
Find a Financial Advisor in Santa Monica, CA
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We did the hard work of finding trustworthy partners in Santa Monica, CA.
We Only Work With The Best Santa Monica Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more
Conflict Free
Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
Education & Designations
All of our partners are advisors who hold the proper designations from FINRA
Trustworthiness
All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in Santa Monica, CA
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Financial Advisor Close to Santa Monica, CA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Santa Monica, CA
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near Santa Monica, CA
We evaluated over 13,000 RIA firms to bring you the best of the best Santa Monica financial advisors.
How Retirement-Friendly is Santa Monica, CA?
- Population: 91,577
- % of Population 62 Years and Over: 21.3%
- Average Home Value: $1390,500
- Average Monthly Housing Cost: $1,976
- Average Household Income: $149,429
- California Total Tax Burden: 9.48% (10th Highest in U.S.)
- California Property Tax: 2.64% (19th Lowest in U.S.)
- California Individual Income Tax: 3.78% (4th Highest in U.S.)
- California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)
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The Top Financial Advisor Firms in Santa Monica, CA
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC
(310) 576-1270100 Wilshire Blvd
Suite 500
Santa Monica, CA 90401
SEC#: 801-66786
Years in Business: 15 years
CLEARLAKE CAPITAL GROUP, L.P.
(310) 400-8800233 Wilshire Blvd
Suite 800
Santa Monica, CA 90401
SEC#: 801-73993
Years in Business: 10 years
GLENDON CAPITAL MANAGEMENT L.P.
(310) 907-04502425 Olympic Blvd.
Suite 500E
Santa Monica, CA 90404
SEC#: 801-77827
Years in Business: 9 years
ETHIKA INVESTMENTS, LLC
(949) 910-6848520 Broadway
Suite 3058
Santa Monica, CA 90401
SEC#: 801-107673
Years in Business: 6 years
GUGGENHEIM PARTNERS ADVISORS, LLC
(310) 576-1270100 Wilshire Blvd
Suite 500
Santa Monica, CA 90401
SEC#: 801-107511
Years in Business: 6 years
HW CAPITAL LLC
(818) 489-30731437 7th Street
Suite 200
Santa Monica, CA 90401
SEC#: 801-114174
Years in Business: 3 years
MAIN STREET ADVISORS
(310) 392-76073110 Main Street
Suite 310
Santa Monica, CA 90405
SEC#: 801-117239
Years in Business: 2 years
DALTON INVESTMENTS LLC
(424) 231-91001601 Cloverfield Boulevard
Suite 5050 N
Santa Monica, CA 90404
SEC#: 801-56572
Years in Business: 22 years
ANGELES INVESTMENT ADVISORS
(310) 393-6300429 Santa Monica Blvd.
Suite 650
Santa Monica, CA 90401
SEC#: 801-60042
Years in Business: 21 years
Santa Monica, CA Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.