RIAs in SANTA MONICA, CA

57 RIAs based in SANTA MONICA, California managing a combined $336B.

REDWOOD WEALTH MANAGEMENT, LLC

RIA

SANTA MONICA, CA

AUM $837MTEAM 3REPS 3

SAYBROOK FUND ADVISORS, LLC

RIA

SANTA MONICA, CA

AUM $461MTEAM 11REPS 4

DRC INVESTMENT ADVISORS, LLC

RIA

SANTA MONICA, CA

AUM $391MTEAM 4REPS 2

GUGGENHEIM WEALTH SOLUTIONS, LLC

RIA

SANTA MONICA, CA

AUM $371MTEAM 10REPS 6

SIERRA INVESTMENT MANAGEMENT, LLC

RIA

SANTA MONICA, CA

AUM $361MTEAM 34REPS 13

GOTHAM GREEN PARTNERS, LLC

RIA

SANTA MONICA, CA

AUM $335MTEAM 10REPS 3

HW CAPITAL LLC

RIA

SANTA MONICA, CA

AUM $321MTEAM 2REPS 2

VICTUS CAPITAL WEALTH

RIA

SANTA MONICA, CA

AUM $280MTEAM 4REPS 4

THE EVERGREEN ADVANTAGE MANAGEMENT, INC.

RIA

SANTA MONICA, CA

AUM $267MTEAM 4REPS 4

BENGAL ASSET MANAGEMENT, LLC

RIA

SANTA MONICA, CA

AUM $198MTEAM 7REPS 2

BANCREEK CAPITAL ADVISORS, LLC

RIA

SANTA MONICA, CA

AUM $187MTEAM 3REPS 3

ANGELES FAMILY OFFICE

RIA

SANTA MONICA, CA

AUM $182MTEAM 5REPS 3

LIGHT CAPITAL LLC

RIA

SANTA MONICA, CA

AUM $135MTEAM 2REPS 1

MATRIX PLANNING INC

RIA

SANTA MONICA, CA

AUM $121MTEAM 4REPS 2

WELLACRE GLOBAL WEALTH ADVISORS

RIA

SANTA MONICA, CA

AUM $104MTEAM 2REPS 2

MUSE CAPITAL MANAGEMENT LLC

RIA

SANTA MONICA, CA

AUM $104MTEAM 1REPS 1

AUTILUS PARTNERS LLC

RIA

SANTA MONICA, CA

AUM $101MTEAM 4REPS 2

OCEAN AVENUE WEALTH MANAGEMENT

RIA

SANTA MONICA, CA

AUM $85.9MTEAM 1REPS 1

EDDY FINANCIAL, LLC

RIA

SANTA MONICA, CA

AUM $61.9MTEAM 2REPS 2

REFRESH INVESTMENTS

RIA

SANTA MONICA, CA

AUM $61.5MTEAM 2REPS 1

BOULEVARD INVESTMENT MANAGEMENT LLC

RIA

SANTA MONICA, CA

AUM $49.8MTEAM 1REPS 1

BANCREEK CAPITAL MANAGEMENT, LP

RIA

SANTA MONICA, CA

AUM $49.3MTEAM 3REPS 3

OCEAN PARK CAPITAL MANAGEMENT, LLC

RIA

SANTA MONICA, CA

AUM $47.6MTEAM 5REPS 5

MCDONALD HARTMAN WEALTH ADVISORS

RIA

SANTA MONICA, CA

AUM $26.3MTEAM 1REPS 1

All California RIAs

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo