GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
Santa Monica, CA
AUM
$4.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
310-399-6397
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, SANTA MONICA
21 advisers found
ABACUS WEALTH PARTNERS
Santa Monica, CA
AUM
$3.58B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
37 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
888-422-2287
ANGELES WEALTH MANAGEMENT, LLC
Santa Monica, CA
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
310-393-6300
QUANTUM FINANCIAL ADVISORS, LLC
Santa Monica, CA
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(424) 447-8268
SERENUS WEALTH ADVISORS, LLC
Santa Monica, CA
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
917-539-2411
WESTSIDE INVESTMENT MANAGEMENT, LLC
Santa Monica, CA
AUM
$888.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
310-315-9400
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
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
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
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
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
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
CAPITAL INTELLIGENCE ADVISORS, INC.
Santa Monica, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
310-820-9797
ANGELES FAMILY OFFICE
Santa Monica, CA
AUM
$182.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
310-393-6300
Full profileNo website
MATRIX PLANNING INC
Santa Monica, CA
AUM
$121.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
310-399-0457
Full profileNo website