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Top RIA Firms in Santa Monica, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Santa Monica, California. This hub covers 42 matching firms with $335.3B in total reported AUM and median AUM of $1.2B.
Firms
42
Matching current profiles
Total AUM
$335.3B
Reported regulatory AUM
Median AUM
$1.2B
Across firms with AUM
Largest firm
$149.1B
Wilshire
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Wilshire CRD 6210 · Limited Liability Company | SANTA MONICA, CA | $149.1B Apr 2026 | +$50.0B+50.5% | +$53.5B+56.0% | +$66.3B+80.1% | +$68.8B+85.6% | +34 employees+12.5% over 3Y | +58,518 accounts+9.9% over 3Y |
| 2. Clearlake Capital Group, L.p. CRD 157920 · Limited Partnership | SANTA MONICA, CA | $83.6B Mar 2026 | +$4.0B+5.0% | +$23.9B+40.1% | +$54.0B+182.4% | +$83.0B+14070.5% | +150 employees+150.0% over 3Y | +66 accounts+81.5% over 3Y |
| 3. Beach Point Capital Management LP CRD 148885 · Limited Partnership | SANTA MONICA, CA | $29.8B May 2026 | +$5.9B+24.7% | +$13.9B+87.2% | +$12.4B+71.8% | +$23.0B+342.0% | +25 employees+16.9% over 3Y | +11 accounts+15.3% over 3Y |
| 4. Main Street Advisors CRD 305170 · Limited Liability Company | SANTA MONICA, CA | $9.6B Mar 2026 | +$1.5B+18.8% | +$1.1B+12.6% | +$4.4B+83.9% | +$4.9B+102.0% | +9 employees+36.0% over 3Y | -55 accounts-30.6% over 3Y |
| 5. Quid Capital Group Holdings, LLC CRD 297179 · Limited Liability Company | SANTA MONICA, CA | $7.8B Mar 2026 | +$4.2B+120.8% | +$6.0B+336.1% | +$7.0B+881.9% | +$7.5B+2592.1% | -5 employees-35.7% over 3Y | -1 accounts-2.4% over 3Y |
| 6. Angeles Investment Advisors CRD 110213 · Limited Liability Company | SANTA MONICA, CA | $7.3B Mar 2026 | +$857.3M+13.4% | -$1.4B-16.4% | +$1.5B+26.4% | +$6.0B+455.1% | 0 employees+0.0% over 3Y | -2 accounts-3.2% over 3Y |
| 7. Glendon Capital Management L.p. CRD 166119 · Limited Partnership | SANTA MONICA, CA | $5.2B Mar 2026 | -$413.9M-7.3% | +$47.7M+0.9% | +$712.0M+15.7% | — | +1 employees+5.6% over 3Y | 0 accounts+0.0% over 3Y |
| 8. Gerber Kawasaki Wealth & Investment Management CRD 153649 · Corporation | SANTA MONICA, CA | $4.1B Mar 2026 | +$918.0M+28.8% | +$1.9B+87.3% | +$2.3B+127.5% | +$4.0B+3275.1% | +13 employees+28.3% over 3Y | +5,700 accounts+39.6% over 3Y |
| 9. Ocean Park Asset Management, LLC CRD 145634 · Limited Liability Company | SANTA MONICA, CA | $3.9B May 2026 | -$936.7M-19.2% | -$1.6B-29.3% | -$78.2M-1.9% | +$3.1B+398.8% | +50 employees+625.0% over 3Y | +220 accounts+3666.7% over 3Y |
| 10. Abacus Wealth Partners CRD 128590 · Limited Liability Company | SANTA MONICA, CA | $3.6B May 2026 | +$308.4M+9.4% | +$744.8M+26.3% | -$170.4M-4.5% | +$2.9B+425.3% | -6 employees-8.5% over 3Y | +477 accounts+8.6% over 3Y |
| 11. Tennenbaum Capital Partners, LLC CRD 113203 · Limited Liability Company | SANTA MONICA, CA | $3.2B May 2026 | -$275.7M-8.0% | -$2.7B-45.8% | -$5.3B-62.7% | -$1.9B-37.5% | -10 employees-50.0% over 3Y | -5 accounts-14.3% over 3Y |
| 12. Emerald Lake Capital Management, L.p. CRD 300395 · Limited Partnership | SANTA MONICA, CA | $3.1B Apr 2026 | +$1.5B+100.8% | +$1.9B+167.1% | +$2.4B+395.1% | +$2.8B+1001.0% | +6 employees+66.7% over 3Y | +5 accounts+50.0% over 3Y |
| 13. Anthos Capital CRD 165980 · Limited Partnership | SANTA MONICA, CA | $3.0B Mar 2026 | +$216.5M+7.7% | -$89.9M-2.9% | +$1.5B+97.8% | +$1.6B+111.7% | +6 employees+25.0% over 3Y | +1 accounts+11.1% over 3Y |
| 14. Angeles Wealth Management, LLC CRD 159952 · Limited Liability Company | SANTA MONICA, CA | $2.8B Mar 2026 | +$538.5M+23.7% | +$1.6B+137.0% | +$1.9B+212.2% | — | +3 employees+21.4% over 3Y | +83 accounts+64.3% over 3Y |
| 15. Clocktower Group, L.p. CRD 158142 · Limited Partnership | SANTA MONICA, CA | $2.3B May 2026 | +$393.5M+20.8% | +$240.1M+11.8% | +$781.2M+52.0% | +$2.3B+11737.3% | -2 employees-6.7% over 3Y | -1 accounts-3.6% over 3Y |
| 16. Lane42 CRD 335548 · Limited Liability Company | SANTA MONICA, CA | $2.0B Apr 2026 | — | — | — | -$8.3M-0.4% | +22 employees+550.0% over 1Y | +1 accounts+50.0% over Total |
| 17. Ocean Avenue Capital Partners, L.p. CRD 160122 · Limited Partnership | SANTA MONICA, CA | $2.0B Mar 2026 | -$238.1M-10.8% | +$520.9M+36.1% | +$585.5M+42.5% | +$1.8B+1049.7% | +5 employees+50.0% over 3Y | +1 accounts+5.9% over 3Y |
| 18. Quantum Financial Advisors, LLC CRD 317386 · Limited Liability Company | SANTA MONICA, CA | $1.5B Jan 2026 | +$511.9M+52.7% | +$660.0M+80.1% | — | — | +4 employees+33.3% over 3Y | +380 accounts+28.6% over 3Y |
| 19. Serenus Wealth Advisors, LLC CRD 332034 · Limited Liability Company | SANTA MONICA, CA | $1.5B Mar 2026 | +$150.7M+11.4% | — | — | — | +1 employees+20.0% over 1Y | +130 accounts+9.6% over 1Y |
| 20. Enhanced Healthcare Management Company CRD 157622 · Limited Liability Company | SANTA MONICA, CA | $1.4B Mar 2026 | +$211.8M+18.2% | +$293.8M+27.1% | +$461.0M+50.4% | +$794.3M+136.5% | +3 employees+20.0% over 3Y | 0 accounts+0.0% over 3Y |
| 21. Ggp Management, L.p. CRD 310340 · Limited Partnership | SANTA MONICA, CA | $1.3B May 2026 | +$12.3M+0.9% | +$91.1M+7.4% | +$1.1B+435.5% | +$1.2B+714.0% | +5 employees+27.8% over 3Y | +3 accounts+30.0% over 3Y |
| 22. Almitas Capital LLC CRD 166705 · Limited Liability Company | SANTA MONICA, CA | $1.1B May 2026 | +$82.1M+8.3% | +$402.6M+60.5% | +$593.3M+125.0% | +$878.4M+463.9% | +3 employees+33.3% over 3Y | 0 accounts+0.0% over 3Y |
| 23. Bison Capital Asset Management, LLC CRD 160562 · Limited Liability Company | SANTA MONICA, CA | $962.5M Mar 2026 | -$1.3M-0.1% | +$62.6M+7.0% | +$436.7M+83.1% | +$733.9M+321.0% | -1 employees-7.7% over 3Y | -1 accounts-16.7% over 3Y |
| 24. Westside Investment Management, LLC CRD 154522 · Limited Liability Company | SANTA MONICA, CA | $888.8M Feb 2026 | +$229.3M+34.8% | +$368.0M+70.7% | +$172.6M+24.1% | +$748.8M+534.8% | 0 employees+0.0% over 3Y | -192 accounts-20.3% over 3Y |
| 25. Redwood Wealth Management, LLC CRD 173916 · Limited Liability Company | SANTA MONICA, CA | $837.0M Apr 2026 | +$344.0M+69.8% | +$585.7M+233.0% | +$591.0M+240.2% | +$650.0M+347.6% | 0 employees+0.0% over 3Y | +397 accounts+140.8% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.