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 Trusts & Estates advisors in CA, SANTA BARBARA
40 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
ALAMAR CAPITAL MANAGEMENT, LLC
Santa Barbara, CA
AUM
$260.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
805-897-1144
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
DANIEL INVESTMENT ASSOCIATES, LLC
Santa Barbara, CA
AUM
$225.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
805-845-7724
BLUE MARBLE INVESTMENTS
Santa Barbara, CA
AUM
$205.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
805-595-1820
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
15 EQUITY
Santa Barbara, CA
AUM
$135.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
805-456-4426
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
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