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Top RIA Firms in Santa Barbara, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Santa Barbara, California. This hub covers 28 matching firms with $23.9B in total reported AUM and median AUM of $269.2M.
Firms
28
Matching current profiles
Total AUM
$23.9B
Reported regulatory AUM
Median AUM
$269.2M
Across firms with AUM
Largest firm
$13.9B
Mission Wealth Management, LP
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Mission Wealth Management, LP CRD 113057 · Limited Partnership | SANTA BARBARA, CA | $13.9B Apr 2026 | +$3.9B+38.8% | +$8.9B+179.6% | +$10.2B+273.4% | +$13.4B+2519.6% | +97 employees+111.5% over 3Y | +8,818 accounts+113.7% over 3Y |
| 2. Arlington Financial Advisors, LLC CRD 283288 · Limited Liability Company | SANTA BARBARA, CA | $1.2B Feb 2026 | +$292.5M+31.0% | +$356.2M+40.4% | +$599.5M+94.1% | — | +6 employees+60.0% over 3Y | +977 accounts+61.1% over 3Y |
| 3. Channel Wealth, LLC CRD 323461 · Limited Liability Company | SANTA BARBARA, CA | $850.9M Apr 2026 | +$17.8M+2.1% | +$458.1M+116.6% | — | — | +3 employees+21.4% over 3Y | +816 accounts+67.8% over 3Y |
| 4. Ariadne Wealth Management, LP CRD 170999 · Limited Partnership | SANTA BARBARA, CA | $627.3M Mar 2026 | +$88.0M+16.3% | +$177.5M+39.5% | +$356.8M+131.9% | — | +1 employees+20.0% over 3Y | +74 accounts+20.7% over 3Y |
| 5. Avalan, LLC CRD 156109 · Limited Liability Company | SANTA BARBARA, CA | $621.8M Mar 2026 | +$216.4M+53.4% | +$169.5M+37.5% | +$345.9M+125.4% | +$580.8M+1413.9% | 0 employees+0.0% over 3Y | +207 accounts+36.9% over 3Y |
| 6. Cuadrilla Capital, LLC CRD 314510 · Limited Liability Company | SANTA BARBARA, CA | $586.6M Mar 2026 | +$359.9M+158.7% | +$479.1M+445.7% | — | +$586.6M+5865874610.0% | +4 employees+80.0% over 3Y | +3 accounts+300.0% over 3Y |
| 7. Curtis Advisory Group, LLC CRD 151695 · Limited Liability Company | SANTA BARBARA, CA | $573.7M Apr 2026 | +$88.7M+18.3% | +$251.4M+78.0% | +$323.5M+129.3% | +$431.3M+302.8% | +1 employees+50.0% over 3Y | +173 accounts+46.1% over 3Y |
| 8. Painted Porch Advisors LLC CRD 304375 · Limited Liability Company | SANTA BARBARA, CA | $571.9M Mar 2026 | +$200.1M+53.8% | +$337.4M+143.9% | +$553.5M+3011.3% | — | +9 employees+75.0% over 3Y | +329 accounts+69.0% over 3Y |
| 9. Trinity Capital Management, LLC CRD 143097 · Limited Liability Company | SANTA BARBARA, CA | $556.8M Apr 2026 | +$103.3M+22.8% | +$174.1M+45.5% | +$216.2M+63.5% | +$425.5M+324.2% | +1 employees+20.0% over 3Y | +78 accounts+8.9% over 3Y |
| 10. Omega Financial Group, LLC CRD 164147 · Limited Liability Company | SANTA BARBARA, CA | $552.4M Feb 2026 | +$72.2M+15.0% | +$180.3M+48.5% | +$255.7M+86.2% | — | 0 employees+0.0% over 3Y | +150 accounts+18.2% over 3Y |
| 11. Monarch Wealth Strategies CRD 136029 · Corporation | SANTA BARBARA, CA | $463.5M Mar 2026 | +$126.7M+37.6% | +$155.4M+50.4% | +$214.2M+85.9% | +$252.5M+119.7% | +2 employees+40.0% over 3Y | +38 accounts+4.1% over 3Y |
| 12. Outwing Private Wealth Management CRD 322444 · Limited Liability Company | SANTA BARBARA, CA | $332.8M Mar 2026 | +$169.5M+103.8% | — | — | — | +3 employees+300.0% over 3Y | +24 accounts+31.2% over 1Y |
| 13. Thryve Wealth Management CRD 335920 · Limited Liability Company | SANTA BARBARA, CA | $304.0M Apr 2026 | +$124.9M+69.7% | — | — | +$124.9M+69.7% | -4 employees-30.8% over 1Y | +216 accounts+94.3% over 1Y |
| 14. Foronjy Financial CRD 332380 · Limited Liability Company | SANTA BARBARA, CA | $278.0M Feb 2026 | +$40.1M+16.8% | — | — | — | +2 employees+40.0% over 1Y | +79 accounts+16.9% over 1Y |
| 15. Alamar Capital Management, LLC CRD 154413 · Limited Liability Company | SANTA BARBARA, CA | $260.3M Mar 2026 | +$8.9M+3.5% | +$88.1M+51.1% | +$95.5M+57.9% | +$143.8M+123.5% | -1 employees-25.0% over 3Y | 0 accounts+0.0% over 3Y |
| 16. Certis Capital Management, INC. CRD 144290 · Corporation | SANTA BARBARA, CA | $255.9M Mar 2026 | — | — | — | +$72.1M+39.2% | 0 employees+0.0% over Total | +7 accounts+29.2% over Total |
| 17. Pacific Wealth Strategies Group, INC. CRD 144789 · Corporation | SANTA BARBARA, CA | $253.2M Mar 2026 | +$76.1M+42.9% | +$121.9M+92.9% | -$14.6M-5.5% | +$152.9M+152.5% | 0 employees+0.0% over 3Y | +10 accounts+1.9% over 3Y |
| 18. Nexxus Holdings Advisors LLC CRD 166884 · Limited Liability Company | SANTA BARBARA, CA | $246.2M Mar 2026 | -$16.9M-6.4% | +$50.6M+25.9% | +$95.8M+63.6% | +$66.2M+36.8% | +2 employees+40.0% over 3Y | 0 accounts+0.0% over 3Y |
| 19. Castle Wealth Planning CRD 141601 · Limited Liability Company | SANTA BARBARA, CA | $236.4M Mar 2026 | +$20.9M+9.7% | +$67.1M+39.6% | +$94.2M+66.2% | +$173.1M+273.4% | 0 employees+0.0% over 3Y | -31 accounts-8.0% over 3Y |
| 20. Daniel Investment Associates, LLC CRD 157284 · Limited Liability Company | SANTA BARBARA, CA | $225.3M Mar 2026 | +$33.8M+17.7% | +$47.2M+26.5% | +$69.3M+44.5% | +$100.3M+80.2% | -1 employees-50.0% over 3Y | +7 accounts+26.9% over 3Y |
| 21. Blue Marble Investments CRD 141354 · Limited Liability Company | SANTA BARBARA, CA | $205.1M May 2026 | +$23.6M+13.0% | +$81.6M+66.1% | +$93.5M+83.9% | +$93.5M+83.9% | 0 employees+0.0% over 3Y | +170 accounts+70.5% over 3Y |
| 22. Connor Capital Sb, LLC CRD 283073 · Limited Liability Company | SANTA BARBARA, CA | $196.7M Mar 2026 | -$15.9M-7.5% | — | — | +$16.6M+9.2% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
| 23. Bourke Wealth Management CRD 297957 · Corporation | SANTA BARBARA, CA | $141.4M Feb 2026 | +$25.5M+22.0% | +$33.9M+31.5% | +$27.0M+23.6% | — | +1 employees+33.3% over 3Y | +166 accounts+184.4% over 3Y |
| 24. 15 Equity CRD 310628 · Limited Liability Company | SANTA BARBARA, CA | $135.9M Mar 2026 | +$19.6M+16.8% | +$22.7M+20.0% | +$13.5M+11.1% | +$9.4M+7.4% | +3 employees+75.0% over 3Y | +55 accounts+87.3% over 3Y |
| 25. Vida Wealth Partners, INC. CRD 140824 · Corporation | SANTA BARBARA, CA | $129.6M Mar 2026 | +$18.2M+16.3% | +$60.0M+86.3% | +$60.0M+86.3% | +$60.0M+86.3% | 0 employees+0.0% over 1Y | -14 accounts-23.7% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.