24 financial advisors & firms and 0 insurance agents verified near Goleta, CA โ every one cited to the regulator, claimable and removable by the person named.
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RIA firm ยท Goleta, CA 93111 ยท Registered investment adviser ยท $82M AUM
CRD 123659 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93111 ยท Registered investment adviser ยท $33M AUM
CRD 137013 ยท verify at the regulator
RIA firm ยท Montecito, CA 93111 ยท Registered investment adviser ยท $128M AUM
CRD 312691 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93111 ยท Registered investment adviser ยท $103M AUM
CRD 317221 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93110 ยท Registered investment adviser ยท $253M AUM
CRD 144789 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93109 ยท Registered investment adviser ยท $246M AUM
CRD 166884 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $53M AUM
CRD 108603 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $17.0B AUM
CRD 113057 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $35M AUM
CRD 123266 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $4M AUM
CRD 127822 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $463M AUM
CRD 136029 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $80M AUM
CRD 139984 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $130M AUM
CRD 140824 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $205M AUM
CRD 141354 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $236M AUM
CRD 141601 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $256M AUM
CRD 144290 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $574M AUM
CRD 151695 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $260M AUM
CRD 154413 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $622M AUM
CRD 156109 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $225M AUM
CRD 157284 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $552M AUM
CRD 164147 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $21M AUM
CRD 165943 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93101 ยท Registered investment adviser ยท $70M AUM
CRD 167570 ยท verify at the regulator
RIA firm ยท Santa Barbara, CA 93105 ยท Registered investment adviser ยท $50M AUM
CRD 282818 ยท verify at the regulator
Verified advisors and insurance agents in the places closest to Goleta, CA.
Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.