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1. Investment Service near Santa Monica, CA

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   • A
     Bishop William - Odyssey Investment Partners

     Investment Brokerage, Financial Service

     401 Wilshire Blvd, #900, Santa Monica, CA · (818) 737-1111
     
     Website
   • B
     Fidelity Investments

     Investment Service

     20 on Yelp

     1200 Wilshire Blvd, Santa Monica, CA · (800) 343-3548
     
     
     Website
   • C
     Angeles Investments

     Financial Service, Investment Service · 2004.57mi

     Open

     429 Santa Monica Blvd, #650, Santa Monica, CA · (310) 393-6300
     
     Website
   • D
     Pacific Investment Management Company LLC

     Financial Service, Investment Brokerage

     14791 Pacific Coast Hwy, Santa Monica, CA
     
     Website
   • E
     McKenney Robertson Investment

     Investment Brokerage

     1221 Ocean Ave, #803, Santa Monica, CA
   • F
     LPC Investments LLC

     Investment Brokerage

     3100 Donald Douglas Loop N, #1, Santa Monica, CA
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2. smartasset.com › financial-advisor › santa-monica-caTop Financial Advisors in Santa Monica, CA - SmartAsset

   smartasset.com › financial-advisor › santa-monica-ca

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   • Gerber Kawasaki Wealth & Investment Management. Gerber Kawasaki Wealth & Investment Management is ranked first in our top financial advisor list for Santa Monica.
   • Abacus Wealth Partners, LLC. Abacus Wealth Partners, LLC is far and away the largest firm on our list by assets managed. The team holds multiple certifications, including certified financial planner (CFP), chartered financial analyst (CFA), certified public accountant (CPA) and certified divorce financial analyst (CDFA).
   • Angeles Wealth Management, LLC. Angeles Wealth Management works exclusively with high-net-worth individuals and corporations that maintain a $5 million minimum account size (this requirement can be negotiated in some circumstances).
   • Westside Investment Management, Inc. is a financial advisory firm with two chartered financial consultants (ChFCs).

3. www.yelp.com › searchTOP 10 BEST Investment Firms in Santa Monica, CA - Yelp

   www.yelp.com › search

   Top 10 Best Investment Firms in Santa Monica, CA - May 2024 - Yelp - Gerber Kawasaki Wealth & Investment Management, Pathway Financial Services, Windfall Advisors, Charles Schwab, Robert Ricco, CPA, Westside Investment Management, RTJ Financial Management, City National Bank - Santa Monica, Impact Fiduciary, Miracle Mile Advisors.

4. sierrainvestment.com › aboutSierra Investment Management | About Us

   sierrainvestment.com › about

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   Based in Santa Monica, California, Sierra has been dedicated to helping investors manage their wealth since 1987. Our investment strategies are designed to help mitigate downside risks while seeking to achieve satisfying returns over a market cycle.

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5. www.expertise.com › ca › santa-monica7 Best Santa Monica Financial Advisors | Expertise.com

   www.expertise.com › ca › santa-monica

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   Apr 19, 2024 · 7 Top Picks. Learn about our selection process. = Featured Provider. Visit Website. Free Consultation. SmartAdvisor by SmartAsset. Santa Monica, CA. Estate Planning. Financial Planning. Investment Management. Retirement Planning. Why choose this provider?

6. www.refreshinvest.comRefresh Investments LLC

   www.refreshinvest.com

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   Re fresh Investments LLC. We are fee-only financial advisors located in Santa Monica and serving clients throughout the greater Los Angeles area and the United State. We offer smart investment advice & financial planning. We bring a collaborative approach to wealth management.

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7. www.fidelity.com › branches › investor-center-santaFinancial Planning, Investment, Brokerage - Santa Monica, CA ...

   www.fidelity.com › branches › investor-center-santa

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   Visit Fidelity Investor Center at 1200 Wilshire Boulevard, Santa Monica, CA for financial planning, wealth management, retirement, investment and brokerage services.

8. www.yelp.com › searchBest investment management Near Me in Santa Monica, CA - Yelp

   www.yelp.com › search

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   Reviews on Investment Management in Santa Monica, CA - Gerber Kawasaki Wealth & Investment Management, Bestria, City National Bank - Santa Monica, Fidelity Investments, Empress Investment Group, First Republic Bank, Satori Wealth Management, Pathway Financial Services, Abacus Wealth Partners, Westside Investment Management