🤫 Directory · consent-first

Near 93108. Santa Barbara.

24 financial advisors & firms and 0 insurance agents verified near Santa Barbara, CA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 93108

Walstad Investment Counsel, INC.0 mi

RIA firm · Santa Barbara, CA 93108 · Registered investment adviser · $80M AUM

CRD 107112 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Soho Financial Services LLC0 mi

RIA firm · Montecito, CA 93108 · Registered investment adviser · $1M AUM

CRD 142510 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ariadne Wealth Management, LP0 mi

RIA firm · Santa Barbara, CA 93108 · Registered investment adviser · $627M AUM

CRD 170999 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Laguna Capital Management, INC.0 mi

RIA firm · Santa Barbara, CA 93108 · Registered investment adviser · $97M AUM

CRD 269869 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Connor Capital Sb, LLC0 mi

RIA firm · Santa Barbara, CA 93108 · Registered investment adviser · $197M AUM

CRD 283073 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Trinity Capital Management, LLC4.3 mi

RIA firm · Santa Barbara, CA 93103 · Registered investment adviser · $557M AUM

CRD 143097 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Honor Family Office, LLC4.3 mi

RIA firm · Santa Barbara, CA 93103 · Registered investment adviser · $55M AUM

CRD 317000 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Planmember Securities Corporation5.9 mi

RIA firm · Carpinteria, CA 93013 · Registered investment adviser · $10.1B AUM

CRD 11869 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Planmember Asset Management Corporation5.9 mi

RIA firm · Carpinteria, CA 93013 · Registered investment adviser

CRD 289591 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dunvegan Associates INC6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $53M AUM

CRD 108603 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mission Wealth Management, LP6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $17.0B AUM

CRD 113057 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Montecito Capital Management6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $35M AUM

CRD 123266 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lambert Capital Management6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $4M AUM

CRD 127822 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Monarch Wealth Strategies6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $463M AUM

CRD 136029 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Summa Capital Management LLC6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $80M AUM

CRD 139984 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Vida Wealth Partners, INC.6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $130M AUM

CRD 140824 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Blue Marble Investments6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $205M AUM

CRD 141354 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Castle Wealth Planning6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $236M AUM

CRD 141601 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Certis Capital Management, INC.6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $256M AUM

CRD 144290 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Curtis Advisory Group, LLC6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $574M AUM

CRD 151695 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Alamar Capital Management, LLC6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $260M AUM

CRD 154413 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Avalan, LLC6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $622M AUM

CRD 156109 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Daniel Investment Associates, LLC6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $225M AUM

CRD 157284 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Omega Financial Group, LLC6.2 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $552M AUM

CRD 164147 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to Santa Barbara, CA.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 93108. Santa Barbara.

24 financial advisors & firms and 0 insurance agents verified near Santa Barbara, CA — every one cited to the regulator, claimable and removable by the person named.

Find your person