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Find Top Financial Advisors in Santa Barbara, California

Santa Barbara, California, known for its beautiful beaches and stunning mountains, is home to over 87,000 residents. With the cost of living at a staggering 57% higher than the national average, having a financial plan in place may be essential for residents to overcome the high costs. That's where an experienced and certified financial advisor can help individuals like you make informed decisions about your investments, retirement plans, savings goals, and more. WiserAdvisor's directory of screened financial advisors, financial advisory firms, certified financial planners, and more can act as a helpful resource to compare vetted and ranked financial advisors in and around Santa Barbara. With a personalized financial plan created by an experienced financial advisor, residents can focus on the beautiful surroundings Santa Barbara has to offer, knowing that their financial future is being overseen and managed by an experienced financial professional.

Finding the Top Financial Advisor in Santa Barbara, California

Last Updated - 01-Jun-2023

Santa Barbara has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below 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 14 years of experience.

NOTE: The list of vetted financial advisors in Santa Barbara , California mentioned below does 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 Years $135,000,000 $250,000 Fee-Based
Dash Investments
DASH INVESTMENTS
21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367
Not Disclosed $370,000,000 Not Specified Fee-Only

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Information on Qualified Financial Advisors in Santa Barbara, California

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

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

Compensation/Fee Fee-Only


Office Location 21600 Oxnard Street Ste 1755,
Woodland Hills,
CA
91367
Phone Number 818-309-4065

About Dash Investments

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


Customer Reviews

Top Financial Advisor Firms in Santa Barbara, California (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
PENSIONMARK FINANCIAL GROUP, LLC
24 E. Cota Street, Suite 200, Santa Barbara, CA 93101
228 6389 $27,145,091,688
A percentage of AUM, Hourly charges, Fixed fees
ARLINGTON FINANCIAL ADVISORS, LLC
100 E. De La Guerra St, Santa Barbara, CA 93101
10 1598 $880,800,000
A percentage of AUM, Hourly charges, Fixed fees
AVALAN, LLC
233 E Carillo, Suite B, Santa Barbara, CA 93101
11 561 $452,336,412
A percentage of AUM, Hourly charges, Fixed fees
ARIADNE WEALTH MANAGEMENT, LP
1255 Coast Village Road, Suite 201a, Santa Barbara, CA 93108
5 358 $449,812,000
A percentage of AUM
TRINITY CAPITAL MANAGEMENT, LLC
607 De La Vista Ave., Santa Barbara, CA 93103
5 830 $392,810,085
A percentage of AUM, Hourly charges, Fixed fees
OMEGA FINANCIAL GROUP, LLC
812 Anacapa Street, Santa Barbara, CA 93101
6 768 $373,259,185
A percentage of AUM, Hourly charges, Fixed fees
CURTIS ADVISORY GROUP, LLC
735 State Street, Suite 214, Santa Barbara, CA 93101
2 334 $370,991,358
A percentage of AUM, Hourly charges, Fixed fees
MONARCH WEALTH STRATEGIES
222 East Carillo Street, Suite 208, Santa Barbara, CA 93101
4 517 $245,608,171
A percentage of AUM, Hourly charges
CASTLE WEALTH PLANNING
1105 Chapala St., Ste. 4, Santa Barbara, CA 93101
3 113 $206,635,816
A percentage of AUM, Hourly charges
NEXXUS HOLDINGS ADVISORS LLC
800 Miramonte Dr, Suite 380, Santa Barbara, CA 93109
3 7 $170,155,821
Fixed fees, Performance Based
PAINTED PORCH ADVISORS LLC
115 S La Cumbre Lane, Suite 201, Santa Barbara, CA 93105
11 290 $147,349,880
A percentage of AUM, Fixed fees
PACIFIC WEALTH STRATEGIES GROUP, INC.
4213 State Street, Suite 206, Santa Barbara, CA 93110
3 455 $137,251,837
A percentage of AUM, Hourly charges, Fixed fees
BOURKE WEALTH MANAGEMENT
222 East Canon Perdido Street,, Suite 305, Santa Barbara, CA 93101
3 233 $120,358,836
A percentage of AUM, Hourly charges, Fixed fees
THEPARTNERS WEALTH MANAGEMENT
1129 State Street, Suite 29, Santa Barbara, CA 93924
3 0 $0
A percentage of AUM, Hourly charges, Fixed fees
DURAN CAPITAL MANAGEMENT, LLC
15 W. Carrillo Street, Suite 100, Santa Barbara, CA 93101
1 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
    319 E Carrillo St, Ste 107, Santa Barbara, CA  93101 805-682-8187
    1014 Santa Barbara St, Santa Barbara, CA  93101 805-963-3381
    1014 Santa Barbara St, Santa Barbara, CA  93101 805-564-7977
    1014 Santa Barbara St, Santa Barbara, CA  93101 805-564-7941
    111 W. Micheltorena St., Suite 200, Santa Barbara, CA  93101 805-618-3160
    1014 Santa Barbara St, Santa Barbara, CA  93101 805-564-7987
    1014 Santa Barbara St, Santa Barbara, CA  93101 805-564-7908
    1014 Santa Barbara St, Santa Barbara, CA  93101 805-564-7944
    1014 Santa Barbara St, Santa Barbara, CA  93101 805-564-7997
    1014 Santa Barbara St, Santa Barbara, CA  93101 805-564-7923

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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