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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Santa Barbara
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
52
non-vetted advisors in your local area. These financial advisors in
Santa Barbara, California
have an average of
11
years of experience.
NOTE: The list of financial
advisors in
Santa Barbara, California
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Santa Barbara, California.
| Qualified Financial Advisors in Santa Barbara, California | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Bryan Foronjy
CFP® FORONJY FINANCIAL 401 Chapala St #105, Santa Barbara, CA 93101 |
14 | $135000000 | $250000 | Fee-Based |
| Dash Investments
CFP®, ChFC® DASH INVESTMENTS 21600 Oxnard Street Ste 1755, Woodland Hills, CA 91367 |
15 | 370000000 | Not Specified | Fee-Only |
| The AdvisoryOne Group
THE ADVISORYONE GROUP Grover Beach, Grover Beach, CA 93433 |
6 | $450,000,000 | $10,000 | Fee-Based |
Qualifications
CRD# 4978922
Firm CRD# 283824
Series 7, 10, 66
Compensation/Fee Fee-Based
Office Location
401 Chapala St #105,
Santa Barbara,
CA
93101
Phone Number
805-880-9444
As the Principal Wealth Manager and founder of Foronjy Financial, Bryan created a practice for clients that truly appreciate a personal relationship with a seasoned practitioner who intends to stick with them for the long term. As a seasoned financial professional, Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sensible advice drawing from over a decade of professional experience. Bryan graduated with a Bachelor of Science degree in Finance with a emphasis in Personal Financial Planning from San Diego State University. Before founding Foronjy Financial in 2015, Bryan worked for a decade as a Senior Account Executive at Fidelity Investments in Santa Barbara, CA. While not in the office, Bryan keeps a healthy work-life balance by exercising regularly, enjoying a game of chess, or spending time outdoors with his wife and three children.
Foronjy Financial was created with the intention of providing clients with sensible investment advice and personalized service. We help our clients chart a course toward retirement using professional experience coupled with sophisticated software. At Foronjy Financial we make financial planning personal again.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 135281
Series 63, 65
Compensation/Fee Fee-Only
Office Location
21600 Oxnard Street Ste 1755,
Woodland Hills,
CA
91367
Phone Number
818-309-4065
The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success. Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Qualifications
CRD# 6808832
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
Grover Beach,
Grover Beach,
CA
93433
Phone Number
312-819-2408
The AdvisoryOne Group is an experienced financial planning organization focused on goal pursuit through concierge services for an engaged clientele. We accomplish our vision by remaining true to our values. We strive to make the ideal real, while recognizing the certainty of change in the lifetimes of our clients, ourselves, and our firm.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Santa Barbara, California (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| PENSIONMARK FINANCIAL GROUP, LLC
24 E. Cota Street , Suite 200, Santa Barbara, CA 93101 |
$27,145,091,688 | 6389 |
A percentage of AUM Hourly charges Fixed fees |
| ARLINGTON FINANCIAL ADVISORS, LLC
100 E. De La Guerra St, Santa Barbara, CA 93101 |
$880,800,000 | 1598 |
A percentage of AUM Hourly charges Fixed fees |
| AVALAN, LLC
233 E Carillo , Suite B, Santa Barbara, CA 93101 |
$452,336,412 | 561 |
A percentage of AUM Hourly charges Fixed fees |
| ARIADNE WEALTH MANAGEMENT, LP
1255 Coast Village Road , Suite 201a, Santa Barbara, CA 93108 |
$449,812,000 | 358 |
A percentage of AUM |
| TRINITY CAPITAL MANAGEMENT, LLC
607 De La Vista Ave., Santa Barbara, CA 93103 |
$392,810,085 | 830 |
A percentage of AUM Hourly charges Fixed fees |
| OMEGA FINANCIAL GROUP, LLC
812 Anacapa Street, Santa Barbara, CA 93101 |
$373,259,185 | 768 |
A percentage of AUM Hourly charges Fixed fees |
| CURTIS ADVISORY GROUP, LLC
735 State Street , Suite 214, Santa Barbara, CA 93101 |
$370,991,358 | 334 |
A percentage of AUM Hourly charges Fixed fees |
| MONARCH WEALTH STRATEGIES
222 East Carillo Street , Suite 208, Santa Barbara, CA 93101 |
$245,608,171 | 517 |
A percentage of AUM Hourly charges |
| CASTLE WEALTH PLANNING
1105 Chapala St. , Ste. 4, Santa Barbara, CA 93101 |
$206,635,816 | 113 |
A percentage of AUM Hourly charges |
| NEXXUS HOLDINGS ADVISORS LLC
800 Miramonte Dr , Suite 380, Santa Barbara, CA 93109 |
$170,155,821 | 7 |
Fixed fees Performance Based |
| PAINTED PORCH ADVISORS LLC
115 S La Cumbre Lane , Suite 201, Santa Barbara, CA 93105 |
$147,349,880 | 290 |
A percentage of AUM Fixed fees |
| PACIFIC WEALTH STRATEGIES GROUP, INC.
4213 State Street , Suite 206, Santa Barbara, CA 93110 |
$137,251,837 | 455 |
A percentage of AUM Hourly charges Fixed fees |
| BOURKE WEALTH MANAGEMENT
222 East Canon Perdido Street, , Suite 305, Santa Barbara, CA 93101 |
$120,358,836 | 233 |
A percentage of AUM Hourly charges Fixed fees |
| THEPARTNERS WEALTH MANAGEMENT
1129 State Street , Suite 29, Santa Barbara, CA 93924 |
$0 | 0 |
A percentage of AUM Hourly charges Fixed fees |
| DURAN CAPITAL MANAGEMENT, LLC
15 W. Carrillo Street , Suite 100, Santa Barbara, CA 93101 |
$0 | 0 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Judy Pirkowitsch Inquire with Judy |
319 E Carrillo St, Ste 107, Santa Barbara, CA 93101 | 805-682-8187 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
1014 Santa Barbara St, Santa Barbara, CA 93101 | 805-963-3381 |
| Jacqueline Duran Inquire with Jacqueline |
1014 Santa Barbara St, Santa Barbara, CA 93101 | 805-564-7977 |
| Michael McGinnis Inquire with Michael |
1014 Santa Barbara St, Santa Barbara, CA 93101 | 805-564-7941 |
| Santa Barbara Branch D.A. Davidson & Co. Inquire with Santa |
111 W. Micheltorena St., Suite 200, Santa Barbara, CA 93101 | 805-618-3160 |
| Debra A Galin Inquire with Debra |
1014 Santa Barbara St, Santa Barbara, CA 93101 | 805-564-7987 |
| Jeffrey P Forster Inquire with Jeffrey |
1014 Santa Barbara St, Santa Barbara, CA 93101 | 805-564-7908 |
| Jason Mochi Inquire with Jason |
1014 Santa Barbara St, Santa Barbara, CA 93101 | 805-564-7944 |
| Tom Pryor Inquire with Tom |
1014 Santa Barbara St, Santa Barbara, CA 93101 | 805-564-7997 |
| Jay Parker Inquire with Jay |
1014 Santa Barbara St, Santa Barbara, CA 93101 | 805-564-7923 |
Grow your AUM with pre-qualified leads!
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