Company lists · Data refreshed October 2026

Top 18 Investment firms based in Santa Monica, United States

Name: Investment firms based in Santa Monica, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 29 companies tracked

RevenueBase identified 29 company matches for investment firms associated with Santa Monica, United States as of October 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 (1,039 companies); Santa Monica has 29.

This list covers company matches for investment firms associated with Santa Monica, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 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 RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

29Companies

690Contacts tracked

327Verified emails

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

Ranked by team size

Top 18 of 29 company matches for investment firms based in Santa Monica, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Wilshire	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	201-500	398 contacts →
	Exact match “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)…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Gerber Kawasaki Wealth & Investment Management	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	51-200	56 contacts →
	Exact match “Gerber Kawasaki is a new generation of financial advisors who focus on empowering people from diverse backgrounds to build their economic portfolios.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Delmorgan & CO	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	51-200	51 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Angeles Investments	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	11-50	49 contacts →
	Exact match “Angeles is a multi-asset investment firm, providing sophisticated, customized investment solutions to institutional and private wealth clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Ocean Park Asset Management	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	51-200	46 contacts →
	Exact match “We Believe in Disciplined Risk Management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	SLK Private Wealth	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Westside Investment Management	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “Westside Investment Management is an independent investment management firm that provides Wealth Consultation Services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	TAU Capital Group	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “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” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Wellacre Global Wealth Advisors	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “WellAcre Global Wealth Advisors provides tailored wealth management, customized financial planning, and decades of experience in tax planning and risk management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Rose Greene Financial	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Rose Greene Financial is a Registered Principal with and securities offered through LPL Financial.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Light CAP	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “A Private Multi-Family Office” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Eddy Financial	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Harbor Road Capital Management, LLC	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	The Meyer Shaffer Company LLC	Exact match	Santa Monica, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Investor in Financial Services” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Growth Strategies LLC	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Growth Strategies invests primarily in equity and equity related securities that are traded publicly in domestic markets.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	POM Unlimited	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Providing Safe and Predictable Wealth Accumulation for Families, Investors and Companies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Ocean Avenue Wealth Management	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Ocean Avenue Wealth Management is a global financial advisory firm based in Santa Monica, California.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	AIM Advisers, INC	Exact match	Santa Monica, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 18 of 29 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 Oct 1, 2026

47.4%Verified-email coverage

23.8Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Santa Monica, United States whose business descriptions match “investment firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 327 professional contacts with verified work emails across the full matched dataset. 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 October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 29 company matches for investment firms associated with Santa Monica, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Wilshire tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

New York leads the United States with 1,039 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 327 professional contacts with verified work emails tracked across these 29 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 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.