Falists

California · 56 advisers

Financial Advisors in Santa Barbara, California

Looking for a financial advisor in Santa Barbara, California? Falists indexes 56 SEC-registered and state-registered investment advisers in Santa Barbara — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 49 firms list a website you can visit directly. Firms in this directory manage up to $13.91B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

56

With website

49

Largest AUM

$13.91B

Financial planning

28

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth46Planning28Trusts40Retirement16Institutional20

Top advisors in Santa Barbara

Ranked by AUM · Fees, team & specialties at a glance

View all 56 →

AVALAN, LLC

Santa Barbara, CA

AUM

$621.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

11 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

805-962-7725

Full profileVisit site →

15 EQUITY

Santa Barbara, CA

AUM

$135.9M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

805-456-4426

Full profileVisit site →
View all 56 advisors in Santa Barbara

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Santa Barbara, California?
56 registered investment advisers are listed in our Santa Barbara directory, sourced from public SEC filings.
What types of advisors are in Santa Barbara?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Santa Barbara?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.