Financial advisors in Santa Monica, CA

316 advisors · page 6 of 11

Evan Rice
Financial advisor at Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management · $4.11B AUM
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Eyal Shmilovich
Financial advisor at Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management · $4.11B AUM
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Gabriel Torres
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Geoffrey Bent
Financial advisor at Greenerbucks
Greenerbucks · $396K AUM
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George Bolton
Financial advisor at Westend Capital Management, LLC.
Westend Capital Management, LLC. · $436.2M AUM
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George Harros
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Gilbert Tong
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Gira Patel
Financial advisor at Sierra Investment Management, LLC
Sierra Investment Management, LLC · $360.9M AUM
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Gloria Kim
Financial advisor at Hidden Hills Wealth
Hidden Hills Wealth · $127.5M AUM
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Grace Kreifels
Financial advisor at Hill Investment Group
Hill Investment Group · $1.35B AUM
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Hannah Pourfakhrai
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Henry Raimi
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Ifeanyi Ukatu
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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J Grant
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Jack Stumpus
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Jackson Fogarty
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Jacob McCain
Financial advisor at Ocean Park Asset Management, LLC
Ocean Park Asset Management, LLC · $3.94B AUM
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Jai Prabakaran
Financial advisor at Archer Investment Corporation
Archer Investment Corporation · $1.01B AUM
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James Fletcher
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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James Frawley
Financial advisor at Westside Investment Management, LLC
Westside Investment Management, LLC · $888.8M AUM
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James Herzikoff
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jasmine Grajeda
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jason Berlinger
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jason Cunningham
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jason Oclaray
Financial advisor at Angeles Family Office
Angeles Family Office · $182M AUM
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Jay Champlain
Financial advisor at Golden State Wealth Management, LLC
Golden State Wealth Management, LLC · $2.22B AUM
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Jeffrey Jacobs
Financial advisor at Composition Wealth, LLC
Composition Wealth, LLC · $9.47B AUM
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Jeffrey Tomlinson
Financial advisor at Boulevard Investment Management LLC
Boulevard Investment Management LLC · $49.8M AUM
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Jennifer Stewart
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jesse Brunner
Financial advisor at The Evergreen Advantage Management, Inc.
The Evergreen Advantage Management, Inc. · $267.3M 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