RIAs in Santa Monica, CA

58 RIAs based in Santa Monica, California managing a combined $337B.

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 $446MTEAM 4REPS 2

Autilus Partners LLC

RIA

Santa Monica, CA

AUM $414MTEAM 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 4

Counter Global, L.P.

RIA

Santa Monica, CA

AUM $173MTEAM 3REPS 2

Light Capital LLC

RIA

Santa Monica, CA

AUM $135MTEAM 2REPS 1

Matrix Planning Inc

RIA

Santa Monica, CA

AUM $121MTEAM 4REPS 2

Muse Capital Management LLC

RIA

Santa Monica, CA

AUM $107MTEAM 2REPS 1

Wellacre Global Wealth Advisors

RIA

Santa Monica, CA

AUM $104MTEAM 2REPS 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

All California RIAs

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