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

CFP financial advisors in Santa Monica, CA

Every SEC-registered financial advisor at a firm office in Santa Monica who lists the Certified Financial Planner designation, A to Z.

The short answer

74 CFP professionals work in Santa Monica; the most are at Abacus Wealth Partners (21). 11 are also registered broker representatives.

CFP advisors in Santa Monica, A to Z

Every advisor in Santa Monica →

Firms with the most CFP professionals in Santa Monica

Abacus Wealth Partners 21Gerber Kawasaki Wealth & Investment Management 15Quantum Financial Advisors, LLC 5Focus Partners Wealth, LLC 4Five Oceans Advisors 3LPL Financial LLC 2Morgan Stanley 2Serenus Wealth Advisors, LLC 2Strategic Advisers LLC 2Stratos Wealth Partners, Ltd. 2Angeles Wealth Management, LLC 1Capital Intelligence Advisors, Inc. 1Cycle Financial Planning LLC 1Daniel M. Stern, LLC 1Eddy Financial, LLC 1

CFP advisors in other California cities

All of California →

San Diego 645San Francisco 422Los Angeles 359Newport Beach 242Irvine 224Walnut Creek 190Torrance 149Pasadena 108San Jose 104Westlake Village 95Santa Barbara 94Roseville 93Folsom 83Carlsbad 82Sacramento 74La Jolla 67San Rafael 67Fresno 58Long Beach 54San Ramon 51Santa Rosa 49El Segundo 41San Mateo 40Menlo Park 39

Questions

How many CFP financial advisors are in Santa Monica, CA?

74 SEC-registered investment adviser representatives at firm offices in Santa Monica, California list the CFP designation; Abacus Wealth Partners employs the most of them (21).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP 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. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.