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Best financial advisors in Goleta, CA

Registered advisers within 25 miles of Goleta, CA.

Offices
180
Firms
118
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,416,285 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

PACIFIC WEALTH STRATEGIES GROUP, INC.
CENTAURUS FINANCIAL, INC.
CREATIVEONE WEALTH, LLC
OSAIC WEALTH, INC.
PAINTED PORCH ADVISORS LLC
WELLS FARGO CLEARING SERVICES, LLC
STRATEGIC ADVISERS LLC
J.P. MORGAN SECURITIES LLC
CHANNEL WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
ABUNDANT WEALTH PARTNERS, LLC
CAPITAL WEALTH STRATEGIES, LLC
LUCENT WEALTH PLANNING, LLC
GLOBAL RETIREMENT PARTNERS LLC
IRONCREST CAPITAL MANAGEMENT LLC

Investors

GRAHAM STUART GUESS
JEFFERY DANE BROOKSHIRE
ERIN JANE NEIL
JEFFERY G CHAFFIN
DEBORAH L STOKER
TROY NICHOLAS TREMBLAY
ADAM JAMES DONLEVIE
MICHAEL J MORANDO JR
JAMES MARTIN APPEL
Julia Elizabeth Coburn
TIMOTHY PATRICK SWEENEY
TIMOTHY NEIL TREMBLAY
RYAN KEITH BURNHAM
Kenneth Hyman
STEVEN CHRISTOPHER SYMER
KATHLEEN MCBRIDE SYMER
ERIC DAVID TOUBIN
KURT RICHARD SCHLIEMANN
BRIAN DENNIS LLOYD
Justin Michael Vlaanderen
CRAIG ALAN SCHMITT
Katharine Lynn Newell
ZACHARY JAMES PHILIPP
Nicholas Scott Thanaet
TIMOTHY ROBERT LINDVALL
GREGG DESMOND HACKETHAL
GERARDO MARTIN BANUELOS
GERARDO BARAJAS
ADAM MACKENZIE
AVA HAGEN
JULIA WATTS
OSCAR BURNELL PHILLIPS
LUCAS ADAM
DAVID ANDREW WILSON
KYLE H. OPDYKE
ANTHONY ROSSI-BERG
HALEY NICOLE DANIELS
TARA MOAYER
Aries Chinsio
James M. Eustice
Randy Dee Howe
MAXWELL JOEL PHILLIPS
JUSTIN THOREAU POLLACK
JOSEPH REEVES O'FLAHERTY
JUSTIN ROBERT ANDERSON
BRETT EDWARD WEICHBROD
CHRISTIAN RANDOLPH SNOWDEN
Awni-Ming Resurreccion Broughton
ROSS L ANDERSON
MARIA GUADALUPE VALLEJO-MEZA
JOAN TOZER
DAISY DAHLIA MELENDEZ
WILLIAM LESTER KREBS
DANIEL BRYANT GASTON
ROBERT SEAN KRIZ
MITCHELL LAWRENCE DIRENZI
STEVE KIM
ALBERT BONNER WILLIAMS
JACQUELINE MARIE BARRIOS
JOANNE GORDON
KEVIN ROBERT RICHARD
CAROL ELIZABETH MARKS
RICHARD SCOTT TENOLD
LYNNE NICHOLSON MING
RICCI JOSEPH MANCINELLI
RICHARD BENTON BUIE
DANIEL A KLEIN
STEVEN MARK SKLOVER
ELIZABETH FREDA FAHAN
MATTHEW PATRICK KELLY
BRETT GAYLEN GRIMES
DREW RICHARD DUSEBOUT
ALEXANDER HUTCHINSON KADISH
LISA BETTINA LOMELI
WARD RAFFERTY
JONATHAN PICKERT
MARK SIDNEY GOLDEN
KEVIN JOHN CYR
ERIC SCHENKER
BRIAN NICHOLS MANN
Carlo Michael Mazziliano
AARON DAVID RITTER
Kristen Ritter
JOHAN HENRIK FRISELL
JEAN-LUC MICHEL JULIEN BOURDON
SETH ERIK GRANO
RONALD SEIMITSU CHEN
RAY OWEN DIBARTOLOMEO

Within 25 miles of Goleta, CA, Best Investors lists 118 registered investment advisory firms with 180 offices nearby, managing about $13.1T in combined regulatory AUM across 2,416,285 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Goleta

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM