Top 10 financial advisors in Santa Monica, CA
We’ve curated a list of the best financial advisors in Santa Monica, take a look at it below
Find an advisor in Santa Monica| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $59,637,618,310 | 100 advisors | ||
| 2 | $15,908,250,014 | 148 advisors | ||
| 3 | $5,975,378,916 | 27 advisors | ||
| 4 | $4,783,632,013 | 39 advisors | ||
| 5 | $4,446,651,750 | 19 advisors | ||
| 6 | $3,133,614,634 | 24 advisors | ||
| 7 | $2,042,844,992 | 30 advisors | ||
| 8 | $1,959,519,419 | 14 advisors | ||
| 9 | $1,944,644,199 | 11 advisors | ||
| 10 | $1,234,750,250 | 18 advisors |
How we came up with this list
To generate our top financial advisors list in Santa Monica, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Santa Monica. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Clearlake Capital Group, L.p.
Clearlake Capital Group, L.p. is a financial advisory firm based in Santa Monica, California. It currently has approximately $59,637,618,310 of assets under management and employs about 100 people. Clearlake Capital Group, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$59,637,618,310
Headcount
100 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-73993
Services offered
Portfolio Management For Pooled Investment Vehicles
Beach Point Capital Management Lp
Beach Point Capital Management Lp is a financial advisory firm based in Santa Monica, California. It currently has approximately $15,908,250,014 of assets under management and employs about 148 people. Beach Point Capital Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$15,908,250,014
Headcount
148 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-69765
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Main Street Advisors
Main Street Advisors is a financial advisory firm based in Santa Monica, California. It currently has approximately $5,975,378,916 of assets under management and employs about 27 people. Main Street Advisors uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$5,975,378,916
Headcount
27 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-117239
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Ocean Park Asset Management, LLC
Ocean Park Asset Management, LLC is a financial advisory firm based in Santa Monica, California. It currently has approximately $4,783,632,013 of assets under management and employs about 39 people. Ocean Park Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$4,783,632,013
Headcount
39 advisors
Fee structure
A percentage of assets under your management
SEC number
801-68554
Services offered
Portfolio Management For Investment Companies
Glendon Capital Management L.p.
Glendon Capital Management L.p. is a financial advisory firm based in Santa Monica, California. It currently has approximately $4,446,651,750 of assets under management and employs about 19 people. Glendon Capital Management L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$4,446,651,750
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-77827
Services offered
Portfolio Management For Pooled Investment Vehicles
College Endowment
Anthos Capital
Anthos Capital is a financial advisory firm based in Santa Monica, California. It currently has approximately $3,133,614,634 of assets under management and employs about 24 people. Anthos Capital uses a fee structure of a percentage of assets under your management, performance-based fees and percentage of committed capital.
Assets under management
$3,133,614,634
Headcount
24 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PERCENTAGE OF COMMITTED CAPITAL
SEC number
801-118356
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
Clocktower Group, L.p.
Clocktower Group, L.p. is a financial advisory firm based in Santa Monica, California. It currently has approximately $2,042,844,992 of assets under management and employs about 30 people. Clocktower Group, L.p. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$2,042,844,992
Headcount
30 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-100402
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Quid Capital Group Holdings, LLC
Quid Capital Group Holdings, LLC is a financial advisory firm based in Santa Monica, California. It currently has approximately $1,959,519,419 of assets under management and employs about 14 people. Quid Capital Group Holdings, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$1,959,519,419
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-119203
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profileMeet the advisor
100 Wilshire Blvd,
18th Floor, Suite 1830,
Santa Monica,
California,
90401Ocean Avenue Capital Partners, L.p.
Ocean Avenue Capital Partners, L.p. is a financial advisory firm based in Santa Monica, California. It currently has approximately $1,944,644,199 of assets under management and employs about 11 people. Ocean Avenue Capital Partners, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,944,644,199
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-73101
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
Ggp Management, L.p.
Ggp Management, L.p. is a financial advisory firm based in Santa Monica, California. It currently has approximately $1,234,750,250 of assets under management and employs about 18 people. Ggp Management, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,234,750,250
Headcount
18 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-119383
Services offered
Portfolio Management For Pooled Investment Vehicles
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