AdvisorRanked

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

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Top Rated Established Verified28 firms shown

Top-Ranked Advisors in SANTA BARBARA

Page 1 of 2 · 28 firms

#1
88

PACIFIC WEALTH STRATEGIES GROUP, INC.

SANTA BARBARA, CA · Since 2007

$253M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
87

AVALAN, LLC

SANTA BARBARA, CA · Since 2016

$622M AUM11 clientsFee: 0%
FiduciaryFee-Only
#3
87

NEXXUS HOLDINGS ADVISORS LLC

SANTA BARBARA, CA · Since 2014

$246M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
86

ARGOS GLOBAL ADVISORS, LLC

SANTA BARBARA, CA · Since 2018

$13M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
85

ALAMAR CAPITAL MANAGEMENT, LLC

SANTA BARBARA, CA · Since 2020

$260M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
85

ALBERT INVESTMENTS, LLC

SANTA BARBARA, CA · Since 2018

$23M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
84

BLUE MARBLE INVESTMENTS

SANTA BARBARA, CA · Since 2021

$205M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
84

CUADRILLA CAPITAL, LLC

SANTA BARBARA, CA · Since 2021

$587M AUM8 clientsFee: 0%
FiduciaryFee-Only
#9
84

FORONJY FINANCIAL

SANTA BARBARA, CA · Since 2024

$278M AUM4 clientsFee: 0%
FiduciaryFee-Only
#10
83

MISSION WEALTH MANAGEMENT, LP

SANTA BARBARA, CA · Since 2002

$13.9B AUM117 clientsFee: 0%
FiduciaryFee-Only
#11
82

ABUNDANT WEALTH PARTNERS, LLC

SANTA BARBARA, CA · Since 2026

$103M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
82

THRYVE WEALTH MANAGEMENT

SANTA BARBARA, CA · Since 2025

$304M AUM4 clientsFee: 0%
FiduciaryFee-Only
#13
80

ARLINGTON FINANCIAL ADVISORS, LLC

SANTA BARBARA, CA · Since 2016

$1.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#14
79

TRINITY CAPITAL MANAGEMENT, LLC

SANTA BARBARA, CA · Since 2007

$557M AUM4 clientsFee: 0%
FiduciaryFee-Only
#15
79

CURTIS ADVISORY GROUP, LLC

SANTA BARBARA, CA · Since 2015

$574M AUM3 clientsFee: 0%
FiduciaryFee-Only
#16
79

ARIADNE WEALTH MANAGEMENT, LP

SANTA BARBARA, CA · Since 2015

$627M AUM6 clientsFee: 0%
FiduciaryFee-Only
#17
78

CASTLE WEALTH PLANNING

SANTA BARBARA, CA · Since 2015

$236M AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
78

OMEGA FINANCIAL GROUP, LLC

SANTA BARBARA, CA · Since 2013

$552M AUM4 clientsFee: 0%
FiduciaryFee-Only
#19
77

MONARCH WEALTH STRATEGIES

SANTA BARBARA, CA · Since 2020

$463M AUM7 clientsFee: 0%
FiduciaryFee-Only
#20
77

PAINTED PORCH ADVISORS LLC

SANTA BARBARA, CA · Since 2021

$572M AUM13 clientsFee: 0%
FiduciaryFee-Only
#21
76

BOURKE WEALTH MANAGEMENT

SANTA BARBARA, CA · Since 2019

$141M AUM4 clientsFee: 0%
FiduciaryFee-Only
#22
76

15 EQUITY

SANTA BARBARA, CA · Since 2020

$136M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
76

CHANNEL WEALTH, LLC

SANTA BARBARA, CA · Since 2022

$851M AUM8 clientsFee: 0%
FiduciaryFee-Only
#24
75

VIDA WEALTH PARTNERS, INC.

SANTA BARBARA, CA · Since 2025

$130M AUM1 clientsFee: 0%
FiduciaryFee-Only
#25
75

CONNOR CAPITAL SB, LLC

SANTA BARBARA, CA · Since 2023

$197M AUM4 clientsFee: 0%
FiduciaryFee-Only

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.