% of assets managed in Santa Barbara, CA
40 advisers in Santa Barbara offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
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All 40
15 EquitySEC registeredNo commissions reportedAbundant Wealth Partners, LLCSEC registeredNo commissions reportedAlamar Capital Management, LLCSEC registeredNo commissions reportedAriadne Wealth Management, LPSEC registeredNo commissions reportedArlington Financial Advisors, LLCSEC registeredNo commissions reportedAvalan, LLCSEC registeredNo commissions reportedBlue Marble InvestmentsSEC registeredNo commissions reportedBourke Wealth ManagementSEC registeredNo commissions reportedCapital Wealth Strategies, LLCState registeredNo commissions reportedCastle Wealth PlanningSEC registeredNo commissions reported
Certis Capital Management, INC.SEC registeredNo commissions reportedChannel Wealth, LLCSEC registeredNo commissions reportedCurtis Advisory Group, LLCSEC registeredNo commissions reportedDaniel Investment Associates, LLCSEC registeredNo commissions reportedDouble Springs Capital LLCState registeredNo commissions reportedDunvegan Associates INCState registeredNo commissions reportedDuran Capital Management, LLCState registeredNo commissions reportedFilippini Investment AdvisoryState registeredNo commissions reportedForonjy FinancialSEC registeredNo commissions reportedHonor Family Office, LLCState registeredNo commissions reportedIroncrest Capital Management LLCState registeredNo commissions reportedJohannsen & Associates, INC.State registeredNo commissions reportedLaguna Capital Management, INC.State registeredNo commissions reportedLambert Capital ManagementState registeredNo commissions reportedLucent Wealth Planning, LLCState registeredNo commissions reportedMerus Advisors, LLCState registeredNo commissions reportedMission Wealth Management, LPSEC registeredNo commissions reportedMonarch Wealth StrategiesSEC registeredNo commissions reportedMontecito Capital ManagementState registeredNo commissions reportedOmega Financial Group, LLCSEC registeredNo commissions reportedPacific Wealth Strategies Group, INC.SEC registeredNo commissions reportedPainted Porch Advisors LLCSEC registeredNo commissions reportedPresidio Financial Advisors LLCState registeredNo commissions reportedSelect Investment ServicesState registeredNo commissions reportedSumma Capital Management LLCState registeredNo commissions reportedThryve Wealth ManagementSEC registeredNo commissions reportedTrinity Capital Management, LLCSEC registeredNo commissions reportedVida Wealth Partners, INC.SEC registeredNo commissions reportedWalstad Investment Counsel, INC.State registeredNo commissions reportedWang Financial, LLCState registeredNo commissions reported