Real Reviews · Long Beach
Top-Reviewed Financial Advisors in Long Beach, CA
What are customers actually saying? Read verified reviews for financial advisors in Long Beach — every rating is from a real customer.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Long Beach, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Elesie Retirement Financial Advisors with a 5.0-star rating from 37 Google reviews and an RNM Score of 78/100. Also in the top tier: Edward Jones - Financial Advisor: Sofian Haikal, CFA® and Serenity Wealth Management. The average rating across all listed financial advisors in Long Beach is 4.9 stars from 8 reviews per business on average.
Financial advisors in Long Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Goldman Lancaster, Inc.
Goldman Lancaster, Inc. stands out as the top-ranked firm due to its strong reputation and comprehensive wealth management services in Long Beach.
Most Reviewed
Edward Jones - Financial Advisor: Cassandra Alvarez, CRPS™
Having the most reviews suggests broad client engagement and a track record that many individuals have taken the time to evaluate.
When choosing a financial advisor in Long Beach, consider meeting with at least two firms to compare their communication style and fee structures, and always verify that their services align with your long-term goals.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 37 Google reviews, reflecting exceptional client satisfaction in Long Beach.
444 W Ocean Blvd Suite 800 Unit A, Long Beach, CA 90802, USATrusted by clients with a perfect 5.0-star rating from dozens of reviews.
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USAExceptional 5.0-star rating from 13 Google reviews in Long Beach.
444 W Ocean Blvd Suite 1402, Long Beach, CA 90802, USAFinancial Advisors Rankings in Long Beach, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Elesie Retirement Financial Advisors444 W Ocean Blvd Suite 800 Unit A, Long Beach, CA 90802, USA | 5.0★ | 37 |
| #2 | Edward Jones - Financial Advisor: Sofian Haikal, CFA®3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA | 5.0★ | 16 |
| #3 | Serenity Wealth Management444 W Ocean Blvd Suite 1402, Long Beach, CA 90802, USA | 5.0★ | 13 |
| #4 | Edward Jones - Financial Advisor: Cassandra Alvarez, CRPS™3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA | 5.0★ | 1 |
| #5 | Halbert Hargrove111 W Ocean Blvd Suite 2300, Long Beach, CA 90802, USA | 4.5★ | 16 |
| #6 | Scalco Financial207 E Broadway UNIT 201, Long Beach, CA 90802, USA | 5.0★ | 12 |
| #7 | Wealth Management Financial Advisors3701 Long Beach Blvd #100, Long Beach, CA 90807, USA | 3.3★ | 11 |
| #8 | William Allan Investment Advisors100 Oceangate #1200, Long Beach, CA 90802, USA | 5.0★ | 6 |
| #9 | Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|AAMS®|ADPA®|CRPS™3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA | 4.7★ | 3 |
| #10 | Augustus Wealth3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Long Beach
Boasting a perfect 5.0-star rating from early client reviews.
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA
Earns a strong 4.5-star rating from dozens of local reviews.
111 W Ocean Blvd Suite 2300, Long Beach, CA 90802, USA
Rated 5.0 stars from 12 reviews, this Long Beach advisor earns exceptional client trust.
207 E Broadway UNIT 201, Long Beach, CA 90802, USA
A 3.3-star rating from 11 Google reviews reflects mixed client feedback.
3701 Long Beach Blvd #100, Long Beach, CA 90807, USA
Highly rated financial advisor in Long Beach with a perfect 5.0 score from 6 reviews.
100 Oceangate #1200, Long Beach, CA 90802, USA
4.7 stars based on 3 reviews, reflecting strong early client satisfaction.
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, USA
Exceptional 5.0-star rating from a small number of Google reviews.
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction in Long Beach.
100 W Broadway Suite #3000, Long Beach, CA 90802, USA
5.0★ rating from a handful of Google reviews in Long Beach.
11 Golden Shore Suite 370, Long Beach, CA 90802, USA
5.0-star rating from a single Google review in Long Beach.
301 E Ocean Blvd #1150, Long Beach, CA 90802, USA
Exceptional 5.0-star rating from a handful of Google reviews.
5199 Pacific Coast Hwy, Long Beach, CA 90804, USA
Exceptional 5.0-star rating from a small number of Google reviews.
6460 E Pacific Coast Hwy Suite 223, Long Beach, CA 90803, USA
A new financial advisor in Long Beach with no customer reviews yet.
5150 Pacific Coast Hwy Suite 200, Long Beach, CA 90804, USA
A local financial advisor with no customer reviews yet in Long Beach.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, USA
Trusted Long Beach financial advisor with a perfect 5.0 rating from 6 Google reviews.
444 W Ocean Blvd #800, Long Beach, CA 90802, USA
Exceptional 5.0-star rating from four Google reviews.
3780 Kilroy Airport Way #200, Long Beach, CA 90806, USA
Trusted Long Beach financial advisor with a perfect 5.0-star rating from 4 reviews.
202 Argonne Ave suite a, Long Beach, CA 90803, USA
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Financial Advisors in Long Beach, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Elesie Retirement Financial Advisors | 78/100 | 5.0 ★ | 37 |
| 2 | Edward Jones - Financial Advisor: Sofian Haikal, CFA® | 74/100 | 5.0 ★ | 16 |
| 3 | Serenity Wealth Management | 73/100 | 5.0 ★ | 13 |
| 4 | Edward Jones - Financial Advisor: Cassandra Alvarez, CRPS™ | 62/100 | 5.0 ★ | 1 |
| 5 | Halbert Hargrove | 65/100 | 4.5 ★ | 16 |
| 6 | Scalco Financial | 72/100 | 5.0 ★ | 12 |
| 7 | Wealth Management Financial Advisors | 43/100 | 3.3 ★ | 11 |
| 8 | William Allan Investment Advisors | 69/100 | 5.0 ★ | 6 |
| 9 | Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|AAMS®|ADPA®|CRPS™ | 61/100 | 4.7 ★ | 3 |
| 10 | Augustus Wealth | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Long Beach
What is a fiduciary financial advisor and why does it matter in Long Beach?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Long Beach, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Long Beach?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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