Find a Financial Advisor in Santa Barbara County, CA

 

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We did the hard work of finding trustworthy partners in Santa Barbara County, CA.

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We Only Work With The Best Santa Barbara County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Santa Barbara County, CA


  • Financial Advisor Close to Santa Barbara County, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Santa Barbara County, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Santa Barbara County, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Santa Barbara County financial advisors.
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How Retirement-Friendly is Santa Barbara County, CA?

  • Population: 444,829
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $562,600
  • Average Monthly Housing Cost: $1,676
  • Average Household Income: $106,421
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Santa Barbara County, CA

 

MONARCH WEALTH STRATEGIES

Website

(805) 564-0800

222 East Carillo Street
Suite 208
Santa Barbara, CA 93101

SEC#: 801-118775
Years in Business: 1 years

ARIADNE WEALTH MANAGEMENT, LP

Website

(844) 274-2363

1255 Coast Village Road
Suite 201A
Santa Barbara, CA 93108

SEC#: 801-106829
Years in Business: 6 years

PENSIONMARK FINANCIAL GROUP, LLC

Website

(888) 201-5488

24 E. Cota Street

Santa Barbara, CA 93101

SEC#: 801-96193
Years in Business: 6 years

BOURKE WEALTH MANAGEMENT

Website

(805) 966-2122

222 East Canon Perdido Street,
Suite 305
Santa Barbara, CA 93101

SEC#: 801-117257
Years in Business: 2 years

IRONCREST CAPITAL MANAGEMENT LLC

Website

(213) 709-4729

2420 Castillo Street
Suite 100
Santa Barbara, CA 93105

SEC#: 801-119333
Years in Business: 1 years

MISSION WEALTH MANAGEMENT, LP

Website

(805) 882-2360

1111 Chapala Street
3rd Floor
Santa Barbara, CA 93101

SEC#: 801-61230
Years in Business: 19 years

ALAMAR CAPITAL MANAGEMENT, LLC

Website

(805) 897-1144

200 E Carrillo
Suite 304
Santa Barbara, CA 93101

SEC#: 801-119070
Years in Business: 1 years

AVALAN, LLC

Website

(805) 962-7725

233 E Carillo
Suite B
Santa Barbara, CA 93101

SEC#: 801-107405
Years in Business: 5 years

ARLINGTON FINANCIAL ADVISORS, LLC

Website

(805) 699-7300

100 E. De La Guerra St

Santa Barbara, CA 93101

SEC#: 801-107857
Years in Business: 5 years

 


Santa Barbara County, CA Financial Advisor FAQs

A financial advisor is someone who helps their clients make decisions about things like investment. They would advise the client on how to invest or where to invest, and take care of other important financial matters.
Financial advisors help their clients plan for the future. It's always a good idea to have someone on your side guiding you through changes in your life, and a financial advisor can be an invaluable resource for this kind of support.
Generally speaking, an advisor's role is to support you in your retirement planning and help you manage your investments so that they are optimized for the long-term. However, this is not always the case - some advisors focus on providing debt or wealth management services.
Be careful to always ask for credentials, licenses, and qualifications when choosing an advisor. You should also ask about their fees/compensation and the type of investments they specialize in.