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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

DURAN CAPITAL MANAGEMENT, LLC
ADVISORY SERVICES NETWORK
CENTAURUS FINANCIAL, INC.
CHARLES SCHWAB & CO., INC.
WANG FINANCIAL, LLC
DUNVEGAN ASSOCIATES INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SCOP VENTURES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
EV MANAGEMENT COMPANY
LEVELIZED CAPITAL MANAGEMENT LLC
BLUE MARBLE INVESTMENTS
DOUBLE SPRINGS CAPITAL LLC
SUMMA CAPITAL MANAGEMENT LLC
EDWARD JONES
MORGAN STANLEY
HONOR FAMILY OFFICE, LLC
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CERITY PARTNERS LLC

Investors

JACQUELINE DURAN
SCOTT EVANS TETER
KELLEY SUSAN SLAUGHT
Shannon Michael Peace
Colby Patrick Laxton
Henry C Glasheen
ROBERT LEE BLUNT
SCOTT WILLIAM RIESEN
Rachel Helen Burkley
Kayla Jean Trujillo
Jarumon Sangsipet Peiffer
Brooke Noelle Harcsa
ANDREW LEE WALTON
Andrew Christensen
JONATHAN KAE-CHI WANG
Helen Nathalie Perez
ALVIN CRAWFORD MOORE
TUTKU PERKIN
KRISTIN HOLLY MATA
Sierra Kathryn Smith
ARTURO ANDRES TABUENCA
Linda Smith Shelby
EDWARD HERBERT FISHER
BRIAN ALLAN SCHAFFIELD
Gil'bere Coutouzis
Christopher James Luxford
Michael C Day
Peter Michael Blackford
JEFFREY PAUL FORSTER
JONATHAN MARSHALL FUHRER
JULIE LOUISE SMITH
JASON TOLAND
Ryan Godges
MATTHEW YONALLY
MITCHELL EDWARD VANCE
AMIE Parrish BRALLIER
DEBRA ANN GALIN
AMY MOORE
EMMA C BRIDGES
GREGORY PETER HOGAN
THOMAS W PRYOR
MICHAEL ROBERT MCGINNIS
GEORGE JOSEPH RASHER
EVA VIRGINIA ENRIGUE
Sarai Anderson
NATHANIEL E ERMAN
Gavin W Kirby
Jacob Daniel Hoth
CHRISTIAN SOREN MARX
WILLIAM ALAN YINGST
JULIE GREGORI WILLIAMS
SABRINA NOELANI-NGIAU KRANZ
ELISABETH RACHEL SCHREIBER
HOWARD JAY SMITH
HITEN IYER
CASSANDRA LAUREN RAPP
JAY RANDALL PARKER
Andrew Winchester
AARON DAVID SILBERMAN
DENNIS EDWARD FORSTER
MICHAEL CHARLES MONTGOMERY
Kaelen Pari Perushek
Chloe M McKenna
JOVITA RUIZ HONOR
ANDREW JOHN ANABLE
Paxson DK Russell
LISA ANN BARRANTES-DELOSSANTOS
KIERAN THOMAS MALONEY
Matthew George Rowe
JUSTIN MICHAEL PEARLMAN
Cydney Ann Edmondson
JEFFREY MARVIN DAVIS
MARGARET JOAN MACISAAC
ALAN MILES GRIFFIN
SARA ROSE FEDER
Alissa Jade Rennacker
RILEY DAVID JOHNSON
AARON EDWARD SIMMONS
LISA ANN NEFF
CLAYTON THOMAS MURDY
KRISTEN ELIZABETH KOCH
Dalton William Dixon
JENNIFER ELAINE SHINN
KYLE BRIAN LANTOW
STEVEN A WEINTRAUB
JESSICA KATHERINE LAYMAN
RYAN SCOTT REIFF
COLIN MAKAI HYATT
DORIENNE SCIACCA LARBIG
KENDALL ALBERT

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