City
Wealth management firms in Santa Monica, California
As of October 2, 2026, 40 wealth management firms, including broker-dealer firms, with their main office in Santa Monica, California reported $27.4 billion in regulatory assets under management; the largest by assets was Main Street Advisors, with $9.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 40
- Regulatory assets under management
- $27.4 billion
- Average per firm
- $685.4 million
- SEC-registered, of those listed
- 18 of 40 (45.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Main Street Advisors | SEC | $9.6 billion | 125 |
| 2 | Gerber Kawasaki Wealth & Investment Management | SEC | $4.1 billion | 20,094 |
| 3 | Abacus Wealth Partners | SEC | $3.6 billion | 6,030 |
| 4 | Angeles Wealth Management, LLC | SEC | $2.8 billion | 212 |
| 5 | Quantum Financial Advisors, LLC | SEC | $1.5 billion | 1,707 |
| 6 | Serenus Wealth Advisors, LLC | SEC | $1.5 billion | 1,484 |
| 7 | Westside Investment Management, LLC | SEC | $888.8 million | 755 |
| 8 | Redwood Wealth Management, LLC | SEC | $837.0 million | 679 |
| 9 | Five Oceans Advisors | SEC | $456.2 million | 564 |
| 10 | Sierra Investment Management, LLC | SEC | $360.9 million | 759 |
| 11 | HW Capital LLC | SEC | $321.0 million | 29 |
| 12 | Victus Capital Wealth | SEC | $280.1 million | 553 |
| 13 | Angeles Family Office | SEC | $182.0 million | 226 |
| 14 | Light Capital LLC | SEC | $135.3 million | 170 |
| 15 | Hidden Hills Wealth | SEC | $127.5 million | 54 |
| 16 | Matrix Planning Inc | SEC | $121.4 million | 82 |
| 17 | Muse Capital Management LLC | SEC | $107.0 million | 109 |
| 18 | Wellacre Global Wealth Advisors | SEC | $104.3 million | 245 |
| 19 | Ocean Avenue Wealth Management | State | $85.9 million | 122 |
| 20 | Eddy Financial, LLC | State | $61.9 million | 99 |
| 21 | Refresh Investments | State | $61.5 million | 26 |
| 22 | Boulevard Investment Management LLC | State | $49.8 million | 18 |
| 23 | Bache Capital Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $31.1 million | 38 |
| 24 | Reigate Investors LLC | State | $28.5 million | 13 |
| 25 | McDonald Hartman Wealth Advisors | State | $26.3 million | 75 |
| 26 | Taylor & Associates | State | $18.2 million | 24 |
| 27 | Silicon Beach Financial LLC | State | $13.0 million | 85 |
| 28 | New Dimensions Investment Company | State | $7.6 million | 4 |
| 29 | Dirigo Investment Advisors, LLC | State | $4.0 million | 17 |
| 30 | MB Blue GP LLC | State | $2.6 million | 24 |
| 31 | Guttman Financial Planning | State | $1.7 million | 3 |
| 32 | Harbor Road Capital Management LLC | State | $500,000 | 1 |
| 33 | Penmar Wealth Management LLC | State | $151,495 | 2 |
| 34 | Capital Intelligence Advisors, Inc. | State | $0 | 0 |
| 35 | Cycle Financial Planning LLC | State | $0 | 0 |
| 36 | Daniel M. Stern, LLC | State | $0 | 0 |
| 37 | Holistic-Solutions | State | $0 | 0 |
| 38 | MGN and Co LLC | State | $0 | 0 |
| 39 | Mangrove Advisors, LLC | State | $0 | 0 |
| 40 | Woo, Kenneth Wing Kwok | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.