Best Financial Advisors in SANTA BARBARA, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SANTA BARBARA
Page 1 of 2 · 28 firms
PACIFIC WEALTH STRATEGIES GROUP, INC.
SANTA BARBARA, CA · Since 2007
AVALAN, LLC
SANTA BARBARA, CA · Since 2016
NEXXUS HOLDINGS ADVISORS LLC
SANTA BARBARA, CA · Since 2014
ARGOS GLOBAL ADVISORS, LLC
SANTA BARBARA, CA · Since 2018
ALAMAR CAPITAL MANAGEMENT, LLC
SANTA BARBARA, CA · Since 2020
ALBERT INVESTMENTS, LLC
SANTA BARBARA, CA · Since 2018
BLUE MARBLE INVESTMENTS
SANTA BARBARA, CA · Since 2021
CUADRILLA CAPITAL, LLC
SANTA BARBARA, CA · Since 2021
FORONJY FINANCIAL
SANTA BARBARA, CA · Since 2024
MISSION WEALTH MANAGEMENT, LP
SANTA BARBARA, CA · Since 2002
ABUNDANT WEALTH PARTNERS, LLC
SANTA BARBARA, CA · Since 2026
THRYVE WEALTH MANAGEMENT
SANTA BARBARA, CA · Since 2025
ARLINGTON FINANCIAL ADVISORS, LLC
SANTA BARBARA, CA · Since 2016
TRINITY CAPITAL MANAGEMENT, LLC
SANTA BARBARA, CA · Since 2007
CURTIS ADVISORY GROUP, LLC
SANTA BARBARA, CA · Since 2015
ARIADNE WEALTH MANAGEMENT, LP
SANTA BARBARA, CA · Since 2015
CASTLE WEALTH PLANNING
SANTA BARBARA, CA · Since 2015
OMEGA FINANCIAL GROUP, LLC
SANTA BARBARA, CA · Since 2013
MONARCH WEALTH STRATEGIES
SANTA BARBARA, CA · Since 2020
PAINTED PORCH ADVISORS LLC
SANTA BARBARA, CA · Since 2021
BOURKE WEALTH MANAGEMENT
SANTA BARBARA, CA · Since 2019
15 EQUITY
SANTA BARBARA, CA · Since 2020
CHANNEL WEALTH, LLC
SANTA BARBARA, CA · Since 2022
VIDA WEALTH PARTNERS, INC.
SANTA BARBARA, CA · Since 2025
CONNOR CAPITAL SB, LLC
SANTA BARBARA, CA · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.