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William Allan Investment AdvisorsFinancial advisor in Long Beach, CA

William Allan Investment Advisors is a financial advisor at 100 Oceangate #1200, Long Beach, CA 90802, ranked #33 of 222 investment advisors in Long Beach and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Long Beach, CAUpdated 0 paid placements in any rankingHow we rank

Call (800) 677-5309Website ↗

Key facts

Key facts about William Allan Investment Advisors
Address100 Oceangate #1200, Long Beach, CA 90802Get directions
Phone(800) 677-5309
Websitewillallan.com
HoursMonday to Friday: 8 AM – 4:30 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsbusiness name

Service area

Serves Long Beach and 11 towns within 25 miles: Signal Hill, Seal Beach, San Pedro, Carson, West Carson, Rossmoor, Lomita, Lakewood, Los Alamitos, Hawaiian Gardens and Paramount.

Based in Long Beach, CAView on map

Opening hours

Opening hours for William Allan Investment Advisors
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about William Allan Investment Advisors

How is William Allan Investment Advisors ranked in Long Beach?

William Allan Investment Advisors is ranked #33 of 222 investment advisors in Long Beach by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are William Allan Investment Advisors’ hours?

William Allan Investment Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does William Allan Investment Advisors serve?

Serves Long Beach and 11 towns within 25 miles: Signal Hill, Seal Beach, San Pedro, Carson, West Carson, Rossmoor, Lomita, Lakewood, Los Alamitos, Hawaiian Gardens and Paramount. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about William Allan Investment Advisors?

William Allan Investment Advisors has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact William Allan Investment Advisors?

Call William Allan Investment Advisors on (800) 677-5309. The business is at 100 Oceangate #1200, Long Beach, CA 90802. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

William Allan Investment Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
William Allan Investment Advisors (this business)—615.0 (6)NoNo
Fidelity Investments#31622.8 (6)NoNo14.7 mi
DoubleLine#32614.6 (5)NoNo20.0 mi
Wells Fargo Advisors#34615.0 (3)——18.4 mi

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