Financial advisors in Santa Monica, CA

316 advisors · page 4 of 11

Arthur Kraus
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Arya Naim
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Ashley Guapo
Financial advisor at Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management · $4.11B AUM
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Aubrey D'haenens
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Ayodeji Egbeyemi
Financial advisor at Redwood Wealth Management, LLC
Redwood Wealth Management, LLC · $837M AUM
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Baldwin Chin
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Benedict McGrath
Financial advisor at Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management · $4.11B AUM
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Benjamin Charney
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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Benjamin Laetsch
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Benjamin Lincoln
Financial advisor at Redwood Wealth Management, LLC
Redwood Wealth Management, LLC · $837M AUM
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Benjamin Rosbach
Financial advisor at Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management · $4.11B AUM
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Blake Anthony
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Brad Tonoff
Financial advisor at Penmar Wealth Management LLC
Penmar Wealth Management LLC · $151K AUM
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Bradford Gold
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Brenda Chatman
Financial advisor at Abacus Wealth Partners
Abacus Wealth Partners · $3.58B AUM
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Brent Rite
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Brett Sifling
Financial advisor at Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management · $4.11B AUM
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Brian Chow
Financial advisor at New Dimensions Investment Company
New Dimensions Investment Company · $7.6M AUM
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Brogan Mooney
Financial advisor at Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management · $4.11B AUM
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Bruk Campbell
Financial advisor at Ocean Park Asset Management, LLC
Ocean Park Asset Management, LLC · $3.94B AUM
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Bryan Miranda
Financial advisor at Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management · $4.11B AUM
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Bryce Larson
Financial advisor at Svb Wealth
Svb Wealth · $3.1B AUM
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Callender Dominguez
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
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Cameron Hughes
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Caroline Zimmer
Financial advisor at Angeles Wealth Management, LLC
Angeles Wealth Management, LLC · $2.81B AUM
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Cassandra Obzud
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Cesar Magdaleno
Financial advisor at Dimensional Fund Advisors LP
Dimensional Fund Advisors LP · $1.02T AUM
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Charles Shapiro
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
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Chase McCormick
Financial advisor at Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management · $4.11B AUM
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Christina Pallan
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Santa Monica, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Santa Monica, CA.

How this list works

Before you hire an advisor in Santa Monica, CA