Ways to browse Independent advisors serving Santa Monica, CA

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

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	1,026
Wealth management	784
Options & derivatives strategies	745
Private / alternative investments	638
Active portfolio management	623
Executive	553
Retirement plans for business owners (SEP, solo 401k)	534
Real estate investing	378
Concentrated stock management	293
Retirement income strategy	290
Tax-loss harvesting	282
General retirement planning	271
ESG / Sustainable investing	227
Passive / index investing	223
Cash flow / budgeting	195
College savings (529s, UTMA, etc.)	191
Retired	184
Charitable giving & philanthropy	154
Annuities	153
Business exit / sale strategy	134
Tax strategies for small businesses	126
General tax planning	105
Debt management	92
General estate planning guidance	91
Income planning	91
Equity compensation tax strategy	75
Business ownership considerations	74
Mid-Career Professionals	72
HENRY (High Earners, Not Rich Yet)	70
Retirement withdrawal strategies	56
Social Security optimization	49
Young Families	40
Business sale tax planning	39
Business succession planning	37
Self-Employed	34
Young Professionals	32
Long-term care insurance	31
Approaching retirement	28
Divorce financial planning	28
Financial Professional	20
Business Financial Management	19
Religious/faith focused	18
Values-based investing	17
Life insurance needs analysis	16
Doctor or Medical Professional	14
Multi-generational wealth transfer	14
Attorney	13
Established Professionals	13
Family Business	13
Factor investing / smart beta	12
Roth conversion strategy	11
Charitable giving tax strategies	10
Educators, Teachers, and Academics	9
Equity Recipients (RS/RSU, SOP, ESPP)	9
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	9
Medicare planning	7
Entertainment Industry	6
Entity structure planning (LLC, S-Corp)	5
Professional Athlete	5
Sandwich Generation	5
Technology Professional	5
Women Professionals	5
Financial coaching / therapy	4
Parents	3

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