Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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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 15 vetted financial advisors and 47 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 24 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

Andrew Eddy

Eddy Financial, LLC

310-451-3339

Address

100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details

Guillermo Saade

Prudential

213-884-1724

Address

3530 Wilshire Blvd Suite 1360,
Los Angeles, CA 90010 See Details

Alano Massi

Palm Capital Management

805-727-2700

Address

23622 Calabasas Road, Suite 102,
Calabasas, CA 91302 See Details

Dash Investments - CFP

469-915-4786

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Pure Financial Advisors LLC

Pure Financial Advisors, LLC

818-805-5500

Address

6320 Canoga Ave #920,
Woodland Hills, CA 91367 See Details

X Advisors, LLC

661-505-6311

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Ira Zito

Financial Peak

818-639-9278

Address

30700 Russell Ranch Rd,
Suite 250,
Westlake Village, CA 91362 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

225 South Lake Avenue,
Suite 1185,
Pasadena, CA 91101 See Details

Michael DeSantis

Farther Finance LLC

310-742-9633

Address

24049 Stratus Street,
Santa Clarita, CA 91350 See Details

Jarret Rodriguez-Conklin

Homestead Wealth Management

909-667-0587

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

Mission Wealth Management, LP

805-882-2360

Address

1111 Chapala St.,
3rd Floor,
Santa Barbara, CA 93101 See Details

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	$208,753,633,756	220	A percentage of AUM, Fixed fees, Performance Based
WILSHIRE 1299 Ocean Avenue Suite 600, Santa Monica, CA, 90401-1085	6210	$94,873,146,068	373588	A percentage of AUM, Fixed fees, Performance Based, Other (FEE BASED ON NUMBER OF PLAN PARTICIPANTS)
CLEARLAKE CAPITAL GROUP, L.P. 233 Wilshire Blvd, Suite 800 Santa Monica, CA, 90401	157920	$62,975,073,042	105	A percentage of AUM, Performance Based
BEACH POINT CAPITAL MANAGEMENT LP 1620 26th Street, Suite 6000n Santa Monica, CA, 90404	148885	$18,000,501,379	77	A percentage of AUM, Performance Based
IRRADIANT PARTNERS, LP 201 Santa Monica Blvd, Suite 500 Santa Monica, CA, 90401-2214	315416	$11,449,728,000	48	A percentage of AUM, Performance Based
GLP CAPITAL PARTNERS, INC. 100 Wilshire Boulevard, Suite 1400, Santa Monica, CA, 90401-1113	304917	$9,375,918,430	12	A percentage of AUM, Performance Based
MAIN STREET ADVISORS 3110 Main Street, Suite 310 Santa Monica, CA, 90405	305170	$8,117,604,543	116	A percentage of AUM, Performance Based
ANGELES INVESTMENT ADVISORS 429 Santa Monica Blvd., Suite 650 Santa Monica, CA, 90401	110213	$6,415,145,168	60	A percentage of AUM, Fixed fees, Performance Based
GLENDON CAPITAL MANAGEMENT L.P. 2425 Olympic Blvd., Suite 500e Santa Monica, CA, 90404-4070	166119	$6,140,473,801	5	A percentage of AUM, Performance Based
TENNENBAUM CAPITAL PARTNERS, LLC 2951 28th Street, Suite 1000 Santa Monica, CA, 90405	113203	$6,087,355,192	30	A percentage of AUM, Performance Based, Other (FUND ADMINSTRATION)
OCEAN PARK ASSET MANAGEMENT, LLC 3420 Ocean Park Blvd., Ste 3060 Santa Monica, CA, 90405	145634	$4,723,917,721	380	A percentage of AUM
ABACUS WEALTH PARTNERS 429 Santa Monica Blvd., Suite 500 Santa Monica, CA, 90401	128590	$3,137,060,878	5804	A percentage of AUM, Fixed fees, Performance Based
ANTHOS CAPITAL 201 Santa Monica Blvd, Suite 450 Santa Monica, CA, 90401	165980	$2,827,208,058	10	A percentage of AUM, Performance Based, Other (PERCENTAGE OF COMMITTED CAPITAL)
UPFRONT VENTURES 1314 7th Street, Suite 600, Santa Monica, CA, 90401	175144	$2,730,878,900	20	A percentage of AUM, Performance Based
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT 2716 Ocean Park Blvd #2020-2022, Santa Monica, CA, 90405	153649	$2,593,632,962	17360	A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD-PARTY ADVISORY FEES)

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Find The Best Financial Advisors in Santa Monica, California

How To Find The Best Financial Advisors in Santa Monica, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Santa Monica, California

Eddy Financial, LLC

Address

Address

Prudential

Address

Palm Capital Management

Address

Address

Pure Financial Advisors, LLC

Address

Address

Address

Financial Peak

Address

Address

Farther Finance LLC

Address

Homestead Wealth Management

Address

Address

Top Financial Advisor Firms in Santa Monica, California (Ranked by AUM)

Select other cities around Santa Monica, California to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Santa Monica, California
Last Updated - 13-Jun-2023

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