AdvisorRanked

Best Financial Advisors in SANTA MONICA, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

45
Registered Firms
0.95%
Median Fee
of assets/year
$1.1B
Median AUM
45
Firms Listed
in our database

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Top Rated Established Verified45 firms shown

Top-Ranked Advisors in SANTA MONICA

Page 1 of 2 · 45 firms

#1
93

CLEARLAKE CAPITAL GROUP, L.P.

SANTA MONICA, CA · Since 2012

$83.6B AUM97 clientsFee: 0%
FiduciaryFee-Only
#2
93

ANGELES WEALTH MANAGEMENT, LLC

SANTA MONICA, CA · Since 2012

$2.8B AUM13 clientsFee: 0%
FiduciaryFee-Only
#3
93

OCEAN AVENUE CAPITAL PARTNERS, L.P.

SANTA MONICA, CA · Since 2012

$2.0B AUM12 clientsFee: 0%
FiduciaryFee-Only
#4
92

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · Since 2014

$4.1B AUM36 clientsFee: 0%
FiduciaryFee-Only
#5
91

CLOCKTOWER GROUP, L.P.

SANTA MONICA, CA · Since 2015

$2.3B AUM15 clientsFee: 0%
FiduciaryFee-Only
#6
90

WESTSIDE INVESTMENT MANAGEMENT, LLC

SANTA MONICA, CA · Since 2010

$889M AUM7 clientsFee: 0%
FiduciaryFee-Only
#7
89

EMERALD LAKE CAPITAL MANAGEMENT, L.P.

SANTA MONICA, CA · Since 2019

$3.1B AUM14 clientsFee: 0%
FiduciaryFee-Only
#8
88

ANTHOS CAPITAL

SANTA MONICA, CA · Since 2020

$3.0B AUM21 clientsFee: 0%
FiduciaryFee-Only
#9
87

MATRIX PLANNING INC

SANTA MONICA, CA · Since 1986

$121M AUM1 clientsFee: 0%
FiduciaryFee-Only
#10
86

BENGAL ASSET MANAGEMENT, LLC

SANTA MONICA, CA · Since 2018

$198M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
86

GUGGENHEIM WEALTH SOLUTIONS, LLC

SANTA MONICA, CA · Since 2016

$371M AUM6 clientsFee: 0%
FiduciaryFee-Only
#12
85

HW CAPITAL LLC

SANTA MONICA, CA · Since 2018

$321M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
84

BEACH POINT CAPITAL MANAGEMENT LP

SANTA MONICA, CA · Since 2008

$29.8B AUM77 clientsFee: 0%
FiduciaryFee-Only
#14
84

BANCREEK CAPITAL MANAGEMENT, LP

SANTA MONICA, CA · Since 2021

$49M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
84

BANCREEK CAPITAL ADVISORS, LLC

SANTA MONICA, CA · Since 2023

$187M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
84

FINITE MANAGEMENT, LLC

SANTA MONICA, CA · Since 2021

$3M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
83

WILSHIRE

SANTA MONICA, CA · Since 1990

$149.1B AUM86 clientsFee: 0%
FiduciaryFee-Only
#18
83

DRC INVESTMENT ADVISORS, LLC

SANTA MONICA, CA · Since 2025

$391M AUM4 clientsFee: 0%
FiduciaryFee-Only
#19
83

SPA RIA

SANTA MONICA, CA · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#20
82

ANGELES INVESTMENT ADVISORS

SANTA MONICA, CA · Since 2001

$7.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#21
82

ABACUS WEALTH PARTNERS

SANTA MONICA, CA · Since 2004

$3.6B AUM37 clientsFee: 0%
FiduciaryFee-Only
#22
82

OCEAN PARK ASSET MANAGEMENT, LLC

SANTA MONICA, CA · Since 2007

$3.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#23
82

GLENDON CAPITAL MANAGEMENT L.P.

SANTA MONICA, CA · Since 2013

$5.2B AUM11 clientsFee: 0%
FiduciaryFee-Only
#24
82

AUTILUS PARTNERS LLC

SANTA MONICA, CA · Since 2025

$101M AUM2 clientsFee: 0%
FiduciaryFee-Only
#25
82

BANCREEK CAPITAL STRATEGIES, LLC

SANTA MONICA, CA · Since 2026

$11M AUM2 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in SANTA MONICA?

The median advisory fee in SANTA MONICA, CA is 0.95% of assets under management per year, based on Form ADV filings from 45 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.