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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
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
47
non-vetted advisors in your local area. These financial advisors in
Santa Barbara
,
California
have an average of
10
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 |
| The AdvisoryOne Group
THE ADVISORYONE GROUP Pismo Beach, Pismo Beach, CA 93449 |
6 | $450,000,000 | $10,000 | Fee-Based |
Qualifications
CRD# 4978922
FirmCRD# 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
CRD# 6808832
FirmCRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee
Office Location
Pismo Beach,
Pismo Beach,
CA
93449
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 | |||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Ariadne Wealth Management, Lp
1255 Coast Village Road , Suite 201a, Santa Barbara, CA 93108 |
$449,812,000 | 358 |
A percentage of AUM |
| 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 |
| 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 |
| Nexxus Holdings Advisors Llc
800 Miramonte Dr , Suite 380, Santa Barbara, CA 93109 |
$170,917,764 | 7 |
Fixed fees Performance Based |
| Monarch Wealth Strategies
222 East Carillo Street , Suite 208, Santa Barbara, CA 93101 |
$245,608,171 | 517 |
A percentage of AUM Hourly charges |
| 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 |
| Avalan, Llc
233 E Carillo , Suite B, Santa Barbara, CA 93101 |
$452,336,412 | 561 |
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 |
| Castle Wealth Planning
1105 Chapala St. , Ste. 4, Santa Barbara, CA 93101 |
$206,635,816 | 113 |
A percentage of AUM Hourly charges |
| Omega Financial Group, Llc
812 Anacapa Street, Santa Barbara, CA 93101 |
$373,259,185 | 768 |
A percentage of AUM Hourly charges Fixed fees |
| 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 |
| 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 |
| 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 |
| El Capitan Advisors
1900 State Street , Suite J, Santa Barbara, CA 93101 |
$3,602,000,000 | 701 |
A percentage of AUM 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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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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