Financial Planners in Santa Monica, CA — 12 Firms (2026)
12 financial planners in Santa Monica, California meet our listing bar — a website plus a public review record. They average 3.92★ across 12 rated firms, and 6 are rated 4.5★ or higher. The highest-rated is WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary at 5.0★ across 43 Google reviews.
Showing 12 of 12 · sorted by Google rating
1.
WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
★★★★★★★★★★5.0(43 Google reviews)✓ Verified on Google
Financial Planning · 100 Wilshire Blvd #700, Santa Monica, CA 90401
Services: advisory
2.
WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA
★★★★★★★★★★5.0(22 Google reviews)✓ Verified on Google
Financial Planning · 520 Broadway #200, Santa Monica, CA 90401
Services: advisory
3.
Reverse Your Thinking® Mortgage
★★★★★★★★★★5.0(15 Google reviews)✓ Verified on Google
Financial Planning · 1620 Broadway, Santa Monica, CA 90404
Services: advisory
4.
Abacus Wealth Partners
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 429 Santa Monica Blvd #500, Santa Monica, CA 90401
5.
DLHORTON ADVISORS
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 610 Santa Monica Blvd #216, Santa Monica, CA 90401
6.
Provident Financial Management
★★★★★★★★★★5.0(2 Google reviews)IRS PTIN
Financial Planning · 3130 Wilshire Blvd #600, Santa Monica, CA 90403
7.
Fidelity Investments
★★★★★★★★★★3.4(15 Google reviews)✓ Verified on Google
Financial Planning · 1200 Wilshire Blvd, Santa Monica, CA 90403
8.
Bank of America Financial Center
★★★★★★★★★★2.9(67 Google reviews)✓ Verified on Google
Financial Planning · 1301 4th St, Santa Monica, CA 90401
Services: advisory
9.
Bank of America Financial Center
★★★★★★★★★★2.9(17 Google reviews)✓ Verified on Google
Financial Planning · 287 26th St, Santa Monica, CA 90402
Services: advisory
10.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.8(47 Google reviews)✓ Verified on Google
Financial Planning · 3320 Ocean Park Blvd, Santa Monica, CA 90405
Services: advisory
11.
Bank of America Financial Center
★★★★★★★★★★2.6(56 Google reviews)✓ Verified on Google
Financial Planning · 1430 Wilshire Blvd, Santa Monica, CA 90403
Services: advisory
12.
BMO Bank N.A Branches
★★★★★★★★★★2.4(20 Google reviews)✓ Verified on Google
Financial Planning · 1733 Ocean Ave, Santa Monica, CA 90401
Services: advisory
Top financial planners in Santa Monica
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary | Financial Planning | 5.0 / 5 | 43 |
| 2 | WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA | Financial Planning | 5.0 / 5 | 22 |
| 3 | Reverse Your Thinking® Mortgage | Financial Planning | 5.0 / 5 | 15 |
| 4 | Abacus Wealth Partners | Financial Planning | 5.0 / 5 | 13 |
| 5 | DLHORTON ADVISORS | Financial Planning | 5.0 / 5 | 9 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.