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Best financial advisors in Santa Monica, CA

Registered advisers within 25 miles of Santa Monica, CA.

Offices
2,759
Firms
1,277
Combined AUM
$28.5T
Firm-wide filings, not assets booked only here
Clients
3.60M
3,599,538 clients when Item 5C has a number
Avg / client
$7.92M
Combined AUM ÷ clients

Nearby offices

Firms

MUTUAL OF OMAHA INVESTOR SERVICES, INC.
LEGACY WEALTH MANAGEMENT, LLC
3L CAPITAL MANAGEMENT, LLC
SHAMROCK CAPITAL ADVISORS, LLC
ROMILLY INVESTMENT MANAGEMENT, LLC
MISSION WEALTH MANAGEMENT, LP
EVOLVE PRIVATE WEALTH, LLC
WELLS FARGO CLEARING SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ST. CLOUD CAPITAL
AMI ASSET MANAGEMENT CORP
WEINBERGER ASSET MANAGEMENT, INC
KAHN ASSET MANAGEMENT
HCR WEALTH ADVISORS
ALPHA EDISON MANAGEMENT COMPANY, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIRST FOUNDATION ADVISORS
J.P. MORGAN SECURITIES LLC

Investors

FRANKLIN MOHRI
LALEH HAKIMI
AIDA Shahid MCNAMARA
vito Giovanni Roberto
William Franklin Larsen
DAVID MILES SZABLA
Sean Pitstick
Adam Jake Schwartz
Nicholas Andrian
EDWARD J KAHN
Timothy Aaron Day
Armen Kesian
ELEANOR WEINSTOCK
JONATHAN ADAM LEWIS
HANK JAY KRAKOVER
BARBARA MORENO
CHELSEA AUGUSTA TRAUB
ADAM LAWRENCE WEINSTOCK
Armen George Keheyan
RAZMIG KEVORK DER-TAVITIAN
Luke C McGrath
GLEN DAVID STRAUSS
Joshua Amar Sehwani
MICHAEL TOBIN BILL
STEVEN TANN
CHRISTOPHER CASPIAN ARUFFO
CHARLES H. HUTCHINSON
RYAN JAY GRASHOW
MARIANNE DIONISIO TALAVERA
DAVID IAN SOLOWAY
MAYRA R HARO
KEITH M SHISHIDO
HERBERT JOEL SEGALL
CINDY OUTLAW-JOHNSON
CHARLENE PRECIADO
SUSANNA KIM BRACKE
HADI DURALI
BRENDA E CHAVEZ
MEREDITH B WU
CAROLINE ROSE WERLIN
STEVEN THEODORE SANTUCCI
ALBERTO ZAPATA ABAD
JUSTIN MICHAEL FRIEDLANDER
ROGER BARCLAY HALL
BRIAN THOMAS WHITNEY
JONATHAN STEWART HOOT
DAVID EFREN SOSA
CHARLES J PHILIP GLICK
ANDREW LAVOIE
ALAN JAY GLICK
LAWRENCE PRESTON RUDERMAN
VICTOR ELIAS RESKIN
MICHAEL L KRAMER
WILLIAM NACHMAN ORKIN
MARK THOMAS LINDEE
CHARLES LAWRENCE FRIEDLANDER
PAUL JOSEPH VANNUKI
JAMES PHILLIP ZEUTZIUS
TYLER DONALDSON CREMER
MICHAEL J SQUELLATI
JOE T CHAN
SAM HASSAS ROUDSARI
Drew William Holden Clanton
Richard Mark Schimbor
WILLIAM HOWARD TANNER
PETER MAINSTAIN
KATHARINE KIM
ANDREW STEVEN ZAMFOTIS
MATTHEW TOD HUMISTON
Andrew B. Kim
CHRISTIAN RUSSEL SESSING
Alison Rachel Weinberger
ALEXANDER BRIAN WEINBERGER
COLEEN SUZETTE EDWARDS
DAVID JOSEPH HINDLER
STEVEN JEFF WEINBERGER
Alexander Christian Collins
Matthew Jack Heller
GREGORY SANDOR HELLER
JORDAN LINDSAY KAHN
SHAWN STAUFFER LANDIS
STACEY PANENHANOUVONG
STEVEN Jeff CAMPEAS
Joshua Coello
MICHELLE BAO-CHIEU NGUYEN
PAUL EDWARD MILLER
WILLIAM BRYANT PIERREPONT
Adam Lee
JAMES M LOFTUS
NITA MUKESH JOSHI
Conor Friedle

Within 25 miles of Santa Monica, CA, Best Investors lists 1,277 registered investment advisory firms with 2,759 offices nearby, managing about $28.5T in combined regulatory AUM across 3,599,538 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Santa Monica

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM