	+$44.0B+3716.1%	+243 employees+64.8% over 3Y	-11,312 accounts-35.3% over 3Y
2. Banyan Tree Asset Management, LLC CRD 168384 · Limited Liability Company	TORRANCE, CA	$1.0B Apr 2026	+$18.8M+1.9%	-$6.1M-0.6%	-$43.5M-4.0%	—	0 employees+0.0% over 3Y	+13 accounts+15.3% over 3Y
3. Albitz/miloe And Associates, INC. CRD 104777 · Corporation	TORRANCE, CA	$820.6M Mar 2026	+$215.1M+35.5%	+$285.9M+53.5%	+$343.1M+71.9%	+$704.8M+608.6%	0 employees+0.0% over 3Y	+222 accounts+18.9% over 3Y
4. Catalina Capital Group, LLC CRD 172556 · Limited Liability Company	TORRANCE, CA	$616.3M Feb 2026	-$13.3M-2.1%	+$296.5M+92.7%	+$438.8M+247.2%	+$490.7M+390.8%	-2 employees-40.0% over 3Y	+135 accounts+30.8% over 3Y
5. O'Brien Investment Management, LLC CRD 284057 · Limited Liability Company	TORRANCE, CA	$254.3M Mar 2026	+$23.0M+10.0%	+$100.2M+65.0%	+$100.4M+65.3%	—	0 employees+0.0% over 3Y	+128 accounts+62.1% over 3Y
6. Tortuga Wealth Management CRD 153737 · Corporation	TORRANCE, CA	$222.9M Feb 2026	+$66.9M+42.9%	+$113.9M+104.5%	+$212.9M+2128.8%	+$212.9M+2128.8%	0 employees+0.0% over 3Y	+162 accounts+36.7% over 3Y
7. Advanced Portfolio Strategies CRD 284697 · Corporation	TORRANCE, CA	$217.4M Mar 2026	+$58.7M+37.0%	—	—	+$99.2M+83.9%	+1 employees+20.0% over 1Y	+99 accounts+26.6% over 1Y
8. Taylor Wealth Management, LLC CRD 132955 · Limited Liability Company	TORRANCE, CA	$170.5M Feb 2026	+$39.5M+30.1%	+$41.8M+32.4%	+$123.8M+265.3%	+$123.8M+265.3%	0 employees+0.0% over 3Y	+39 accounts+20.9% over 3Y
9. Alessandra Capital Management, LLC CRD 123305 · Limited Liability Company	TORRANCE, CA	$153.5M Mar 2026	+$100.9M+191.9%	+$100.9M+191.9%	+$100.9M+191.9%	+$100.9M+191.9%	0 employees+0.0% over Total	+86 accounts+39.8% over 3Y
10. South Bay Financial Partners CRD 175015 · Corporation	TORRANCE, CA	$114.8M Mar 2026	+$3.2M+2.8%	-$27.2M-19.1%	-$41.7M-26.7%	-$6.1M-5.0%	+1 employees+25.0% over 3Y	-24 accounts-14.2% 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.