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Financial advisory firms
in Santa Monica, CA.

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7 financial advisors45 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

45 advisory firmsCompare public facts. Verify experience directly.
7 financial advisors45 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ABACUS WEALTH PARTNERSCRD 128590

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALMITAS CAPITAL LLCCRD 166705

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ANGELES FAMILY OFFICECRD 338266

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ANGELES INVESTMENT ADVISORSCRD 110213

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ANGELES WEALTH MANAGEMENT, LLCCRD 159952

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ANTHOS CAPITALCRD 165980

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AUTILUS PARTNERS LLCCRD 322882

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)Selection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BANCREEK CAPITAL ADVISORS, LLCCRD 328736

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BANCREEK CAPITAL MANAGEMENT, LPCRD 312900

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BANCREEK CAPITAL STRATEGIES, LLCCRD 341539

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BEACH POINT CAPITAL MANAGEMENT LPCRD 148885

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Insurance companiesPension and profit sharing plansPooled investment vehicles (other than ICs)Sovereign wealth funds and foreign official institutions
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BENGAL ASSET MANAGEMENT, LLCCRD 168688

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BISON CAPITAL ASSET MANAGEMENT, LLCCRD 160562

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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CLEARLAKE CAPITAL GROUP, L.P.CRD 157920

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Insurance companiesInvestment companiesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CLOCKTOWER GROUP, L.P.CRD 158142

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Corporations or other businessesOther investment advisersPooled investment vehicles (other than ICs)State or municipal government entities
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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COUNTER GLOBAL, L.P.CRD 330571

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DRC INVESTMENT ADVISORS, LLCCRD 332680

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Insurance companiesOther investment advisersPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EMERALD LAKE CAPITAL MANAGEMENT, L.P.CRD 300395

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ENHANCED HEALTHCARE MANAGEMENT COMPANYCRD 157622

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FINITE MANAGEMENT, LLCCRD 314875

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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