City
Wealth management firms in Santa Barbara, California
As of October 2, 2026, 52 wealth management firms, including broker-dealer firms, with their main office in Santa Barbara, California reported $27.5 billion in regulatory assets under management; the largest by assets was Mission Wealth Management, LP, with $17.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 52
- Regulatory assets under management
- $27.5 billion
- Average per firm
- $528.4 million
- SEC-registered, of those listed
- 24 of 52 (46.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mission Wealth Management, LP | SEC | $17.0 billion | 18,908 |
| 2 | Arlington Financial Advisors, LLC | SEC | $1.2 billion | 2,575 |
| 3 | Oak Root LLC | SEC | $920.0 million | 103 |
| 4 | Channel Wealth, LLC | SEC | $850.9 million | 2,019 |
| 5 | Ariadne Wealth Management, LP | SEC | $627.3 million | 432 |
| 6 | Avalan, LLC | SEC | $621.8 million | 768 |
| 7 | Curtis Advisory Group, LLC | SEC | $573.7 million | 548 |
| 8 | Painted Porch Advisors LLC | SEC | $571.9 million | 806 |
| 9 | Trinity Capital Management, LLC | SEC | $556.8 million | 954 |
| 10 | Omega Financial Group, LLC | SEC | $552.4 million | 974 |
| 11 | Monarch Wealth Strategies | SEC | $463.5 million | 956 |
| 12 | Thryve Wealth Management | SEC | $304.0 million | 445 |
| 13 | Foronjy Financial | SEC | $278.0 million | 546 |
| 14 | Alamar Capital Management, LLC | SEC | $260.3 million | 197 |
| 15 | Certis Capital Management, Inc. | SEC | $255.9 million | 31 |
| 16 | Pacific Wealth Strategies Group, Inc. | SEC | $253.2 million | 526 |
| 17 | Castle Wealth Planning | SEC | $236.4 million | 355 |
| 18 | Daniel Investment Associates, LLC | SEC | $225.3 million | 33 |
| 19 | Blue Marble Investments | SEC | $205.1 million | 411 |
| 20 | Bourke Wealth Management | SEC | $141.4 million | 256 |
| 21 | 15 Equity | SEC | $135.9 million | 118 |
| 22 | Vida Wealth Partners, Inc. | SEC | $129.6 million | 45 |
| 23 | Abundant Wealth Partners, LLC | SEC | $103.2 million | 156 |
| 24 | Lucent Wealth Planning, LLC | State | $102.6 million | 137 |
| 25 | Laguna Capital Management, Inc. | State | $97.5 million | 321 |
| 26 | Walstad Investment Counsel, Inc. | State | $79.8 million | 24 |
| 27 | Summa Capital Management LLC | State | $79.7 million | 121 |
| 28 | Wang Financial, LLC | State | $70.2 million | 130 |
| 29 | Honor Family Office, LLC | State | $54.7 million | 29 |
| 30 | Dunvegan Associates Inc | State | $53.4 million | 13 |
| 31 | Double Springs Capital LLC | State | $53.3 million | 2 |
| 32 | Mountain Vista Wealth Management | State | $53.3 million | 138 |
| 33 | Capital Wealth Strategies, LLC | State | $50.0 million | 117 |
| 34 | Duran Capital Management, LLC | State | $45.4 million | 194 |
| 35 | Montecito Capital Management | State | $35.0 million | 34 |
| 36 | Placera Capital Management LLC | State | $35.0 million | 45 |
| 37 | Johannsen & Associates, Inc. | State | $33.0 million | 76 |
| 38 | Ironcrest Capital Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $32.6 million | 186 |
| 39 | Albert Investments, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $22.7 million | 209,650 |
| 40 | Filippini Investment Advisory | State | $20.6 million | 179 |
| 41 | Allen Wealth Management | State | $12.7 million | 5 |
| 42 | Capital Management Services | State | $12.0 million | 5 |
| 43 | NN Investment Advisory, LLC | State | $7.4 million | 64 |
| 44 | Peckham, David A | State | $6.1 million | 116 |
| 45 | Blom Levy & Co., LLC | State | $5.4 million | 24 |
| 46 | Presidio Financial Advisors LLC | State | $4.7 million | 19 |
| 47 | Lambert Capital Management | State | $4.2 million | 13 |
| 48 | Select Investment Services | State | $538,605 | 8 |
| 49 | Capital Adulting LLC | State | $0 | 0 |
| 50 | Gibraltar Financial Advisors | State | $0 | 0 |
| 51 | Merus Advisors, LLC | State | $0 | 0 |
| 52 | Santafino Wealth Management LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.