Financial advisers in Santa Monica, CA
45 registered investment adviser firms in Santa Monica managing $335.5B in assets, based on public SEC Form ADV filings.
Wilshire
Santa Monica, CA · Est. 1990
- AUM
- $149.1B
- Per adviser
- $1.7B
- Advisers
- 86
No reported disclosures
Clearlake Capital Group, L.P.
Santa Monica, CA · Est. 2012
- AUM
- $83.6B
- Per adviser
- $861M
- Advisers
- 97
No reported disclosures
Beach Point Capital Management LP
Santa Monica, CA · Est. 2008
- AUM
- $29.8B
- Per adviser
- $387M
- Advisers
- 77
No reported disclosures
Main Street Advisors
Santa Monica, CA · Est. 2019
- AUM
- $9.6B
- Per adviser
- $567M
- Advisers
- 17
No reported disclosures
Quid Capital Group Holdings, LLC
Santa Monica, CA · Est. 2020
- AUM
- $7.8B
- Per adviser
- $1.3B
- Advisers
- 6
No reported disclosures
Angeles Investment Advisors
Santa Monica, CA · Est. 2001
- AUM
- $7.3B
- Per adviser
- $428M
- Advisers
- 17
No reported disclosures
Glendon Capital Management L.P.
Santa Monica, CA · Est. 2013
- AUM
- $5.2B
- Per adviser
- $476M
- Advisers
- 11
No reported disclosures
Gerber Kawasaki Wealth & Investment Management
Santa Monica, CA · Est. 2014
- AUM
- $4.1B
- Per adviser
- $114M
- Advisers
- 36
No reported disclosures
Ocean Park Asset Management, LLC
Santa Monica, CA · Est. 2007
- AUM
- $3.9B
- Per adviser
- $562M
- Advisers
- 7
No reported disclosures
Abacus Wealth Partners
Santa Monica, CA · Est. 2004
- AUM
- $3.6B
- Per adviser
- $97M
- Advisers
- 37
No reported disclosures
Tennenbaum Capital Partners, LLC
Santa Monica, CA · Est. 2001
- AUM
- $3.2B
- Per adviser
- $451M
- Advisers
- 7
No reported disclosures
Emerald Lake Capital Management, L.P.
Santa Monica, CA · Est. 2019
- AUM
- $3.1B
- Per adviser
- $219M
- Advisers
- 14
No reported disclosures
Anthos Capital
Santa Monica, CA · Est. 2020
- AUM
- $3.0B
- Per adviser
- $145M
- Advisers
- 21
No reported disclosures
Angeles Wealth Management, LLC
Santa Monica, CA · Est. 2012
- AUM
- $2.8B
- Per adviser
- $216M
- Advisers
- 13
No reported disclosures
Clocktower Group, L.P.
Santa Monica, CA · Est. 2015
- AUM
- $2.3B
- Per adviser
- $152M
- Advisers
- 15
No reported disclosures
Lane42
Santa Monica, CA · Est. 2025
- AUM
- $2.0B
- Per adviser
- $111M
- Advisers
- 18
No reported disclosures
Ocean Avenue Capital Partners, L.P.
Santa Monica, CA · Est. 2012
- AUM
- $2.0B
- Per adviser
- $164M
- Advisers
- 12
No reported disclosures
Quantum Financial Advisors, LLC
Santa Monica, CA · Est. 2022
- AUM
- $1.5B
- Per adviser
- $135M
- Advisers
- 11
No reported disclosures
Serenus Wealth Advisors, LLC
Santa Monica, CA · Est. 2024
- AUM
- $1.5B
- Per adviser
- $246M
- Advisers
- 6
No reported disclosures
Enhanced Healthcare Management Company
Santa Monica, CA · Est. 2012
- AUM
- $1.4B
- Per adviser
- $92M
- Advisers
- 15
No reported disclosures
Ggp Management, L.P.
Santa Monica, CA · Est. 2020
- AUM
- $1.3B
- Per adviser
- $110M
- Advisers
- 12
No reported disclosures
Almitas Capital LLC
Santa Monica, CA · Est. 2016
- AUM
- $1.1B
- Per adviser
- $133M
- Advisers
- 8
No reported disclosures
Bison Capital Asset Management, LLC
Santa Monica, CA · Est. 2012
- AUM
- $962M
- Per adviser
- $87M
- Advisers
- 11
No reported disclosures
Westside Investment Management, LLC
Santa Monica, CA · Est. 2010
- AUM
- $889M
- Per adviser
- $127M
- Advisers
- 7
No reported disclosures
Redwood Wealth Management, LLC
Santa Monica, CA · Est. 2020
- AUM
- $837M
- Per adviser
- $279M
- Advisers
- 3
Saybrook Fund Advisors, LLC
Santa Monica, CA · Est. 2011
- AUM
- $461M
- Per adviser
- $66M
- Advisers
- 7
No reported disclosures
Drc Investment Advisors, LLC
Santa Monica, CA · Est. 2025
- AUM
- $391M
- Per adviser
- $98M
- Advisers
- 4
No reported disclosures
Guggenheim Wealth Solutions, LLC
Santa Monica, CA · Est. 2016
- AUM
- $371M
- Per adviser
- $62M
- Advisers
- 6
No reported disclosures
Sierra Investment Management, LLC
Santa Monica, CA · Est. 1992
- AUM
- $361M
- Per adviser
- $45M
- Advisers
- 8
No reported disclosures
Gotham Green Partners, LLC
Santa Monica, CA · Est. 2019
- AUM
- $335M
- Per adviser
- $67M
- Advisers
- 5
No reported disclosures
Hw Capital LLC
Santa Monica, CA · Est. 2018
- AUM
- $321M
- Per adviser
- $160M
- Advisers
- 2
No reported disclosures
Victus Capital Wealth
Santa Monica, CA · Est. 2010
- AUM
- $280M
- Per adviser
- $70M
- Advisers
- 4
No reported disclosures
Bengal Asset Management, LLC
Santa Monica, CA · Est. 2018
- AUM
- $198M
- Per adviser
- $66M
- Advisers
- 3
No reported disclosures
Bancreek Capital Advisors, LLC
Santa Monica, CA · Est. 2023
- AUM
- $187M
- Per adviser
- $94M
- Advisers
- 2
No reported disclosures
Angeles Family Office
Santa Monica, CA · Est. 2026
- AUM
- $182M
- Per adviser
- $91M
- Advisers
- 2
No reported disclosures
Light Capital LLC
Santa Monica, CA · Est. 2023
- AUM
- $135M
- Per adviser
- $135M
- Advisers
- 1
No reported disclosures
Matrix Planning INC
Santa Monica, CA · Est. 1986
- AUM
- $121M
- Per adviser
- $121M
- Advisers
- 1
No reported disclosures
Wellacre Global Wealth Advisors
Santa Monica, CA · Est. 2026
- AUM
- $104M
- Per adviser
- $52M
- Advisers
- 2
No reported disclosures
Muse Capital Management LLC
Santa Monica, CA · Est. 2025
- AUM
- $104M
- Per adviser
- $104M
- Advisers
- 1
No reported disclosures
Autilus Partners LLC
Santa Monica, CA · Est. 2025
- AUM
- $101M
- Per adviser
- $51M
- Advisers
- 2
No reported disclosures
Bancreek Capital Management, LP
Santa Monica, CA · Est. 2021
- AUM
- $49M
- Per adviser
- $25M
- Advisers
- 2
No reported disclosures
Svof/Mm, LLC
Santa Monica, CA · Est. 2004
- AUM
- $16M
- Per adviser
- $16M
- Advisers
- 1
No reported disclosures
Bancreek Capital Strategies, LLC
Santa Monica, CA · Est. 2026
- AUM
- $11M
- Per adviser
- $6M
- Advisers
- 2
No reported disclosures
Finite Management, LLC
Santa Monica, CA · Est. 2021
- AUM
- $3M
- Per adviser
- $1M
- Advisers
- 2
No reported disclosures
Spa Ria
Santa Monica, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures