Fee-OnlyFinder

% of assets managed in Santa Monica, CA

24 advisers in Santa Monica offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 24

Abacus Wealth Partners429 Santa Monica Blvd., Suite 500 · Santa Monica, CA 90401 · (888) 422-2287 · Financial planningCRD 128590 · % of assets, Fixed fees, Performance-based fees · $3.6 billion AUMSEC registeredNo commissions reportedAngeles Family Office429 Santa Monica Blvd, Suite 650 · Santa Monica, CA 90401 · (310) 393-6300 · Financial planningCRD 338266 · % of assets, Fixed fees · $182.0 million AUMSEC registeredNo commissions reportedAngeles Investment Advisors429 Santa Monica Blvd., Suite 650 · Santa Monica, CA 90401 · (310) 393-6300 · Flat / fixed feesCRD 110213 · % of assets, Fixed fees, Performance-based fees · $7.3 billion AUMSEC registeredNo commissions reportedAngeles Wealth Management, LLC429 Santa Monica Blvd, Suite 650 · Santa Monica, CA 90401 · (310) 393-6300 · Financial planningCRD 159952 · % of assets, Performance-based fees · $2.8 billion AUMSEC registeredNo commissions reportedBoulevard Investment Management LLC2729 Wilshire Boulevard, Suite 209 · Santa Monica, CA 90403 · (310) 709-4668 · Flat / fixed feesCRD 314665 · % of assets, Fixed fees · $49.8 million AUMState registeredNo commissions reportedDirigo Investment Advisors, LLC2001 Wilshire Blvd Ste 401 · Santa Monica, CA 90403 · (310) 721-3335 · Financial planningCRD 285497 · % of assets · $4.0 million AUMState registeredNo commissions reportedEddy Financial, LLC100 Wilshire Boulevard, Suite 700 · Santa Monica, CA 90401 · (310) 451-3339 · Financial planningCRD 290208 · % of assets, Hourly charges, Fixed fees · $61.9 million AUMState registeredNo commissions reportedGerber Kawasaki Wealth & Investment Management2437 Main Street · Santa Monica, CA 90405 · (310) 399-6397 · Financial planningCRD 153649 · % of assets, Hourly charges, Fixed fees · $4.1 billion AUMSEC registeredNo commissions reportedGuggenheim Wealth Solutions, LLC100 Wilshire Blvd, Suite 500 · Santa Monica, CA 90401 · (310) 576-1270 · % of assets managedCRD 283238 · % of assets · $371.3 million AUMSEC registeredNo commissions reportedHarbor Road Capital Management LLC2118 Wilshire Blvd, Suite 315 · Santa Monica, CA 90403 · (917) 770-2001 · Financial planningCRD 161364 · % of assets · $500,000 AUMState registeredNo commissions reported
Light Capital LLC520 Broadway,, 2nd Floor · Santa Monica, CA 90401 · (424) 625-2065 · Financial planningCRD 323373 · % of assets, Hourly charges, Fixed fees · $135.3 million AUMSEC registeredNo commissions reportedMain Street Advisors3110 Main Street, Suite 310 · Santa Monica, CA 90405 · (310) 778-2200 · % of assets managedCRD 305170 · % of assets, Performance-based fees · $9.6 billion AUMSEC registeredNo commissions reportedMb Blue Gp LLC100 Wilshire Blvd, Suite 700 · Santa Monica, CA 90401 · (800) 691-8596 · Financial planningCRD 300176 · % of assets · $2.6 million AUMState registeredNo commissions reportedMcDonald Hartman Wealth Advisors1541 Ocean Avenue, Suite 200 · Santa Monica, CA 90401 · (310) 499-2443 · Financial planningCRD 316031 · % of assets, Hourly charges, Fixed fees · $26.3 million AUMState registeredNo commissions reportedMuse Capital Management LLC100 Wilshire Blvd., Suite 700 · Santa Monica, CA 90401 · (908) 752-1002 · Financial planningCRD 304463 · % of assets, Hourly charges, Fixed fees · $107.0 million AUMSEC registeredNo commissions reportedOcean Park Asset Management, LLC3420 Ocean Park Blvd., Ste 3060 · Santa Monica, CA 90405 · (310) 452-1887 · % of assets managedCRD 145634 · % of assets · $3.9 billion AUMSEC registeredNo commissions reportedQuantum Financial Advisors, LLC530 Wilshire Blvd, Ste 206 · Santa Monica, CA 90401 · (424) 447-8268 · Financial planningCRD 317386 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedRedwood Wealth Management, LLC100 Wilshire Blvd, Suite 260 · Santa Monica, CA 90401 · (888) 552-1905 · % of assets managedCRD 173916 · % of assets · $837.0 million AUMSEC registeredNo commissions reportedRefresh Investments401 Wilshire Blvd., 12th Floor · Santa Monica, CA 90401 · (424) 625-7260 · Financial planningCRD 297146 · % of assets, Hourly charges, Fixed fees · $61.5 million AUMState registeredNo commissions reportedSerenus Wealth Advisors, LLC1299 Ocean Ave, Suite 710 · Santa Monica, CA 90401 · (917) 539-2411 · Financial planningCRD 332034 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedSierra Investment Management, LLC3420 Ocean Park Blvd, Ste 3060 · Santa Monica, CA 90405 · (310) 452-1887 · Financial planningCRD 106615 · % of assets · $360.9 million AUMSEC registeredNo commissions reportedVictus Capital Wealth1327 Ocean Avenue, Suite K · Santa Monica, CA 90401 · (310) 622-1280 · Financial planningCRD 154899 · % of assets, Hourly charges, Fixed fees · $280.1 million AUMSEC registeredNo commissions reportedWellacre Global Wealth Advisors520 Broadway, Suite 200 · Santa Monica, CA 90401 · (310) 220-4946 · Financial planningCRD 306770 · % of assets, Fixed fees · $104.3 million AUMSEC registeredNo commissions reportedWestside Investment Management, LLC2444 Wilshire Blvd, Suite 303 · Santa Monica, CA 90403 · (310) 315-9400 · Financial planningCRD 154522 · % of assets, Hourly charges, Fixed fees · $888.8 million AUMSEC registeredNo commissions reported