Best Financial Advisors in Santa Monica, CA
15 firms listed · 11 in Santa Monica · all 15 rated 4.5+
Data verified October 21, 2026
Divorce Analytics
Kevins7
The Entrust Group
Kamjoo & Associates
Silicon Valley Bank
The 15 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 15 firms we list here, 11 are in Santa Monica itself and 4 come from Los Angeles (3, 8 mi) and Beverly Hills (1, 6 mi). The firms on this page are rated from 4.7 to 5.0 across 58 reviews. 13 have ten or more years of experience, the longest 75 years. 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 12 list a public email and 1 takes 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.
Do any financial advisers listed for Santa Monica offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.