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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

SVB WEALTH
SERENUS WEALTH ADVISORS, LLC
WILSHIRE
DIMENSIONAL FUND ADVISORS LP
COMPOSITION WEALTH, LLC
MARCH CAPITAL
THE HIVE
CLEARSTONE VENTURE PARTNERS
GOTHAM GREEN PARTNERS, LLC
BLACK HILLS CAPITAL, LLC
ANANTIS AI CAPITAL MANAGEMENT, LLC
GOLDEN STATE WEALTH MANAGEMENT, LLC
VALLEY WEALTH STRATEGIES, LLC
LPL FINANCIAL LLC
OPENSKY VENTURES MANAGEMENT COMPANY, LLC
FOURTH REVOLUTION CAPITAL LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
OCEAN PARK CAPITAL MANAGEMENT, LLC
MAPLETON CAPITAL MANAGEMENT, LLC

Investors

BRYCE WILLIAM LARSON
LAURA ELIZABETH LEMOINE
REBECCA KATHLEEN SHAW
KARA SUE BOCCELLA
DEVON GALINDO
Katherine L Thorsey
SUEHYUN KIM
EDWARD ROWLEY SIMPSON
CESAR MAGDALENO
ALEXANDER FRIDMAN
KIMBERLY A GINSBURG
DUSTIN ALEXANDER VILE
JOHN WATSON MEIGS
JOHN LOPEZ GRAMATA
JEFFREY ADAM JACOBS
LAWRENCE ROSS GOODFRIEND
Kyle Breslow
JOB ALEXANDER EAGLESON
JAY DUANE CHAMPLAIN
KELLY ANN KRUZICK
AHAMAD MANOHORATHAT
HATEM BEN DHIAB
Steven Evensen
Brett Thomas Sifling
RYAN GOMEZ
DANILO KAWASAKI
FRANCINE S LAI
JEFF J. KIM
MATTHEW IANTOSCA
KAYTLIN MARIE HALL
NICHOLAS PAUL ANDUZE
Michael Gilman
ROBERT PAUL VETTI
Mia Elena Samson
SAGE MICHAEL CASAGA
Daniel L. Mezzera
Robert Lewis
Shawn Fernando DaCruz
BROGAN GERALD MOONEY
Ziad Hijazi
Kyle Clark
Benedict John McGrath
Benjamin Arthur Rosbach
Evan Malcolm Rice
Ashley Danielle Guapo
Daniel Pascal Kutsch
Chase McCormick
ROSS MATTHEW GERBER
ELIJAH JEROME SOUZA
BRYAN ANTHONY MIRANDA
ROBERT CARL CASTILLO
ZACHARY VINCENT BAINTER
EYAL MAIER SHMILOVICH
JULIE VUONG
NICHOLAS NATHAN LICOURIS
MICHAEL ADAM BAKER
BENJAMIN THOMAS DUNBAR
Saleem Jimmy Bisharat
Xiaoxiao Bi
ADAM BLUMENSTEIN

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