# Financial advisors in Santa Monica, CA > Find 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) 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. Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/los-angeles/santa-monica/page/2 ## 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 2 of 3, 51 to 100 of 108, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Guggenheim Wealth Solutions, LLC](https://advisorcensus.com/firm/guggenheim-wealth-solutions-llc-santa-monica-ca-283238) ([md](https://advisorcensus.com/firm/guggenheim-wealth-solutions-llc-santa-monica-ca-283238.md)) | 283238 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets | | [Halcyon Ventures](https://advisorcensus.com/firm/halcyon-ventures-santa-monica-ca-338614) ([md](https://advisorcensus.com/firm/halcyon-ventures-santa-monica-ca-338614.md)) | 338614 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Halogen Ventures Management Company LLC](https://advisorcensus.com/firm/halogen-ventures-management-company-llc-santa-monica-ca-304031) ([md](https://advisorcensus.com/firm/halogen-ventures-management-company-llc-santa-monica-ca-304031.md)) | 304031 | Santa Monica, CA | Exempt reporting adviser | Not reported | 2 | Not reported | | [Harbor Road Capital Management LLC](https://advisorcensus.com/firm/harbor-road-capital-management-llc-santa-monica-ca-161364) ([md](https://advisorcensus.com/firm/harbor-road-capital-management-llc-santa-monica-ca-161364.md)) | 161364 | Santa Monica, CA | State-registered investment adviser | Under $25 million | 14 | % of assets | | [Hedgepath Capital, LLC](https://advisorcensus.com/firm/hedgepath-capital-llc-santa-monica-ca-215515) ([md](https://advisorcensus.com/firm/hedgepath-capital-llc-santa-monica-ca-215515.md)) | 215515 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Holistic-Solutions](https://advisorcensus.com/firm/holistic-solutions-santa-monica-ca-300370) ([md](https://advisorcensus.com/firm/holistic-solutions-santa-monica-ca-300370.md)) | 300370 | Santa Monica, CA | State-registered investment adviser | Not reported | 6 | Hourly, Fixed fee, Commissions | | [HW Capital LLC](https://advisorcensus.com/firm/hw-capital-llc-santa-monica-ca-298731) ([md](https://advisorcensus.com/firm/hw-capital-llc-santa-monica-ca-298731.md)) | 298731 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | Fixed fee, Other | | [Istari Capital Management LP](https://advisorcensus.com/firm/istari-capital-management-lp-santa-monica-ca-344003) ([md](https://advisorcensus.com/firm/istari-capital-management-lp-santa-monica-ca-344003.md)) | 344003 | Santa Monica, CA | SEC-registered investment adviser | Not reported | 0 | % of assets, Other | | [Joseph C. Longo, Attorney at Law](https://advisorcensus.com/firm/joseph-c-longo-attorney-at-law-santa-monica-ca-140922) ([md](https://advisorcensus.com/firm/joseph-c-longo-attorney-at-law-santa-monica-ca-140922.md)) | 140922 | Santa Monica, CA | State-registered investment adviser | Not reported | 20 | Other | | [LANE42](https://advisorcensus.com/firm/lane42-santa-monica-ca-335548) ([md](https://advisorcensus.com/firm/lane42-santa-monica-ca-335548.md)) | 335548 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee | | [Light Capital LLC](https://advisorcensus.com/firm/light-capital-llc-santa-monica-ca-323373) ([md](https://advisorcensus.com/firm/light-capital-llc-santa-monica-ca-323373.md)) | 323373 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Performance fee | | [Main Street Advisors](https://advisorcensus.com/firm/main-street-advisors-santa-monica-ca-305170) ([md](https://advisorcensus.com/firm/main-street-advisors-santa-monica-ca-305170.md)) | 305170 | Santa Monica, CA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Performance fee | | [Mantis Capital Management, LLC](https://advisorcensus.com/firm/mantis-capital-management-llc-santa-monica-ca-311057) ([md](https://advisorcensus.com/firm/mantis-capital-management-llc-santa-monica-ca-311057.md)) | 311057 | Santa Monica, CA | Exempt reporting adviser | Not reported | 5 | Not reported | | [March Capital](https://advisorcensus.com/firm/march-capital-santa-monica-ca-174123) ([md](https://advisorcensus.com/firm/march-capital-santa-monica-ca-174123.md)) | 174123 | Santa Monica, CA | Exempt reporting adviser | Not reported | 11 | Not reported | | [Matrix Planning Inc](https://advisorcensus.com/firm/matrix-planning-inc-santa-monica-ca-110812) ([md](https://advisorcensus.com/firm/matrix-planning-inc-santa-monica-ca-110812.md)) | 110812 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 40 | Hourly, Fixed fee, Other | | [Mattan Capital Partners, LP](https://advisorcensus.com/firm/mattan-capital-partners-lp-santa-monica-ca-333560) ([md](https://advisorcensus.com/firm/mattan-capital-partners-lp-santa-monica-ca-333560.md)) | 333560 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [MB Blue GP LLC](https://advisorcensus.com/firm/mb-blue-gp-llc-santa-monica-ca-300176) ([md](https://advisorcensus.com/firm/mb-blue-gp-llc-santa-monica-ca-300176.md)) | 300176 | Santa Monica, CA | State-registered investment adviser | Under $25 million | 7 | % of assets | | [McDonald Hartman Wealth Advisors](https://advisorcensus.com/firm/mcdonald-hartman-wealth-advisors-santa-monica-ca-316031) ([md](https://advisorcensus.com/firm/mcdonald-hartman-wealth-advisors-santa-monica-ca-316031.md)) | 316031 | Santa Monica, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee | | [Mtech Capital](https://advisorcensus.com/firm/mtech-capital-santa-monica-ca-288626) ([md](https://advisorcensus.com/firm/mtech-capital-santa-monica-ca-288626.md)) | 288626 | Santa Monica, CA | Exempt reporting adviser | Not reported | 2 | Not reported | | [Muse Capital Management LLC](https://advisorcensus.com/firm/muse-capital-management-llc-santa-monica-ca-304463) ([md](https://advisorcensus.com/firm/muse-capital-management-llc-santa-monica-ca-304463.md)) | 304463 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Performance fee | | [Muse Capital Management LLC](https://advisorcensus.com/firm/muse-capital-management-llc-santa-monica-ca-319049) ([md](https://advisorcensus.com/firm/muse-capital-management-llc-santa-monica-ca-319049.md)) | 319049 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [N Plus One Ventures, LLC](https://advisorcensus.com/firm/n-plus-one-ventures-llc-santa-monica-ca-317941) ([md](https://advisorcensus.com/firm/n-plus-one-ventures-llc-santa-monica-ca-317941.md)) | 317941 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Noetic Capital Management LLC](https://advisorcensus.com/firm/noetic-capital-management-llc-santa-monica-ca-334659) ([md](https://advisorcensus.com/firm/noetic-capital-management-llc-santa-monica-ca-334659.md)) | 334659 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Ocean Avenue Capital Partners, L.P.](https://advisorcensus.com/firm/ocean-avenue-capital-partners-l-p-santa-monica-ca-160122) ([md](https://advisorcensus.com/firm/ocean-avenue-capital-partners-l-p-santa-monica-ca-160122.md)) | 160122 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee | | [Ocean Avenue Wealth Management](https://advisorcensus.com/firm/ocean-avenue-wealth-management-santa-monica-ca-154655) ([md](https://advisorcensus.com/firm/ocean-avenue-wealth-management-santa-monica-ca-154655.md)) | 154655 | Santa Monica, CA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee, Commissions | | [Ocean Park Asset Management, LLC](https://advisorcensus.com/firm/ocean-park-asset-management-llc-santa-monica-ca-145634) ([md](https://advisorcensus.com/firm/ocean-park-asset-management-llc-santa-monica-ca-145634.md)) | 145634 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets | | [Ocean Park Capital Management, LLC](https://advisorcensus.com/firm/ocean-park-capital-management-llc-santa-monica-ca-134517) ([md](https://advisorcensus.com/firm/ocean-park-capital-management-llc-santa-monica-ca-134517.md)) | 134517 | Santa Monica, CA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Performance fee | | [Oneteam Ventures Advisor, LLC](https://advisorcensus.com/firm/oneteam-ventures-advisor-llc-santa-monica-ca-342761) ([md](https://advisorcensus.com/firm/oneteam-ventures-advisor-llc-santa-monica-ca-342761.md)) | 342761 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Opensky Ventures Management Company, LLC](https://advisorcensus.com/firm/opensky-ventures-management-company-llc-santa-monica-ca-322211) ([md](https://advisorcensus.com/firm/opensky-ventures-management-company-llc-santa-monica-ca-322211.md)) | 322211 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Overture Climate LLC](https://advisorcensus.com/firm/overture-climate-llc-santa-monica-ca-316885) ([md](https://advisorcensus.com/firm/overture-climate-llc-santa-monica-ca-316885.md)) | 316885 | Santa Monica, CA | Exempt reporting adviser | Not reported | 2 | Not reported | | [Patron Management LLC](https://advisorcensus.com/firm/patron-management-llc-santa-monica-ca-316219) ([md](https://advisorcensus.com/firm/patron-management-llc-santa-monica-ca-316219.md)) | 316219 | Santa Monica, CA | Exempt reporting adviser | Not reported | 4 | Not reported | | [Quantum Financial Advisors, LLC](https://advisorcensus.com/firm/quantum-financial-advisors-llc-santa-monica-ca-317386) ([md](https://advisorcensus.com/firm/quantum-financial-advisors-llc-santa-monica-ca-317386.md)) | 317386 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee | | [Quid Capital Group Holdings, LLC](https://advisorcensus.com/firm/quid-capital-group-holdings-llc-santa-monica-ca-297179) ([md](https://advisorcensus.com/firm/quid-capital-group-holdings-llc-santa-monica-ca-297179.md)) | 297179 | Santa Monica, CA | SEC-registered investment adviser | Over $5 billion | 6 | % of assets, Fixed fee, Performance fee | | [Redwood Wealth Management, LLC](https://advisorcensus.com/firm/redwood-wealth-management-llc-santa-monica-ca-173916) ([md](https://advisorcensus.com/firm/redwood-wealth-management-llc-santa-monica-ca-173916.md)) | 173916 | Santa Monica, CA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets | | [Refresh Investments](https://advisorcensus.com/firm/refresh-investments-santa-monica-ca-297146) ([md](https://advisorcensus.com/firm/refresh-investments-santa-monica-ca-297146.md)) | 297146 | Santa Monica, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee | | [Rivonia Road Capital LLC](https://advisorcensus.com/firm/rivonia-road-capital-llc-santa-monica-ca-296295) ([md](https://advisorcensus.com/firm/rivonia-road-capital-llc-santa-monica-ca-296295.md)) | 296295 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee | | [Saybrook Fund Advisors, LLC](https://advisorcensus.com/firm/saybrook-fund-advisors-llc-santa-monica-ca-158634) ([md](https://advisorcensus.com/firm/saybrook-fund-advisors-llc-santa-monica-ca-158634.md)) | 158634 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Performance fee | | [Serenus Wealth Advisors, LLC](https://advisorcensus.com/firm/serenus-wealth-advisors-llc-santa-monica-ca-332034) ([md](https://advisorcensus.com/firm/serenus-wealth-advisors-llc-santa-monica-ca-332034.md)) | 332034 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee | | [Sierra Investment Management, LLC](https://advisorcensus.com/firm/sierra-investment-management-llc-santa-monica-ca-106615) ([md](https://advisorcensus.com/firm/sierra-investment-management-llc-santa-monica-ca-106615.md)) | 106615 | Santa Monica, CA | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets | | [Silicon Beach Financial LLC](https://advisorcensus.com/firm/silicon-beach-financial-llc-santa-monica-ca-332472) ([md](https://advisorcensus.com/firm/silicon-beach-financial-llc-santa-monica-ca-332472.md)) | 332472 | Santa Monica, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee | | [Sound Development, LLC](https://advisorcensus.com/firm/sound-development-llc-santa-monica-ca-283211) ([md](https://advisorcensus.com/firm/sound-development-llc-santa-monica-ca-283211.md)) | 283211 | Santa Monica, CA | Exempt reporting adviser | Not reported | 9 | Not reported | | [Soundwaves Management, LLC](https://advisorcensus.com/firm/soundwaves-management-llc-santa-monica-ca-328728) ([md](https://advisorcensus.com/firm/soundwaves-management-llc-santa-monica-ca-328728.md)) | 328728 | Santa Monica, CA | Exempt reporting adviser | Not reported | 2 | Not reported | | [SVOF/MM, LLC](https://advisorcensus.com/firm/svof-mm-llc-santa-monica-ca-132205) ([md](https://advisorcensus.com/firm/svof-mm-llc-santa-monica-ca-132205.md)) | 132205 | Santa Monica, CA | SEC-registered investment adviser | Under $25 million | 22 | % of assets, Other | | [TDG CP LLC](https://advisorcensus.com/firm/tdg-cp-llc-santa-monica-ca-338974) ([md](https://advisorcensus.com/firm/tdg-cp-llc-santa-monica-ca-338974.md)) | 338974 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Tempest Capital Management, LLC](https://advisorcensus.com/firm/tempest-capital-management-llc-santa-monica-ca-326017) ([md](https://advisorcensus.com/firm/tempest-capital-management-llc-santa-monica-ca-326017.md)) | 326017 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Tennenbaum Capital Partners, LLC](https://advisorcensus.com/firm/tennenbaum-capital-partners-llc-santa-monica-ca-113203) ([md](https://advisorcensus.com/firm/tennenbaum-capital-partners-llc-santa-monica-ca-113203.md)) | 113203 | Santa Monica, CA | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Performance fee, Other | | [The Evergreen Advantage Management, Inc.](https://advisorcensus.com/firm/the-evergreen-advantage-management-inc-santa-monica-ca-165547) ([md](https://advisorcensus.com/firm/the-evergreen-advantage-management-inc-santa-monica-ca-165547.md)) | 165547 | Santa Monica, CA | State-registered investment adviser | $100 million to $500 million | 7 | % of assets, Other | | [The Hive](https://advisorcensus.com/firm/the-hive-santa-monica-ca-316164) ([md](https://advisorcensus.com/firm/the-hive-santa-monica-ca-316164.md)) | 316164 | Santa Monica, CA | Exempt reporting adviser | Not reported | 5 | Not reported | | [Third Sphere Management, LLC](https://advisorcensus.com/firm/third-sphere-management-llc-santa-monica-ca-301287) ([md](https://advisorcensus.com/firm/third-sphere-management-llc-santa-monica-ca-301287.md)) | 301287 | Santa Monica, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Up Partners Management Company, LLC](https://advisorcensus.com/firm/up-partners-management-company-llc-santa-monica-ca-309765) ([md](https://advisorcensus.com/firm/up-partners-management-company-llc-santa-monica-ca-309765.md)) | 309765 | Santa Monica, CA | Exempt reporting adviser | Not reported | 6 | Not reported | - Previous page: https://advisorcensus.com/advisors/ca/los-angeles/santa-monica.md - Next page: https://advisorcensus.com/advisors/ca/los-angeles/santa-monica/page/3.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. 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[Financial advisors for pre-retirees in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/pre-retirees) (https://advisorcensus.com/advisors/ca/los-angeles/pre-retirees.md) - [Financial advisors for real estate investors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/real-estate-investors) (https://advisorcensus.com/advisors/ca/los-angeles/real-estate-investors.md) - [Financial advisors for retirees in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/retirees) (https://advisorcensus.com/advisors/ca/los-angeles/retirees.md) - [Financial advisors in Newport Beach, CA](https://advisorcensus.com/advisors/ca/los-angeles/newport-beach) (https://advisorcensus.com/advisors/ca/los-angeles/newport-beach.md) - [Financial advisors in Irvine, CA](https://advisorcensus.com/advisors/ca/los-angeles/irvine) (https://advisorcensus.com/advisors/ca/los-angeles/irvine.md) - [Financial advisors in Pasadena, CA](https://advisorcensus.com/advisors/ca/los-angeles/pasadena) (https://advisorcensus.com/advisors/ca/los-angeles/pasadena.md) - [Financial advisors in Beverly Hills, CA](https://advisorcensus.com/advisors/ca/los-angeles/beverly-hills) (https://advisorcensus.com/advisors/ca/los-angeles/beverly-hills.md) - [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.