Falists

California · 11 advisers

Financial Advisors in Venice, California

Looking for a financial advisor in Venice, California? Falists indexes 11 SEC-registered and state-registered investment advisers in Venice — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $1.09B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

11

With website

10

Largest AUM

$1.09B

Financial planning

2

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth7Planning2Trusts1RetirementInstitutional

Top advisors in Venice

Ranked by AUM · Fees, team & specialties at a glance

View all 11 →

MDRN WEALTH

Venice, CA

AUM

$72.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

(480) 901-0612

Full profileVisit site →

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Venice, California?
11 registered investment advisers are listed in our Venice directory, sourced from public SEC filings.
What types of advisors are in Venice?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Venice?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.