Managers in Cerritos, CA
United States · 26 asset managers within 25 km (1 in Cerritos itself) · 94 wealth managers, banks and others
Nearby: Los Angeles, CA 344 · Santa Monica, CA 99 · Newport Beach, CA 98 · Irvine, CA 71 · El Segundo, CA 65 · Beverly Hills, CA 55 · Pasadena, CA 52 · West Hollywood, CA 24 · Manhattan Beach, CA 16 · Venice, CA 13 · Costa Mesa, CA 11 · Marina Del Rey, CA 11
Asset managers in and around Cerritos
| # | Manager | People here |
|---|---|---|
| 1 | LEONID CAPITAL PARTNERS, LLC Huntington Beach $363.0m | about 16main office |
| 2 | GLOBAL RETIREMENT PARTNERS LLC institutions · Long Beach GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn | 13 |
| 3 | XEBEC ASSET MANAGEMENT, LLC real estate · Seal Beach $484.5m | 6 |
| 4 | MEEDER PUBLIC FUNDS, INC. institutions · Long Beach $70.2bn | 5 |
| 5 | Guardian Financial Partners, LLC institutions · Orange $911.9m | about 3main office |
| 6 | BPM WEALTH ADVISORS, LLC institutions · Long Beach $268.3m | 3 |
| 7 | NESTYIELD ETFS Downey $517.3m | about 2main office |
| 8 | WEALTH MANAGEMENT institutions · Brea $3.7bn | 1 |
| 9 | AMIP MANAGEMENT hedge funds · Seal Beach $1.5bn | about 1main office |
| 10 | VALIDEX GLOBAL INVESTING Huntington Beach $352.9m | 1 |
| 11 | SUNSTONE ADVISORS, LLC venture, structured credit · Long Beach $122.8m | 1 |
| 12 | Crosspoint Capital Strategies, LLC Orange $117.0m | 1 |
| 13 | WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Cerritos W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn | office |
| 14 | First American Financial Corp Santa Ana FIRST AMERICAN TRUST, FSB, First American Financial Corp, First American Home Warranty Corp $1.7bn | based here |
| 15 | Golden State Wealth Management, LLC Santa Ana $1.1bn | based here |
| 16 | KTF INVESTMENTS, LLC Surfside $989.4m | based here |
| 17 | Weaver Consulting Group Huntington Beach $487.7m | based here |
| 18 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV Brea $475.9m | based here |
| 19 | Mosley Wealth Management Anaheim $314.3m | based here |
| 20 | Orange County Employees Retirement System asset owner · Santa Ana $279.6m | based here |
| 21 | WC Walker & Associates, Inc. Fullerton $188.8m | based here |
| 22 | My Portfolio Guide, LLC Surfside $180.8m | based here |
| 23 | Regal Wealth Group, Inc. Surfside $162.1m | based here |
| 24 | NHS GP, LLC venture · Long Beach | office |
| 25 | Nest Egg ETFs LLC Downey | based here |
| 26 | SHV MANAGEMENT, LLC venture · Long Beach | office |
26 families; one row per corporate family, linking to its largest page.
Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.