Fiduciary advisors in Santa Barbara, CA
27 registered advisers
Santa Barbara is a coastal city where real estate values, university wealth, and retirees from the tech sector converge, and 27 SEC-registered fiduciary firms serve local investors. Among them, 27 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.
15 EQUITY
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$123M
Minimum--
Clients107
ABUNDANT WEALTH PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$103M
Minimum--
Clients156
ALAMAR CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$251M
Minimum--
Clients209
ALBERT INVESTMENTS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$23M
Minimum--
Clients209,650
ARGOS GLOBAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$13M
Minimum--
Clients1
ARIADNE WEALTH MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$539M
Minimum--
Clients418
ARLINGTON FINANCIAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients2,575
AVALAN, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$489M
Minimum--
Clients629
BLUE MARBLE INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$181M
Minimum--
Clients407
BOURKE WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$141M
Minimum--
Clients256
CASTLE WEALTH PLANNING
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$216M
Minimum--
Clients404
CHANNEL WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$833M
Minimum--
Clients1,796
CONNOR CAPITAL SB, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$213M
Minimum--
Clients8
CUADRILLA CAPITAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$625M
Minimum--
Clients4
CURTIS ADVISORY GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$485M
Minimum--
Clients516
DANIEL INVESTMENT ASSOCIATES, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$221M
Minimum--
Clients35
FORONJY FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$278M
Minimum--
Clients546
MISSION WEALTH MANAGEMENT, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$10.0B
Minimum--
Clients12,456
MONARCH WEALTH STRATEGIES
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.95%
AUM$435M
Minimum--
Clients976
NEXXUS HOLDINGS ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$263M
Minimum--
Clients4
OMEGA FINANCIAL GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$552M
Minimum--
Clients974
OUTWING PRIVATE WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$302M
Minimum--
Clients66
PACIFIC WEALTH STRATEGIES GROUP, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$218M
Minimum--
Clients565
PAINTED PORCH ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$518M
Minimum--
Clients788
TRINITY CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$557M
Minimum--
Clients954
VIDA WEALTH PARTNERS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$111M
Minimum--
Clients45
WORLD INVESTMENT ADVISORS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$56.3B
Minimum--
Clients25,897