Investment adviser firms in SANTA BARBARA, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
28 firms · Source months shown: August 2026
- 15 EQUITY, LLCCRD 310628 · SANTA BARBARA, CA$135,936,843.00Regulatory AUM · August 2026
- ABUNDANT WEALTH PARTNERS, LLCCRD 317221 · SANTA BARBARA, CA$103,183,113.00Regulatory AUM · August 2026
- ALAMAR CAPITAL MANAGEMENT, LLCCRD 154413 · SANTA BARBARA, CA$260,310,097.00Regulatory AUM · August 2026
- ALBERT INVESTMENTS, LLCCRD 298006 · SANTA BARBARA, CA$22,658,113.00Regulatory AUM · August 2026
- ARGOS GLOBAL ADVISORS, LLCCRD 287672 · SANTA BARBARA, CA$13,000,000.00Regulatory AUM · August 2026
- ARIADNE WEALTH MANAGEMENT, LPCRD 170999 · SANTA BARBARA, CA$627,284,110.00Regulatory AUM · August 2026
- ARLINGTON FINANCIAL ADVISORS, LLCCRD 283288 · SANTA BARBARA, CA$1,237,000,000.00Regulatory AUM · August 2026
- AVALAN, LLCCRD 156109 · SANTA BARBARA, CA$621,827,000.00Regulatory AUM · August 2026
- BLUE MARBLE INVESTMENTS, LLCCRD 141354 · SANTA BARBARA, CA$205,057,533.00Regulatory AUM · August 2026
- BOURKE WEALTH MANAGEMENTCRD 297957 · SANTA BARBARA, CA$141,443,457.00Regulatory AUM · August 2026
- CASTLE WEALTH PLANNING LLCCRD 141601 · SANTA BARBARA, CA$236,435,373.00Regulatory AUM · August 2026
- CERTIS CAPITAL MANAGEMENT, INC.CRD 144290 · SANTA BARBARA, CA$255,928,370.00Regulatory AUM · August 2026
- CHANNEL WEALTH, LLCCRD 323461 · SANTA BARBARA, CA$850,851,480.00Regulatory AUM · August 2026
- CONNOR CAPITAL SB, LLCCRD 283073 · SANTA BARBARA, CA$196,660,704.00Regulatory AUM · August 2026
- CUADRILLA CAPITAL, LLCCRD 314510 · SANTA BARBARA, CA$586,587,471.00Regulatory AUM · August 2026
- CURTIS ADVISORY GROUP, LLCCRD 151695 · SANTA BARBARA, CA$573,697,121.00Regulatory AUM · August 2026
- DANIEL INVESTMENT ASSOCIATES, LLCCRD 157284 · SANTA BARBARA, CA$225,253,116.00Regulatory AUM · August 2026
- FORONJY FINANCIAL LLCCRD 332380 · SANTA BARBARA, CA$278,028,743.00Regulatory AUM · August 2026
- MISSION WEALTH MANAGEMENT, LPCRD 113057 · SANTA BARBARA, CA$17,001,545,425.00Regulatory AUM · August 2026
- MONARCH WEALTH STRATEGIESCRD 136029 · SANTA BARBARA, CA$463,476,338.00Regulatory AUM · August 2026
- NEXXUS HOLDINGS ADVISORS LLCCRD 166884 · SANTA BARBARA, CA$246,222,556.00Regulatory AUM · August 2026
- OMEGA FINANCIAL GROUP, LLCCRD 164147 · SANTA BARBARA, CA$552,413,654.00Regulatory AUM · August 2026
- OUTWING, LLCCRD 322444 · SANTA BARBARA, CA$332,833,767.00Regulatory AUM · August 2026
- PACIFIC WEALTH STRATEGIES GROUP, INC.CRD 144789 · SANTA BARBARA, CA$253,189,504.00Regulatory AUM · August 2026
- PAINTED PORCH ADVISORS LLCCRD 304375 · SANTA BARBARA, CA$571,924,848.00Regulatory AUM · August 2026
- THRYVE WEALTH MANAGEMENT LLCCRD 335920 · SANTA BARBARA, CA$303,985,008.00Regulatory AUM · August 2026
- TRINITY CAPITAL MANAGEMENT, LLCCRD 143097 · SANTA BARBARA, CA$556,811,058.00Regulatory AUM · August 2026
- VIDA WEALTH PARTNERS, INC.CRD 140824 · SANTA BARBARA, CA$129,627,841.00Regulatory AUM · August 2026