Santa Monica, CA

Popular Cities

Santa Monica, CA
Join as a Pro

Best Financial Advisors in Santa Monica, CA

The highest-rated Financial Planning & Wealth Management companies out of 142 vetted & reviewed in the Santa Monica area.

View Profile
Anthony Sykes and Company

Anthony Sykes and Company

(16)
Quickbooks Services, Small Business Accounting, Incorporation Services
“Sykes,he cares for his clients and will go the extra mile to help resolve tax issues.”
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 1994
Serving Santa Monica Area
i
View Profile
WES CPA

WES CPA

(12)
Incorporation Services, Wealth Management, Payroll Services
“Knows his stuff backwards and forwards and is so understanding and patient with my complicated tax needs - I use his services for both multi-state corporate taxes and personal taxes.”
Free Initial Consultation
In Business Since 2017
2500 Broadway Ste F-125, Santa Monica, CA
i
View Profile
Velin & Associates Los Angeles CPA Firm

Velin & Associates Los Angeles CPA Firm

(30)
Bookkeeping/Write-up, Financial Forecasts & Projections, Financial Statements
“When I came to Dmitriy for a paid consultation I moved from a different state had issues with prior tax returns and needed planning for the companies that I was a partner in and the new company that I was setting up.”
In Business Since 2009
8159 Santa Monica Blvd ste 198/200, West Hollywood, CA 90046
i
View Profile
Divorce Analytics

Divorce Analytics

(14)
  • Understand
  • Intelligent
  • Needs
“She has chosen her career from a place to help others in a time in their life when things can be complicated and messy- she helps to clear the financial clutter- which can help clear the heart and mind.”
In Business Since 2008
2219 Main St Unit #446, Santa Monica, CA
Featured

Divorce can be an emotionally fraught and expensive process for many people. Not only does uncoupling signify the conclusion of a marriage, but it also marks the end of a financial relationship. As the divorcing couple works through the process, they have to separate the assets accumulated during their marriage. Everything acquired during this period must be distributed between the two parties. One of the most common sticking points in a divorce is the house. It's the quintessential marital asset: worth a lot of money and holds a lot of sentimental value.  One party may want to keep the house for the children, while the other may want to sell it and divide the profit.  Deciding who gets the house can be challenging, even if the split was amicable. Take a closer look at the legal and financial factors at play and how they might affect the outcome by reading the latest blog post. *Disclaimer: Divorce Analytics provides non-legal divorce financial services. This is not investment advice.

i
View Profile
Robert Ricco

Robert Ricco

(6)
Business Services, Quickbooks Services, Tax Services
“Additionally, if you're a business owner or ramping up to be a business owner, Robert can help you navigate entity formation and explain the pros/cons of each entity from a tax perspective.”
Transparent Fees & Pricing
In Business Since 2016
312 Arizona Ave, Santa Monica, CA
i
View Profile
Tax Preparation Etc by Cam

Tax Preparation Etc by Cam

(12)
“Cynthia and her team are awesome!”
Accepts Cash only
In Business Since 2012
136 E Santa Clara St #2, Arcadia, CA
i
View Profile
Kevins7

Kevins7

(5)
“He successfully guided me through pre-retirement and retirement!”
Remote Consultations Available
In Business Since 2021
9440 S Santa Monica Blvd SUITE 301, Beverly Hills, CA
i
View Profile
Michael L. Green Tax & Financial

Michael L. Green Tax & Financial

(3)
Enrolled Agent, Year Round, Bookkeeping
“They are always quick to answer my questions and I haven't had any problem with their work.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2002
25115 Avenue Stanford UNIT 110, Santa Clarita, CA
i
View Profile
The Entrust Group

The Entrust Group

(1)
“Also have a great portal to enroll and customer service reps pick up the phone quickly.”
Transparent Fees & Pricing
In Business Since 2005
520 Broadway, Santa Monica, CA
i
View Profile
Kamjoo & Associates

Kamjoo & Associates

“Kamjoo CPA is a Los Angeles, CA CPA firm working with business owners and individuals. We have years of real world experience providing accounting services for all kinds of small businesses including bookkeeping, tax planning and new business advisor...”
Free Initial Consultation
In Business Since 2007
11040 Santa Monica Blvd #490, Los Angeles, CA
i
View Profile
HK Wealth Management

HK Wealth Management

(10)
  • Market
  • Company
  • Education
“After enduring some major financial losses recently, my parents felt like their wellbeing was being ignored by the big investment firm and decided to follow Cory to HK Wealth Management.”
Remote Consultations Available
In Business Since 2009
11901 Santa Monica Blvd, Los Angeles, CA
i
View Profile
Silicon Valley Bank

Silicon Valley Bank

(3)
“The only bank dedicated to tech & start-ups.”
30++ Years Experience
1437 7th St #300, Santa Monica, CA
i
View Profile
Contrarian Advisors

Contrarian Advisors

(2)
“When I learned that Contrarian Advisors correctly predicted and their investment clients profited from the 2008 financial crisis, I wanted to learn more.”
In Business Since 2013
9663 S Santa Monica Blvd #141, Beverly Hills, CA 90210
i
View Profile
Vance Wealth

Vance Wealth

(2)
“Questions about your financial future, reach out to Niall.”
Accepts All Major Credit Cards
In Business Since 2006
26491 Summit Cir, Santa Clarita, CA
i
View Profile
Provident Financial Management

Provident Financial Management

(2)
Non-Emergency Injuries, Health Screenings, Annual Physicals and Vaccinations
“Professional staff”
Accepts Debit, All Major Credit Cards, Check
In Business Since 1951
3130 Wilshire Blvd #600, Santa Monica, CA
i
View Profile
Stella Oak Financial and Insurance Services

Stella Oak Financial and Insurance Services

(1)
“Awesome thanks 😊 …”
In Business Since 1996
Westwood Gateway Tower, 11111 Santa Monica Blvd Penthouse 1100, Los Angeles, CA
i
View Profile
Goodfriend & Jacobs

Goodfriend & Jacobs

(1)
“Amazing people and a great business”
In Business Since 2000
1299 Ocean Ave #333, Santa Monica, CA
i
View Profile
Wilshire Advisors

Wilshire Advisors

(1)
“Beautiful building”
In Business Since 1994
1299 Ocean Ave #600, Santa Monica, CA
i
View Profile
World Accounting Group

World Accounting Group

Back Taxes Owed, Financial Planning, Non-Profit Organizations
“We are a full-service accounting firm located in California. We offer a broad range of services for business owners, executives, and independent professionals in a variety of industries. We view every client relationship like a partnership, and truly...”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Remote Consultations Available
10436 Santa Monica Blvd #3030, Los Angeles, CA
i
View Profile
Castillo Accountancy Corporation

Castillo Accountancy Corporation

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
In Business Since 1982
2444 Wilshire Blvd # 504, Santa Monica, CA
i
View Profile
Causeway Capital Management

Causeway Capital Management

In Business Since 2001
11111 Santa Monica Blvd # 1500, Los Angeles, CA
i
View Profile
Superior Financial Systems

Superior Financial Systems

“Superior Financial Systems is a merchant services provider with decades of combined experience helping businesses nationwide. We provide various services including but not limited to contactless and EMV chip card processing, mobile solutions, eCommer...”
In Business Since 2002
26485 Summit Cir, Santa Clarita, CA
i
View Profile
Trinity Small Business Solutions

Trinity Small Business Solutions

Or a Self-Employed Freelancer, Or by Secure Remote Access, We Offer Comprehensive
“Whether you are a small business owner, a manager at a mid-sized corporation, or a self-employed freelancer, the team at Trinity Small Business Solutions is at your service. We offer comprehensive, cost effective bookkeeping and IT services available...”
Accepts All Major Credit Cards
In Business Since 2000
23642 Lyons Ave, Santa Clarita, CA
i
View Profile
Capital Intelligence Associates

Capital Intelligence Associates

“Capital Intelligence Associates is a full-service independent wealth management firm with a clear understanding of the financial world and its constantly changing landscape. Rely on us to be your financial resource, to look after you and provide guid...”
In Business Since 2003
1250 6th St Suite 300, Santa Monica, CA
i

Retirement Planning and Investment Management Services in Santa Monica, CA Cost Estimates

Minimum cost
$1148
Maximum cost
$9753
National Average
$3443
Avg Per Hour Rates
$345
$2295
$6311
Average price range is based on 550 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3443
Minimum cost $1148
Maximum cost $9753
Avg Per Hour Rates $345

Average range $2295 to $6311 is based on 550 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Santa Monica

Popular in Santa Monica

, CA
Back To Top