Financial advisors in Santa Barbara, CA

103 match · page 1 of 4

Aaron Ritter
Financial advisor at Abundant Wealth Partners, LLC
Abundant Wealth Partners, LLC · $103.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Simmons
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Donlevie
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Silva
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Stanowick
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Stempel
Financial advisor at Ariadne Wealth Management, LP
Ariadne Wealth Management, LP · $627.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alison Miller
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alissa Rennacker
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Allison Meier
Financial advisor at Arlington Financial Advisors, LLC
Arlington Financial Advisors, LLC · $1.24B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brad Stark
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Berry
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Sottak
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Foronjy
Financial advisor at Foronjy Financial
Foronjy Financial · $278M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Powers
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Reinhard
Financial advisor at Omega Financial Group, LLC
Omega Financial Group, LLC · $552.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryant Merryman
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Casey Slemmons
Financial advisor at Avalan, LLC
Avalan, LLC · $621.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Valchar
Financial advisor at R.i.t. Wealth Advisors
R.i.t. Wealth Advisors · $235.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clayton Murdy
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cody Makela
Financial advisor at Arlington Financial Advisors, LLC
Arlington Financial Advisors, LLC · $1.24B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cory Boggs
Financial advisor at Cresset Asset Management, LLC
Cresset Asset Management, LLC · $78.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Allen
Financial advisor at Allen Wealth Management
Allen Wealth Management · $12.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cydney Edmondson
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daisy Melendez
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Gaston
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniele Beasley
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dannell Stuart
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dawn Kirchner
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dianne Duva
Financial advisor at Arlington Financial Advisors, LLC
Arlington Financial Advisors, LLC · $1.24B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dylan Minor
Financial advisor at Omega Financial Group, LLC
Omega Financial Group, LLC · $552.4M 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.

Browse every state at Find an advisor.

Financial advisors in Santa Barbara, CA.

How this list works

Before you hire an advisor in Santa Barbara, CA