CHANNEL WEALTH, LLC - Financial Advisor in California, Santa Barbara

Tel: 805-898-0893 3700 State Street Suite 240 Santa Barbara, California 93105

About CHANNEL WEALTH, LLC

CHANNEL WEALTH, LLC is a Santa Barbara, California based financial advisory firm with nearly $530,542,800 in assets under management and provides investment advisory services for 1545 clients. There are currently 15 financial advisors at the firm.

General Information

Firm CRD#:

323461

Firm SEC#:

801-126767

Assets Under Management:

$530,542,800

No. of Clients:

1545

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (FINANCIAL PLANNING AND CONSULTING)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Santa Barbara

FirmCRD#:208512

SEC#:801-96193

No. of Advisors:324

No. of Clients:11973

AUM:$37,759,764,327

FirmCRD#:290340

SEC#:801-121377

No. of Advisors:9

No. of Clients:1038

AUM:$7,425,381,304

FirmCRD#:104677

SEC#:801-19093

No. of Advisors:41

No. of Clients:2039

AUM:$1,899,274,328

FirmCRD#:283288

SEC#:801-107857

No. of Advisors:102

No. of Clients:1810

AUM:$944,500,000

FirmCRD#:164147

SEC#:801-77745

No. of Advisors:6

No. of Clients:943

AUM:$480,234,372

FirmCRD#:170999

SEC#:801-106829

No. of Advisors:6

No. of Clients:407

AUM:$445,889,437

FirmCRD#:151695

SEC#:801-81082

No. of Advisors:3

No. of Clients:444

AUM:$418,691,638

FirmCRD#:143097

SEC#:801-67581

No. of Advisors:5

No. of Clients:923

AUM:$413,737,315

FirmCRD#:156109

SEC#:801-107405

No. of Advisors:10

No. of Clients:620

AUM:$405,417,977

FirmCRD#:304375

SEC#:801-122861

No. of Advisors:15

No. of Clients:605

AUM:$371,811,867

FirmCRD#:136029

SEC#:801-118775

No. of Advisors:7

No. of Clients:925

AUM:$336,787,014

FirmCRD#:154413

SEC#:801-119070

No. of Advisors:3

No. of Clients:209

AUM:$251,395,704

FirmCRD#:332380

SEC#:801-130928

No. of Advisors:5

No. of Clients:467

AUM:$237,941,059

FirmCRD#:314510

SEC#:801-122076

No. of Advisors:5

No. of Clients:1

AUM:$226,731,997

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

WORLD INVESTMENT ADVISORS, LLC

208512

801-96193

11973

324

$37,759,764,327

EL CAPITAN ADVISORS

290340

801-121377

1038

$7,425,381,304

WEST COAST FINANCIAL, LLC

104677

801-19093

2039

$1,899,274,328

ARLINGTON FINANCIAL ADVISORS, LLC

283288

801-107857

1810

102

$944,500,000

OMEGA FINANCIAL GROUP, LLC

164147

801-77745

943

$480,234,372

ARIADNE WEALTH MANAGEMENT, LP

170999

801-106829

407

$445,889,437

CURTIS ADVISORY GROUP, LLC

151695

801-81082

444

$418,691,638

TRINITY CAPITAL MANAGEMENT, LLC

143097

801-67581

923

$413,737,315

AVALAN, LLC

156109

801-107405

620

$405,417,977

PAINTED PORCH ADVISORS LLC

304375

801-122861

605

$371,811,867

MONARCH WEALTH STRATEGIES

136029

801-118775

925

$336,787,014

ALAMAR CAPITAL MANAGEMENT, LLC

154413

801-119070

209

$251,395,704

FORONJY FINANCIAL

332380

801-130928

467

$237,941,059

CUADRILLA CAPITAL, LLC

314510

801-122076

$226,731,997

Explore More Financial Advisor Firms in Santa Barbara, California >>