# Financial advisors in Santa Monica, CA

> AdvisorCensus lists 108 investment advisory firms with a principal office in Santa Monica, California (part of the Los Angeles metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Los Angeles metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/los-angeles/santa-monica

## At a glance

- Investment advisory firms: 108
- Registration: SEC-registered investment adviser: 48, State-registered investment adviser: 16, Exempt reporting adviser: 44
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (23%); Percentage of assets 59 (92%); Hourly charges 13 (20%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 26 (41%); Commissions 2 (3%); Performance-based fees 29 (45%); Other 10 (16%); No compensation arrangements reported 44
- Regulatory assets under management (Item 5.F): Under $25 million 10 (9%); $25 million to $100 million 7 (6%); $100 million to $500 million 18 (17%); $500 million to $1 billion 3 (3%); $1 billion to $5 billion 15 (14%); Over $5 billion 7 (6%); Not reported 48 (44%)
- Years registered: Under 5 years 53 (49%); 5 to 9 years 23 (21%); 10 to 19 years 22 (20%); 20 years or more 10 (9%)

## Firms (page 1 of 3, 1 to 50 of 108, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1 AM Gaming LLC](https://advisorcensus.com/firm/1-am-gaming-llc-santa-monica-ca-326905) ([md](https://advisorcensus.com/firm/1-am-gaming-llc-santa-monica-ca-326905.md)) | 326905 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [18 Fund Management LLC](https://advisorcensus.com/firm/18-fund-management-llc-santa-monica-ca-335358) ([md](https://advisorcensus.com/firm/18-fund-management-llc-santa-monica-ca-335358.md)) | 335358 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [414 Investments LLC](https://advisorcensus.com/firm/414-investments-llc-santa-monica-ca-315483) ([md](https://advisorcensus.com/firm/414-investments-llc-santa-monica-ca-315483.md)) | 315483 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Abacus Wealth Partners](https://advisorcensus.com/firm/abacus-wealth-partners-santa-monica-ca-128590) ([md](https://advisorcensus.com/firm/abacus-wealth-partners-santa-monica-ca-128590.md)) | 128590 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee, Performance fee |
| [Almitas Capital LLC](https://advisorcensus.com/firm/almitas-capital-llc-santa-monica-ca-166705) ([md](https://advisorcensus.com/firm/almitas-capital-llc-santa-monica-ca-166705.md)) | 166705 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee |
| [Anantis AI Capital Management, LLC](https://advisorcensus.com/firm/anantis-ai-capital-management-llc-santa-monica-ca-333490) ([md](https://advisorcensus.com/firm/anantis-ai-capital-management-llc-santa-monica-ca-333490.md)) | 333490 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Angeles Family Office](https://advisorcensus.com/firm/angeles-family-office-santa-monica-ca-338266) ([md](https://advisorcensus.com/firm/angeles-family-office-santa-monica-ca-338266.md)) | 338266 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Angeles Investment Advisors](https://advisorcensus.com/firm/angeles-investment-advisors-santa-monica-ca-110213) ([md](https://advisorcensus.com/firm/angeles-investment-advisors-santa-monica-ca-110213.md)) | 110213 | Santa Monica, CA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee, Performance fee |
| [Angeles Wealth Management, LLC](https://advisorcensus.com/firm/angeles-wealth-management-llc-santa-monica-ca-159952) ([md](https://advisorcensus.com/firm/angeles-wealth-management-llc-santa-monica-ca-159952.md)) | 159952 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Anthem Venture Management, LLC](https://advisorcensus.com/firm/anthem-venture-management-llc-santa-monica-ca-163445) ([md](https://advisorcensus.com/firm/anthem-venture-management-llc-santa-monica-ca-163445.md)) | 163445 | Santa Monica, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Anthos Capital](https://advisorcensus.com/firm/anthos-capital-santa-monica-ca-165980) ([md](https://advisorcensus.com/firm/anthos-capital-santa-monica-ca-165980.md)) | 165980 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee, Other |
| [Atorie Advisors, LLC](https://advisorcensus.com/firm/atorie-advisors-llc-santa-monica-ca-331840) ([md](https://advisorcensus.com/firm/atorie-advisors-llc-santa-monica-ca-331840.md)) | 331840 | Santa Monica, CA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Autilus Partners LLC](https://advisorcensus.com/firm/autilus-partners-llc-santa-monica-ca-322882) ([md](https://advisorcensus.com/firm/autilus-partners-llc-santa-monica-ca-322882.md)) | 322882 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Bancreek Capital Advisors, LLC](https://advisorcensus.com/firm/bancreek-capital-advisors-llc-santa-monica-ca-328736) ([md](https://advisorcensus.com/firm/bancreek-capital-advisors-llc-santa-monica-ca-328736.md)) | 328736 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Bancreek Capital Management, LP](https://advisorcensus.com/firm/bancreek-capital-management-lp-santa-monica-ca-312900) ([md](https://advisorcensus.com/firm/bancreek-capital-management-lp-santa-monica-ca-312900.md)) | 312900 | Santa Monica, CA | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee, Performance fee |
| [Bancreek Capital Strategies, LLC](https://advisorcensus.com/firm/bancreek-capital-strategies-llc-santa-monica-ca-341539) ([md](https://advisorcensus.com/firm/bancreek-capital-strategies-llc-santa-monica-ca-341539.md)) | 341539 | Santa Monica, CA | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Beach Point Capital Management LP](https://advisorcensus.com/firm/beach-point-capital-management-lp-santa-monica-ca-148885) ([md](https://advisorcensus.com/firm/beach-point-capital-management-lp-santa-monica-ca-148885.md)) | 148885 | Santa Monica, CA | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Performance fee |
| [Bengal Asset Management, LLC](https://advisorcensus.com/firm/bengal-asset-management-llc-santa-monica-ca-168688) ([md](https://advisorcensus.com/firm/bengal-asset-management-llc-santa-monica-ca-168688.md)) | 168688 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [Bison Capital Asset Management, LLC](https://advisorcensus.com/firm/bison-capital-asset-management-llc-santa-monica-ca-160562) ([md](https://advisorcensus.com/firm/bison-capital-asset-management-llc-santa-monica-ca-160562.md)) | 160562 | Santa Monica, CA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [Black Hills Capital, LLC](https://advisorcensus.com/firm/black-hills-capital-llc-santa-monica-ca-148719) ([md](https://advisorcensus.com/firm/black-hills-capital-llc-santa-monica-ca-148719.md)) | 148719 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Bold Management Advisors, LLC](https://advisorcensus.com/firm/bold-management-advisors-llc-santa-monica-ca-332727) ([md](https://advisorcensus.com/firm/bold-management-advisors-llc-santa-monica-ca-332727.md)) | 332727 | Santa Monica, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Bold Management Partners, LLC](https://advisorcensus.com/firm/bold-management-partners-llc-santa-monica-ca-282526) ([md](https://advisorcensus.com/firm/bold-management-partners-llc-santa-monica-ca-282526.md)) | 282526 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Boulevard Investment Management LLC](https://advisorcensus.com/firm/boulevard-investment-management-llc-santa-monica-ca-314665) ([md](https://advisorcensus.com/firm/boulevard-investment-management-llc-santa-monica-ca-314665.md)) | 314665 | Santa Monica, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Buentrip Ventures](https://advisorcensus.com/firm/buentrip-ventures-santa-monica-ca-333095) ([md](https://advisorcensus.com/firm/buentrip-ventures-santa-monica-ca-333095.md)) | 333095 | Santa Monica, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Capital Intelligence Advisors, Inc.](https://advisorcensus.com/firm/capital-intelligence-advisors-inc-santa-monica-ca-127023) ([md](https://advisorcensus.com/firm/capital-intelligence-advisors-inc-santa-monica-ca-127023.md)) | 127023 | Santa Monica, CA | State-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |
| [CBP Advisory, LLC](https://advisorcensus.com/firm/cbp-advisory-llc-santa-monica-ca-319580) ([md](https://advisorcensus.com/firm/cbp-advisory-llc-santa-monica-ca-319580.md)) | 319580 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Chisos Capital Management LLC](https://advisorcensus.com/firm/chisos-capital-management-llc-santa-monica-ca-338817) ([md](https://advisorcensus.com/firm/chisos-capital-management-llc-santa-monica-ca-338817.md)) | 338817 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Clearlake Capital Group, L.P.](https://advisorcensus.com/firm/clearlake-capital-group-l-p-santa-monica-ca-157920) ([md](https://advisorcensus.com/firm/clearlake-capital-group-l-p-santa-monica-ca-157920.md)) | 157920 | Santa Monica, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Clearlake Capital RIC Management, LLC](https://advisorcensus.com/firm/clearlake-capital-ric-management-llc-santa-monica-ca-342281) ([md](https://advisorcensus.com/firm/clearlake-capital-ric-management-llc-santa-monica-ca-342281.md)) | 342281 | Santa Monica, CA | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Clearstone Venture Partners](https://advisorcensus.com/firm/clearstone-venture-partners-santa-monica-ca-160259) ([md](https://advisorcensus.com/firm/clearstone-venture-partners-santa-monica-ca-160259.md)) | 160259 | Santa Monica, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Clocktower Group, L.P.](https://advisorcensus.com/firm/clocktower-group-l-p-santa-monica-ca-158142) ([md](https://advisorcensus.com/firm/clocktower-group-l-p-santa-monica-ca-158142.md)) | 158142 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Subscription, Fixed fee, Performance fee |
| [Cobalt Investment Management LLC](https://advisorcensus.com/firm/cobalt-investment-management-llc-santa-monica-ca-300974) ([md](https://advisorcensus.com/firm/cobalt-investment-management-llc-santa-monica-ca-300974.md)) | 300974 | Santa Monica, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Counter Global, L.P.](https://advisorcensus.com/firm/counter-global-l-p-santa-monica-ca-330571) ([md](https://advisorcensus.com/firm/counter-global-l-p-santa-monica-ca-330571.md)) | 330571 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [CV2M, LLC](https://advisorcensus.com/firm/cv2m-llc-santa-monica-ca-339079) ([md](https://advisorcensus.com/firm/cv2m-llc-santa-monica-ca-339079.md)) | 339079 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Dayton Craft Manager, LLC](https://advisorcensus.com/firm/dayton-craft-manager-llc-santa-monica-ca-341800) ([md](https://advisorcensus.com/firm/dayton-craft-manager-llc-santa-monica-ca-341800.md)) | 341800 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Dirigo Investment Advisors, LLC](https://advisorcensus.com/firm/dirigo-investment-advisors-llc-santa-monica-ca-285497) ([md](https://advisorcensus.com/firm/dirigo-investment-advisors-llc-santa-monica-ca-285497.md)) | 285497 | Santa Monica, CA | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [DRC Investment Advisors, LLC](https://advisorcensus.com/firm/drc-investment-advisors-llc-santa-monica-ca-332680) ([md](https://advisorcensus.com/firm/drc-investment-advisors-llc-santa-monica-ca-332680.md)) | 332680 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Eddy Financial, LLC](https://advisorcensus.com/firm/eddy-financial-llc-santa-monica-ca-290208) ([md](https://advisorcensus.com/firm/eddy-financial-llc-santa-monica-ca-290208.md)) | 290208 | Santa Monica, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Emerald Lake Capital Management, L.P.](https://advisorcensus.com/firm/emerald-lake-capital-management-l-p-santa-monica-ca-300395) ([md](https://advisorcensus.com/firm/emerald-lake-capital-management-l-p-santa-monica-ca-300395.md)) | 300395 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee, Performance fee |
| [Enhanced Healthcare Management Company](https://advisorcensus.com/firm/enhanced-healthcare-management-company-santa-monica-ca-157622) ([md](https://advisorcensus.com/firm/enhanced-healthcare-management-company-santa-monica-ca-157622.md)) | 157622 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [EOS Venture Partners (Investment Adviser) Inc](https://advisorcensus.com/firm/eos-venture-partners-investment-adviser-inc-santa-monica-ca-319182) ([md](https://advisorcensus.com/firm/eos-venture-partners-investment-adviser-inc-santa-monica-ca-319182.md)) | 319182 | Santa Monica, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Fifth Wall Asset Management, LLC](https://advisorcensus.com/firm/fifth-wall-asset-management-llc-santa-monica-ca-310525) ([md](https://advisorcensus.com/firm/fifth-wall-asset-management-llc-santa-monica-ca-310525.md)) | 310525 | Santa Monica, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Fifth Wall Ventures Management, LLC](https://advisorcensus.com/firm/fifth-wall-ventures-management-llc-santa-monica-ca-284141) ([md](https://advisorcensus.com/firm/fifth-wall-ventures-management-llc-santa-monica-ca-284141.md)) | 284141 | Santa Monica, CA | Exempt reporting adviser | Not reported | 10 | Not reported |
| [Finite Management, LLC](https://advisorcensus.com/firm/finite-management-llc-santa-monica-ca-314875) ([md](https://advisorcensus.com/firm/finite-management-llc-santa-monica-ca-314875.md)) | 314875 | Santa Monica, CA | SEC-registered investment adviser | Under $25 million | 4 | % of assets |
| [Fourth Revolution Capital LLC](https://advisorcensus.com/firm/fourth-revolution-capital-llc-santa-monica-ca-311262) ([md](https://advisorcensus.com/firm/fourth-revolution-capital-llc-santa-monica-ca-311262.md)) | 311262 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Fullcycle Partners LLC](https://advisorcensus.com/firm/fullcycle-partners-llc-santa-monica-ca-316272) ([md](https://advisorcensus.com/firm/fullcycle-partners-llc-santa-monica-ca-316272.md)) | 316272 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Gerber Kawasaki Wealth & Investment Management](https://advisorcensus.com/firm/gerber-kawasaki-wealth-and-investment-management-santa-monica-ca-153649) ([md](https://advisorcensus.com/firm/gerber-kawasaki-wealth-and-investment-management-santa-monica-ca-153649.md)) | 153649 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee, Other |
| [GGP Management, L.P.](https://advisorcensus.com/firm/ggp-management-l-p-santa-monica-ca-310340) ([md](https://advisorcensus.com/firm/ggp-management-l-p-santa-monica-ca-310340.md)) | 310340 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Glendon Capital Management L.P.](https://advisorcensus.com/firm/glendon-capital-management-l-p-santa-monica-ca-166119) ([md](https://advisorcensus.com/firm/glendon-capital-management-l-p-santa-monica-ca-166119.md)) | 166119 | Santa Monica, CA | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Performance fee |
| [Gotham Green Partners, LLC](https://advisorcensus.com/firm/gotham-green-partners-llc-santa-monica-ca-288771) ([md](https://advisorcensus.com/firm/gotham-green-partners-llc-santa-monica-ca-288771.md)) | 288771 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee |

- Next page: https://advisorcensus.com/advisors/ca/los-angeles/santa-monica/page/2.md

## Questions people ask

**How many financial advisory firms are there in Santa Monica, CA?**
AdvisorCensus lists 108 investment advisory firms with a principal office in Santa Monica, California (part of the Los Angeles metro area), from Form ADV filings as of October 2026: 48 SEC-registered, 16 state-registered, and 44 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Santa Monica, CA?**
15 of the 108 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Santa Monica, CA offer financial planning?**
23 of the 64 firms in Santa Monica, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Santa Monica, CA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 15 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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- [Financial advisors in El Segundo, CA](https://advisorcensus.com/advisors/ca/los-angeles/el-segundo) (https://advisorcensus.com/advisors/ca/los-angeles/el-segundo.md)
- [Financial advisors in Manhattan Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/manhattan-beach) (https://advisorcensus.com/advisors/ca/los-angeles/manhattan-beach.md)
- [Financial advisors in Woodland Hills, CA](https://advisorcensus.com/advisors/ca/los-angeles/woodland-hills) (https://advisorcensus.com/advisors/ca/los-angeles/woodland-hills.md)
- [Financial advisors in Torrance, CA](https://advisorcensus.com/advisors/ca/los-angeles/torrance) (https://advisorcensus.com/advisors/ca/los-angeles/torrance.md)
- [Financial advisors in West Hollywood, CA](https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood) (https://advisorcensus.com/advisors/ca/los-angeles/west-hollywood.md)
- [Financial advisors in Hermosa Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach) (https://advisorcensus.com/advisors/ca/los-angeles/hermosa-beach.md)
- [Financial advisors in Huntington Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach) (https://advisorcensus.com/advisors/ca/los-angeles/huntington-beach.md)
- [Financial advisors in Calabasas, CA](https://advisorcensus.com/advisors/ca/los-angeles/calabasas) (https://advisorcensus.com/advisors/ca/los-angeles/calabasas.md)
- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Financial advisors in Santa Monica, CA: 108 firms from Form ADV filings as of October 2026.