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.
The 16 largest investment firms based in Santa Monica, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 56 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 51 | ||||
“Angeles is a multi-asset investment firm, providing sophisticated, customized investment solutions to institutional and private wealth clients.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 50 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 4 | Ocean Park Asset ManagementIndirect evidence | 49 | |||
“We Believe in Disciplined Risk Management.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | SLK Private WealthIndirect evidence | 13 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 6 | Wellacre Global Wealth AdvisorsIndirect evidence | 4 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 7 | Rose Greene FinancialIndirect evidence | 4 | |||
“Rose Greene Financial is a Registered Principal with and securities offered through LPL Financial.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | TAU Capital GroupStrong evidence | 4 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 9 | Light CAPIndirect evidence | 3 | |||
“A Private Multi-Family Office” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 12 | The Meyer Shaffer Company LLCIndirect evidence | 1 | |||
“Investor in Financial Services” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | Growth Strategies LLCIndirect evidence | 1 | |||
“Growth Strategies invests primarily in equity and equity related securities that are traded publicly in domestic markets.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | POM UnlimitedIndirect evidence | 1 | |||
“Providing Safe and Predictable Wealth Accumulation for Families, Investors and Companies.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | AIM Advisers, INCIndirect evidence | 1 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | Ocean Avenue Wealth ManagementIndirect evidence | 1 | |||
“Ocean Avenue Wealth Management is a global financial advisory firm based in Santa Monica, California.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
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, 2026Companies by employee count
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
- Investment firms in New York1002
- Investment firms in Chicago301
- Investment firms in Dallas277
- Investment firms in Atlanta227
- Investment firms in Houston226
- Investment firms in Miami208
- Investment firms in Boston195
- Investment firms in San Francisco189
- Investment firms in Los Angeles179
- Investment firms in Austin174
- Investment firms in San Diego151
- Investment firms in Denver138
- Investment firms in Charlotte136
- Investment firms in Scottsdale114
- Investment firms in Tampa112
- Investment firms in Newport Beach96
- Investment firms in Portland92
- Investment firms in Boca Raton86
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- Investment firms in Naples63
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- Investment firms in Nashville54
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- Investment firms in Greenville53
- Investment firms in Bellevue51
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- Investment firms in New York City40
- Investment firms in Stamford40
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- Investment firms in Melville33
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- Investment firms in Mclean32
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- Investment firms in Ann Arbor31
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- Investment firms in Baltimore30
- Investment firms in Beverly Hills30
- Investment firms in Brentwood30
- Investment firms in Carmel30
- Investment firms in Charleston30
- Investment firms in Lincoln30
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- Investment firms in Boise29
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- Investment firms in Red Bank29
- Investment firms in Westlake Village29
- Investment firms in West Des Moines28
- Investment firms in Boulder27
- Investment firms in Little Rock27
- Investment firms in Wayne27
- Investment firms in West Palm Beach27
- Investment firms in Albuquerque26
- Investment firms in Greensboro26
- Investment firms in Jackson26
- Investment firms in Knoxville26
- Investment firms in Lafayette26
- Investment firms in Reston26
- Investment firms in Santa Monica26
- Investment firms in West Chester26
- Investment firms in Bloomfield Hills25
- Investment firms in Buffalo25
- Investment firms in Charlottesville25
- Investment firms in Clearwater25
- Investment firms in El Segundo25
- Investment firms in Franklin25
- Investment firms in Frisco25
- Investment firms in Lancaster25
- Investment firms in Princeton25
- Investment firms in Sacramento25
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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Investment firms by geography
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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.