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.
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WF
Financial PlanningSanta Monica, CA
Financial Planning in Santa Monica, California offering financial planning, and advisory. Rated 5.0★ across 43 Google reviews.
WG
Financial PlanningSanta Monica, CA
Financial Planning in Santa Monica, California offering financial planning, and advisory. Rated 5.0★ across 22 Google reviews.
RY
Reverse Your Thinking® Mortgage✓ Verified
Financial PlanningSanta Monica, CA
Financial Planning in Santa Monica, California offering financial planning, and advisory. Rated 5.0★ across 15 Google reviews.
AW
Abacus Wealth Partners✓ Verified
Financial PlanningSanta Monica, CA
Financial Planning in Santa Monica, California offering financial planning. Rated 5.0★ across 13 Google reviews.
DA
DLHORTON ADVISORS✓ Verified
Financial PlanningSanta Monica, CA
Financial Planning in Santa Monica, California offering financial planning. Rated 5.0★ across 9 Google reviews.
PF
Provident Financial ManagementIRS PTIN
Financial PlanningSanta Monica, CA
Financial Planning in Santa Monica, California offering financial planning.
FI
Fidelity Investments✓ Verified
Financial PlanningSanta Monica, CA
Financial Planning in Santa Monica, California offering financial planning. Rated 3.4★ across 15 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Monica, CA
Financial Planning in Santa Monica, California offering financial planning, and advisory. Rated 2.9★ across 67 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Monica, CA
Financial Planning in Santa Monica, California offering financial planning, and advisory. Rated 2.9★ across 17 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSanta Monica, CA
Financial Planning in Santa Monica, California offering financial planning, and advisory. Rated 2.8★ across 47 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Monica, CA
Financial Planning in Santa Monica, California offering financial planning, and advisory. Rated 2.6★ across 56 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSanta Monica, CA
Financial Planning in Santa Monica, California offering advisory. Rated 2.4★ across 20 Google reviews.
Top financial planners in Santa Monica
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary✓ | Financial Planning | ★ 5.0 | 43 |
| 2 | WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA✓ | Financial Planning | ★ 5.0 | 22 |
| 3 | Reverse Your Thinking® Mortgage✓ | Financial Planning | ★ 5.0 | 15 |
| 4 | Abacus Wealth Partners✓ | Financial Planning | ★ 5.0 | 13 |
| 5 | DLHORTON ADVISORS✓ | Financial Planning | ★ 5.0 | 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.