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Best financial advisors in Santa Barbara, CA

Registered advisers within 25 miles of Santa Barbara, CA.

Offices
212
Firms
136
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,414,429 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

FILIPPINI INVESTMENT ADVISORY
PARK AVENUE SECURITIES LLC
MISSION WEALTH MANAGEMENT, LP
DANIEL INVESTMENT ASSOCIATES, LLC
CASTLE WEALTH PLANNING
EDWARD JONES
SUMMA CAPITAL MANAGEMENT LLC
KINGSWOOD WEALTH ADVISORS, LLC
EV MANAGEMENT COMPANY
LEVELIZED CAPITAL MANAGEMENT LLC
BLUE MARBLE INVESTMENTS
DOUBLE SPRINGS CAPITAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
WANG FINANCIAL, LLC
DUNVEGAN ASSOCIATES INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.

Investors

ALEXANDRO LOUIS FILIPPINI
IAIAN L FILIPPINI
HENRY VERNON TERRELL
STEVE SALVATORE CALTAGIRONE
STEPHAN R GOYETTE
KRISTEN ELYSSA TAYLOR
MARITES M. BLAIR
Joey Sam Khoury
SHANE JON MEARES
Keaton William Krutenat
Austin David Roberts
Victoria Wessler
GREGORY JOHN PRINCE
PETER WOODRING
CLAUDIA ARNOLD
JEFFREY DEAN AVILA
DANNELL RICE STUART
STEPHANIE BRUNO
MATTHEW WILLIAM ADAMS
JENNA LAURYN ROGERS
MARY Voll Miller
SKYLER KANE KRAEMER
KRISTINA GWENDOLYN KEARNEY
Walter Alexander Rizo
ETHAN RODERICK COOPER
Shane Anthony Holt
Weston Paul Patton
OLIVER SCHULTEN
Michael J Dittamo
Alison Rose Miller
Vernon James Kaleo Okalani Fernandez
Joseph Giovanni Tremonti
Andrew Graham Strong
Leah Fang Naish
Cole christopher Bechtel
Ryan Kristiaan Hublitz
DANIELE BEASLEY
BRAD WARREN STARK
PATRICIA ANN FAHNOE
JIMMY SHANGGEE WU
GEOFFREY SUTHERLAND GAGGS
SARA PIERCE CLARK
EMIL NAZARETYAN
KIERAN DAVID OSBORNE
BRIAN GERALD SOTTAK
BRYANT GENE MERRYMAN
LISA MARIE MURPHY
MARK W HERMAN
Adam James Silva
Ishanjit Singh Gondara
Cole Steven Clifford
Griffin Kent
GARY A. BROOKS
JESSE JAMES PANTANO
Jeremy Todd Ragar
Dennis Michael Clark
Shinaola Oluseyi Atoro
Vincent Salvatore Caltagirone
BENNETT DANIEL BAIAMONTE
GREGORY DANIEL VAN WYK
NATHAN EDWARD CULTICE
Gil'bere Coutouzis
Christopher James Luxford
Michael C Day
Peter Michael Blackford
BRIAN ALLAN SCHAFFIELD
FRANK FLOREZ HSIN
TRAVIS MICHAEL KING
DAYNA LYNN BIRKLEY
Sierra Kathryn Smith
ARTURO ANDRES TABUENCA
Linda Smith Shelby
EDWARD HERBERT FISHER
KRISTIN HOLLY MATA
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
JEFFREY ANDREW GRANGE
TYLER BOONE POWELL
JONATHAN KAE-CHI WANG
Helen Nathalie Perez
ALVIN CRAWFORD MOORE
TUTKU PERKIN
Shannon Nichols Kerber
Sean Manning
Marcus H Swaim
David J Catalfimo
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

Within 25 miles of Santa Barbara, CA, Best Investors lists 136 registered investment advisory firms with 212 offices nearby, managing about $13.2T in combined regulatory AUM across 2,414,429 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 Santa Barbara

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