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Find The Best Financial Advisors in Santa Barbara, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Santa Barbara is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Santa Barbara & pick the one as per your needs

How To Find The Best Financial Advisors in Santa Barbara, California

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Santa Barbara, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Santa Barbara, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Santa Barbara, California have an average of 16 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Santa Barbara, California

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Bryan Foronjy

Foronjy Financial

805-880-9444

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Roy Sherman

Sherman Asset Management

805-655-5062

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Nathan Wallace

Savvy Advisors Inc

805-285-7686

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Michael Macauley

Signature Estate & Investment Advisors (SEIA)

310-712-2365

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Michael Cannone

Westmount Partners

310-556-2502

Top Financial Advisor Firms in Santa Barbara, California (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
OAK ROOT LLC
1059 Summit Road,
Montecito, CA, 93108
246788 $666,000,000 115 A Percentage of AUM, Other (SELECTION OF OTHER ADVISERS FEES)
YIELD CAPITAL PARTNERS LLC
1445 East Mountain Drive,
Montecito, CA, 93108
172281 $327,948,012 12 A Percentage of AUM, Performance Based

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