WILSHIRE
Santa Monica, CA
AUM
$149.10B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
86 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
310-451-3051
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, SANTA MONICA
26 advisers found
CLEARLAKE CAPITAL GROUP, L.P.
Santa Monica, CA
AUM
$83.56B
Wealth MgmtInstitutional
Team
97 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-400-8800
BEACH POINT CAPITAL MANAGEMENT LP
Santa Monica, CA
AUM
$29.77B
Wealth MgmtRetirementInstitutional
Team
77 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 996-9700
MAIN STREET ADVISORS
Santa Monica, CA
AUM
$9.65B
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-778-2200
ANGELES INVESTMENT ADVISORS
Santa Monica, CA
AUM
$7.27B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-393-6300
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
OCEAN PARK ASSET MANAGEMENT, LLC
Santa Monica, CA
AUM
$3.94B
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM
310-452-1887
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
TENNENBAUM CAPITAL PARTNERS, LLC
Santa Monica, CA
AUM
$3.16B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310 566 1000
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
CLOCKTOWER GROUP, L.P.
Santa Monica, CA
AUM
$2.28B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +2 more
(310) 458-2003
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
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
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
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
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
FINITE MANAGEMENT, LLC
Santa Monica, CA
AUM
$3.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
415-966-2000
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
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