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 Wealth Management advisors in CA, SANTA MONICA
50 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
QUID CAPITAL GROUP HOLDINGS, LLC
Santa Monica, CA
AUM
$7.76B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
424-238-2927
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
GLENDON CAPITAL MANAGEMENT L.P.
Santa Monica, CA
AUM
$5.24B
Wealth Mgmt
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-907-0450
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
EMERALD LAKE CAPITAL MANAGEMENT, L.P.
Santa Monica, CA
AUM
$3.06B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
424-768-9302
ANTHOS CAPITAL
Santa Monica, CA
AUM
$3.04B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
424-322-7082
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
LANE42
Santa Monica, CA
AUM
$2.01B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 970-5740
OCEAN AVENUE CAPITAL PARTNERS, L.P.
Santa Monica, CA
AUM
$1.96B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(424) 238-0730
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
ENHANCED HEALTHCARE MANAGEMENT COMPANY
Santa Monica, CA
AUM
$1.38B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(929) 242-5196
GGP MANAGEMENT, L.P.
Santa Monica, CA
AUM
$1.33B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-807-2943
ALMITAS CAPITAL LLC
Santa Monica, CA
AUM
$1.07B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-573-4343
BISON CAPITAL ASSET MANAGEMENT, LLC
Santa Monica, CA
AUM
$962.5M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 260-6572
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
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