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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!
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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 26 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 32 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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Top Financial Advisor Firms in Santa Barbara, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC 24 E. Cota Street, Suite 200 Santa Barbara, CA, 93101 | 208512 | $37,759,764,327 | 11973 | 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 | $7,072,960,768 | 9939 | A percentage of AUM, Hourly charges, Fixed fees |
| WEST COAST FINANCIAL, LLC 1435 Anacapa Street, Santa Barbara, CA, 93101 | 104677 | $1,899,274,328 | 2039 | A percentage of AUM, Fixed fees |
| ARLINGTON FINANCIAL ADVISORS, LLC 100 E. De La Guerra St, Santa Barbara, CA, 93101 | 283288 | $944,500,000 | 1810 | A percentage of AUM, Hourly charges, Fixed fees |
| CHANNEL WEALTH, LLC 3700 State Street, Suite 240 Santa Barbara, CA, 93105 | 323461 | $530,542,800 | 1545 | A percentage of AUM, Hourly charges, Fixed fees, Other (FINANCIAL PLANNING AND CONSULTING) |
| OMEGA FINANCIAL GROUP, LLC 812 Anacapa Street, Santa Barbara, CA, 93101 | 164147 | $480,234,372 | 943 | A percentage of AUM, Hourly charges, Fixed fees |
| ARIADNE WEALTH MANAGEMENT, LP 1255 Coast Village Road, Suite 201a Santa Barbara, CA, 93108 | 170999 | $445,889,437 | 407 | A percentage of AUM |
| CURTIS ADVISORY GROUP, LLC 735 State Street, Suite 214 Santa Barbara, CA, 93101 | 151695 | $418,691,638 | 444 | A percentage of AUM, Hourly charges, Fixed fees |
| TRINITY CAPITAL MANAGEMENT, LLC 607 De La Vista Ave., Santa Barbara, CA, 93103 | 143097 | $413,737,315 | 923 | A percentage of AUM, Hourly charges, Fixed fees |
| AVALAN, LLC 233 E Carillo, Suite B Santa Barbara, CA, 93101 | 156109 | $405,417,977 | 620 | A percentage of AUM, Hourly charges, Fixed fees |
| PAINTED PORCH ADVISORS LLC 115 S La Cumbre Lane, Suite 201 Santa Barbara, CA, 93105 | 304375 | $371,811,867 | 605 | A percentage of AUM, Fixed fees |
| MONARCH WEALTH STRATEGIES 222 East Carillo Street, Suite 208 Santa Barbara, CA, 93101 | 136029 | $336,787,014 | 925 | A percentage of AUM, Hourly charges |
| ALAMAR CAPITAL MANAGEMENT, LLC 200 E Carrillo, Suite 304 Santa Barbara, CA, 93101 | 154413 | $251,395,704 | 209 | A percentage of AUM |
| FORONJY FINANCIAL 401 Chapala Street, Suite 105 Santa Barbara, CA, 93101 | 332380 | $237,941,059 | 467 | A percentage of AUM, Hourly charges, Fixed fees |
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