Top 10 financial advisors in Santa Barbara, CA
We’ve curated a list of the best financial advisors in Santa Barbara, take a look at it below
Find an advisor in Santa Barbara| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $10,340,969,284 | 244 advisors | ||
| 2 | $4,154,814,497 | 87 advisors | ||
| 3 | $1,423,556,898 | 9 advisors | ||
| 4 | $395,349,149 | 3 advisors | ||
| 5 | $392,771,527 | 14 advisors | ||
| 6 | $390,330,959 | 6 advisors | ||
| 7 | $324,430,916 | 10 advisors | ||
| 8 | $308,121,727 | 5 advisors | ||
| 9 | $234,503,128 | 12 advisors | ||
| 10 | $195,641,825 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Santa Barbara, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Santa Barbara. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Pensionmark Financial Group, LLC
Pensionmark Financial Group, LLC is a financial advisory firm based in Santa Barbara, California. It currently has approximately $10,340,969,284 of assets under management and employs about 244 people. Pensionmark Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$10,340,969,284
Headcount
244 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-96193
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Mission Wealth Management, Lp
Mission Wealth Management, Lp is a financial advisory firm based in Santa Barbara, California. It currently has approximately $4,154,814,497 of assets under management and employs about 87 people. Mission Wealth Management, Lp uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$4,154,814,497
Headcount
87 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-61230
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Family Wealth Management
El Capitan Advisors
El Capitan Advisors is a financial advisory firm based in Santa Barbara, California. It currently has approximately $1,423,556,898 of assets under management and employs about 9 people. El Capitan Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,423,556,898
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-121377
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Curtis Advisory Group, LLC
Curtis Advisory Group, LLC is a financial advisory firm based in Santa Barbara, California. It currently has approximately $395,349,149 of assets under management and employs about 3 people. Curtis Advisory Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$395,349,149
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-81082
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Independent Performance Reporting And Investment Oversight
Channel Wealth, LLC
Channel Wealth, LLC is a financial advisory firm based in Santa Barbara, California. It currently has approximately $392,771,527 of assets under management and employs about 14 people. Channel Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and financial planning and consulting.
Assets under management
$392,771,527
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
FINANCIAL PLANNING AND CONSULTING
SEC number
801-126767
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Consulting
Ariadne Wealth Management, Lp
Ariadne Wealth Management, Lp is a financial advisory firm based in Santa Barbara, California. It currently has approximately $390,330,959 of assets under management and employs about 6 people. Ariadne Wealth Management, Lp uses a fee structure of and a percentage of assets under your management.
Assets under management
$390,330,959
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-106829
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
Avalan, LLC
Avalan, LLC is a financial advisory firm based in Santa Barbara, California. It currently has approximately $324,430,916 of assets under management and employs about 10 people. Avalan, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$324,430,916
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-107405
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Monarch Wealth Strategies
Monarch Wealth Strategies is a financial advisory firm based in Santa Barbara, California. It currently has approximately $308,121,727 of assets under management and employs about 5 people. Monarch Wealth Strategies uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$308,121,727
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-118775
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Painted Porch Advisors LLC
Painted Porch Advisors LLC is a financial advisory firm based in Santa Barbara, California. It currently has approximately $234,503,128 of assets under management and employs about 12 people. Painted Porch Advisors LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$234,503,128
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-122861
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
Nexxus Holdings Advisors LLC
Nexxus Holdings Advisors LLC is a financial advisory firm based in Santa Barbara, California. It currently has approximately $195,641,825 of assets under management and employs about 5 people. Nexxus Holdings Advisors LLC uses a fee structure of fixed fees and performance-based fees.
Assets under management
$195,641,825
Headcount
5 advisors
Fee structure
Fixed fees
Performance-based fees
SEC number
801-80020
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.