Financial Planners in Manhattan Beach, CA — 5 Firms (2026)
5 financial planners in Manhattan Beach, California meet our listing bar — a website plus a public review record. They average 3.54★ across 5 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Northwestern Mutual Manhattan Beach at 4.5★ across 8 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Northwestern Mutual Manhattan Beach
★★★★★★★★★★4.5(8 Google reviews)✓ Verified on Google
Financial Planning · 1230 Rosecrans Ave # 100, Manhattan Beach, CA 90266
2.
First Republic Bank
★★★★★★★★★★4.2(13 Google reviews)✓ Verified on Google
Financial Planning · 601 N Sepulveda Blvd, Manhattan Beach, CA 90266
3.
BMO Bank N.A Branches
★★★★★★★★★★3.4(29 Google reviews)✓ Verified on Google
Financial Planning · 2612 N Sepulveda Blvd, Manhattan Beach, CA 90266
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★3.3(15 Google reviews)✓ Verified on Google
Financial Planning · 1200 Highland Ave, Manhattan Beach, CA 90266
Services: advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(45 Google reviews)✓ Verified on Google
Financial Planning · 3016 N Sepulveda Blvd, Manhattan Beach, CA 90266
Services: advisory
Top financial planners in Manhattan Beach
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Northwestern Mutual Manhattan Beach | Financial Planning | 4.5 / 5 | 8 |
| 2 | First Republic Bank | Financial Planning | 4.2 / 5 | 13 |
| 3 | BMO Bank N.A Branches | Financial Planning | 3.4 / 5 | 29 |
| 4 | Bank of America Financial Center | Financial Planning | 3.3 / 5 | 15 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.3 / 5 | 45 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.