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Best financial advisors in Montecito, CA

Registered advisers within 25 miles of Montecito, CA.

Offices
204
Firms
125
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.51M
2,506,071 clients when Item 5C has a number
Avg / client
$5.50M
Combined AUM ÷ clients

Nearby offices

Firms

CRITICAL FRONTIER
WELLS FARGO CLEARING SERVICES, LLC
SANTA BARBARA MANAGEMENT
HARBOR HILLS FINANCIAL ADVISORS
U.S. BANCORP ADVISORS, LLC
WALSTAD INVESTMENT COUNSEL, INC.
LPL FINANCIAL LLC
ARIADNE WEALTH MANAGEMENT, LP
LAGUNA CAPITAL MANAGEMENT, INC.
CREATIVEONE WEALTH, LLC
ZACKS INTELLIGENCE LLC
CONNOR CAPITAL SB, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RBC SECURITIES, INC
WATCHFIRE VENTURES, LLC
SOHO FINANCIAL SERVICES LLC
J.P. MORGAN SECURITIES LLC
MANCHESTER CAPITAL MANAGEMENT LLC

Investors

ARMANDO CAMPOS
JASON DAVID WILLIAMS
DARIO OROSCO
Carly Rose Glasnow
Anthony George Berti
MARCOS ALVARO
ANTHONY CARL PURPERO
Stuart Michael Glenn
Christopher John O'Connor
APRIL NENA WALSTAD
BURKE WILLIAM FRANCIS
RICK GABON DU BREUIL
Cody Arthur Bahr
ADAM DANIEL STEMPEL
Gabrielle Hutchens
Lily Frischmuth
GENE LEWIS DONGIEUX
Manning David Kalish
DEBORAH KATRIN KIMI GERKEN
ROBERT BERNARD GILSON
JOSHUA ROBERT KEITH
ROBERT KENWORTH KEITH
Gregory Muller
MARCY SHEER BURTON
PAUL FRANCIS CASHMAN
ROY MARTINEZ
AMBER KAY ORTIZ
FRANK THOMAS TROISE
BRIAN E YORTY
Alexander James Puziol
CORY JAMES BOGGS
Avery Harbour

Within 25 miles of Montecito, CA, Best Investors lists 125 registered investment advisory firms with 204 offices nearby, managing about $13.8T in combined regulatory AUM across 2,506,071 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 Montecito

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