Top 10 financial advisors in Santa Monica, CA

We've curated a list of the best financial advisors in Santa Monica, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $5,975,378,916 Number of advisors 27 advisors	$5,975,378,916	27 advisors
2	Assets under management $1,138,418,240 Number of advisors 14 advisors	$1,138,418,240	14 advisors
3	Assets under management $511,547,464 Number of advisors 12 advisors	$511,547,464	12 advisors
4	Assets under management $251,311,605 Number of advisors 3 advisors	$251,311,605	3 advisors
5	Assets under management $196,949,432 Number of advisors 4 advisors	$196,949,432	4 advisors
6	Assets under management $184,981,059 Number of advisors 4 advisors	$184,981,059	4 advisors
7	Assets under management $62,840,000 Number of advisors 4 advisors	$62,840,000	4 advisors
8	Assets under management $49,261,229 Number of advisors 2 advisors	$49,261,229	2 advisors
9	Assets under management $45,521,937 Number of advisors 2 advisors	$45,521,937	2 advisors
10	Assets under management $59,637,618,310 Number of advisors 100 advisors	$59,637,618,310	100 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in Santa Monica, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Main Street Advisors
Main Street Advisors is a financial advisory firm based in Santa Monica, California. It currently has approximately $5,975,378,916 of assets under management and employs about 27 people. Main Street Advisors uses a fee structure of a percentage of assets under your management and performance-based fees.
$5,975,378,916 under management
27 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
See full profile
Angeles Wealth Management, LLC
Angeles Wealth Management, LLC, established in November 2011, primarily offers personalized discretionary portfolio and wealth management services to high-net-worth individuals, charitable organizations, and corporations. The firm operates as a "manager of managers," allocating to asset managers with specific expertise and managing individual securities. AWM tailors its services based on client needs, risk tolerances, and goals. The firm also provides philanthropy consulting services at no additional fee upon request. AWM primarily acts as a fiduciary and does not participate in wrap fee programs. AWM charges an asset-based fee ranging from 0.50% to 1%, typically requiring a minimum account size of $5 million. Fees are payable quarterly in advance based on fair market appraisals. Clients may incur additional fees such as brokerage commissions, transaction fees, and other related costs. AWM does not have a disciplinary history and does not vote proxies on behalf of clients. The firm reviews client accounts quarterly or as deemed necessary, providing written reports on market conditions and performance. AWM does not vote proxies on behalf of clients and does not require prepayment of fees exceeding six months in advance. The firm has no financial commitments impairing its ability to meet contractual and fiduciary obligations.
$1,138,418,240 under management
14 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
See full profile
Westside Investment Management, LLC
Westside Investment Management, LLC. is a registered investment adviser firm based in Santa Monica, CA, established in August 2010. The firm specializes in providing discretionary investment advisory services on a fee basis, offering services such as financial planning and consulting. Clients are required to enter into an agreement outlining the terms of engagement, including the fee structure based on a percentage of assets under management. The firm may recommend investment strategies such as long-term purchases, short-term purchases, and trading, utilizing methods of analysis like charting, fundamental, technical, and cyclical analysis. For existing clients, the firm participates in the Managed Accounts Program and the Mutual Fund Allocation Program, providing globally diversified portfolios. Clients may also engage in retirement plan consulting services, with fees ranging from 0.10% to 1.00% of plan assets. Westside Investment Management does not recommend or advocate for the purchase of cryptocurrencies but may provide information upon request. Additionally, the firm may receive support services from custodians without additional charges to clients. Clients are encouraged to review financial planning issues annually and are provided with regular account statements and transaction confirmations. The firm does not vote client proxies and does not maintain custody of client funds or securities. Clients have the option to engage the firm on a discretionary basis, allowing the firm to make investment decisions on their behalf.
$511,547,464 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Financial Consulting
See full profile
Redwood Wealth Management, LLC
Benjamin Lincoln is the CEO, Chief Compliance Officer, and Advisor at Redwood Wealth Management, LLC since November 2014. He has a Bachelor of Science in Business Administration from the University of North Carolina - Charlotte, graduating in 2003. Prior to joining Redwood, he worked as a Registered Representative at LPL Financial from December 2007 to November 2014 and at AG Edwards from May 2004 to December 2007. Mr. Lincoln was found to have violated the custody rule under the Investment Advisors Act, resulting in a censure and a civil penalty of $20,000. He is also licensed as an insurance agent and may offer insurance products through an independent agency, but he is committed to acting in the client's best interest as a fiduciary. Clients have the option to request bill payment facilitation services through Redwood Wealth Management, with payments made from the client's advisory account upon receiving written authorization. Mr. Lincoln may receive compensation from product sponsors, which can include gifts valued under $100 annually, dinners, tickets to events, or reimbursement for educational or marketing initiatives. As the Chief Compliance Officer, Mr. Lincoln supervises all advisory accounts at Redwood Wealth Management, ensuring adherence to the firm's Code of Ethics. Account activity is reviewed regularly to align with client objectives, including investment strategies, performance, diversification, and suitability. Clients can contact Mr. Lincoln at (888) 552-1905 for any inquiries.
$251,311,605 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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Victus Capital Wealth
Victus Capital Wealth, LLC is a financial advisory firm established in 2010 in Santa Monica, CA. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. Victus Capital Wealth, LLC is owned by Darrach Anthony Mary McCarthy and Larry Craig Fernandez. As a fiduciary, the firm is committed to acting in the best interest of its clients. The firm offers services such as Comprehensive Portfolio Management, Retirement Plan Consulting, and Referrals to Third Party Money Management. Clients can expect a range of investment strategies, including long-term purchases, short-term purchases, trading, short sales, margin transactions, options, private equity, and private funds. Victus Capital Wealth, LLC manages approximately $250 million in assets under management, with a fee structure ranging from 0.75% to 1.25% based on assets under management. Clients have the option to grant investment discretion to the firm, allowing Victus Capital Wealth, LLC to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities. Victus Capital Wealth, LLC does not receive soft dollars in excess of what is allowed by Section 28(e) of the Securities Exchange Act of 1934. The firm does not pay referral fees to independent solicitors and does not receive brokerage for client referrals. Additionally, the firm has participated in the Paycheck Protection Program to support its business during the COVID-19 pandemic.
$196,949,432 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
See full profile
Bancreek Capital Management, Lp
Bancreek Capital Management, LP is an SEC registered investment adviser founded in 2021, based in Santa Monica, California. The firm specializes in managing the Bancreek Generations Fund, LP, and Bancreek Partners Fund, LP, focusing on investing in value-accreting businesses globally. They also provide discretionary investment management services to separately managed account clients. The firm manages a total of $125,240,034 in regulatory assets under management as of December 31, 2024. Clients may pay an asset-based management fee ranging from 0.25% to 0.3125% per quarter and a performance fee ranging from 15% to 20%. The firm may reduce or waive these fees based on certain criteria. Bancreek Capital Management, LP exercises investment discretion for clients, meaning they can make investment decisions without obtaining specific consent. The firm follows a detailed code of ethics, participates in proxy voting for client securities, and has policies in place to address conflicts of interest. Clients' accounts are held by qualified custodians, and the firm has not been involved in any legal or disciplinary events. Bancreek Capital Management, LP has not filed for bankruptcy and maintains financial stability.
$184,981,059 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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Wellacre Global Wealth Advisors
Wellacre Wealth Management, LLC, located in Santa Monica, CA, was established in 2019 by Adam Scott, a Certified Financial Planner (CFP®). The firm specializes in providing a wide array of investment advisory services to individuals and other clients. As a fiduciary, the firm is committed to acting in the best interest of its clients. Services offered include Asset Management, Comprehensive Portfolio Management, and Financial Planning & Consulting. For Asset Management and Comprehensive Portfolio Management, the firm charges a maximum annual fee of 1.75%, based on assets under management. Financial Planning & Consulting services are offered on a flat fee basis ranging from $5,000 to $25,000. Retirement Plan Consulting services are billed based on a percentage of Plan assets under management, not exceeding 1.00%. The firm uses various methods of analysis, including Charting, Cyclical Analysis, Fundamental Analysis, Quantitative Analysis, and Qualitative Analysis. Investment strategies employed include Asset Allocation, Fixed Income, Long-Term Purchases, and Options. Wellacre Wealth Management recommends Charles Schwab & Co., Inc. as the custodian for client funds and brokerage services. The firm does not receive soft dollars in excess of what is allowed by regulations and does not direct client transactions for soft dollar benefits. The firm does not charge performance-based fees and does not have any disciplinary history. The Chief Compliance Officer, Adam Scott, oversees the firm's operations and compliance with regulations.
$62,840,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
See full profile
Light Capital LLC
Light Capital LLC, located in Santa Monica, CA, is an investment advisor registered with the SEC, founded in November 2022 by Edward McGlasson, who serves as the Chief Executive Officer and Chief Investment Officer. The firm specializes in providing family office and investment management services for individuals, small businesses, private funds, and institutional clients on a discretionary and non-discretionary basis. Light Capital tailors its investment strategies to meet clients' needs, focusing on capital preservation and long-term growth. The firm offers services such as cash flow planning, financial reporting, estate administration, and directed trustee services. Light Capital does not participate in wrap fee programs and charges advisory fees of up to 1.50% of assets under management. The firm primarily allocates client assets among various securities, mutual funds, ETFs, and alternative investments. Clients have full discretion over implementing recommendations. The firm does not have any disciplinary events to disclose. Edward McGlasson, the founder, holds a B.S. in Business Administration and has a clean regulatory record. McGlasson is responsible for all supervision and investment advice provided to clients. Clients have access to online performance reporting and custom reports. Light Capital does not engage in other financial activities and does not receive additional compensation. McGlasson does not have any other business activities and does not receive additional forms of compensation. McGlasson is the principal owner of the firm and is responsible for all supervision and investment advice provided to clients. Clients can contact McGlasson at (424) 625-2065 for any inquiries.
$49,261,229 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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Eddy Financial, LLC
Eddy Financial, LLC, led by Andrew D. Eddy, AIF®, ChFC®, CLU®, CFP®, was established in 2017, with Mr. Eddy serving as the Managing Member, Chief Compliance Officer, and Investment Advisor Representative. Mr. Eddy holds various professional licenses and designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), Accredited Investment Fiduciary® (AIF®), and Chartered Life Underwriter® (CLU®). These certifications demonstrate his expertise in financial planning, investment management, and fiduciary standards. As a fiduciary, Mr. Eddy is committed to acting in the best interests of his clients. He does not receive additional compensation beyond advisory fees and has no disciplinary events material to his evaluation. Mr. Eddy is also a licensed insurance agent/broker, offering insurance products with potential conflicts of interest, which he mitigates by prioritizing clients' best interests. Clients have full control over their investments, as Mr. Eddy is the owner and Chief Compliance Officer of the firm. He has a clean record with no arbitration claims, civil proceedings, or bankruptcy petitions. Potential clients can access more information about Mr. Eddy on the SEC's website.
$45,521,937 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
See full profile
Clearlake Capital Group, L.p.
Clearlake Capital Group, L.p. is a financial advisory firm based in Santa Monica, California. It currently has approximately $59,637,618,310 of assets under management and employs about 100 people. Clearlake Capital Group, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
$59,637,618,310 under management
100 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile

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Methodology

Top advisors in California

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