Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

The Evergreen Advantage Management, Inc. financial advisors in Santa Monica, CA

Every SEC-registered investment adviser representative at a The Evergreen Advantage Management, Inc. office in Santa Monica, A to Z.

The short answer

3 registered advisors work at The Evergreen Advantage Management, Inc. in Santa Monica, out of 3 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

The Evergreen Advantage Management, Inc. advisors in Santa Monica, A to Z

Every The Evergreen Advantage Management, Inc. advisor →

The Evergreen Advantage Management, Inc. advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Santa Monica

All Santa Monica advisors →

Gerber Kawasaki Wealth & Investment Management 37Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Abacus Wealth Partners 30Morgan Stanley 27Strategic Advisers LLC 15LPL Financial LLC 8J.P. Morgan Securities LLC 7Ocean Park Asset Management, LLC 6Angeles Wealth Management, LLC 5Focus Partners Wealth, LLC 5Quantum Financial Advisors, LLC 5Dimensional Fund Advisors LP 4

Questions

How many financial advisors does The Evergreen Advantage Management, Inc. have in Santa Monica?

3 investment adviser representatives are registered at The Evergreen Advantage Management, Inc. offices in Santa Monica, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is The Evergreen Advantage Management, Inc. one of the largest advisor employers in Santa Monica?

The Evergreen Advantage Management, Inc. ranks number 19 in Santa Monica by registered advisors; Gerber Kawasaki Wealth & Investment Management has the most, with 37.

How do I check a The Evergreen Advantage Management, Inc. advisor in Santa Monica?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Evergreen Advantage Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.