Ways to browse advisors serving Santa Monica, CA

Pick a specialty or descriptor to browse more advisors serving Santa Monica, CA.

By how they work

Type	Advisors
Large-firm	7,463
Flat-fee	4,325
Seasoned	3,304
Independent	2,431
CFP®-certified	1,414

By who they serve

Type	Advisors
High-net-worth	2,833
Baby Boomer	114
Millennial	13
Gen X	7

Browse by specialty

Find advisors serving Santa Monica, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	6,508
Executive	4,447
Wealth management	3,708
Retired	2,471
Tax-loss harvesting	1,898
Retirement plans for business owners (SEP, solo 401k)	1,812
Private / alternative investments	1,533
Options & derivatives strategies	1,501
Active portfolio management	1,468
General estate planning guidance	1,248
College savings (529s, UTMA, etc.)	1,222
Mid-Career Professionals	1,191
General retirement planning	1,173
Retirement income strategy	1,136
Approaching retirement	1,118
Real estate investing	865
Cash flow / budgeting	839
ESG / Sustainable investing	783
Charitable giving & philanthropy	748
Annuities	685
Income planning	538
Business exit / sale strategy	522
Concentrated stock management	514
Passive / index investing	459
Established Professionals	444
Equity compensation tax strategy	442
Social Security optimization	419
Retirement withdrawal strategies	391
Divorce financial planning	275
Attorney	272
HENRY (High Earners, Not Rich Yet)	232
Business ownership considerations	220
Multi-generational wealth transfer	214
Financial Professional	213
Consultant	155
Technology Professional	147
Tax strategies for small businesses	139
General tax planning	121
Self-Employed	120
Married/Couples/Partners	117
Women Professionals	117
Business succession planning	113
Planning for children with special needs	113
Divorced	111
Debt management	99
Values-based investing	82
Parents	77
Long-term care insurance	70
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	65
Cross-border / expatriate tax planning	62
Young Families	53
Family Business	52
Business sale tax planning	48
Educators, Teachers, and Academics	42
Factor investing / smart beta	37
Entertainment Industry	35
Young Professionals	35
Business Financial Management	33
Doctor or Medical Professional	33
Women's Finance	32
Liquidity event planning	30
Equity Recipients (RS/RSU, SOP, ESPP)	29
LGBTQIA	29
Dentist	26
Life insurance needs analysis	25
Religious/faith focused	21
Medicare planning	20
Professional Athlete	17
Retired	17
Military & Veterans	16
Intergenerational Families	15
Roth conversion strategy	14
Charitable giving tax strategies	11
Trust structures (GRAT, IDGT, revocable)	10
Early retirement planning	7
Sandwich Generation	7
Entity structure planning (LLC, S-Corp)	5
Financial coaching / therapy	4
Divorced Women	3
Gifting strategies	3

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