Best Financial Advisors in Santa Monica, CA

15 firms listed · 11 in Santa Monica · all 15 rated 4.5+

Data verified October 21, 2026

WES CPA

WES CPA

4.9 12 reviews
“He has always been a true professional and has helped up numerous times get our accounting and tax returns right.”
Free consultationSince 2017
2500 Broadway Ste F-125
i
Divorce Analytics

Divorce Analytics

5.0 14 reviews
“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.”
Since 2008
2219 Main St Unit #446
i
Kevins7

Kevins7

5.0 5 reviews
“He successfully guided me through pre-retirement and retirement!”
California license #0G70047Since 2021Virtual consultations
Beverly Hills, CA · 6 mi from Santa Monica
i
The Entrust Group

The Entrust Group

5.0 1 review
“Also have a great portal to enroll and customer service reps pick up the phone quickly.”
Free consultationSince 1981Prices online
520 Broadway
i
Kamjoo & Associates

Kamjoo & Associates

Free consultationSince 2003
Los Angeles, CA · 8 mi from Santa Monica
i
Silicon Valley Bank

Silicon Valley Bank

5.0 3 reviews
30+ years
1437 7th St #300
i

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.

Provident Financial Management

Provident Financial Management

5.0 2 reviews
Since 1951
3130 Wilshire Blvd #600
i
Goodfriend & Jacobs

Goodfriend & Jacobs

5.0 1 review
“Amazing people and a great business”
Since 2000
1299 Ocean Ave #333
i
Wilshire Advisors

Wilshire Advisors

4.7 1 review
Since 1972
1299 Ocean Ave #600
i
Stella Oak Financial and Insurance Services

Stella Oak Financial and Insurance Services

5.0 1 review
Since 1996
Los Angeles, CA · 8 mi from Santa Monica
i
Capital Intelligence Associates

Capital Intelligence Associates

Since 2003
1250 6th St Suite 300
i
Causeway Capital Management

Causeway Capital Management

Serves United States, Canada +3Since 2001
Los Angeles, CA · 8 mi from Santa Monica
i
Victus Capital Wealth

Victus Capital Wealth

5.0 1 review
“Integrity and honesty is what goes on here”
Since 2010
1327 Ocean Ave Suite K
i
The Money Nerve

The Money Nerve

5.0 1 review
Since 2009
2801 Ocean Park Blvd Suite 241
i
Angeles Investment Advisors

Angeles Investment Advisors

Since 2004
429 Santa Monica Blvd
i
HomeWealth Management AdvisorsCaliforniaSanta Monica, CA

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top