Fiduciary advisors in Santa Monica, CA

44 registered advisers

Santa Monica is a Westside LA market where entertainment industry wealth and Silicon Beach startups converge. Fee-only firms account for 43 of the 44 registered practices, or about 98% of the local market. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.

ABACUS WEALTH PARTNERS

Fee-OnlyAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #128590
Typical Fee--
AUM$3.3B
Minimum--
Clients5,866

ALMITAS CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #166705
Typical Fee--
AUM$986M
Minimum--
Clients2

ANGELES INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #110213
Typical Fee--
AUM$7.1B
Minimum--
Clients61

ANGELES WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #159952
Typical Fee--
AUM$2.3B
Minimum--
Clients178

ANTHOS CAPITAL

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #165980
Typical Fee--
AUM$2.9B
Minimum--
Clients10

AUTILUS PARTNERS LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #322882
Typical Fee--
AUM$101M
Minimum--
Clients1

BANCREEK CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #328736
Typical Fee--
AUM$146M
Minimum--
Clients2

BANCREEK CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #312900
Typical Fee--
AUM$125M
Minimum--
Clients4

BEACH POINT CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #148885
Typical Fee--
AUM$23.9B
Minimum--
Clients82

BENGAL ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #168688
Typical Fee--
AUM$168M
Minimum--
Clients3

BISON CAPITAL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #160562
Typical Fee--
AUM$964M
Minimum--
Clients5

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #167408
Typical Fee--
AUM$2.1B
Minimum--
Clients23

CLEARLAKE CAPITAL GROUP, L.P.

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #157920
Typical Fee--
AUM$79.6B
Minimum--
Clients149

CLOCKTOWER GROUP, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #158142
Typical Fee--
AUM$1.9B
Minimum--
Clients29

DRC INVESTMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #332680
Typical Fee--
AUM$391M
Minimum--
Clients6

EMERALD LAKE CAPITAL MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #300395
Typical Fee1.00%
AUM$1.5B
Minimum--
Clients12

ENHANCED HEALTHCARE MANAGEMENT COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #157622
Typical Fee--
AUM$1.2B
Minimum--
Clients10

FINITE MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #314875
Typical Fee--
AUM$3M
Minimum--
Clients1

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #153649
Typical Fee--
AUM$3.2B
Minimum--
Clients17,238

GGP MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #310340
Typical Fee--
AUM$1.3B
Minimum--
Clients11

GLENDON CAPITAL MANAGEMENT L.P.

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #166119
Typical Fee--
AUM$5.7B
Minimum--
Clients5

GOTHAM GREEN PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #288771
Typical Fee--
AUM$355M
Minimum--
Clients13

GUGGENHEIM WEALTH SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #283238
Typical Fee--
AUM$31M
Minimum--
Clients30

HW CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #298731
Typical Fee--
AUM$305M
Minimum--
Clients28

LANE42

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #335548
Typical Fee--
AUM$2.0B
Minimum--
Clients2

LIGHT CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #323373
Typical Fee--
AUM$115M
Minimum--
Clients151

MAIN STREET ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #305170
Typical Fee--
AUM$8.7B
Minimum--
Clients121

MATRIX PLANNING INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #110812
Typical Fee--
AUM$126M
Minimum--
Clients79

MUSE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #304463
Typical Fee--
AUM$104M
Minimum--
Clients13

OCEAN AVENUE CAPITAL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #160122
Typical Fee--
AUM$2.2B
Minimum--
Clients18

OCEAN PARK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #145634
Typical Fee2.40%
AUM$4.9B
Minimum--
Clients292

QUANTUM FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #317386
Typical Fee--
AUM$1.5B
Minimum--
Clients1,707

QUID CAPITAL GROUP HOLDINGS, LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #297179
Typical Fee--
AUM$3.5B
Minimum--
Clients40

REDWOOD WEALTH MANAGEMENT, LLC

Also Compensated via Brokerage
Santa Monica, CaliforniaCRD #173916
Typical Fee--
AUM$493M
Minimum--
Clients434

SAYBROOK FUND ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #158634
Typical Fee--
AUM$219M
Minimum--
Clients7

SERENUS WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #332034
Typical Fee2.00%
AUM$1.3B
Minimum--
Clients1,354

SIERRA INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #106615
Typical Fee--
AUM$385M
Minimum--
Clients832

STRUCK CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #283905
Typical Fee--
AUM$140M
Minimum--
Clients5

SVOF/MM, LLC

Fee-Only, No Conflicts
Santa Monica, CaliforniaCRD #132205
Typical Fee--
AUM$118M
Minimum--
Clients1

TENNENBAUM CAPITAL PARTNERS, LLC

Fee-Only, No Conflicts
Santa Monica, CaliforniaCRD #113203
Typical Fee--
AUM$3.4B
Minimum--
Clients30

UPFRONT VENTURES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #175144
Typical Fee--
AUM$3.3B
Minimum--
Clients21

VICTUS CAPITAL WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #154899
Typical Fee--
AUM$251M
Minimum--
Clients561

WESTSIDE INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #154522
Typical Fee--
AUM$889M
Minimum--
Clients755

WILSHIRE

Fee-OnlyAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #6210
Typical Fee--
AUM$99.1B
Minimum--
Clients287,663
Fiduciary Advisors in Santa Monica, California | FiduciaryListings