Financial advisers in Santa Barbara, CA
28 registered investment adviser firms in Santa Barbara managing $23.9B in assets, based on public SEC Form ADV filings.
Mission Wealth Management, LP
Santa Barbara, CA · Est. 2002
- AUM
- $13.9B
- Per adviser
- $119M
- Advisers
- 117
No reported disclosures
Arlington Financial Advisors, LLC
Santa Barbara, CA · Est. 2016
- AUM
- $1.2B
- Per adviser
- $155M
- Advisers
- 8
No reported disclosures
Channel Wealth, LLC
Santa Barbara, CA · Est. 2022
- AUM
- $851M
- Per adviser
- $106M
- Advisers
- 8
No reported disclosures
Ariadne Wealth Management, LP
Santa Barbara, CA · Est. 2015
- AUM
- $627M
- Per adviser
- $105M
- Advisers
- 6
No reported disclosures
Avalan, LLC
Santa Barbara, CA · Est. 2016
- AUM
- $622M
- Per adviser
- $57M
- Advisers
- 11
No reported disclosures
Cuadrilla Capital, LLC
Santa Barbara, CA · Est. 2021
- AUM
- $587M
- Per adviser
- $73M
- Advisers
- 8
No reported disclosures
Curtis Advisory Group, LLC
Santa Barbara, CA · Est. 2015
- AUM
- $574M
- Per adviser
- $191M
- Advisers
- 3
No reported disclosures
Painted Porch Advisors LLC
Santa Barbara, CA · Est. 2021
- AUM
- $572M
- Per adviser
- $44M
- Advisers
- 13
No reported disclosures
Trinity Capital Management, LLC
Santa Barbara, CA · Est. 2007
- AUM
- $557M
- Per adviser
- $139M
- Advisers
- 4
No reported disclosures
Omega Financial Group, LLC
Santa Barbara, CA · Est. 2013
- AUM
- $552M
- Per adviser
- $138M
- Advisers
- 4
No reported disclosures
Monarch Wealth Strategies
Santa Barbara, CA · Est. 2020
- AUM
- $463M
- Per adviser
- $66M
- Advisers
- 7
No reported disclosures
Outwing Private Wealth Management
Santa Barbara, CA · Est. 2024
- AUM
- $333M
- Per adviser
- $166M
- Advisers
- 2
No reported disclosures
Thryve Wealth Management
Santa Barbara, CA · Est. 2025
- AUM
- $304M
- Per adviser
- $76M
- Advisers
- 4
No reported disclosures
Foronjy Financial
Santa Barbara, CA · Est. 2024
- AUM
- $278M
- Per adviser
- $70M
- Advisers
- 4
No reported disclosures
Alamar Capital Management, LLC
Santa Barbara, CA · Est. 2020
- AUM
- $260M
- Per adviser
- $130M
- Advisers
- 2
No reported disclosures
Certis Capital Management, INC.
Santa Barbara, CA · Est. 2026
- AUM
- $256M
- Per adviser
- $85M
- Advisers
- 3
No reported disclosures
Pacific Wealth Strategies Group, INC.
Santa Barbara, CA · Est. 2007
- AUM
- $253M
- Per adviser
- $84M
- Advisers
- 3
No reported disclosures
Nexxus Holdings Advisors LLC
Santa Barbara, CA · Est. 2014
- AUM
- $246M
- Per adviser
- $62M
- Advisers
- 4
No reported disclosures
Castle Wealth Planning
Santa Barbara, CA · Est. 2015
- AUM
- $236M
- Per adviser
- $236M
- Advisers
- 1
No reported disclosures
Daniel Investment Associates, LLC
Santa Barbara, CA · Est. 2013
- AUM
- $225M
- Per adviser
- $225M
- Advisers
- 1
No reported disclosures
Blue Marble Investments
Santa Barbara, CA · Est. 2021
- AUM
- $205M
- Per adviser
- $68M
- Advisers
- 3
No reported disclosures
Connor Capital Sb, LLC
Santa Barbara, CA · Est. 2023
- AUM
- $197M
- Per adviser
- $49M
- Advisers
- 4
No reported disclosures
Bourke Wealth Management
Santa Barbara, CA · Est. 2019
- AUM
- $141M
- Per adviser
- $35M
- Advisers
- 4
No reported disclosures
15 Equity
Santa Barbara, CA · Est. 2020
- AUM
- $136M
- Per adviser
- $45M
- Advisers
- 3
No reported disclosures
Vida Wealth Partners, INC.
Santa Barbara, CA · Est. 2025
- AUM
- $130M
- Per adviser
- $130M
- Advisers
- 1
No reported disclosures
Abundant Wealth Partners, LLC
Santa Barbara, CA · Est. 2026
- AUM
- $103M
- Per adviser
- $52M
- Advisers
- 2
No reported disclosures
Albert Investments, LLC
Santa Barbara, CA · Est. 2018
- AUM
- $23M
- Per adviser
- $8M
- Advisers
- 3
No reported disclosures
Argos Global Advisors, LLC
Santa Barbara, CA · Est. 2018
- AUM
- $13M
- Per adviser
- $4M
- Advisers
- 3
No reported disclosures