AdvisorGrade

Financial advisers in Carpinteria, CA

2 registered investment adviser firms in Carpinteria managing $10.1B in assets, based on public SEC Form ADV filings.

Planmember Securities Corporation

Carpinteria, CA · Est. 1991

National
Fee-based
AUM
$10.1B
Per adviser
$24M
Advisers
425

Planmember Asset Management Corporation

Carpinteria, CA · Est. 2017

Local
Fee-only
AUM
Per adviser
Advisers
3

No reported disclosures