Investment adviser firms in SANTA MONICA, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
46 firms · Source months shown: July 2026 and August 2026
- ABACUS WEALTH PARTNERS, LLCCRD 128590 · SANTA MONICA, CA$3,579,238,156.00Regulatory AUM · August 2026
- ALMITAS CAPITAL LLCCRD 166705 · SANTA MONICA, CA$1,067,717,094.00Regulatory AUM · August 2026
- ANGELES FAMILY OFFICE, LLCCRD 338266 · SANTA MONICA, CA$181,973,559.00Regulatory AUM · August 2026
- ANGELES INVESTMENT ADVISORS, LLC.CRD 110213 · SANTA MONICA, CA$7,272,416,549.00Regulatory AUM · August 2026
- ANGELES WEALTH MANAGEMENT, LLCCRD 159952 · SANTA MONICA, CA$2,810,418,095.00Regulatory AUM · August 2026
- ANTHOS MANAGEMENT, L.P.CRD 165980 · SANTA MONICA, CA$3,043,710,988.00Regulatory AUM · August 2026
- AUTILUS PARTNERS LLCCRD 322882 · SANTA MONICA, CA$413,754,518.00Regulatory AUM · August 2026
- BANCREEK CAPITAL ADVISORS, LLCCRD 328736 · SANTA MONICA, CA$187,138,974.00Regulatory AUM · August 2026
- BANCREEK CAPITAL MANAGEMENT, LPCRD 312900 · SANTA MONICA, CA$49,344,098.00Regulatory AUM · August 2026
- BANCREEK CAPITAL STRATEGIES, LLCCRD 341539 · SANTA MONICA, CA$11,199,528.00Regulatory AUM · August 2026
- BEACH POINT CAPITAL MANAGEMENT LPCRD 148885 · SANTA MONICA, CA$29,774,018,687.00Regulatory AUM · August 2026
- BENGAL ASSET MANAGEMENT, LLCCRD 168688 · SANTA MONICA, CA$197,646,257.00Regulatory AUM · August 2026
- BISON CAPITAL ASSET MANAGEMENT, LLCCRD 160562 · SANTA MONICA, CA$962,463,615.00Regulatory AUM · August 2026
- CLEARLAKE CAPITAL GROUP, L.P.CRD 157920 · SANTA MONICA, CA$83,560,868,216.00Regulatory AUM · August 2026
- CLOCKTOWER GROUP, L.P.CRD 158142 · SANTA MONICA, CA$2,282,991,910.00Regulatory AUM · August 2026
- COUNTER GLOBAL, L.P.CRD 330571 · SANTA MONICA, CA$172,658,636.00Regulatory AUM · August 2026
- DRC INVESTMENT ADVISORS, LLCCRD 332680 · SANTA MONICA, CA$446,000,000.00Regulatory AUM · August 2026
- EMERALD LAKE CAPITAL MANAGEMENT, L.P.CRD 300395 · SANTA MONICA, CA$3,064,882,538.00Regulatory AUM · August 2026
- ENHANCED HEALTHCARE MANAGEMENT COMPANY, LLCCRD 157622 · SANTA MONICA, CA$1,376,312,777.00Regulatory AUM · August 2026
- FINITE MANAGEMENT, LLCCRD 314875 · SANTA MONICA, CA$2,959,504.00Regulatory AUM · August 2026
- GERBER KAWASAKI, INC.CRD 153649 · SANTA MONICA, CA$4,109,614,006.00Regulatory AUM · August 2026
- GGP MANAGEMENT, L.P.CRD 310340 · SANTA MONICA, CA$1,325,866,705.00Regulatory AUM · August 2026
- GLENDON CAPITAL MANAGEMENT L.P.CRD 166119 · SANTA MONICA, CA$5,238,483,111.00Regulatory AUM · August 2026
- GOTHAM GREEN PARTNERS, LLCCRD 288771 · SANTA MONICA, CA$334,766,429.00Regulatory AUM · August 2026
- GUGGENHEIM WEALTH SOLUTIONS, LLCCRD 283238 · SANTA MONICA, CA$371,322,262.00Regulatory AUM · August 2026
- HW CAPITAL LLCCRD 298731 · SANTA MONICA, CA$320,950,405.00Regulatory AUM · August 2026
- LANE42 INVESTMENT PARTNERS, LLCCRD 335548 · SANTA MONICA, CA$2,005,932,000.00Regulatory AUM · August 2026
- LIGHT CAPITAL LLCCRD 323373 · SANTA MONICA, CA$135,263,932.00Regulatory AUM · August 2026
- MATRIX PLANNING INCCRD 110812 · SANTA MONICA, CA$121,375,926.00Regulatory AUM · August 2026
- MSA ADVISORS, LLCCRD 305170 · SANTA MONICA, CA$9,647,018,829.00Regulatory AUM · August 2026
- MUSE CAPITAL MANAGEMENT LLCCRD 304463 · SANTA MONICA, CA$106,983,502.00Regulatory AUM · August 2026
- OCEAN AVENUE CAPITAL PARTNERS, L.P.CRD 160122 · SANTA MONICA, CA$1,964,227,217.00Regulatory AUM · August 2026
- OCEAN PARK ASSET MANAGEMENT, LLCCRD 145634 · SANTA MONICA, CA$3,935,467,285.00Regulatory AUM · August 2026
- QUANTUM FINANCIAL ADVISORS, LLCCRD 317386 · SANTA MONICA, CA$1,484,111,762.00Regulatory AUM · August 2026
- QUID CAPITAL GROUP HOLDINGS, LLCCRD 297179 · SANTA MONICA, CA$7,762,526,892.00Regulatory AUM · August 2026
- REDWOOD HOLDINGS, LLCCRD 173916 · SANTA MONICA, CA$836,976,086.00Regulatory AUM · August 2026
- SAYBROOK FUND ADVISORS, LLCCRD 158634 · SANTA MONICA, CA$461,209,006.00Regulatory AUM · August 2026
- SECURED PRINCIPAL ADVISORS LLCCRD 339795 · SANTA MONICA, CANot availableRegulatory AUM · July 2026
- SERENUS WEALTH ADVISORS, LLCCRD 332034 · SANTA MONICA, CA$1,473,292,464.00Regulatory AUM · August 2026
- SIERRA INVESTMENT MANAGEMENT, LLCCRD 106615 · SANTA MONICA, CA$360,899,484.00Regulatory AUM · August 2026
- SVOF/MM, LLCCRD 132205 · SANTA MONICA, CA$16,352,050.00Regulatory AUM · August 2026
- TENNENBAUM CAPITAL PARTNERS, LLCCRD 113203 · SANTA MONICA, CA$3,156,595,256.00Regulatory AUM · August 2026
- VICTUS CAPTIAL WEALTH, LLCCRD 154899 · SANTA MONICA, CA$280,066,182.00Regulatory AUM · August 2026
- WELLACRE WEALTH MANAGEMENT, LLCCRD 306770 · SANTA MONICA, CA$104,340,000.00Regulatory AUM · August 2026
- WESTSIDE INVESTMENT MANAGEMENT, LLCCRD 154522 · SANTA MONICA, CA$888,776,410.00Regulatory AUM · August 2026
- WILSHIRE ADVISORS LLCCRD 6210 · SANTA MONICA, CA$149,102,543,671.00Regulatory AUM · August 2026