#1Gerber Kawasaki Wealth & Investment Management
GERBER KAWASAKI, INC.
Based in Santa Monica, CA
Retirement Plan Advisors in Santa Monica, CA
The top-ranked retirement plan advisors serving Santa Monica, CA are Gerber Kawasaki Wealth & Investment Management, Victus Capital Wealth and Wellacre Global Wealth Advisors. We list 185 retirement plan advisors serving Santa Monica, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Santa Monica, CA (Los Angeles County). 185 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Santa Monica
#2Victus Capital Wealth
VICTUS CAPTIAL WEALTH, LLCBased in Santa Monica, CA#3Wellacre Global Wealth Advisors
WELLACRE WEALTH MANAGEMENT, LLCBased in Santa Monica, CA#4Wilshire
WILSHIRE ADVISORS LLCBased in Santa Monica, CA#5Abacus Wealth Partners
ABACUS WEALTH PARTNERS, LLCServes this area from Santa Monica, CA (1 mi)#6Angeles Investment Advisors
ANGELES INVESTMENT ADVISORS, LLC.Serves this area from Santa Monica, CA (1 mi)#7Quantum Financial Advisors, LLC
QUANTUM FINANCIAL ADVISORS, LLCServes this area from Santa Monica, CA (1 mi)#8Nwf Advisory Services Inc
NWF ADVISORY SERVICES INCServes this area from Los Angeles, CA (3 mi)#9North Pier Fiduciary Management, LLC
NORTH PIER FIDUCIARY MANAGEMENT, LLCServes this area from Marina del Rey, CA (3 mi)#10Broadshore Capital Partners, LLC
BROADSHORE CAPITAL PARTNERS, LLCServes this area from Los Angeles, CA (3 mi)
20 more providers serving this area
- Rclco Fund Advisors, LLC, Los Angeles, CA (3 mi)
- Blue Zone Wealth Advisors, LLC, Los Angeles, CA (3 mi)
- Perennial Financial Services, Los Angeles, CA (4 mi)
- Composition Wealth, LLC, Los Angeles, CA (4 mi)
- Cliffwater LLC, Marina del Rey, CA (4 mi)
- Icg Advisors, LLC, Los Angeles, CA (4 mi)
- Windward Capital Management Co, Los Angeles, CA (4 mi)
- Aspiriant, LLC, Los Angeles, CA (4 mi)
- Bmb Advisers LLC, Los Angeles, CA (4 mi)
- Silicon Beach Wealth, LLC, Los Angeles, CA (4 mi)
- Hamilton Wealth, LLC, Los Angeles, CA (4 mi)
- Confidence Wealth Management, Inc., Los Angeles, CA (5 mi)
- Weinberger Asset Management, Inc, Los Angeles, CA (5 mi)
- Ag Asset Advisory, LLC, Los Angeles, CA (6 mi)
- Atlas Legacy Advisors LLC, Los Angeles, CA (6 mi)
- Manhattan West Asset Management, LLC, Los Angeles, CA (6 mi)
- Seneca Private Wealth, LLC, Los Angeles, CA (6 mi)
- Aligne Wealth Advisors Investment Management (awaim), Los Angeles, CA (6 mi)
- Argyle Capital Partners, LLC, Los Angeles, CA (6 mi)
- Stonebridge Capital Management Inc, Los Angeles, CA (6 mi)
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Frequently asked questions
How many retirement plan advisors serve Santa Monica?
We list 185 retirement plan advisors serving Santa Monica, CA: 4 based there and 181 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Santa Monica?
The top-ranked retirement plan advisors serving Santa Monica, CA are Gerber Kawasaki Wealth & Investment Management, Victus Capital Wealth, Wellacre Global Wealth Advisors, Wilshire and Abacus Wealth Partners. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Santa Monica are verified against official records?
10 of the top 10 match an active official record: Gerber Kawasaki Wealth & Investment Management (U.S. Securities and Exchange Commission), Victus Capital Wealth (U.S. Securities and Exchange Commission), Wellacre Global Wealth Advisors (U.S. Securities and Exchange Commission), Wilshire (U.S. Securities and Exchange Commission) and Abacus Wealth Partners (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .