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 25 Advice 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 Advice Companies & Startups (Santa Monica, California)
Wilshire Associates
Wilshire Associates is an investment advisory firm that specializes in investment products, consulting services, and technology solutions.
Founder(s): Dennis Tito
Location: Santa Monica, California, United States
Industries: Advice, Finance
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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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LB Advisors
LB Advisors is a private equity firm that operates as a merchant bank and invests in recapitalization and acquisitions of SMEs.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Finance, Financial Services
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WR Immigration
WR Immigration is an immigration law company that offers global visa services
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Legal, Professional Services
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Premier Partnerships
Premier Partnerships is a sports sales and advisory firm specializing in the development & execution of commercial sales strategies.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Commercial, Events, Sales, Sports
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Francis Capital Management
Francis Capital Management is a provider of investment management and advisory services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Financial Services, Impact Investing
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Aviation Portfolio
Aviation Portfolio provides strategic advice for flight buyers in the field of activity review, market conditions, and vendor negotiations.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Consulting, Market Research
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Ocean Park Asset Management
Ocean Park Asset Management renders financial advisory, risk management, investment management and financial services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Asset Management, Financial Services
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Keval Health
Keval Health provides strategic, corporate finance, merger and acquisition advisory services to public and private healthcare companies.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Consulting, Finance, Financial Services, Health Care
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Osher Group
Osher Group is a consulting firm that provides financial plannings and execution methods to increase the revenue of the company.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Consulting, Financial Services
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OneCubicle
OneCubicle, a social business network, provides a platform for new people on the workforce to make connections and build their own brands.
Founder(s): Gregg Champion
Location: Santa Monica, California, United States
Industries: Advertising, Advice, Career Planning, Communities, Education, Employment, Identity Management
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Money Nerve
Money Nerve is a financial advisory firm that offers financing assistance and strategies for retirees, college adults, and families.
Founder(s): Bob Wheeler
Location: Santa Monica, California, United States
Industries: Advice, Financial Services, Professional Services, Retirement
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Jakle, Alexander & Patton
Jakle, Alexander & Patton provides legal services in the areas of guardianship, conservatorship, estate planning, and trust administration.
Founder(s): Courtney C. Patton, John B. Jakle, Lisa C. Alexander
Location: Santa Monica, California, United States
Industries: Advice, Consulting, Legal, Professional Services
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Hightree Advisors
Hightree Advisors is an investment consulting agency that provides risk management, investment advisory and education services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Consulting, Financial Services, Risk Management
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Strategic Realty Capital
Strategic Realty Capital is a private equity real estate firm.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Real Estate Investment
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KWIKA
KWIKA is a legal service provider company.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Consulting, Legal
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Capitol Pacific Group
Capitol Pacific Group offers financial advisory services in the field of sports, media, entertainment, political and government sectors.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Financial Services, Government
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Jung Novikoff & Stevens
Jung Novikoff & Stevens offers tax advice, financial planning, business valuation, retirement planning and business management services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Accounting, Advice, Financial Services, Retirement
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The Founder’s Attorney
The Founder’s Attorney is legal firm that provides basic business legal advice to entrepreneurs and startups.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Consulting, Legal
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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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Nepf
Nepf fixates on organizational transformation with management consulting, business development services, and strategies.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Business Development, Management Consulting
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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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Jones Capital
Jones Capital merger and acquisition advisory, recapitalization, corporate divestitures, and capital raising services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Consulting, Financial Services
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Sandfox Advisors
Sandfox Advisors specializes in investment banking, mergers, acquisitions, securities, leveraged buyouts, and recapitalization services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Financial Services, Impact Investing, Professional Services, Venture Capital
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David Moss & Associates
David Moss & Associates provides consulting services in the field of real estate development, project management, and site acquisition.
Founder(s):
Location: Santa Monica, California, United States
Industries: Advice, Consulting, Project Management
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