4 advisors with offices in Santa Monica. Credentials, fee structures, and minimums are disclosed on each listing.
Santa Monica, California
Eddy Financial provides investment management, wealth management, and financial planning services to clients in Santa Monica, California. The firm's advisors hold CFP certifications. Services are conducted in English.
View detailsSanta Monica, California
Wirehouse
Merrill Lynch Wealth Management is a wirehouse office located in Santa Monica, California, offering financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.
View detailsSanta Monica, California
Fee-Only
Windfall Financial Advisors is a fee-only fiduciary firm in Santa Monica specializing in retirement planning and investment management. The firm provides financial planning and investment management services and operates under a fiduciary standard. It serves English-speaking clients and has received a 5-star rating from 43 Google reviews.
View detailsSanta Monica, California
WellAcre Global Wealth Advisors is a Santa Monica-based financial planning firm where advisors hold CFP certification. The firm provides financial planning, retirement planning, and investment management services. Services are delivered in English
View detailsAdvisors serving Santa Monica specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.