DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Find The Best Financial Advisors in Santa Monica, California
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Santa Monica is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Santa Monica & pick the one as per your needs
How To Find The Best Financial Advisors in Santa Monica, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Santa Monica, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and non-vetted financial advisors in Santa Monica, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Santa Monica, California have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Santa Monica, California
310-451-3339
Top Financial Advisor Firms in Santa Monica, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC 100 Wilshire Blvd, Suite 500 Santa Monica, CA, 90401 | 137432 | $198,110,444,376 | 245 | A Percentage of AUM, Fixed Fees, Performance Based, Other (CONSULTING) |
| WILSHIRE ADVISORS LLC 1299 Ocean Avenue Suite 600, Santa Monica, CA, 90401-1085 | 6210 | $95,554,572,990 | 591801 | A Percentage of AUM, Fixed Fees, Performance Based, Other (FEE BASED ON NUMBER OF PLAN PARTICIPANTS; REVENUE SHARE) |
| CLEARLAKE CAPITAL GROUP, L.P. 233 Wilshire Blvd, Suite 800 Santa Monica, CA, 90401 | 157920 | $59,637,618,310 | 81 | A Percentage of AUM, Performance Based |
| BEACH POINT CAPITAL MANAGEMENT LP 1620 26th Street, Suite 6000n Santa Monica, CA, 90404 | 148885 | $15,908,250,014 | 72 | A Percentage of AUM, Performance Based |
| GLP CAPITAL PARTNERS, INC. 100 Wilshire Boulevard, Suite 1400, Santa Monica, CA, 90401-1113 | 304917 | $8,252,786,218 | 11 | A Percentage of AUM, Performance Based |
| MAIN STREET ADVISORS 3110 Main Street, Suite 310 Santa Monica, CA, 90405 | 305170 | $7,946,002,715 | 194 | A Percentage of AUM, Performance Based |
| ANGELES INVESTMENT ADVISORS 429 Santa Monica Blvd., Suite 650 Santa Monica, CA, 90401 | 110213 | $6,205,814,983 | 61 | A Percentage of AUM, Fixed Fees, Performance Based |
| TENNENBAUM CAPITAL PARTNERS, LLC 2951 28th Street, Suite 1000 Santa Monica, CA, 90405 | 113203 | $5,826,622,349 | 35 | A Percentage of AUM, Performance Based, Other (FUND ADMINSTRATION) |
| WRIGHT FUND MANAGEMENT, LLC 3420 Ocean Park Blvd., Ste 3060 Santa Monica, CA, 90405 | 145634 | $5,567,179,039 | 6 | A Percentage of AUM |
| GLENDON CAPITAL MANAGEMENT L.P. 2425 Olympic Blvd., Suite 500e Santa Monica, CA, 90404-4070 | 166119 | $4,446,651,750 | 4 | A Percentage of AUM, Performance Based |
| ANTHOS CAPITAL 201 Santa Monica Blvd, Suite 450 Santa Monica, CA, 90401 | 165980 | $3,133,614,634 | 9 | A Percentage of AUM, Performance Based, Other (PERCENTAGE OF COMMITTED CAPITAL) |
| ABACUS WEALTH PARTNERS 429 Santa Monica Blvd., Suite 500 Santa Monica, CA, 90401 | 128590 | $2,834,445,228 | 5553 | A Percentage of AUM, Fixed Fees, Performance Based |
| UPFRONT VENTURES 1314 7th Street, Suite 600, Santa Monica, CA, 90401 | 175144 | $2,569,528,600 | 17 | A Percentage of AUM, Performance Based |
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT 2716 Ocean Park Blvd #2020-2022, Santa Monica, CA, 90405 | 153649 | $2,194,533,583 | 14394 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD-PARTY ADVISORY FEES) |
| CLOCKTOWER GROUP, L.P. 225 Santa Monica Blvd., 10th Floor Santa Monica, CA, 90401 | 158142 | $2,042,844,992 | 28 | A Percentage of AUM, Fixed Fees, Performance Based |
Select other cities around Santa Monica, California to broaden your search for a financial advisor
- Financial Advisors in Anaheim, California
- Financial Advisors in Calabasas, California
- Financial Advisors in Concord, California
- Financial Advisors in Fresno, California
- Financial Advisors in Irvine, California
- Financial Advisors in Laguna Niguel, California
- Financial Advisors in Larkspur, California
- Financial Advisors in Los Angeles, California
- Financial Advisors in Ojai, California
- Financial Advisors in Orange, California
- Financial Advisors in Rancho Cucamonga, California
- Financial Advisors in Roseville, California
- Financial Advisors in Sacramento, California
- Financial Advisors in San Clemente, California
- Financial Advisors in San Diego, California
- Financial Advisors in San Francisco, California
- Financial Advisors in Santa Monica, California
- Financial Advisors in Seal Beach, California
- Financial Advisors in Ventura, California
- Financial Advisors in Walnut Creek, California
- Financial Advisors in Woodland Hills, California
Frequently Asked Questions
Find an Advisor
It's Fast, Free & Easy
Your Information is Safe and Secure
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR