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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

CALTIUS CAPITAL MANAGEMENT, LP
L & S ADVISORS, INC
VICTUS CAPITAL WEALTH
THREADLINE WEALTH
FOCUS PARTNERS WEALTH, LLC
INTERLOCK EQUITY LP
CORAL TREE MANAGEMENT, LP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
NORTH PIER FIDUCIARY MANAGEMENT, LLC
KINGSWOOD CAPITAL MANAGEMENT, L.P.
BLUE ZONE WEALTH ADVISORS, LLC
TERRAMAR CAPITAL ADVISORS, L.P.
J.P. MORGAN SECURITIES LLC
STARSHOT CAPITAL, LLC
CORBEL CAPITAL PARTNERS
BEAR NOLAN LLC
AIR VENTURE PARTNERS LLC
UPI MANAGEMENT, LLC

Investors

CRAIG EUGENE WESTON
SY RICHARD LIPPMAN
Jason Jay Scott
Edlyn Coral Ruiz
RALPH RAYMOND SCOTT
LIN-CHUN HEATHER LIU
STEPHEN Seong SEO
IAN KEONI MANONGDO
LEANNE KALLSTROM SINDELL
DARRACH ANTHONY MARY MC CARTHY
LARRY CRAIG FERNANDEZ
ANNELIESE MAE JOHNSON
WILLIAM ALBERT D BLASE
JASON ROBERT ROMANO
JAMES M LOFTUS
DEAN HO YEOL YOON
JAMES CANELA
BAKTASH AHMAD RASHIDI
FRANK DONALD SZYMANEK
Gregory Dion Metzger
VALERIA JARAMILLO ECHEVERRIA
COLE ALEXANDER MURPHY
JAMES IRA SCHEINBERG
BRANT JACKSON GRIFFIN
Jay Carl Sanders
JUDITH MARIA LU
JOSHUA MARTIN SAILAR
BRYAN JAMES LEE
Anderson Jansen Lafontant
Justin Junho Yoo
Lincoln Rosenblood-Cappe
Michael Phung
Jared Nolan

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