MISSION WEALTH MANAGEMENT, LP
Santa Barbara, CA
AUM
$13.91B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
117 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
805-882-2360
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, SANTA BARBARA
28 advisers found
ARLINGTON FINANCIAL ADVISORS, LLC
Santa Barbara, CA
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 699-7300
CHANNEL WEALTH, LLC
Santa Barbara, CA
AUM
$850.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
805-898-0893
ARIADNE WEALTH MANAGEMENT, LP
Santa Barbara, CA
AUM
$627.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
805-456-4920
AVALAN, LLC
Santa Barbara, CA
AUM
$621.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-962-7725
CURTIS ADVISORY GROUP, LLC
Santa Barbara, CA
AUM
$573.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-963-6181
PAINTED PORCH ADVISORS LLC
Santa Barbara, CA
AUM
$571.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
805-567-4288
TRINITY CAPITAL MANAGEMENT, LLC
Santa Barbara, CA
AUM
$556.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-963-0500
OMEGA FINANCIAL GROUP, LLC
Santa Barbara, CA
AUM
$552.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-617-4363
MONARCH WEALTH STRATEGIES
Santa Barbara, CA
AUM
$463.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(805) 564-0800
OUTWING PRIVATE WEALTH MANAGEMENT
Santa Barbara, CA
AUM
$332.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(805) 880-9464
THRYVE WEALTH MANAGEMENT
Santa Barbara, CA
AUM
$304.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
805-451-2909
FORONJY FINANCIAL
Santa Barbara, CA
AUM
$278.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-543-1033
CERTIS CAPITAL MANAGEMENT, INC.
Santa Barbara, CA
AUM
$255.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(805) 965-0509
PACIFIC WEALTH STRATEGIES GROUP, INC.
Santa Barbara, CA
AUM
$253.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-966-7775
CASTLE WEALTH PLANNING
Santa Barbara, CA
AUM
$236.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-962-5630
BOURKE WEALTH MANAGEMENT
Santa Barbara, CA
AUM
$141.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(805) 966-2122
VIDA WEALTH PARTNERS, INC.
Santa Barbara, CA
AUM
$129.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-962-8455
ABUNDANT WEALTH PARTNERS, LLC
Santa Barbara, CA
AUM
$103.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-451-9131
LUCENT WEALTH PLANNING, LLC
Santa Barbara, CA
AUM
$102.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
805-963-7070
LAGUNA CAPITAL MANAGEMENT, INC.
Santa Barbara, CA
AUM
$97.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-969-9935
SUMMA CAPITAL MANAGEMENT LLC
Santa Barbara, CA
AUM
$79.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
805-895-2780
WANG FINANCIAL, LLC
Santa Barbara, CA
AUM
$70.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
805-568-5313
HONOR FAMILY OFFICE, LLC
Santa Barbara, CA
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
415-385-6083
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