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RIAs in Santa Barbara, California

Explore 28 RIAs headquartered in Santa Barbara, with $27B in combined reported AUM.

RIAs28Headquartered here
Total AUM$27BReported regulatory AUM
Total Employees393Reported by these RIAs
% of Total State AUM0.1%% Of total State AUM Reported

All RIAs in Santa Barbara

28 RIAs
Showing 1–24 of 28 RIAs

Mission Wealth Management, LP

SANTA BARBARA, CA
Reported AUM$17B
Employees220
63.0% of city AUMView RIA ↗

Arlington Financial Advisors, LLC

SANTA BARBARA, CA
Reported AUM$1.2B
Employees16
4.6% of city AUMView RIA ↗

Channel Wealth, LLC

SANTA BARBARA, CA
Reported AUM$850.9M
Employees17
3.2% of city AUMView RIA ↗

Ariadne Wealth Management, LP

SANTA BARBARA, CA
Reported AUM$627.3M
Employees6
2.3% of city AUMView RIA ↗

Avalan, LLC

SANTA BARBARA, CA
Reported AUM$621.8M
Employees11
2.3% of city AUMView RIA ↗

Cuadrilla Capital, LLC

SANTA BARBARA, CA
Reported AUM$586.6M
Employees9
2.2% of city AUMView RIA ↗

Curtis Advisory Group, LLC

SANTA BARBARA, CA
Reported AUM$573.7M
Employees3
2.1% of city AUMView RIA ↗

Painted Porch Advisors LLC

SANTA BARBARA, CA
Reported AUM$571.9M
Employees21
2.1% of city AUMView RIA ↗

Trinity Capital Management, LLC

SANTA BARBARA, CA
Reported AUM$556.8M
Employees6
2.1% of city AUMView RIA ↗

Omega Financial Group, LLC

SANTA BARBARA, CA
Reported AUM$552.4M
Employees6
2.0% of city AUMView RIA ↗

Monarch Wealth Strategies

SANTA BARBARA, CA
Reported AUM$463.5M
Employees7
1.7% of city AUMView RIA ↗

Outwing Private Wealth Management

SANTA BARBARA, CA
Reported AUM$332.8M
Employees4
1.2% of city AUMView RIA ↗

Thryve Wealth Management

SANTA BARBARA, CA
Reported AUM$304M
Employees9
1.1% of city AUMView RIA ↗

Foronjy Financial

SANTA BARBARA, CA
Reported AUM$278M
Employees7
1.0% of city AUMView RIA ↗

Alamar Capital Management, LLC

SANTA BARBARA, CA
Reported AUM$260.3M
Employees3
1.0% of city AUMView RIA ↗

Certis Capital Management, Inc.

SANTA BARBARA, CA
Reported AUM$255.9M
Employees7
0.9% of city AUMView RIA ↗

Pacific Wealth Strategies Group, Inc.

SANTA BARBARA, CA
Reported AUM$253.2M
Employees3
0.9% of city AUMView RIA ↗

Nexxus Holdings Advisors LLC

SANTA BARBARA, CA
Reported AUM$246.2M
Employees7
0.9% of city AUMView RIA ↗

Castle Wealth Planning

SANTA BARBARA, CA
Reported AUM$236.4M
Employees3
0.9% of city AUMView RIA ↗

Daniel Investment Associates, LLC

SANTA BARBARA, CA
Reported AUM$225.3M
Employees1
0.8% of city AUMView RIA ↗

Blue Marble Investments

SANTA BARBARA, CA
Reported AUM$205.1M
Employees3
0.8% of city AUMView RIA ↗

Connor Capital Sb, LLC

SANTA BARBARA, CA
Reported AUM$196.7M
Employees4
0.7% of city AUMView RIA ↗

Bourke Wealth Management

SANTA BARBARA, CA
Reported AUM$141.4M
Employees4
0.5% of city AUMView RIA ↗

15 Equity

SANTA BARBARA, CA
Reported AUM$135.9M
Employees7
0.5% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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