Financial advisors · California
Fee-only financial advisors in El Segundo, CA
18 fee-only investment advisers have offices in El Segundo, California, according to their Form ADV filings with the SEC and state regulators. 10 offer hourly or flat-fee arrangements, 8 charge only a percentage of the assets they manage, and 10 provide financial planning. 13 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. None reports disciplinary history.
Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.
Regatta Capital Group, LLC
880 Apollo ST. Suite 129, El Segundo, CA 90245 · (310) 725-9102
- Assets managed
- $1.6B
- Individual clients
- 1,088
- Advisory staff
- 14
- Registered with
- SEC
Profile · Website · SEC record
Validus Capital LLC
2221 Rosecrans Avenue Suite 150, El Segundo, CA 90245 · (424) 499-1360
- Assets managed
- $2.5B
- Individual clients
- 176
- Advisory staff
- 8
- Registered with
- SEC
Profile · Website · SEC record
Greenshields Capital LLC
840 Apollo ST. Suite 314, El Segundo, CA 90245 · (310) 775-2136
- Assets managed
- $192M
- Individual clients
- 135
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Sharper & Granite LLC
400 Continental Plaza Suite 600, El Segundo, CA 90245 · (310) 426-2909
- Assets managed
- $366M
- Individual clients
- 124
- Advisory staff
- 4
- Registered with
- SEC
Profile · Website · SEC record
Rylander Richter
360 N Pacific Coast Highway Suite 2000, El Segundo, CA 90245 · (310) 573-4360
- Assets managed
- $102M
- Individual clients
- 95
- Advisory staff
- 2
- Registered with
- CA, HI
Profile · Website · SEC record
Goldberg Financial Advisors, LLC
222 Pacific Coast Highway 10th Floor, El Segundo, CA 90245 · (310) 995-3396
- Assets managed
- $120M
- Individual clients
- 57
- Advisory staff
- 1
- Registered with
- SEC
Profile · Website · SEC record
Keefer Pension Consulting, Inc.
400 Continental Boulevard 6th Floor, El Segundo, CA 90245 · (310) 862-8439
- Assets managed
- $197M
- Individual clients
- 37
- Advisory staff
- 1
- Registered with
- CA
Modern Assets, LLC
El Segundo, CA (office address not published) · (424) 278-0732
- Assets managed
- $7.6M
- Individual clients
- 25
- Advisory staff
- 1
- Registered with
- CA
Profile · Website · SEC record
Casita Financial Planning
840 Apollo ST # 100, El Segundo, CA 90245 · (310) 564-6461
- Assets managed
- Not reported
- Individual clients
- 21
- Advisory staff
- 1
- Registered with
- CA
Profile · Website · SEC record
X and Y Advisors, Inc.
840 Apollo Street, Suite 100, El Segundo, CA 90245 · (323) 942-9881
- Assets managed
- $19M
- Individual clients
- 17
- Advisory staff
- 1
- Registered with
- CA
Profile · Website · SEC record
Granite Investment Partners, LLC
2321 Rosecrans Avenue Suite 4200, El Segundo, CA 90245 · (310) 933-4292
- Assets managed
- $1.8B
- Individual clients
- 462
- Advisory staff
- 14
- Registered with
- SEC
Profile · Website · SEC record
Ducenta Squared Asset Management
2240 E. Maple Ave, El Segundo, CA 90245 · (213) 687-9170
- Assets managed
- $3.3B
- Individual clients
- 424
- Advisory staff
- 6
- Registered with
- SEC
Profile · Website · SEC record
Astravia Family Wealth Office LLC
840 Apollo ST, Suite 321, El Segundo, CA 90245 · (310) 275-5059
- Assets managed
- $609M
- Individual clients
- 171
- Advisory staff
- 4
- Registered with
- SEC
Profile · Website · SEC record
Insight Investment Counsel
330 Illinois Street, El Segundo, CA 90245 · (310) 426-6322
- Assets managed
- $246M
- Individual clients
- 92
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Curated Wealth Partners, LLC
2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245 · (310) 356-0830
- Assets managed
- $1.8B
- Individual clients
- 68
- Advisory staff
- 5
- Registered with
- SEC
Profile · Website · SEC record
Palisades Investment Partners, LLC
2321 Rosecrans Avenue Suite 1260, El Segundo, CA 90245 · (310) 656-6300
- Assets managed
- $271M
- Individual clients
- 54
- Advisory staff
- 1
- Registered with
- SEC
Profile · Website · SEC record
Dalton Investments, Inc.
360 N. Pacific Coast Highway Suite 1060, El Segundo, CA 90245 · (424) 231-9100
- Assets managed
- $5.7B
- Individual clients
- 2
- Advisory staff
- 17
- Registered with
- SEC
Profile · Website · SEC record
First Pacific Advisors, LP
2101 East El Segundo Blvd. Suite 301, El Segundo, CA 90245 · (800) 982-4372
- Assets managed
- $32.0B
- Individual clients
- 1
- Advisory staff
- 21
- Registered with
- SEC
Profile · Website · SEC record
Not sure which El Segundo firm fits?
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Fee-only advisers near El Segundo
Another 168 fee-only firms have offices within 30 miles.
- Manhattan Beach 16 firms · 2 mi
- Hermosa Beach 6 firms · 4 mi
- Marina Del Rey 6 firms · 5 mi
- Culver City 1 firm · 6 mi
- Torrance 15 firms · 6 mi
- Redondo Beach 4 firms · 6 mi
- Venice 1 firm · 6 mi
- Santa Monica 24 firms · 9 mi
- Carson 1 firm · 9 mi
- Century City 1 firm · 10 mi
- Los Angeles 91 firms · 10 mi
- Palos Verdes Estates 2 firms · 10 mi
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.
Frequently asked questions
What does fee-only mean?
A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.
How much does a fee-only financial adviser cost in El Segundo?
Form ADV records how firms charge, not what they charge. Of the 18 firms listed here, 10 offer hourly or flat fees and 17 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.
How were these El Segundo advisers selected?
Every registered investment adviser with an office in El Segundo that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.
Are these advisers fiduciaries?
Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.