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.
96 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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