Top 10 advisors in Santa Monica
We’ve curated a list of the best financial advisors in Santa Monica, take a look at it below
Find an advisor in Santa Monica| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $59,637,618,310 | 100 advisors | ||
| 2 | $15,908,250,014 | 148 advisors | ||
| 3 | $5,975,378,916 | 27 advisors | ||
| 4 | $4,783,632,013 | 39 advisors | ||
| 5 | $4,446,651,750 | 19 advisors | ||
| 6 | $3,133,614,634 | 24 advisors | ||
| 7 | $2,042,844,992 | 30 advisors | ||
| 8 | $1,959,519,419 | 14 advisors | ||
| 9 | $1,944,644,199 | 11 advisors | ||
| 10 | $1,234,750,250 | 18 advisors |
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Clearlake Capital Group, L.p.
Assets under management
$59,637,618,310
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Beach Point Capital Management Lp
Assets under management
$15,908,250,014
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)
3. Main Street Advisors
Assets under management
$5,975,378,916
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
4. Ocean Park Asset Management, LLC
Assets under management
$4,783,632,013
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
5. Glendon Capital Management L.p.
Assets under management
$4,446,651,750
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
College Endowment
6. Anthos Capital
Assets under management
$3,133,614,634
Fee structure
A percentage of assets under your management
Performance-based fees
PERCENTAGE OF COMMITTED CAPITAL
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Clocktower Group, L.p.
Assets under management
$2,042,844,992
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
8. Quid Capital Group Holdings, LLC
Assets under management
$1,959,519,419
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Ocean Avenue Capital Partners, L.p.
Assets under management
$1,944,644,199
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Ggp Management, L.p.
Assets under management
$1,234,750,250
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.