Company lists · Data refreshed September 2026

Top 18 Investment firms based in Santa Monica, United States

RevenueBase identified 29 investment firms headquartered in Santa Monica, United States as of September 2026 and tracks 690 professional contacts across them, including 327 with verified work emails. Across the United States, New York is the largest hub for this category (996 companies); Santa Monica has 29.

This list covers investment firms headquartered in Santa Monica, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
29Companies
690Contacts tracked
327Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 18 largest investment firms based in Santa Monica, United States

Ranked by team size
Top 18 of 29 investment firms based in Santa Monica, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 2026201-500398 contacts →

Indirect evidence

“Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 300 leading institutional investors and financial intermediaries.(1)…”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 202651-20056 contacts →

Indirect evidence

“Gerber Kawasaki is a new generation of financial advisors who focus on empowering people from diverse backgrounds to build their economic portfolios.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 202651-20051 contacts →

Indirect evidence

“With over 150 years of combined experience and over $300 billion in successfully completed transactions, the professionals at DelMorgan provide world-class financial advice and…”

Source: RevenueBase Database · checked Sep 14, 2026
4Strong evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 202611-5049 contacts →

Strong evidence

“Angeles is a multi-asset investment firm, providing sophisticated, customized investment solutions to institutional and private wealth clients.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 202651-20046 contacts →

Indirect evidence

“We Believe in Disciplined Risk Management.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 202611-5013 contacts →

Indirect evidence

“SLK Private Wealth is a uniquely positioned independent financial advisory firm dedicated to partnering with successful people to build a sound path forward for their financial…”

Source: RevenueBase Database · checked Sep 14, 2026
7Strong evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 202611-5013 contacts →

Strong evidence

“Westside Investment Management is an independent investment management firm that provides Wealth Consultation Services.”

Source: RevenueBase Database · checked Sep 14, 2026
8Strong evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 20261-105 contacts →

Strong evidence

“Tau Capital Group is a global investment firm that is focused on acquiring corporate divestitures and privately held companies at inflection points in their lifecycle”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“WellAcre Global Wealth Advisors provides tailored wealth management, customized financial planning, and decades of experience in tax planning and risk management.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Rose Greene Financial is a Registered Principal with and securities offered through LPL Financial.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“A Private Multi-Family Office”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Eddy Financial is a wealth management advisory firm established by Bob Eddy, MBA, ChFC®, CLU®, a veteran financial services professional with over 40 years of experience.”

Source: RevenueBase Database · checked Sep 14, 2026
13Strong evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Harbor Road Capital Management LLC, a California based Registered Investment Advisor, founded in 2012, and Harbor Road Financial Services work closely with a select group of…”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceSanta Monica, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Investor in Financial Services”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Growth Strategies invests primarily in equity and equity related securities that are traded publicly in domestic markets.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Providing Safe and Predictable Wealth Accumulation for Families, Investors and Companies.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Ocean Avenue Wealth Management is a global financial advisory firm based in Santa Monica, California.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026

Showing 18 of 29 investment firms based in Santa Monica, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 327 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment firms based in Santa Monica, United States at a glance

As of Sep 14, 2026
47.4%Verified-email coverage
23.8Average contacts per company
1-10Median size (employees)
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
5
51-200
4
201-500
1

Email recency for this list is measured across the whole United States list rather than for Santa Monica, so it is reported there. Company counts and contact totals on this page are exact for Santa Monica, over 29 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Santa Monica, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Santa Monica are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 327 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment firms are there based in Santa Monica, United States?

RevenueBase identified 29 investment firms headquartered in Santa Monica, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Wilshire, headquartered in Santa Monica, tops this list with the largest team on record.

Which city in the United States has the most investment firms?

New York leads the United States with 996 headquartered companies, followed by Chicago (285) and Dallas (281). Santa Monica has 29.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 327 verified decision-maker contacts tracked across these 29 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

Ready to reach these companies? Verified emails and direct dials for all 29 investment firms based in Santa Monica, United States. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.