California · 4 advisers
Financial Advisors in Montecito, California
Looking for a financial advisor in Montecito, California? Falists indexes 4 SEC-registered and state-registered investment advisers in Montecito — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $128.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$128.0M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Montecito
Ranked by AUM · Fees, team & specialties at a glance
HARBOR HILLS FINANCIAL ADVISORS
Montecito, CA
AUM
$128.0M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-698-8172
SOHO FINANCIAL SERVICES LLC
Montecito, CA
AUM
$1.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
775-722-9577
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Common questions
- How many financial advisors are in Montecito, California?
- 4 registered investment advisers are listed in our Montecito directory, sourced from public SEC filings.
- What types of advisors are in Montecito?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Montecito?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.