Financial advisors in Santa Barbara, CA

103 match · page 3 of 4

Kathleen Symer
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Keaton Krutenat
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Bourke
Financial advisor at Bourke Wealth Management
Bourke Wealth Management · $141.4M AUM
CFP®VerifiedFinancial planning
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Kristen Koch
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Kristen Taylor
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
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Kristina Kearney
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
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Kyle Lantow
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lily Frischmuth
Financial advisor at Ariadne Wealth Management, LP
Ariadne Wealth Management, LP · $627.3M AUM
CFP®VerifiedFinancial planning
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Lisa Murphy
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
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Lisa Neff
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Lisa Schomer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Mark Herman
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Strong
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Mary Miller
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Lum
Financial advisor at Vida Wealth Partners, Inc.
Vida Wealth Partners, Inc. · $129.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael McGinnis
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Vidal
Financial advisor at Select Investment Services
Select Investment Services · $539K AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Yang
Financial advisor at Arlington Financial Advisors, LLC
Arlington Financial Advisors, LLC · $1.24B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Cultice
Financial advisor at Castle Wealth Planning
Castle Wealth Planning · $236.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Stoker
Financial advisor at Cresset Asset Management, LLC
Cresset Asset Management, LLC · $78.94B AUM
CFP®VerifiedFinancial planning
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Noelle Oh
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Olivia Bourke
Financial advisor at Bourke Wealth Management
Bourke Wealth Management · $141.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patricia Fahnoe
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Schuette
Financial advisor at Avalan, LLC
Avalan, LLC · $621.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Schultz
Financial advisor at Omega Financial Group, LLC
Omega Financial Group, LLC · $552.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Chen
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ross Anderson
Financial advisor at Channel Wealth, LLC
Channel Wealth, LLC · $850.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Russell Johnson
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sara Feder
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shane Holt
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Santa Barbara, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Santa Barbara, CA.

How this list works

Before you hire an advisor in Santa Barbara, CA