Financial advisors in Santa Monica, CA

174 financial advisors listed in Santa Monica, California. 113 with a phone number and 156 with a website.

Santa Monica accounts for 1% of the financial advisors listed in California and ranks #21 among California cities for financial advisors.

Quick answer

Santa Monica, CA has 174 financial advisors listed on USA Business Search. 113 list a phone number and 156 list a website. The most listings are in ZIP codes 90401, 90404, 90405.

Updated October 2026

Citibank

501 Santa Monica Blvd, Santa Monica, CA 90401 · Claim or fix

Call (424) 231-6994 Website Map

A Plus Exchange Inc

1440 4th St, Santa Monica, CA 90401 · Claim or fix

Call (310) 394-7211 Website Map

Beach Point Capital Management Lp

1620 26th St Ste 6000n, Santa Monica, CA 90404 · Claim or fix

Call (310) 996-9700 Website Map

Guggenheim Partners

100 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 576-1270 Website Map

Clearlake Capital Group

233 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 400-8800 Website Map

Dimensional Fund Advisors

1299 Ocean Ave, Santa Monica, CA 90401 · Claim or fix

Call (310) 395-8005 Website Map

5 Star Credit

2633 Lincoln Blvd PMB 122, Santa Monica, CA 90405 · Claim or fix

Call (866) 720-3426 Website Map

7 Bridges Capital Partners

2444 Wilshire Blvd, Santa Monica, CA 90403 · Claim or fix

Call (310) 427-7707 Website Map

AB&T Tax Solutions

2500 Broadway, Santa Monica, CA 90404 · Claim or fix

Call (888) 808-0344 Website Map

Abacus Wealth Partners

429 Santa Monica Blvd, Santa Monica, CA 90401 · Claim or fix

Call (888) 422-2287 Website Map

Acre

1447 2nd St, Santa Monica, CA 90401 · Claim or fix

Website Map

Acre Venture Partners

1512 16th St Ste 3, Santa Monica, CA 90404 · Claim or fix

Website Map

AIM Advisers

1223 Wilshire Blvd, Santa Monica, CA 90403 · Claim or fix

Call (310) 903-0322 Website Map

Alg, Inc

120 Broadway Ste 200, Santa Monica, CA 90401 · Claim or fix

Call (805) 898-8400 Website Map

Algeos Usa

1119 Colorado Ave, Santa Monica, CA 90401 · Claim or fix

Call (310) 393-2806 Website Map

Almitas Capital Llc

1460 4th St Ste 300, Santa Monica, CA 90401 · Claim or fix

Call (310) 573-4343 Website Map

Ameriprise Financial Advisors

528 Arizona Ave Ste 319, Santa Monica, CA 90401 · Claim or fix

Call (310) 451-6000 Website Map

Angeles Equity Partners, Llc.

2425 Olympic Blvd Ste 660e, Santa Monica, CA 90404 · Claim or fix

Call (310) 844-9205 Website Map

Angeles Investment Advisors

429 Santa Monica Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 393-6300 Website Map

Anthem Venture Partners

225 Arizona Ave Ste 200, Santa Monica, CA 90401 · Claim or fix

Call (310) 899-6225 Website Map

Anthos Capital

201 Santa Monica Blvd Ste 450, Santa Monica, CA 90401 · Claim or fix

Call (424) 322-7082 Website Map

Applied Real Intelligence Llc

2219 Main St, Santa Monica, CA 90405 · Claim or fix

Call (310) 881-3893 Website Map

Arbitraj.io

520 Broadway, Santa Monica, CA 90401 · Claim or fix

Website Map

Architecture West

2908 Nebraska Ave, Santa Monica, CA 90404 · Claim or fix

Website Map

Avondale Asset Management

2001 Santa Monica Blvd Ste 1165w, Santa Monica, CA 90404 · Claim or fix

Call (310) 779-7383 Website Map

Baltcor Corporation

720 Wilshire Blvd Ste 225, Santa Monica, CA 90401 · Claim or fix

Website Map

Basepoint Ventures

100 Wilshire Blvd Ste 200, Santa Monica, CA 90401 · Claim or fix

Website Map

Bay Mutual Financial Services

1620 26th St, Santa Monica, CA 90404 · Claim or fix

Call (310) 586-3222 Website Map

Bdt & Msd Partners

100 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 598-4900 Website Map

Bellows Capital Partners

2219 Main St, Santa Monica, CA 90405 · Claim or fix

Website Map

Bison Capital

233 Wilshire Blvd Ste 425, Santa Monica, CA 90401 · Claim or fix

Call (310) 260-6570 Website Map

Bitcoin Investors

212 Marine St Unit 100, Santa Monica, CA 90405 · Claim or fix

Website Map

Blue Chip Macro

729 Montana Ave Ste 7, Santa Monica, CA 90403 · Claim or fix

Call (800) 913-5117 Website Map

Bluepinecapital

520 Broadway Fl 2, Santa Monica, CA 90401 · Claim or fix

Website Map

Bold Capital Partners

225 Santa Monica Blvd Ste 500, Santa Monica, CA 90401 · Claim or fix

Website Map

BondIt

1639 11th St, Santa Monica, CA 90404 · Claim or fix

Call (213) 204-6552 Website Map

Bradmore Realty Investment Co.

721 Santa Monica Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 393-9688 Website Map

Brandview Capital Partners

100 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 893-3644 Website Map

Brooktree

2120 Wilshire Blvd Ste 410, Santa Monica, CA 90403 · Claim or fix

Call (310) 986-6240 Website Map

Capital Intelligence Associates

2001 Wilshire Blvd, Santa Monica, CA 90403 · Claim or fix

Call (310) 820-9797 Website Map

Caravan Growth

225 Santa Monica Blvd, Santa Monica, CA 90401 · Claim or fix

Website Map

Cerberus Capital Management

1620 26th St, Santa Monica, CA 90404 · Claim or fix

Call (310) 255-8212 Map

Chaac Ventures

1438 9th St, Santa Monica, CA 90401 · Claim or fix

Website Map

Cobalt Capital

100 Wilshire Blvd Ste 1200, Santa Monica, CA 90401 · Claim or fix

Call (310) 622-4500 Website Map

Cron, Israels, & Stark

1541 Ocean Ave #200, Santa Monica, CA 90401 · Claim or fix

Call (310) 451-9888 Website Map

Currency Exchange International

395 Santa Monica Pl Fl 2, Santa Monica, CA 90401 · Claim or fix

Call (310) 393-7444 Website Map

Drake Libby Llc

100 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 457-0400 Map

Drobny Capital

225 Santa Monica Blvd Fl 10, Santa Monica, CA 90401 · Claim or fix

Call (310) 458-2003 Website Map

Dynamite Ventures

100 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Call (855) 755-8500 Website Map

Echo Capital Group

520 Broadway, Santa Monica, CA 90401 · Claim or fix

Call (310) 773-5112 Website Map

Echotrade

520 Broadway, Santa Monica, CA 90401 · Claim or fix

Website Map

Eddy Financial

100 Wilshire Blvd Ste 700, Santa Monica, CA 90401 · Claim or fix

Website Map

Edward Jones - Financial Advisor: Arjun Reddy

530 Wilshire Blvd Ste 204, Santa Monica, CA 90401 · Claim or fix

Call (310) 394-4001 Website Map

Edward Jones - Financial Advisor: Matthew Williams

1250 6th St Ste 203, Santa Monica, CA 90401 · Claim or fix

Call (310) 394-4001 Website Map

Edward Jones - Financial Advisor: Ozzuruoke Amadi

530 Wilshire Blvd Ste 204, Santa Monica, CA 90401 · Claim or fix

Call (310) 394-4001 Website Map

El Toro Capital Management

1510 11th St, Santa Monica, CA 90401 · Claim or fix

Website Map

Embark Ventures

610 Santa Monica Blvd Ste 226, Santa Monica, CA 90401 · Claim or fix

Website Map

Emerald Lake Capital Management

233 Wilshire Blvd Ste 650, Santa Monica, CA 90401 · Claim or fix

Website Map

Enlightened Wealth Management

520 Broadway Fl 2, Santa Monica, CA 90401 · Claim or fix

Call (310) 975-7073 Map

Entrada Associates

2001 Wilshire Blvd, Santa Monica, CA 90403 · Claim or fix

Website Map

Equities.com

501 Colorado Ave Ste 170, Santa Monica, CA 90401 · Claim or fix

Call (310) 256-3596 Map

Equity Investment Advisors

201 Santa Monica Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 584-4540 Map

Expresscoin

227 Broadway Ste 300, Santa Monica, CA 90401 · Claim or fix

Website Map

Fairmount Financial

201 Santa Monica Blvd Ste 601, Santa Monica, CA 90401 · Claim or fix

Website Map

Fidelity Investments

1200 Wilshire Blvd, Santa Monica, CA 90403 · Claim or fix

Call (800) 873-5131 Website Map

Film Budget Inc

854 5th St, Santa Monica, CA 90403 · Claim or fix

Call (424) 291-2556 Website Map

Five 9 Securities

520 Broadway # 2, Santa Monica, CA 90401 · Claim or fix

Call (310) 201-7660 Website Map

Flashfunders

1538 20th St Fl 2, Santa Monica, CA 90404 · Claim or fix

Call (310) 504-3706 Map

Focus Partners Wealth (hoylecohen Is Now Fpw), Santa Monica

2120 Colorado Ave Ste 100, Santa Monica, CA 90404 · Claim or fix

Call (310) 586-1828 Website Map

Forwardline Financial

3000 Olympic Blvd Bldg 4, Santa Monica, CA 90404 · Claim or fix

Call (866) 623-4900 Website Map

Freedom Shield Capital

401 Wilshire Blvd Ste 1200, Santa Monica, CA 90401 · Claim or fix

Call (855) 542-5083 Website Map

Genz & Associates, Inc.

501 Santa Monica Blvd Ste 605, Santa Monica, CA 90401 · Claim or fix

Call (310) 601-4360 Website Map

Georgina Asset Management, Llc.

1201 Montana Ave Ste 205, Santa Monica, CA 90403 · Claim or fix

Call (310) 395-2679 Website Map

Gerber Kawasaki Wealth And Investment Management

2716 Ocean Park Blvd Ste 2020, Santa Monica, CA 90405 · Claim or fix

Call (310) 399-6397 Website Map

Gold Trust Financial

3201 Wilshire Blvd Ste 301, Santa Monica, CA 90403 · Claim or fix

Call (800) 837-4653 Map

Gotham Green Partners

1437 4th St Ste 200, Santa Monica, CA 90401 · Claim or fix

Website Map

Greystone Equities Llc

3201 Wilshire Blvd Ste 306, Santa Monica, CA 90403 · Claim or fix

Call (310) 829-7111 Map

H&R Block

1323 LINCOLN BLVD STE 120, Santa Monica, CA 90401 · Claim or fix

Call (310) 393-1016 Website Map

Harbor Road Capital Management Llc

2120 Wilshire Blvd, Santa Monica, CA 90403 · Claim or fix

Call (917) 770-2001 Website Map

Hertz Investment Group

1522 2nd St, Santa Monica, CA 90401 · Claim or fix

Call (310) 584-8000 Website Map

Highland Road Llc

2425 Olympic Blvd Ste 4050w, Santa Monica, CA 90404 · Claim or fix

Website Map

Hightree Advisors, Llc

100 Wilshire Blvd Ste 700, Santa Monica, CA 90401 · Claim or fix

Website Map

Hmc Inq

604 Arizona Ave, Santa Monica, CA 90401 · Claim or fix

Website Map

Horizon Buildings, Inc.

2601 Ocean Park Blvd Ste 300a, Santa Monica, CA 90405 · Claim or fix

Call (424) 226-9522 Map

Humphrey Real Estate

2802 Santa Monica Blvd, Santa Monica, CA 90404 · Claim or fix

Call (310) 828-9889 Website Map

Infinity Leasing Finance Group

2450 Colorado Ave, Santa Monica, CA 90404 · Claim or fix

Call (310) 915-7430 Website Map

Interfirst Capital

100 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Website Map

International Venture Strategies, Inc.

100 Wilshire Blvd Ste 700, Santa Monica, CA 90401 · Claim or fix

Call (310) 997-2365 Map

Intrepidus Worldwide

3000 Olympic Blvd, Santa Monica, CA 90404 · Claim or fix

Website Map

Kidworth

1333 2nd St, Santa Monica, CA 90401 · Claim or fix

Website Map

Last.vc

137 Bay St Unit 1, Santa Monica, CA 90405 · Claim or fix

Website Map

Lawrence Financial

2001 Wilshire Blvd, Santa Monica, CA 90403 · Claim or fix

Call (310) 260-4700 Map

Lenny Credit Inc

1447 2nd St # 200, Santa Monica, CA 90401 · Claim or fix

Call (855) 885-3669 Website Map

Lenny Loans Inc.

1447 2nd St, Santa Monica, CA 90401 · Claim or fix

Website Map

Lightpath Capital, Inc

1453 3rd Street Promenade Ste 315, Santa Monica, CA 90401 · Claim or fix

Website Map

Lionfish Advisors

3231 Ocean Park Blvd, Santa Monica, CA 90405 · Claim or fix

Website Map

Local Yocal

1112 Montana Ave Ste 406, Santa Monica, CA 90403 · Claim or fix

Call (424) 259-1259 Website Map

Lunch

1241 5th St #309, Santa Monica, CA 90401 · Claim or fix

Call (310) 817-0508 Website Map

M13 Holding Company, Llc.

1920 Olympic Blvd, Santa Monica, CA 90404 · Claim or fix

Call (630) 642-0215 Map

Main Street Advisors

3110 Main St Ste 300, Santa Monica, CA 90405 · Claim or fix

Call (310) 392-7607 Website Map

Mandeville Capital

100 Wilshire Blvd Ste 700, Santa Monica, CA 90401 · Claim or fix

Call (310) 917-1030 Website Map

Mandri Capital

2001 Wilshire Blvd Ste 410, Santa Monica, CA 90403 · Claim or fix

Call (310) 554-6400 Website Map

MEM Investment Research

1450 2nd St, Santa Monica, CA 90401 · Claim or fix

Call (818) 693-0976 Website Map

Morgan Stanley

100 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 319-5200 Website Map

Much Wealth Management, Inc

2716 Ocean Park Blvd Ste 2009, Santa Monica, CA 90405 · Claim or fix

Call (310) 464-5959 Website Map

N3 Capital, Llc

100 Wilshire Blvd Fl 4th, Santa Monica, CA 90401 · Claim or fix

Website Map

Next Management Partners

1810 14th St, Santa Monica, CA 90404 · Claim or fix

Website Map

Night Netwerk Productions

3017 Santa Monica Blvd, Santa Monica, CA 90404 · Claim or fix

Website Map

No Stress Accounting

3110 Main St Building C, Santa Monica, CA 90405 · Claim or fix

Call (310) 266-1830 Website Map

Northwestern Mutual

2800 28th St #327, Santa Monica, CA 90405 · Claim or fix

Call (424) 433-6013 Website Map

Novo Credit Repair

3159 Donald Douglas Loop S # 305, Santa Monica, CA 90405 · Claim or fix

Call (888) 888-4320 Website Map

Obeji Naim Real Estate

2001 Wilshire Blvd, Santa Monica, CA 90403 · Claim or fix

Call (310) 968-3430 Website Map

Ocean Avenue Capital Partners, L

401 Wilshire Blvd Ste 1020, Santa Monica, CA 90401 · Claim or fix

Call (424) 238-0736 Map

Ocean Avenue Llc

101 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 458-6743 Website Map

Oceanside Capital Management

604 Arizona Ave, Santa Monica, CA 90401 · Claim or fix

Call (310) 566-8259 Map

Omar Hilmy

520 Broadway, Santa Monica, CA 90401 · Claim or fix

Website Map

One Wealth Partners Financial & Insurance Solutions

100 Wilshire Blvd Ste 2010, Santa Monica, CA 90401 · Claim or fix

Website Map

OWL ESG

312 Arizona Ave, Santa Monica, CA 90401 · Claim or fix

Call (424) 800-3834 Website Map

Palisades Investment Partners

1453 3rd Street Promenade Ste 310, Santa Monica, CA 90401 · Claim or fix

Call (310) 656-6300 Website Map

Peri Technologies Llc

3003 Pennsylvania Ave, Santa Monica, CA 90404 · Claim or fix

Website Map

Phoenix Financial Specialists

1601 Cloverfield Blvd, Santa Monica, CA 90404 · Claim or fix

Website Map

Prg Investment & Management, Inc.

1750 14th St, Santa Monica, CA 90404 · Claim or fix

Call (310) 982-2800 Website Map

Private Client Investing

2801 Ocean Park Blvd, Santa Monica, CA 90405 · Claim or fix

Call (310) 400-5599 Website Map

Private Eye Capital

520 Broadway, Santa Monica, CA 90401 · Claim or fix

Website Map

Provident Financial Management

3130 Wilshire Blvd Ste 600, Santa Monica, CA 90403 · Claim or fix

Call (310) 282-0477 Website Map

Pullara Bookkeeping

530 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Website Map

Pure Imagination Brands

2219 Main St PMB 165, Santa Monica, CA 90405 · Claim or fix

Website Map

Quantum Financial Advisors, Llc

520 Broadway Ste 200, Santa Monica, CA 90401 · Claim or fix

Call (424) 447-8268 Website Map

Quercus Canyon Management

2425 Olympic Blvd Ste 4050w, Santa Monica, CA 90404 · Claim or fix

Call (310) 586-3933 Website Map

Raymond James Financial Services

201 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 656-2999 Website Map

Realty Accounting & Financial Services

2811 Wilshire Blvd, Santa Monica, CA 90403 · Claim or fix

Call (310) 828-5100 Map

Refresh Investments Llc

401 Wilshire Blvd Fl 12, Santa Monica, CA 90401 · Claim or fix

Call (424) 625-7260 Website Map

Ring Financial

501 Santa Monica Blvd Ste 605, Santa Monica, CA 90401 · Claim or fix

Website Map

Rippowam Partners Llc

100 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Website Map

Rme Capital

1250 4th St, Santa Monica, CA 90401 · Claim or fix

Website Map

Rose Greene Financial

2665 30th St Ste 111, Santa Monica, CA 90405 · Claim or fix

Call (310) 399-1200 Website Map

Rustic Canyon

2700 Colorado Ave, Santa Monica, CA 90404 · Claim or fix

Call (650) 654-8501 Website Map

Rustic Canyon Partners

100 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 998-8000 Map

Santa Monica Checks Cashed

1705 Pico Blvd, Santa Monica, CA 90405 · Claim or fix

Call (310) 450-5002 Website Map

Saybrook Fund Advisors

501 Santa Monica Blvd, Santa Monica, CA 90401 · Claim or fix

Call (310) 601-3710 Website Map

Siliconcfo

631 Wilshire Blvd Ste 301, Santa Monica, CA 90401 · Claim or fix

Website Map

Simple Impact

2665 Main St Ste 200, Santa Monica, CA 90405 · Claim or fix

Call (310) 773-4411 Website Map

Sole Source Capital

1299 Ocean Ave, Santa Monica, CA 90401 · Claim or fix

Call (310) 844-1800 Map

Swell Investing Llc

301 Arizona Ave, Santa Monica, CA 90401 · Claim or fix

Website Map

Tcp Capital Corp

2951 28th St Ste 1000, Santa Monica, CA 90405 · Claim or fix

Call (310) 566-1094 Website Map

Telos Advisors

1460 4th St, Santa Monica, CA 90401 · Claim or fix

Call (310) 458-2100 Website Map

Tgm

233 Wilshire Blvd Ste 990, Santa Monica, CA 90401 · Claim or fix

Website Map

The 5 Gyres Institute

3131 Olympic Blvd, Santa Monica, CA 90404 · Claim or fix

Website Map

The Financial Health Clinic

1626 Montana Ave Ste 137, Santa Monica, CA 90403 · Claim or fix

Call (424) 384-3868 Website Map

The Montgomery Summit

101 Wilshire Blvd, Santa Monica, CA 90401 · Claim or fix

Website Map

How to choose a financial advisor in Santa Monica

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Santa Monica, California?

USA Business Search shows 174 financial advisors in Santa Monica. 113 list a phone number and 156 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 90401, 90404, 90405, 90403, 90402.

How do I choose a financial advisor in Santa Monica?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Santa Monica compare with the rest of California?

Santa Monica has 1% of the 24,546 financial advisors listed in California, which ranks #21 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

More finance & insurance in Santa Monica

Insurance agents in Santa Monica Banks & credit unions in Santa Monica Mortgage lenders in Santa Monica

Financial advisors nearby

Financial advisors in Venice Financial advisors in West los Angeles Financial advisors in Pacific Palisades Financial advisors in Marina del Rey Financial advisors in Century City Financial advisors in Playa del Rey

All financial advisors in California Financial advisors nationwide

Own one of these businesses? Claim your free listing or see what an optimized listing adds.