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 Trusts & Estates advisors in CA, SANTA MONICA
28 advisers found
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
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
REDWOOD WEALTH MANAGEMENT, LLC
Santa Monica, CA
AUM
$837.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
888-552-1905
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
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
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