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Anthony Sykes and Company
- Tax Laws
- Team
- Integrity
“Sykes,he cares for his clients and will go the extra mile to help resolve tax issues.”
Best Financial Advisors in Santa Monica, CA
24 firms listed · 10 in Santa Monica · 5 open weekends · 22 rated 4.5+
Data verified October 17, 2026
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WES CPA
“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.”
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Velin & Associates Los Angeles CPA Firm
- Industry
- Business Tax
- Questions
“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.”
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Divorce Analytics
- 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.”
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Robert Ricco
“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.”
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Tax Preparation Etc by Cam
“Cynthia and her team are awesome!”
The 24 firms listed for Santa Monica, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Santa Monica, CA
Of the 24 firms we list here, 10 are in Santa Monica itself and 14 come from towns including Los Angeles (5, 8 mi), Santa Clarita (4, 27 mi) and Beverly Hills (2, 6 mi). 23 of the firms on this page have a rating, from 4.1 to 5.0 across 157 reviews; 22 are rated 4.5 or higher. 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are quickbooks services (3), small business accounting (3), all accounting services (2), forensic accounting (2) and incorporation services (2). 22 have ten or more years of experience, the longest 75 years. 1 offers payment plans and 4 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 22 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Santa Monica listed here?
10 of the 24 firms are located in Santa Monica. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Kevins7
“He successfully guided me through pre-retirement and retirement!”
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Michael L. Green Tax & Financial
“They are always quick to answer my questions and I haven't had any problem with their work.”
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The Entrust Group
“Also have a great portal to enroll and customer service reps pick up the phone quickly.”
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HK Wealth Management
- 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.”
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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...”
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Silicon Valley Bank
“The only bank dedicated to tech & start-ups.”
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Contrarian Advisors
“When I learned that Contrarian Advisors correctly predicted and their investment clients profited from the 2008 financial crisis, I wanted to learn more.”
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Provident Financial Management
“Professional staff”
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Vance Wealth
“Questions about your financial future, reach out to Niall.”
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Goodfriend & Jacobs
“Amazing people and a great business”
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Stella Oak Financial and Insurance Services
“Awesome thanks 😊 …”
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Wilshire Advisors
“Beautiful building”
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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...”
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Causeway Capital Management
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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...”
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World Accounting Group
“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...”
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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'...”
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Trinity Small Business Solutions
“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...”
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
Why these companies made our list
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