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 $59,637,618,310 Number of advisors 100 advisors	$59,637,618,310	100 advisors
2	Assets under management $15,908,250,014 Number of advisors 148 advisors	$15,908,250,014	148 advisors
3	Assets under management $5,975,378,916 Number of advisors 27 advisors	$5,975,378,916	27 advisors
4	Assets under management $4,783,632,013 Number of advisors 39 advisors	$4,783,632,013	39 advisors
5	Assets under management $4,446,651,750 Number of advisors 19 advisors	$4,446,651,750	19 advisors
6	Assets under management $3,133,614,634 Number of advisors 24 advisors	$3,133,614,634	24 advisors
7	Assets under management $2,042,844,992 Number of advisors 30 advisors	$2,042,844,992	30 advisors
8	Assets under management $1,959,519,419 Number of advisors 14 advisors	$1,959,519,419	14 advisors
9	Assets under management $1,944,644,199 Number of advisors 11 advisors	$1,944,644,199	11 advisors
10	Assets under management $1,234,750,250 Number of advisors 18 advisors	$1,234,750,250	18 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 generate our top financial advisors list in Santa Monica, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Santa Monica. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.

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.

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
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Beach Point Capital Management Lp
Beach Point Capital Management Lp is a financial advisory firm based in Santa Monica, California. It currently has approximately $15,908,250,014 of assets under management and employs about 148 people. Beach Point Capital Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$15,908,250,014 under management
148 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
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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
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Ocean Park Asset Management, LLC
Ocean Park Asset Management, LLC is a financial advisory firm based in Santa Monica, California. It currently has approximately $4,783,632,013 of assets under management and employs about 39 people. Ocean Park Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
$4,783,632,013 under management
39 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
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Glendon Capital Management L.p.
Glendon Capital Management L.p. is a financial advisory firm based in Santa Monica, California. It currently has approximately $4,446,651,750 of assets under management and employs about 19 people. Glendon Capital Management L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
$4,446,651,750 under management
19 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
College Endowment
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Anthos Capital
Anthos Management, L.P., based in Santa Monica, CA, was established in July 2007 and reorganized in 2018. The firm is a registered investment adviser with the SEC since February 2020. Anthos specializes in providing advisory services to privately offered pooled investment vehicles and special purpose vehicles, focusing on investments in privately held growth companies. The firm manages approximately $2.9 billion in regulatory assets under management on a discretionary basis as of December 31, 2024. Anthos charges asset-based management fees, typically between 0 and 2.5% per annum, and may also receive other fees such as director fees and carried interest distributions. The firm's investment strategy centers on inefficient private market opportunities, primarily targeting technology and consumer companies. Investors should be aware of the risks involved, including potential losses, lack of liquidity, and conflicts of interest. Anthos has a Code of Ethics to address conflicts and has no reportable disciplinary events. The firm exercises investment discretion for its clients and may vote proxies on their behalf. Anthos does not require pre-payment exceeding $1,200 or have any financial conditions impacting its commitments.
$3,133,614,634 under management
24 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PERCENTAGE OF COMMITTED CAPITAL
Services offered
Portfolio Management For Pooled Investment Vehicles
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Clocktower Group, L.p.
Clocktower Group, L.p. is a financial advisory firm based in Santa Monica, California. It currently has approximately $2,042,844,992 of assets under management and employs about 30 people. Clocktower Group, L.p. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$2,042,844,992 under management
30 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
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Quid Capital Group Holdings, LLC
Quid Capital Group Holdings, LLC, operating as Quid Capital, is a registered investment adviser based in Santa Monica, CA. Founded in 2016, the firm specializes in providing investment management services to private debt and securities-oriented funds, private equity-oriented funds, and venture capital-oriented funds. As of December 31, 2024, Quid Capital had approximately $3.5 billion in discretionary regulatory assets under management. The firm typically charges a management fee ranging from 0-2.5% of total committed capital for its services. Quid Capital may also receive incentive-based compensation based on realized gains from investments, subject to certain conditions. Clients generally invest in private companies on a long-term basis or provide debt financing collateralized by equity in private companies. The firm's investment strategy involves a significant degree of risk, with no assurance of achieving investment objectives. Quid Capital acts in a discretionary capacity for its clients, making investment decisions within the guidelines set by the governing documents of each fund. The firm has a Code of Ethics in place to ensure ethical conduct and manages conflicts of interest related to personal trading and client transactions. Quid Capital does not engage in soft dollar arrangements, directed brokerage, or aggregation of orders. The firm reviews client portfolios continuously and provides regular performance reports. Quid Capital complies with custody rules and may compensate broker-dealers for client referrals in certain circumstances. The firm exercises investment discretion in voting client securities when applicable and maintains financial stability to meet its commitments.
$1,959,519,419 under management
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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Ocean Avenue Capital Partners, L.p.
Ocean Avenue Capital Partners, L.P. is a Delaware limited partnership founded in 2010 and owned by Jeffrey L. Ennis, Duran S. Curis, and Jacques Youss efmir. The firm provides investment advisory services to private single-investor and pooled investment vehicles, including institutional clients. These investment vehicles, referred to as the "Funds," are typically U.S. and non-U.S. limited partnerships. Ocean Avenue Capital Partners focuses on investments in private equity, special situations private funds, and private companies. As of December 31, 2024, the firm managed $2.2 billion on a discretionary basis. Clients are generally required to make a minimum commitment to the Funds and must be accredited investors. The firm charges an annual management fee ranging from 0.55% to 1.25% of the capital commitment, which may be reduced after year 8. Ocean Avenue Capital Partners may also receive carried interest distributions based on Fund profits. The firm does not exercise voting authority over client securities, and investment discretion is granted based on the Fund's governing documents. Adviser does not maintain physical custody of client assets, and client reports are provided quarterly. Ocean Avenue Capital Partners has a code of ethics to address conflicts of interest and may engage in personal trading and client referrals. The firm does not have any disciplinary events to disclose.
$1,944,644,199 under management
11 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile
Ggp Management, L.p.
GGP Management, L.P. (Griffin Gaming) is a registered investment adviser specializing in venture capital investments within the video gaming ecosystem. Established in 2020, the firm manages private investment funds and special purpose vehicles, offering tailored services to qualified investors. Griffin Gaming primarily charges asset-based management fees of up to 2% per annum and may receive performance-based fees based on fund profits. The firm's investment strategy focuses on public and private companies in the interactive software industry, including blockchain-based assets. Clients have limited control over investment decisions, with Griffin Gaming having discretion in selecting portfolio companies and exit strategies. The firm emphasizes risk management in its investment approach, acknowledging the high-risk nature of venture capital investments. Griffin Gaming does not participate in wrap fee programs and has approximately $1.3 billion in regulatory assets under management. The firm operates with transparency, adhering to a Code of Ethics and providing regular reports to investors. Additionally, Griffin Gaming discloses potential conflicts of interest and maintains compliance with regulatory requirements.
$1,234,750,250 under management
18 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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