Best Financial Advisors in SANTA BARBARA, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

28

Registered Firms

0.95%

Median Fee

of assets/year

$278M

Median AUM

28

Firms Listed

in our database

Top-Ranked Advisors in SANTA BARBARA

BLUE MARBLE INVESTMENTS

SANTA BARBARA, CA · Since 2021

$205M AUM3 clientsFee: 0%

FiduciaryFee-Only

PACIFIC WEALTH STRATEGIES GROUP, INC.

SANTA BARBARA, CA · Since 2007

$253M AUM3 clientsFee: 0%

FiduciaryFee-Only

ALAMAR CAPITAL MANAGEMENT, LLC

SANTA BARBARA, CA · Since 2020

$260M AUM2 clientsFee: 0%

FiduciaryFee-Only

AVALAN, LLC

SANTA BARBARA, CA · Since 2016

$622M AUM11 clientsFee: 0%

FiduciaryFee-Only

ARGOS GLOBAL ADVISORS, LLC

SANTA BARBARA, CA · Since 2018

$13M AUM3 clientsFee: 0%

FiduciaryFee-Only

ALBERT INVESTMENTS, LLC

SANTA BARBARA, CA · Since 2018

$23M AUM3 clientsFee: 0%

FiduciaryFee-Only

CUADRILLA CAPITAL, LLC

SANTA BARBARA, CA · Since 2021

$587M AUM8 clientsFee: 0%

FiduciaryFee-Only

ABUNDANT WEALTH PARTNERS, LLC

SANTA BARBARA, CA · Since 2026

$103M AUM2 clientsFee: 0%

FiduciaryFee-Only

FORONJY FINANCIAL

SANTA BARBARA, CA · Since 2024

$278M AUM4 clientsFee: 0%

FiduciaryFee-Only

THRYVE WEALTH MANAGEMENT

SANTA BARBARA, CA · Since 2025

$304M AUM4 clientsFee: 0%

FiduciaryFee-Only

NEXXUS HOLDINGS ADVISORS LLC

SANTA BARBARA, CA · Since 2014

$246M AUM4 clientsFee: 0%

FiduciaryFee-Only

MISSION WEALTH MANAGEMENT, LP

SANTA BARBARA, CA · Since 2002

$13.9B AUM117 clientsFee: 0%

FiduciaryFee-Only

MONARCH WEALTH STRATEGIES

SANTA BARBARA, CA · Since 2020

$463M AUM7 clientsFee: 0%

FiduciaryFee-Only

VIDA WEALTH PARTNERS, INC.

SANTA BARBARA, CA · Since 2025

$130M AUM1 clientsFee: 0%

FiduciaryFee-Only

CASTLE WEALTH PLANNING

SANTA BARBARA, CA · Since 2015

$236M AUM1 clientsFee: 0%

FiduciaryFee-Only

TRINITY CAPITAL MANAGEMENT, LLC

SANTA BARBARA, CA · Since 2007

$557M AUM4 clientsFee: 0%

FiduciaryFee-Only

CERTIS CAPITAL MANAGEMENT, INC.

SANTA BARBARA, CA · Since 2026

$256M AUM3 clientsFee: 0%

FiduciaryFee-Only

CURTIS ADVISORY GROUP, LLC

SANTA BARBARA, CA · Since 2015

$574M AUM3 clientsFee: 0%

FiduciaryFee-Only

OMEGA FINANCIAL GROUP, LLC

SANTA BARBARA, CA · Since 2013

$552M AUM4 clientsFee: 0%

FiduciaryFee-Only

ARIADNE WEALTH MANAGEMENT, LP

SANTA BARBARA, CA · Since 2015

$627M AUM6 clientsFee: 0%

FiduciaryFee-Only

CONNOR CAPITAL SB, LLC

SANTA BARBARA, CA · Since 2023

$197M AUM4 clientsFee: 0%

FiduciaryFee-Only

ARLINGTON FINANCIAL ADVISORS, LLC

SANTA BARBARA, CA · Since 2016

$1.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

BOURKE WEALTH MANAGEMENT

SANTA BARBARA, CA · Since 2019

$141M AUM4 clientsFee: 0%

FiduciaryFee-Only

PAINTED PORCH ADVISORS LLC

SANTA BARBARA, CA · Since 2021

$572M AUM13 clientsFee: 0%

FiduciaryFee-Only

15 EQUITY

SANTA BARBARA, CA · Since 2020

$136M AUM3 clientsFee: 0%

FiduciaryFee-Only

OUTWING PRIVATE WEALTH MANAGEMENT

SANTA BARBARA, CA · Since 2024

$333M AUM2 clientsFee: 0%

FiduciaryFee-Only

CHANNEL WEALTH, LLC

SANTA BARBARA, CA · Since 2022

$851M AUM8 clientsFee: 0%

FiduciaryFee-Only

DANIEL INVESTMENT ASSOCIATES, LLC

SANTA BARBARA, CA · Since 2013

$225M AUM1 clientsFee: 0%

FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in SANTA BARBARA?

The median advisory fee in SANTA BARBARA, CA is 0.95% of assets under management per year, based on Form ADV filings from 28 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.