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

Top-Ranked Advisors in SANTA MONICA

#1
100

MATRIX PLANNING INC

SANTA MONICA, CA · Since 1986

$121M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
100

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · Since 2014

$4.1B AUM36 clientsFee: 0%
FiduciaryFee-Only
#3
100

WESTSIDE INVESTMENT MANAGEMENT, LLC

SANTA MONICA, CA · Since 2010

$889M AUM7 clientsFee: 0%
FiduciaryFee-Only
#4
100

CLEARLAKE CAPITAL GROUP, L.P.

SANTA MONICA, CA · Since 2012

$83.6B AUM97 clientsFee: 0%
FiduciaryFee-Only
#5
100

CLOCKTOWER GROUP, L.P.

SANTA MONICA, CA · Since 2015

$2.3B AUM15 clientsFee: 0%
FiduciaryFee-Only
#6
100

ANGELES WEALTH MANAGEMENT, LLC

SANTA MONICA, CA · Since 2012

$2.8B AUM13 clientsFee: 0%
FiduciaryFee-Only
#7
100

OCEAN AVENUE CAPITAL PARTNERS, L.P.

SANTA MONICA, CA · Since 2012

$2.0B AUM12 clientsFee: 0%
FiduciaryFee-Only
#8
100

ANTHOS CAPITAL

SANTA MONICA, CA · Since 2020

$3.0B AUM21 clientsFee: 0%
FiduciaryFee-Only
#9
100

BENGAL ASSET MANAGEMENT, LLC

SANTA MONICA, CA · Since 2018

$198M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
100

GUGGENHEIM WEALTH SOLUTIONS, LLC

SANTA MONICA, CA · Since 2016

$371M AUM6 clientsFee: 0%
FiduciaryFee-Only
#11
100

HW CAPITAL LLC

SANTA MONICA, CA · Since 2018

$321M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
100

EMERALD LAKE CAPITAL MANAGEMENT, L.P.

SANTA MONICA, CA · Since 2019

$3.1B AUM14 clientsFee: 0%
FiduciaryFee-Only
#13
100

BANCREEK CAPITAL MANAGEMENT, LP

SANTA MONICA, CA · Since 2021

$49M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
100

AUTILUS PARTNERS LLC

SANTA MONICA, CA · Since 2025

$101M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
100

BANCREEK CAPITAL ADVISORS, LLC

SANTA MONICA, CA · Since 2023

$187M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
100

DRC INVESTMENT ADVISORS, LLC

SANTA MONICA, CA · Since 2025

$391M AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
100

SPA RIA

SANTA MONICA, CA · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
100

BANCREEK CAPITAL STRATEGIES, LLC

SANTA MONICA, CA · Since 2026

$11M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
100

FINITE MANAGEMENT, LLC

SANTA MONICA, CA · Since 2021

$3M AUM2 clientsFee: 0%
FiduciaryFee-Only
#20
97

REDWOOD WEALTH MANAGEMENT, LLC

SANTA MONICA, CA · Since 2020

$837M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
95

WILSHIRE

SANTA MONICA, CA · Since 1990

$149.1B AUM86 clientsFee: 0%
FiduciaryFee-Only
#22
95

SIERRA INVESTMENT MANAGEMENT, LLC

SANTA MONICA, CA · Since 1992

$361M AUM8 clientsFee: 0%
FiduciaryFee-Only
#23
95

ANGELES INVESTMENT ADVISORS

SANTA MONICA, CA · Since 2001

$7.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#24
95

ABACUS WEALTH PARTNERS

SANTA MONICA, CA · Since 2004

$3.6B AUM37 clientsFee: 0%
FiduciaryFee-Only
#25
95

OCEAN PARK ASSET MANAGEMENT, LLC

SANTA MONICA, CA · Since 2007

$3.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#26
95

BEACH POINT CAPITAL MANAGEMENT LP

SANTA MONICA, CA · Since 2008

$29.8B AUM77 clientsFee: 0%
FiduciaryFee-Only
#27
95

VICTUS CAPITAL WEALTH

SANTA MONICA, CA · Since 2010

$280M AUM4 clientsFee: 0%
FiduciaryFee-Only
#28
95

ENHANCED HEALTHCARE MANAGEMENT COMPANY

SANTA MONICA, CA · Since 2012

$1.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
#29
95

SAYBROOK FUND ADVISORS, LLC

SANTA MONICA, CA · Since 2011

$461M AUM7 clientsFee: 0%
FiduciaryFee-Only
#30
95

BISON CAPITAL ASSET MANAGEMENT, LLC

SANTA MONICA, CA · Since 2012

$962M AUM11 clientsFee: 0%
FiduciaryFee-Only
#31
95

GLENDON CAPITAL MANAGEMENT L.P.

SANTA MONICA, CA · Since 2013

$5.2B AUM11 clientsFee: 0%
FiduciaryFee-Only
#32
95

ALMITAS CAPITAL LLC

SANTA MONICA, CA · Since 2016

$1.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#33
95

GOTHAM GREEN PARTNERS, LLC

SANTA MONICA, CA · Since 2019

$335M AUM5 clientsFee: 0%
FiduciaryFee-Only
#34
95

QUID CAPITAL GROUP HOLDINGS, LLC

SANTA MONICA, CA · Since 2020

$7.8B AUM6 clientsFee: 0%
FiduciaryFee-Only
#35
95

MUSE CAPITAL MANAGEMENT LLC

SANTA MONICA, CA · Since 2025

$104M AUM1 clientsFee: 0%
FiduciaryFee-Only
#36
95

MAIN STREET ADVISORS

SANTA MONICA, CA · Since 2019

$9.6B AUM17 clientsFee: 0%
FiduciaryFee-Only
#37
95

WELLACRE GLOBAL WEALTH ADVISORS

SANTA MONICA, CA · Since 2026

$104M AUM2 clientsFee: 0%
FiduciaryFee-Only
#38
95

GGP MANAGEMENT, L.P.

SANTA MONICA, CA · Since 2020

$1.3B AUM12 clientsFee: 0%
FiduciaryFee-Only
#39
95

QUANTUM FINANCIAL ADVISORS, LLC

SANTA MONICA, CA · Since 2022

$1.5B AUM11 clientsFee: 0%
FiduciaryFee-Only
#40
95

LIGHT CAPITAL LLC

SANTA MONICA, CA · Since 2023

$135M AUM1 clientsFee: 0%
FiduciaryFee-Only
#41
95

SERENUS WEALTH ADVISORS, LLC

SANTA MONICA, CA · Since 2024

$1.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#42
95

LANE42

SANTA MONICA, CA · Since 2025

$2.0B AUM18 clientsFee: 0%
FiduciaryFee-Only
#43
95

ANGELES FAMILY OFFICE

SANTA MONICA, CA · Since 2026

$182M AUM2 clientsFee: 0%
FiduciaryFee-Only
#44
82

SVOF/MM, LLC

SANTA MONICA, CA · Since 2004

$16M AUM1 clientsFee: 0%
FiduciaryFee-Only1 complaint
#45
77

TENNENBAUM CAPITAL PARTNERS, LLC

SANTA MONICA, CA · Since 2001

$3.2B AUM7 clientsFee: 0%
FiduciaryFee-Only1 complaint

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.