Company lists · Data refreshed September 2026

Top 16 Investment firms based in Santa Monica, United States

RevenueBase identified 26 investment firms headquartered in Santa Monica, United States as of September 2026 and tracks 271 professional contacts across them, including 139 with verified work emails. New York is the largest hub.

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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
26Companies
271Contacts tracked
139Verified emails
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The 16 largest investment firms based in Santa Monica, United States

Ranked by team size
Top 16 of 26 investment firms based in Santa Monica, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Santa Monica, CA, United StatesHQ checked Sep 4, 202651-20056

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

Source: company website · checked Sep 4, 2026
2
Angeles InvestmentsStrong evidence
Santa Monica, CA, United StatesHQ checked Sep 4, 202611-5051

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

Source: company website · checked Sep 4, 2026
3
Delmorgan & COIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 4, 202651-20050

“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: company website · checked Sep 4, 2026
4
Ocean Park Asset ManagementIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 4, 202651-20049

“We Believe in Disciplined Risk Management.”

Source: company website · checked Sep 4, 2026
5
SLK Private WealthIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 4, 202611-5013

“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: company website · checked Sep 4, 2026
6Santa Monica, CA, United StatesHQ checked Sep 4, 20261-104

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

Source: company website · checked Sep 4, 2026
7
Rose Greene FinancialIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 4, 20261-104

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

Source: company website · checked Sep 4, 2026
8
TAU Capital GroupStrong evidence
Santa Monica, CA, United StatesHQ checked Sep 4, 20261-104

“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: company website · checked Sep 4, 2026
9
Light CAPIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 4, 20261-103

“A Private Multi-Family Office”

Source: company website · checked Sep 4, 2026
10
Eddy FinancialIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 4, 20261-102

“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: company website · checked Sep 4, 2026
11Santa Monica, CA, United StatesHQ checked Sep 4, 20261-102

“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: company website · checked Sep 4, 2026
12Santa Monica, United StatesHQ checked Sep 4, 20261-101

“Investor in Financial Services”

Source: company website · checked Sep 4, 2026
13
Growth Strategies LLCIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026
14
POM UnlimitedIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026
15
AIM Advisers, INCIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 4, 20261-101
Source: company website · checked Sep 4, 2026
16Santa Monica, CA, United StatesHQ checked Sep 4, 20261-101

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

Source: company website · checked Sep 4, 2026

Showing 16 of 26 investment firms based in Santa Monica, United States

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

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
19
11-50
4
51-200
3

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Santa Monica, over 26 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 evidence 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 SmartSearch, 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.
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 an evidence 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, 139 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 4, 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

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

RevenueBase identified 26 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?

Gerber Kawasaki Wealth & Investment Management, headquartered in Santa Monica, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 139 verified decision-maker contacts tracked across these 26 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 4, 2026.

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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 SmartSearch, 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.