Investment advisers in Santa Barbara, CA

27 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CA

Firm	Assets	Employees	Disclosures
Mission Wealth Management, LP	$17.00 billion	220	0
Arlington Financial Advisors, LLC	$1.24 billion	16	0
Channel Wealth, LLC	$850.9 million	17	0
Ariadne Wealth Management, LP	$627.3 million	6	0
Avalan, LLC	$621.8 million	11	0
Cuadrilla Capital, LLC	$586.6 million	9	0
Curtis Advisory Group, LLC	$573.7 million	3	0
Painted Porch Advisors LLC	$571.9 million	21	0
Trinity Capital Management, LLC	$556.8 million	6	0
Omega Financial Group, LLC	$552.4 million	6	0
Monarch Wealth Strategies	$463.5 million	7	0
Thryve Wealth Management	$304.0 million	9	0
Foronjy Financial	$278.0 million	7	0
Alamar Capital Management, LLC	$260.3 million	3	0
Certis Capital Management, Inc.	$255.9 million	7	0
Pacific Wealth Strategies Group, Inc.	$253.2 million	3	0
Nexxus Holdings Advisors LLC	$246.2 million	7	0
Castle Wealth Planning	$236.4 million	3	3
Daniel Investment Associates, LLC	$225.3 million	1	4
Blue Marble Investments	$205.1 million	3	0
Connor Capital Sb, LLC	$196.7 million	4	0
Bourke Wealth Management	$141.4 million	4	0
15 Equity	$135.9 million	7	0
Vida Wealth Partners, Inc.	$129.6 million	1	0
Abundant Wealth Partners, LLC	$103.2 million	2	0
Albert Investments, LLC	$22.7 million	3	0
Argos Global Advisors, LLC	$13.0 million	3	0