Data / Investment advisers / California / Torrance
Investment advisers in Torrance, CA: 11 firms, $48.2 billion in AUM
11 investment advisers have their main office in Torrance, California: 10 SEC registered and 1 exempt reporting. The registered advisers report $48.2 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Ep Wealth Advisors with $45.1 billion.
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- 11Advisers
- 10SEC registered
- 1Exempt reporting
- $48.2 billionTotal AUM
- 9Advisers over $100 million
- 2Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Ep Wealth Advisors | Torrance | $45.15 billion | 20,738 | 618 | 2 | (310) 543-4559 | adviserinfo.sec.gov | |
| Banyan Tree Asset Management, LLC | Torrance | $1.03 billion | 98 | 5 | Not listed | (310) 477-0111 | banyantree-llc.com | adviserinfo.sec.gov |
| Albitz/Miloe and Associates, Inc. | Torrance | $820.6 million | 1,394 | 5 | Not listed | (310) 373-8861 | albitzmiloe.com | adviserinfo.sec.gov |
| O'Brien Investment Management, LLC | Torrance | $254.3 million | 334 | 3 | Not listed | (310) 363-2360 | obrienim.com | adviserinfo.sec.gov |
| Tortuga Wealth Management | Torrance | $222.9 million | 604 | 4 | Not listed | (310) 935-0275 | tortugawealth.com | adviserinfo.sec.gov |
| Advanced Portfolio Strategies | Torrance | $217.4 million | 471 | 6 | Not listed | (310) 776-6549 | adviserinfo.sec.gov | |
| Taylor Wealth Management, LLC | Torrance | $170.5 million | 226 | 1 | Not listed | (310) 540-8000 | taylorwealthmanagement.com | adviserinfo.sec.gov |
| Alessandra Capital Management, LLC | Torrance | $153.5 million | 302 | 3 | Not listed | (310) 377-9220 | adviserinfo.sec.gov | |
| South Bay Financial Partners | Torrance | $114.8 million | 145 | 5 | Not listed | (310) 792-4189 | southbayfinancialpartners.com | adviserinfo.sec.gov |
| MQ Private Wealth | Torrance | $86.9 million | 156 | 1 | Not listed | (310) 269-0869 | mqprivatewealth.com | adviserinfo.sec.gov |
| Pacific Growth Investors | Torrance | Not listed | Not listed | Not listed | 6 | (310) 359-0456 | pginvestors.com | adviserinfo.sec.gov |
Advisers in Torrance that manage private funds
2 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Pacific Growth Investors | Torrance | CA | 6 | Not listed | 6 | Not listed | Not listed | $93.4 million | Not listed | adviserinfo.sec.gov |
| Ep Wealth Advisors | Torrance | CA | 2 | Not listed | Not listed | Not listed | Not listed | $82.8 million | $45.15 billion | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.