SEC-registered financial advisors in Santa Monica, CA
Common fee types
- 89%Percentage of assets
- 68%Fixed or flat fee
Showing 19 of 19
- Abacus Wealth Partners$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Angeles Family Office$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Angeles Investment Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Angeles Wealth Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Gerber Kawasaki Wealth & Investment Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Guggenheim Wealth Solutions, LLC$100M to $500MSEC recordPercentage of assets
- HW Capital LLC$100M to $500MSEC recordFixed or flat feeOther
- Light Capital LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Main Street Advisors$1B or moreSEC recordPercentage of assetsPerformance-based
- Matrix Planning Inc$100M to $500MSEC recordHourlyFixed or flat feeOther
- Muse Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Ocean Park Asset Management, LLC$1B or moreSEC recordPercentage of assets
- Quantum Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Redwood Wealth Management, LLC$500M to $1BSEC recordPercentage of assets
- Serenus Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Sierra Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Victus Capital Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wellacre Global Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Westside Investment Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.