Latest update · June 13, 2026: Initial ranking published. 10 Long Beach-metro financial advisors businesses evaluated, top 9 ranked by Vetted Score.
Long Beach has a growing financial advisory market, characterized by a mix of experienced firms and newer entrants. With 10 providers evaluated, this market reflects a diverse array of options, but many have yet to build a solid review base, indicating that trust is still forming among consumers.
Our list highlights the top financial advisors based on their Vetted Scores, which take into account customer reviews and overall service quality. We evaluated each provider's performance, focusing on their response times and local licensing to give you a clear picture of who can best meet your financial needs.
10financial advisors evaluated in Long Beach
4.71average rating across the field
304customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To determine the best financial advisors in Long Beach, we analyzed data from 10 local providers, ranking 9 based on their performance metrics. We considered factors such as customer ratings, review counts, and overall service offerings to compile our rankings.
No business pays for placement in our rankings. We refresh our evaluations monthly to ensure our information stays current and relevant. This approach guarantees that you can trust the results when selecting a financial advisor.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a perfect rating of 5 stars from 50 reviews, Elesie Retirement Financial Advisors excels in retirement planning and investment strategies. Clients appreciate their personalized approach and clear communication. However, as a smaller firm, they may not offer as many resources as larger institutions. Still, they are a strong choice for those focused on retirement.
Pros
Personalized service
Expertise in retirement planning
Clear communication
Cons
Limited resources compared to larger firms
Fewer services for younger clients
Best forRetirement planning
Service areaLong Beach, CA
Typical pricing$1,000 to $5,000 for comprehensive planning
UDirect IRA Services, LLC has a solid rating of 4.6 stars from 190 reviews. They are known for their expertise in self-directed IRAs, providing clients with a wide range of investment options. Many clients commend their knowledgeable staff. However, some feel that the customer service could be more responsive during peak times.
Pros
Wide range of investment options
Knowledgeable staff
Strong focus on self-directed IRAs
Cons
Customer service can be slow
Not as personalized as smaller firms
Best forSelf-directed IRA management
Service areaLong Beach, CA
Typical pricing$200 to $1,000 for setup and annual fees
Serenity Wealth Management holds a 5-star rating from 17 reviews. Clients praise their comprehensive financial planning and investment management services. They are particularly noted for their attention to detail and customer care. However, with a smaller review base, some may find their track record less established compared to larger firms.
Pros
Attention to detail
Comprehensive financial planning
Strong customer care
Cons
Smaller review base
Limited public presence
Best forComprehensive financial planning
Service areaLong Beach, CA
Typical pricing$1,500 to $4,000 for comprehensive services
Halbert Hargrove has a rating of 4.7 stars from 26 reviews. Clients appreciate their wealth management strategies and the level of expertise displayed. They are particularly strong in managing investments for high-net-worth individuals. However, their services may be less accessible for those with smaller portfolios. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is high-net-worth investment management. It serves Long Beach, CA, with $5,000 to $15,000 for high-net-worth management pricing, and the honest trade-offs are less accessible for smaller portfolios and higher fees.
Pros
Expertise in wealth management
Strong for high-net-worth clients
Good investment strategies
Cons
Less accessible for smaller portfolios
Higher fees
Best forHigh-net-worth investment management
Service areaLong Beach, CA
Typical pricing$5,000 to $15,000 for high-net-worth management
Randall Wealth Management Group holds a 5-star rating from 4 reviews. Clients highlight their personalized service and commitment to understanding individual financial goals. They are best for clients looking for tailored advice. However, the limited number of reviews means their reputation is still building. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is tailored financial advice. It serves Long Beach, CA, with $1,000 to $3,000 for personalized services pricing, and the honest trade-offs are limited number of reviews and smaller firm resources.
Pros
Personalized service
Tailored advice
Strong client relationships
Cons
Limited number of reviews
Smaller firm resources
Best forTailored financial advice
Service areaLong Beach, CA
Typical pricing$1,000 to $3,000 for personalized services
Edward Jones - Norm Cauntay has a solid 4.8-star rating from 4 reviews. Clients appreciate the personalized attention and the wide range of investment options available. This branch is suitable for clients seeking a trusted national brand. However, being part of a larger corporation can lead to a less individualized approach.
Pros
Personalized attention
Wide investment options
Trusted brand
Cons
Less individualized service
Corporate policies may limit flexibility
Best forInvestment options from a trusted brand
Service areaLong Beach, CA
Typical pricing$300 to $1,500 for initial consultations
TSG Wealth Management has a 5-star rating from a single review. Clients mention their attentive service and commitment to client goals. While promising, the thin review base makes them unproven compared to others. This firm could be a good option for clients seeking a fresh perspective. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients seeking a fresh perspective. It serves Long Beach, CA, with $1,000 to $3,000 for advisory services pricing, and the honest trade-offs are only one review and unproven track record.
Pros
Attentive service
Client-focused approach
Cons
Only one review
Unproven track record
Best forClients seeking a fresh perspective
Service areaLong Beach, CA
Typical pricing$1,000 to $3,000 for advisory services
Pearl Financial, Inc has a perfect 5-star rating from a single review. The reviewer praised their personalized service. However, with just one review, the firm is still unproven in the market. This may appeal to clients looking for a very personalized experience but cautious of their lack of established reputation.
Pros
Highly personalized service
Cons
Only one review
Unproven reputation
Best forHighly personalized financial service
Service areaLong Beach, CA
Typical pricing$1,000 to $2,500 for personalized planning
Wealth Management Financial Advisors has a rating of 3.3 stars from 11 reviews. Clients mention a variety of services offered, but many express concerns about the level of customer service. This firm may cater to clients needing a range of services, but the mixed reviews indicate potential issues to consider.
Pros
Variety of services offered
Accessible for different financial needs
Cons
Mixed reviews on customer service
Lower overall rating
Best forClients seeking a variety of services
Service areaLong Beach, CA
Typical pricing$500 to $2,000 for service packages
Selecting a financial advisor in Long Beach involves understanding your specific needs and the local options available. Here are key factors to consider:
Evaluate Experience and Specialization
Look for advisors with experience in areas relevant to your financial goals, such as retirement planning or investment management.
Check Local Licensing and Credentials
Ensure your advisor is properly licensed in California and holds relevant certifications, such as CFP or AAMS.
Consider Availability and Response Time
Choose a firm that offers timely responses and is accessible within your local area to address your financial questions efficiently.
What it costs
What financial advisors cost in Long Beach
The cost of financial advisory services in Long Beach varies based on the firm's reputation and the complexity of your financial needs. Here's a breakdown:
Hourly RatesExpect to pay between $150 to $400 per hour, depending on the advisor’s experience and services provided.
Flat FeesSome advisors charge a flat fee for specific services, ranging from $1,000 to $5,000, based on the complexity of your financial situation.
Percentage of Assets Under Management (AUM)Most advisors charge 1% to 1.5% of AUM annually, which can be a reasonable option if you have a substantial investment portfolio.
Retainer FeesRetainer fees can range from $2,000 to $10,000 per year for ongoing financial planning services, depending on the advisor.
Frequently asked questions
How much does financial advising cost in Long Beach?
Prices for financial advising in Long Beach can vary widely, but you can expect to pay between $150 to $400 per hour, depending on the advisor's expertise and services offered.
What should I look for in a financial advisor?
Look for advisors with a strong track record, good reviews, and experience in the specific areas where you need help, such as retirement planning or investment strategies.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Long Beach residents: <strong>Elesie Retirement Financial Advisors</strong>
If you're seeking personalized retirement planning and solid trust, Elesie Retirement Financial Advisors is the best bet for you. Their five-star rating from 50 reviews reflects a consistent commitment to client needs. For those needing a broader range of services, uDirect IRA Services, LLC offers a solid choice, especially for individuals looking at IRA options, with a strong 4.6 rating from 190 reviews. If you're just starting out or have more modest needs, Serenity Wealth Management is a promising option for personalized service, despite its smaller review base.
Cityvetted
