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Find Top Financial Advisors in Santa Barbara, California

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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.

Finding the Top Financial Advisor in Santa Barbara, California
Last Updated - 24-Sep-2022

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
Pismo Beach,
Pismo Beach, CA 93449
6 $450,000,000 $10,000 Fee-Based

Information on Qualified Financial Advisors in Santa Barbara

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.

About Foronjy Financial

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 CRD# 5741663
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

About Dash Investments

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 Pismo Beach,
Pismo Beach,
CA
93449
Phone Number 312-819-2408

About The AdvisoryOne Group

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
Fixed fees
El Capitan Advisors
1900 State Street , Suite J,
Santa Barbara, CA 93101
$3,602,000,000 701 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
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
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
Pacific Wealth Strategies Group, Inc.
4213 State Street , Suite 206,
Santa Barbara, CA 93110
$337,245,127 604 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
Castle Wealth Planning
1105 Chapala St. , Ste. 4,
Santa Barbara, CA 93101
$206,635,816 113 A percentage of AUM
Nexxus Holdings Advisors Llc
800 Miramonte Dr , Suite 380,
Santa Barbara, CA 93109
$170,917,764 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
Bourke Wealth Management
222 East Canon Perdido Street, , Suite 305,
Santa Barbara, CA 93101
$120,358,836 233 A percentage of AUM
Fixed fees
Thepartners Wealth Management
1129 State Street , Suite 29,
Santa Barbara, CA 93924
$0 0 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Santa Barbara, California*

    * 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
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