REDWOOD WEALTH MANAGEMENT, LLC
Santa Monica, CA
AUM
$837.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
888-552-1905
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
96 advisers found
SAYBROOK FUND ADVISORS, LLC
Santa Monica, CA
AUM
$461.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-601-3710
DRC INVESTMENT ADVISORS, LLC
Santa Monica, CA
AUM
$391.0M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
901-598-4763
GUGGENHEIM WEALTH SOLUTIONS, LLC
Santa Monica, CA
AUM
$371.3M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
310-576-1270
SIERRA INVESTMENT MANAGEMENT, LLC
Santa Monica, CA
AUM
$360.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
310-452-1887
GOTHAM GREEN PARTNERS, LLC
Santa Monica, CA
AUM
$334.8M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-659-3838
VICTUS CAPITAL WEALTH
Santa Monica, CA
AUM
$280.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-622-1280
BANCREEK CAPITAL ADVISORS, LLC
Santa Monica, CA
AUM
$187.1M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
424-252-4813
LIGHT CAPITAL LLC
Santa Monica, CA
AUM
$135.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
424-625-2065
WELLACRE GLOBAL WEALTH ADVISORS
Santa Monica, CA
AUM
$104.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(310) 220-4946
MUSE CAPITAL MANAGEMENT LLC
Santa Monica, CA
AUM
$103.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
908-752-1002
AUTILUS PARTNERS LLC
Santa Monica, CA
AUM
$101.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-310-759-8160
OCEAN AVENUE WEALTH MANAGEMENT
Santa Monica, CA
AUM
$85.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(310) 451-0515
EDDY FINANCIAL, LLC
Santa Monica, CA
AUM
$61.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(310) 451-3339
REFRESH INVESTMENTS
Santa Monica, CA
AUM
$61.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
424-625-7260
BANCREEK CAPITAL MANAGEMENT, LP
Santa Monica, CA
AUM
$49.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
424-252-4813 (EXT 5013)
OCEAN PARK CAPITAL MANAGEMENT, LLC
Santa Monica, CA
AUM
$47.6M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 392-7300
MCDONALD HARTMAN WEALTH ADVISORS
Santa Monica, CA
AUM
$26.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-499-2443
SVOF/MM, LLC
Santa Monica, CA
AUM
$16.4M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; FUND ADMINSTRATION
310 566 1000
FINITE MANAGEMENT, LLC
Santa Monica, CA
AUM
$3.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
415-966-2000
DIRIGO INVESTMENT ADVISORS, LLC
Santa Monica, CA
AUM
$2.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
310-721-3335
MB BLUE GP LLC
Santa Monica, CA
AUM
$2.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
800-691-8596
HARBOR ROAD CAPITAL MANAGEMENT LLC
Santa Monica, CA
AUM
$500K
Financial PlanningWealth MgmtTrusts & Estates
Team
2 employees
Clients
1-10
Fees
Percentage of AUM
917-770-2001