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

OSAIC WEALTH, INC.

1925 Century Park E SUITE #1700
LOS ANGELES, CA 90067

LIDO

1875 CENTURY PARK EAST SUITE 950
LOS ANGELES, CA 90067

OAKHURST ADVISORS

1875 CENTURY PARK EAST SUITE 900
LOS ANGELES, CA 90067

SCI CAPITAL PARTNERS LP

1875 CENTURY PARK EAST SUITE 320
LOS ANGELES, CA 90067

MAPLETON CAPITAL MANAGEMENT, LLC

1875 CENTURY PARK EAST, SUITE 940
LOS ANGELES, CA 90067

CETERA INVESTMENT ADVISERS LLC

1875 CENTURY PARK EAST SUITE 1400
LOS ANGELES, CA 90067

CARNEGIE INVESTMENT COUNSEL

1875 CENTURY PARK E. SUITE 880
LOS ANGELES, CA 90067

CWM, LLC

1875 Century Park E.
Los Angeles, CA 90067

GATEWAY INVESTMENT ADVISERS, LLC

1875 Century Park E Suite 1780
Los Angeles, CA 90067

LIDO

1875 Century Park East
Los Angeles, CA 90067

SITRIN CAPITAL MANAGEMENT, LLC

2029 CENTURY PARK EAST SUITE 400
CENTURY CITY, CA 90067

ZUCKERMAN CAPITAL MANAGEMENT, LLC

2029 CENTURY PARK EAST SUITE 400
LOS ANGELES, CA 90067

BRASA CAPITAL MANAGEMENT

2029 CENTURY PARK EAST SUITE 1040
LOS ANGELES, CA 90067

LASALLE DEBT INVESTORS, INC.

2029 CENTURY PARK E. SUITE 3000
LOS ANGELES, CA 90067

PRIME OPPORTUNITIES INVESTMENT GROUP LLC

2029 CENTURY PARK EAST SUITE 400
LOS ANGELES, CA 90067

ATLANTIC INVESTMENTS A REGISTERED INVESTMENT ADVISOR, INC

2029 CENTURY PARK EAST SUITE 400
LOS ANGELES, CA 90067

PATHFINDER WEALTH ADVISORS, LLC

2029 CENTURY PARK EAST STE 400N
LOS ANGELES, CA 90067

J.P. MORGAN SECURITIES LLC

2029 Century Park E Floor 39
Los Angeles, CA 90067

J.P. MORGAN SECURITIES LLC

2029 Century Park East, Floor 37
Los Angeles, CA 90067

AMERIPRISE FINANCIAL SERVICES, LLC

2029 Century Park E Ste 2550
Los Angeles, CA 90067

Firms

OSAIC WEALTH, INC.

OAKHURST ADVISORS

SCI CAPITAL PARTNERS LP

MAPLETON CAPITAL MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

CARNEGIE INVESTMENT COUNSEL

GATEWAY INVESTMENT ADVISERS, LLC

SITRIN CAPITAL MANAGEMENT, LLC

ZUCKERMAN CAPITAL MANAGEMENT, LLC

BRASA CAPITAL MANAGEMENT

LASALLE DEBT INVESTORS, INC.

PRIME OPPORTUNITIES INVESTMENT GROUP LLC

ATLANTIC INVESTMENTS A REGISTERED INVESTMENT ADVISOR, INC

PATHFINDER WEALTH ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

PAMELA RODRIGUEZ

JONATHAN ARCHER TERAN

SCOTT MATTHEW BERMAN

JOHN CHARLES BUTE

JANICE MITSUKO OSUGI

HOWARD JAY SPIELBERG

ROBERT WAYNE MARTON

JONATHAN WRIGHT JEWITT

JEFFREY ANTON CHRISTIE

PAUL ANTHONY ANELLO

JAMES SCOTT DUNCANSON

VALERIE ANNE TANNER

CHANNING STICE SMITH

BRENDAN WILLIAM VAN CLEVE

VIRGINIA ELIZABETH AARON

COURTNEY HALE BLUM

Charles Patrick Faulhaber

Tariq Elijah Maiden

FORD SCHIPPOREIT VAN WINKLE

AUSTIN Martin TAYLOR

Erik M Clemente

Luke Constantine Foukas

Corrina Elizabeth Olson

KAYLA JADE CROSS

Joseph R Kuepper

Mitchell Daniel Fedders

MATTHEW JAMES ROSS

Jessica Lily Vongsaphay

Thomas Ashford Tokuzo Bartling

Evan R Menendez

Jack Gabriel Ingemar Bergon

Christopher Nolan

Gavin J Stellpflug

Graham McIntosh Foltz

Shelby Wells Seivert

STUART DUBES CHAUSSEE

KEVIN DANIEL MCVEIGH

GREG ROBERT SATZ

BRANDON MARSHALL DENIHAN

MATTHEW THOMAS BLOOM-KRULL

LUKE ROBERT DANIEL

TODD MATTHEW KRIEG

STASIA ELAINE CATO-WASHINGTON

ROY MORGAN ELLIOTT

MARYA CHANGIZI YOUNG

PETER TSUTAE MORIMOTO

JENNY MARIE DUDREY

Jeffrey Douglas Bjornson

GUNIT KAUR BEDI

TYLER RICHARD OLSEN

MELINDA KATHLEEN MCHUGH

DAVID BEHR LIPSEY

BRIAN FARZIN HALOOSSIM

BLAIR ELIZABETH BUICK

WALKER THOMAS WILLIAMS

CONRAD P HINDERT

BRIAN GLENN BLACKWELL

PAUL PATRICK RYAN

STACY LYNN BEATTIE

THOMAS PETER MCDONNELL

JEFFREY JOSEPH WESTHEIMER

PARIS ISABELLA RODRIGUEZ

MEAGAN D'ANGELO

STUART HENRY KATZ

JOHN JOSEPH HASTINGS

BRYCE JAMES BEDNORZ

MICHAEL JOSEPH KARSA

JASON BRETT BLUMBERG

COLLEEN ELIZABETH KELLY

BECK DOUGLASS JOHNSON

MATTHEW STUART ALTMAN

CANDICE RICHARDSON

Emily Howard Kruthoff

KAYLA Marie KALTENECKER

VINCENT MICHAEL BONAVIA

HENRY LUCE HAGENBUCH

SHAWN JENNINGS MORAN

Nicholas James Sturgis

SAMUEL AUSTIN RICHMAN

ANDREW DANE THEODORE

CHRISTIAN SAMUEL TISCARENO

Jeffrey Hiram Garden

Kirstie Nichole Hunt

James Scott Savage

Dominik Elmasian

ANDREW JAMES WALLACE

Adam Ruben Castillo

Ashish Paresh Patel

Trevor A Guenther

Jacob Thomas Silverstein

Alexander Ryan Mathews

Jack Tanner Weinstein

Alek Christensen

Daniel Weitzman

Kyle Julian Cross

COLMAN D GARVEY

Rebecca Ann Rang

Nicholas Scott Hixon

DANIELLA MARIA AMORE

Timothy Victor Johnson

Thomas Franz Ryan

JOEL HARDING VAN BUREN

BRANDON HEICKLEN

Michael James Lindeman

JACK PATRICK KIRBY

Christian Martinez

RYAN PATRICK COSGROVE

Michael Muchnikoff

Sierra Anne Argyle

Gregory Paul Robitshek

Sergio de Jesus Duenas Granados

Jennifer Betbadal

Jacob R Shoemaker

Andrew Christensen

NATALIE ANN STOVER

Alyssa Lecca La Cruz

JEFFREY PAUL KAUFMANN

DAVID BLANE DAUGHTREY

LAURA JOAN BRAVERMAN

JERRY ANTHONY NIGRO

ERICK SCOT NEWTON

ROBERTO MARIO PAREDES

LOUIS CARMEN FLAMINO

NATHANIEL STEVEN DOWNES

WARREN PATRICK BAKER

MATTHEW D'ATTILIO

MARC BRUCE ROCK

Keri Robyn Kutakoff

SANJEEV SARDANA

BRIAN WAYNE APPEL

GREGORY PAUL KUSHNER

ERIC H. TASLITZ

GRANT DANIEL VAHALLA

WESLEY MITSUO YAMADA

BRENNAN WILLIAM FONTANA

ERICA KAUR GHOTRA

KATHERINE ANN WOHLT

GAETANO ANTHONY SACCO

VEKEVIA ELTAVICE TILLMAN-JONES

CHRISTOPHER GENE PETERSON

Brian Philip Alan Estep

SCOTT DAVID BROKAW

RAMSEY MICHAEL ANDRIJEVICH

SAMUEL DOUGLAS HOECK

EVAN ROBERT LEVY

ALYSSA LYNDSEY WEINBERGER

ANDREW TERRENCE HANCOCK

ANDREW KEVIN WISSELL

ALEXANDER Edward KOB

Henry Davis Herrill

JOSEPH STEPHEN CROWLEY

ALEXANDRA MARIE BROWNE

Thomas Edwin Mirth

William D Leathers

Bradley Michael Kaufman

Garrett Brent Gabriel

Shane Taylor Sawyer Jones

Kevin Maldonado

AARON LAWRENCE LOVE

Elbert Huang Liu

Jason Ryer Baldridge

Matthew Henry Sealy

Adrianne Erickson

Dalton Jason Downer

Carlos I Arroyo Govea

Ioannis P Haralambous

Zachary Adam Schneider

RICHARD STEPHEN HENRY

MICHAEL ROBERT REID

MICHAEL ERNEST BENEVENTO

SCOTT HARRIS SILVER

SCOTT AIKELE BIRD

ROBERT JOHN BARNES

JORDAN TYLER KUNZ

EDWARD JOHN GUEITS

JOHN DAVID GRIFFIN

Alexandra B Papell

Timothy Thomas Walsh

GRETCHEN MARIE ZIEROLF

BRENT EDWARD COUGHENOUR

Maria Elena Bird

MATTHEW THOMAS HAAS

Jesus Eduardo Zepeda Castro

Grady Harrison Camps

Benjamin W Bruner

ERIC CHRISTOPHER FURSTNER

PATRICK M SAVAGE

JOSHUA ROBERT MILLER

ROBERT PHILIP RENSHAW

DILLON SCOTT GRACEY

BENJAMIN JOSEPH FINAN

Brooklyn Clark Griffin

NOAH SCOTT MELQUIST

Shannon LuAnn Sahli

BENJAMIN SAMOYLOV

Landen Sam Silbowitz

Thomas G Petrocelli

Victor M Campos Nunez

David Jonathan Douglas

Benjamin Ryan Gottlieb

Daniel-Elijah Valverde

NATHAN PATRICK FELD

JORDAN TAYLOR HUNT

CHAD EDWARD SLAUGHTER

JOSHUA ANDREW ROGGE

DANIEL LEE MEAD

BRANDON LEE THUOTT

CHARLES ANDREW ROBB

JOHN RANDALL FRYE

James Thomas Fetters

Dylan Kirk Barlow

STEPHEN JOSEPH SOLAKA

Paul Jeremiah Zimin

RYAN GERARD SITRIN

SCOTT CHARLES SITRIN

EFREN EDWARD BOLISAY

MARCUS JAY SITRIN

DAVID HYAM ZUCKERMAN

POUYA DAVID YADEGAR

KEVIN LEWIS SACRE

Mikyla Lucille Martinez

Luhmen Tabbada Tesoro

Ronald Robert Spence

CLINT RICHARD URSO

Marife Simbulan Callanta

RICHARD MARION BLOSSER

BRIAN PATRICK MCPARTLAND

Ricardo M Barragan

JOSEPH MICHAEL ESTRADA

Jake Dakota Krominga

Lauren M Castillo

SHAUNA KOHANCHI

Robert Wirthwein

Jordan Christopher Butler

Brian De La Torre

KEATON KYLE HIMSL

Gabrielle Brooke Ripka

Henry Kelleher Woodward

Rustin A. Fiouzi

Zachary Woolridge

Andreanna Crawford

Donovon Tracy Toomer

Dylan M. Osimetha

Tyler C Bohannan

Janet Feldstein McKillop

Taylor C. Watson

Alexander Hurley

Ananth Puduvalli

Ashton Isabella Benfield

Michael R. Duckworth

DENNIS MITCHEL JOHNSON

GLORIA LIANG RAY CHANG

Christine Scalley

Elizabeth E. Rahn

WILLIAM DIBRELL ARMISTEAD

Derrick P. Haynes

Michael Silvestri

Tyler J Messner

GEOFFREY ROSS MARKS

Yolla S. Kairouz

KENNETH FREDERICK MORGAN

Chelsea Rae Crowder-Luke

Joshua Mark Finkelstein

Mark H. Hathaway

Maxwell Gilbertson

RORY PATRICK DOYLE

James Kenneth Edwards

WYATT McCale SCHMIDT

Chandler J Boudreaux

JAMES PATRICK FOURIE

Piyapontha Chatarachanwong

Anthony J Martinez

Christopher Bache

NOAH ROBERT JOSEPH FRANCIS

DILLAN THOMAS KECK

Sean Giovanniello

THOMAS ANTONIO MARTINEZ

Gabrielle Brenn

Kristina Jakstys

Aurelien Malcom Cadet

Aidan John McNamara

Miles Bernstein

Enow-Ebot Penuel Akem

Sophia Leah Norouzi

Savannah Grace Overton

AUSTIN HURLEY WILSON

Daniella Echeverria

Ani M. Pridjian

Charles Patrick Collins

Daniel Zane Robledo

MIRANDA APARICIO RIOS

SHIRLEY JANE LEUNG

CHARLES MICHAEL ANTHONY WINN

ELIZABETH HOGAN

LOUIS MICHAEL ROMEO

JOSHUA IAN FLYER

NICHOLAS IVAN BERMAN

Daniel B. Haber

Tarek El Mehelmy

Araya Dhiensiri

Nazli Avanesian

Gabriel A Bendana

Elizabeth Chang

Wilhelm James Christiansen

Scott James Murray Harrison

Rosalie Haglund

Katharine J McRoskey

Susan Eckelmann Kizer

CHARLES MICHAEL HEAPHY

THORNE PATRICK SAUNDERS

Gonsalo A Barragan

Jessica N Bulen

CHLOE AMELIA FARRICK

Carlos Guerrero

BRANDON SAMUEL SHORT

Evan T Stablein

Catherine Chase Kramer

MICHAEL Andrew ROGERS

David Michael Amar

Monica Umana Gomez

Gilmar Valencia

CLAUDIA REA LOVELL

Willy Rodriguez

Leonard Scott Thomlison

Cyndi Gutierrez

Danielle Mulroy

Mia Chai Maginn

William H Desser

PATRICK JOSEPH BURKE

David J Catalfimo

MICHAEL WILLIAM ROVENS

Matthew Babrick

Ronald I Munman

Daniel Olin Jennings

PAMELA DENISE HECKER

David S. Berger

JOSEPH JOHN VANDERDONCK

LISA JAIME MASTERS

Bruce Beerbower

ANDREA BORGIOLI

Kristi J. Curran

Lance Matthew Polverini

Dominique Brenea Jordan

SEAN PHILLIP SAGAZ

Drew William Saberhagen

Dominic Anthony Bruno

Demetris Ioannis Kakaris

Danielle Renee Auriemma

Liza Belokonnyi

Caroline Patricia McNeill

Chase Anthony Markham

SARAH JESICA SALGADO

Jacob Nathan Berger

Peter Brotherton

Michelle Gonzalez

Olga Ewelina Davis

Natalie Michelle Traylor

Nicholas Major Strong

Valerie Wheelock

Howard Steven Rowen

Eric Andrew Gray

Daniel Joseph White

JOSEPH PATRICK LALLY

Gregory James Webster

ALEKSANDRA KULMATICKI

JOHN BRECKENRIDGE BARNES

JOHN CHARLES MCNAMEE

John Michael Cunningham

David J. Levine

Jory Michael Sandusky

DAMIR MESINOVIC

Michelle Blackmer

Jonathan Canter

Michael Mavredakis

Johnathon Soria

Christopher Roney McBee

Piotr M. Zagorowski

J. Joseph Lally

ARTHUR S MISHLER

Tracy A. Pulvers

GARY MATTHEW FOURNIER

THEODORE ROBERT FISHER

N Alexander Alard

JACQUELINE LAZERUS

BRADLEY LOWELL FINE

Carl Jason Pestelos

Emily M. Rabens

Gary R Fournier

DAVID MARK FISHMAN

TRAVIS ANTHONY GABLER

LADAN BOLOORIAN

BRETT EUGENE DALTON

TAYLOR EASTLAND SHOOP

John Henry McGee

Stephan A. Muccular

WILLIAM EDWARD SNELSON

KERRY LYNN OVERTON

JERMAINE LA MONTE JAMISON

Svetlana Vasilenko

Mary Allison Bourke

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