Falists

California · 96 advisers

Financial Advisors in Santa Monica, California

Looking for a financial advisor in Santa Monica, California? Falists indexes 96 SEC-registered and state-registered investment advisers in Santa Monica — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 83 firms list a website you can visit directly. Firms in this directory manage up to $149.10B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

96

With website

83

Largest AUM

$149.10B

Financial planning

21

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth50Planning21Trusts28Retirement14Institutional26

Top advisors in Santa Monica

Ranked by AUM · Fees, team & specialties at a glance

View all 96 →

WILSHIRE

Santa Monica, CA

AUM

$149.10B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

86 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +2 more

310-451-3051

Full profileVisit site →
View all 96 advisors in Santa Monica

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)Santa Barbara (56)

Common questions

How many financial advisors are in Santa Monica, California?
96 registered investment advisers are listed in our Santa Monica directory, sourced from public SEC filings.
What types of advisors are in Santa Monica?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Santa Monica?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.