🤫 Directory · consent-first

Near 93111. Goleta.

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

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Financial

Advisors & firms near 93111

Financial Vision LLC0 mi

RIA firm · Goleta, CA 93111 · Registered investment adviser · $82M AUM

CRD 123659 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Johannsen & Associates, INC.0 mi

RIA firm · Santa Barbara, CA 93111 · Registered investment adviser · $33M AUM

CRD 137013 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Harbor Hills Financial Advisors0 mi

RIA firm · Montecito, CA 93111 · Registered investment adviser · $128M AUM

CRD 312691 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Abundant Wealth Partners, LLC0 mi

RIA firm · Santa Barbara, CA 93111 · Registered investment adviser · $103M AUM

CRD 317221 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pacific Wealth Strategies Group, INC.2.2 mi

RIA firm · Santa Barbara, CA 93110 · Registered investment adviser · $253M AUM

CRD 144789 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Nexxus Holdings Advisors LLC5.3 mi

RIA firm · Santa Barbara, CA 93109 · Registered investment adviser · $246M AUM

CRD 166884 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dunvegan Associates INC5.9 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, LP5.9 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 Management5.9 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 Management5.9 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 Strategies5.9 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 LLC5.9 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.5.9 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 Investments5.9 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 Planning5.9 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.5.9 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, LLC5.9 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, LLC5.9 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, LLC5.9 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, LLC5.9 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, LLC5.9 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

Filippini Investment Advisory5.9 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $21M AUM

CRD 165943 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wang Financial, LLC5.9 mi

RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $70M AUM

CRD 167570 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capital Wealth Strategies, LLC5.9 mi

RIA firm · Santa Barbara, CA 93105 · Registered investment adviser · $50M AUM

CRD 282818 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to Goleta, 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 93111. Goleta.

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

Find your person