At Best Startup California we track over 300,000 Californian startups and over 1,500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 11 Wealth Management companies in Santa Monica, California. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Wealth Management Companies & Startups (Santa Monica, California)
Abacus Wealth Partners
Abacus Wealth Partners provides investment advisory services in the United States.
Founder(s): Brenton Kessel, Spencer Sherman
Location: Santa Monica, California, United States
Industries: Advice, Financial Services, Insurance, Real Estate Investment, Wealth Management
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Redwood Wealth Management
Redwood Wealth Management offers billing, private banking, risk management, real estate consulting, retirement, legal & investment services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Banking, Billing, Financial Services, Risk Management, Wealth Management
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Tegner-Miller Insurance Brokers
Tegner-Miller Insurance Brokers offers property, life, medical, business, group health, home and auto insurance coverage.
Founder(s): Chas A. Tegner
Location: Santa Monica, California, United States
Industries: Financial Services, Health Care, Insurance, Wealth Management
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The Wealth Advisor
The Wealth Advisor is a subscription-based financial publication that offers news related to wealth management, estate & financial planning.
Founder(s):
Location: Santa Monica, California, United States
Industries: Finance, Financial Services, News, Publishing, Subscription Service, Wealth Management
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Rose Greene Financial
Rose Greene Financial renders financial planning, retirement planning, charitable giving, insurance, risk, and wealth management services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Financial Services, Insurance, Retirement, Risk Management, Wealth Management
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Westside Investment Management
Westside Investment Management is a provider of wealth consultation services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Consulting, Financial Services, Real Estate, Wealth Management
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Capital Intelligence Associates
Capital Intelligence Associates specializes in business planning strategies, wealth, retirement, investment, insurance and estate planning.
Founder(s):
Location: Santa Monica, California, United States
Industries: Financial Services, Insurance, Retirement, Wealth Management
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RTJ Financial Management
RTJ Financial Management is a financial firm that offers wealth management, budgeting, estate and investment planning.
Founder(s):
Location: Santa Monica, California, United States
Industries: Finance, Financial Services, Wealth Management
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Vitreous Partners
Vitreous Partners is a pre-eminent boutique wealth management firm.
Founder(s):
Location: Santa Monica, California, United States
Industries: Wealth Management
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WellAcre Global Wealth Advisors
WellAcre Global Wealth Advisors specializes in wealth management, insurance, tax, retirement, investment, and estate planning services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Financial Services, Insurance, Wealth Management
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Ocean Avenue Wealth Management
Ocean Avenue Wealth Management specializes in asset allocation, business advisory, real estate investment, and retirement planning services.
Founder(s): Skip D. Zwahlen
Location: Santa Monica, California, United States
Industries: Advice, Asset Management, Real Estate Investment, Retirement, Wealth Management
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