Why Advisors Choose
Gerber Kawasaki
Gerber Kawasaki Wealth and Investment Management has grown from a bold idea in 2010 into one of the most dynamic independent firms in the country, managing over $5 billion in assets from our home base in Santa Monica. As a fiduciary, we answer to one group only: our clients.
2010
Founded
SANTA MONICA
Based
$5.16B
AUM*
FIDUCIARY
Independent
WhoYou are
01
5+
YEARS AS AN ASSOCIATE
You've done the work but the book isn't yours.
You've spent five, six, seven years as an associate, building relationships and running the plans, but on paper none of it belongs to you. There's no clear path to your own book and no real upside waiting. You're comfortable, and that's exactly the problem.
At Gerber Kawasaki you get your own book, a defined path to grow it, and the brand, platform, and back office behind you from day one.
02
$25M+
WITH A SMALL TEAM
You've built a real practice and hit the ceiling.
You're running $25M+ with a small team, and you've squeezed everything you can out of your custodian or broker-dealer. The tech fights you, the support is thin, compliance eats your week, and growth has flattened because you're already wearing every hat there is.
Gerber Kawasaki takes compliance, marketing, and operations off your plate and hands you institutional-quality models and a platform built to grow on, so you can push past the ceiling without rebuilding from scratch.
Strategy built for you
Every advisor has a different story and a different audience. We build your marketing strategy around who you actually serve: your niche, your network, your personality, not a one-size-fits-all playbook. Jeff Kim's practice is built entirely around corporate retirement plans and fiduciary compliance, so his strategy reflects that, with a dedicated bio, published insights, and content speaking directly to the employers and businesses he serves.
National Media Placement
Being a great advisor doesn't matter if nobody's heard of you. Our communications team pitches your expertise directly to major outlets, including The Wall Street Journal, CNBC, and national business press, and handles the whole process so you show up as the expert, byline and credentials included, not just another name in an inbox.
Content That Sounds Like You
No generic drip campaigns. We build outreach and content that reads like it's actually from you: a direct check-in, a clear next step, nothing that feels mass-produced. The kind of message that gets opened because it sounds like a real advisor talking to a real client, not a template.
A Brand Worth Remembering
Keep your name or build a new one. Either way, our creative team makes sure it hits, with a full identity system including logo, color palette, and typography, all built to hold up everywhere your name shows up, not just on a business card.
Always On
Lead-Generation
We run your Google Ads, LinkedIn campaigns, SEO, and webinar funnels day in and day out, filling your calendar with prospects worth talking to. Spend, keywords, and creative all get tuned continuously on our end, so you spend your time meeting qualified leads instead of managing ad platforms.
Your way, powered by GK
This opportunity is built for advisors who:
1. Are ambitious, growth-oriented, and want to exponentially grow their business
2. Want to join a team that is nationally recognized
3. Want access to scale their business beyond the limitations of their current firm
Gerber Kawasaki isn't for everyone, and that's intentional. This is for hungry advisors who want to accelerate their career, surround themselves with top performers, and build something meaningful with real support behind them.
Culture
built on Ownership
But our biggest asset isn't on the balance sheet — it's our culture. Built on caring, camaraderie, trust, and collaboration, hard work and honesty aren't just values on a wall; they're how we show up every day.
Diverse Expertise & Global Perspective
Our team brings together advisors with diverse
professional backgrounds, more than 10 industry credentials, and the ability to serve clients in
over 10 languages
Client First Fiduciary
Independent, fee based planning focused on doing what’s right -not pushing products
Collaborative Team Culture
Share resources, ideas, and client strategies.
Learn from Industry Leading Advisors
You’ll work directly with our management team, all million‑dollar producers who are actively advising clients, not career managers who left the field years ago. You’ll get real‑world guidance on:
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Helping you close high‑quality prospects
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Managing complex client situations
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Ongoing coaching from senior advisors who are actively in the field
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Building durable, scalable advisory practices
Infrastructure that scales
with You
Spend your time advising, not duct-taping systems together. Our integrated planning, portfolio management, and reporting technology — backed by operational and compliance support — means streamlined workflows designed for efficiency and growth.
Keep more of
what you Build
Independence should pay off, not cost you. Our Technology, Marketing, and Support are built to boost your efficiency and service quality without the fees and overhead you'd carry at a traditional firm, so more of what you earn stays yours.