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.
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NM
Northwestern Mutual Manhattan Beach✓ Verified
Financial PlanningManhattan Beach, CA
Financial Planning in Manhattan Beach, California offering financial planning. Rated 4.5★ across 8 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningManhattan Beach, CA
Financial Planning in Manhattan Beach, California offering financial planning. Rated 4.2★ across 13 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningManhattan Beach, CA
Financial Planning in Manhattan Beach, California offering advisory. Rated 3.4★ across 29 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningManhattan Beach, CA
Financial Planning in Manhattan Beach, California offering financial planning, and advisory. Rated 3.3★ across 15 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningManhattan Beach, CA
Financial Planning in Manhattan Beach, California offering financial planning, and advisory. Rated 2.3★ across 45 Google reviews.
Top financial planners in Manhattan Beach
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Northwestern Mutual Manhattan Beach✓ | Financial Planning | ★ 4.5 | 8 |
| 2 | First Republic Bank✓ | Financial Planning | ★ 4.2 | 13 |
| 3 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.4 | 29 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 3.3 | 15 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.3 | 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.