Firms by city
Registered investment advisers in Santa Monica, CA
3 SEC-registered advisers headquartered in Santa Monica, listed by regulatory assets under management as reported on Form ADV.
3 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Wilshire AdvisorsCRD 6210 | Santa Monica, CA | $149.10B | 86 | 760,289 |
| Clearlake Capital GroupCRD 157920 | Santa Monica, CA | $83.56B | 97 | 148 |
| Beach Point Capital ManagementCRD 148885 | Santa Monica, CA | $29.77B | 77 | 75 |
Wilshire AdvisorsCRD 6210$149.10B
- Headquarters
- Santa Monica, CA
- Advisory staff
- 86
- Clients
- 760,289
Clearlake Capital GroupCRD 157920$83.56B
- Headquarters
- Santa Monica, CA
- Advisory staff
- 97
- Clients
- 148
Beach Point Capital ManagementCRD 148885$29.77B
- Headquarters
- Santa Monica, CA
- Advisory staff
- 77
- Clients
- 75
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Santa Monica on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.