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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 4 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 13 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

advisor-photo

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

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
PENSIONMARK FINANCIAL GROUP, LLC
24 E. Cota Street, Suite 200
Santa Barbara, CA, 93101
208512 $26,622,603,339 7380 A Percentage of AUM, Hourly charges, Fixed Fees
EL CAPITAN ADVISORS
1900 State Street, Suite J
Santa Barbara, CA, 93101
290340 $7,425,381,304 1038 A Percentage of AUM, Fixed Fees
MISSION WEALTH MANAGEMENT, LP
1111 Chapala Street, 3rd Floor
Santa Barbara, CA, 93101
113057 $4,975,561,347 7755 A Percentage of AUM, Hourly charges, Fixed Fees
WEST COAST FINANCIAL, LLC
1435 Anacapa Street,
Santa Barbara, CA, 93101
104677 $1,515,060,044 1927 A Percentage of AUM, Fixed Fees
ARLINGTON FINANCIAL ADVISORS, LLC
100 E. De La Guerra St,
Santa Barbara, CA, 93101
283288 $740,660,000 1627 A Percentage of AUM, Hourly charges, Fixed Fees
CURTIS ADVISORY GROUP, LLC
735 State Street, Suite 214
Santa Barbara, CA, 93101
151695 $395,857,556 424 A Percentage of AUM, Hourly charges, Fixed Fees
ARIADNE WEALTH MANAGEMENT, LP
1255 Coast Village Road, Suite 201a
Santa Barbara, CA, 93108
170999 $395,285,700 369 A Percentage of AUM
CHANNEL WEALTH, LLC
3700 State Street, Suite 240
Santa Barbara, CA, 93105
323461 $392,771,527 1203 A Percentage of AUM, Hourly charges, Other (FINANCIAL PLANNING AND CONSULTING)
TRINITY CAPITAL MANAGEMENT, LLC
607 De La Vista Ave.,
Santa Barbara, CA, 93103
143097 $382,669,754 876 A Percentage of AUM, Hourly charges, Fixed Fees
OMEGA FINANCIAL GROUP, LLC
812 Anacapa Street,
Santa Barbara, CA, 93101
164147 $372,102,638 824 A Percentage of AUM, Hourly charges, Fixed Fees
AVALAN, LLC
233 E Carillo, Suite B
Santa Barbara, CA, 93101
156109 $349,285,204 628 A Percentage of AUM, Hourly charges, Fixed Fees
MONARCH WEALTH STRATEGIES
222 East Carillo Street, Suite 208
Santa Barbara, CA, 93101
136029 $308,121,727 918 A Percentage of AUM, Hourly charges
PAINTED PORCH ADVISORS LLC
115 S La Cumbre Lane, Suite 201
Santa Barbara, CA, 93105
304375 $234,503,128 477 A Percentage of AUM, Fixed Fees
NEXXUS HOLDINGS ADVISORS LLC
800 Miramonte Dr, Suite 380
Santa Barbara, CA, 93109
166884 $195,641,825 4 Fixed Fees, Performance Based
CUADRILLA CAPITAL, LLC
351 Paseo Nuevo, 2nd Floor
Santa Barbara, CA, 93101
314510 $189,069,000 1 A Percentage of AUM, Performance Based

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