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Financial Advisors in Santa Monica, California

Our hand-picked list of 8 financial advisors serving Santa Monica, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Santa Monica

Financial professionals in Santa Monica should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Santa Monica

ABACUS WEALTH PARTNERS

429 SANTA MONICA BLVD., SANTA MONICA, CA 90401

📞 (888) 422-••••

ALMITAS CAPITAL LLC

1460 4TH STREET, SANTA MONICA, CA 90401

📞 (310) 573-••••

ANGELES FAMILY OFFICE

429 SANTA MONICA BLVD, SANTA MONICA, CA 90401

📞 (310) 393-••••

ANGELES INVESTMENT ADVISORS

429 SANTA MONICA BLVD., SANTA MONICA, CA 90401

📞 (310) 393-••••

ANGELES WEALTH MANAGEMENT, LLC

429 SANTA MONICA BLVD, SANTA MONICA, CA 90401

📞 (310) 393-••••

ANTHOS CAPITAL

201 SANTA MONICA BLVD, SANTA MONICA, CA 90401

📞 (424) 322-••••

BANCREEK CAPITAL ADVISORS, LLC

401 WILSHIRE BLVD., SANTA MONICA, CA 90401

📞 (424) 252-••••

BENGAL ASSET MANAGEMENT, LLC

2001 WILSHIRE BLVD, SANTA MONICA, CA 90403

📞 (310) 237-••••

Frequently Asked Questions

Where can I find financial advisors in Santa Monica, California?

Santa Monica, California has 8 financial advisors listed in our directory. ABACUS WEALTH PARTNERS is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Santa Monica?

Financial professionals in Santa Monica should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Santa Monica?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Santa Monica-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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