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.

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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.

3rd Party Rankings

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


  • Financial Advisor Close to Santa Monica, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • 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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

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.
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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.)



The Top Financial Advisor Firms in Santa Monica, CA

 

GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC

Website

(310) 576-1270

100 Wilshire Blvd
Suite 500
Santa Monica, CA 90401

SEC#: 801-66786
Years in Business: 15 years

CLEARLAKE CAPITAL GROUP, L.P.

Website

(310) 400-8800

233 Wilshire Blvd
Suite 800
Santa Monica, CA 90401

SEC#: 801-73993
Years in Business: 9 years

GLENDON CAPITAL MANAGEMENT L.P.

Website

(310) 907-0450

2425 Olympic Blvd.
Suite 500E
Santa Monica, CA 90404

SEC#: 801-77827
Years in Business: 8 years

ETHIKA INVESTMENTS, LLC

Website

(949) 910-6848

520 Broadway
Suite 3058
Santa Monica, CA 90401

SEC#: 801-107673
Years in Business: 5 years

GUGGENHEIM PARTNERS ADVISORS, LLC

Website

(310) 576-1270

100 Wilshire Blvd
Suite 500
Santa Monica, CA 90401

SEC#: 801-107511
Years in Business: 5 years

HW CAPITAL LLC

Website

(818) 489-3073

1437 7th Street
Suite 200
Santa Monica, CA 90401

SEC#: 801-114174
Years in Business: 2 years

MAIN STREET ADVISORS

Website

(310) 392-7607

3110 Main Street
Suite 310
Santa Monica, CA 90405

SEC#: 801-117239
Years in Business: 2 years

DALTON INVESTMENTS LLC

Website

(424) 231-9100

1601 Cloverfield Boulevard
Suite 5050 N
Santa Monica, CA 90404

SEC#: 801-56572
Years in Business: 22 years

ANGELES INVESTMENT ADVISORS

Website

(310) 393-6300

429 Santa Monica Blvd.
Suite 650
Santa Monica, CA 90401

SEC#: 801-60042
Years in Business: 20 years

 


Santa Monica, CA Financial Advisor FAQs

A financial advisor helps clients manage their finances through a variety of different services. These can include anything from simple financial advice to long-term investment portfolio management, tax strategy and estate planning. Prospective clients often seek out financial advisors for help in reaching long-term investment goals, such as saving for retirement or paying their childrens’ college tuition. Advisors will often cultivate years-long relationships with their clients in order to build and maintain trust. Some advisors in recent years have opted conduct their business exclusively online in order to reach more clients, while other advisors are not even human. Robo-advisors are computer algorithms that give clients investment advice depending on what the client tells them about their investment preferences.
One of the most recognizable spots in the Los Angeles area, Santa Monica is known for its vibrant arts and culture scene and iconic landmarks, along with its wide, sandy beaches. The most famous of these landmarks is the Santa Monica Pier, which features one of the oldest ferris wheels in the country. Its downtown commercial district also features the popular Third Street Promenade outdoor shopping area, and its public parks offer breathtaking ocean views. Additionally, Santa Monica is home to several popular art museums and a film festival. Our financial advisors also serve in these locations around Santa Monica: Culver City, Pasadena, Burbank, Encino, Brentwood, Beverly Hills, Playa Del Rey, Venice Beach, Woodland Hills, Thousand Oaks, Calabasas, and Studio City.