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Find Retirement Advisors for Retirement Planning in Santa Barbara, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Santa Barbara, California
Last Updated - April 25, 2025Santa Barbara has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 26 non-vetted advisors in your local area. These retirement advisors in Santa Barbara, California have an average of 32 years of experience.
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List of Qualified Retirement Planning Advisors in Santa Barbara, California
VERIFIEDQualifications
Firm CRD# 113057
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDX Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Santa Barbara, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 24 E. Cota Street, Suite 200 Santa Barbara, CA, 93101 | $37,759,764,327 | 11973 | 324 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 1900 State Street, Suite J Santa Barbara, CA, 93101 | $7,425,381,304 | 1038 | 9 | A percentage of AUM, Fixed fees |
| 3 | 1111 Chapala Street, 3rd Floor Santa Barbara, CA, 93101 | $7,072,960,768 | 9939 | 109 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 1435 Anacapa Street, Santa Barbara, CA, 93101 | $1,899,274,328 | 2039 | 41 | A percentage of AUM, Fixed fees |
| 5 | 100 E. De La Guerra St, Santa Barbara, CA, 93101 | $944,500,000 | 1810 | 102 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 3700 State Street, Suite 240 Santa Barbara, CA, 93105 | $530,542,800 | 1545 | 15 | A percentage of AUM, Hourly charges, Fixed fees, Other (FINANCIAL PLANNING AND CONSULTING) |
| 7 | 812 Anacapa Street, Santa Barbara, CA, 93101 | $480,234,372 | 943 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 1255 Coast Village Road, Suite 201a Santa Barbara, CA, 93108 | $445,889,437 | 407 | 6 | A percentage of AUM |
| 9 | 735 State Street, Suite 214 Santa Barbara, CA, 93101 | $418,691,638 | 444 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 607 De La Vista Ave., Santa Barbara, CA, 93103 | $413,737,315 | 923 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 233 E Carillo, Suite B Santa Barbara, CA, 93101 | $405,417,977 | 620 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 115 S La Cumbre Lane, Suite 201 Santa Barbara, CA, 93105 | $371,811,867 | 605 | 15 | A percentage of AUM, Fixed fees |
| 13 | 222 East Carillo Street, Suite 208 Santa Barbara, CA, 93101 | $336,787,014 | 925 | 7 | A percentage of AUM, Hourly charges |
| 14 | 200 E Carrillo, Suite 304 Santa Barbara, CA, 93101 | $251,395,704 | 209 | 3 | A percentage of AUM |
| 15 | 401 Chapala Street, Suite 105 Santa Barbara, CA, 93101 | $237,941,059 | 467 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Santa Barbara, California
QualificationsFirm CRD# 208512
Assets Under Management $37,759,764,327
No. Of Clients11973
Clients Per Financial Advisor37
WORLD INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $38B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11973 clients. The team consists of 324 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 290340
Assets Under Management $7,425,381,304
No. Of Clients1038
Clients Per Financial Advisor115
EL CAPITAN ADVISORS is a financial advisory firm situated in Santa Barbara, California. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1038 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 113057
Assets Under Management $7,072,960,768
No. Of Clients9939
Clients Per Financial Advisor91
MISSION WEALTH MANAGEMENT, LP is a financial advisory firm situated in Santa Barbara, California. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9939 clients. The team consists of 109 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (FAMILY WEALTH MANAGEMENT)
QualificationsFirm CRD# 104677
Assets Under Management $1,899,274,328
No. Of Clients2039
Clients Per Financial Advisor50
WEST COAST FINANCIAL, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2039 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 283288
Assets Under Management $944,500,000
No. Of Clients1810
Clients Per Financial Advisor18
ARLINGTON FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $945M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1810 clients. The team consists of 102 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 323461
Assets Under Management $530,542,800
No. Of Clients1545
Clients Per Financial Advisor103
CHANNEL WEALTH, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $531M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1545 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FINANCIAL PLANNING AND CONSULTING)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (CONSULTING)
QualificationsFirm CRD# 164147
Assets Under Management $480,234,372
No. Of Clients943
Clients Per Financial Advisor157
OMEGA FINANCIAL GROUP, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $480M assets under management, the firm specializes in crafting personalized retirement planning solutions for 943 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 170999
Assets Under Management $445,889,437
No. Of Clients407
Clients Per Financial Advisor68
ARIADNE WEALTH MANAGEMENT, LP is a financial advisory firm situated in Santa Barbara, California. With a nearly $446M assets under management, the firm specializes in crafting personalized retirement planning solutions for 407 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 151695
Assets Under Management $418,691,638
No. Of Clients444
Clients Per Financial Advisor148
CURTIS ADVISORY GROUP, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 444 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (INDEPENDENT PERFORMANCE REPORTING AND INVESTMENT OVERSIGHT)
QualificationsFirm CRD# 143097
Assets Under Management $413,737,315
No. Of Clients923
Clients Per Financial Advisor185
TRINITY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $414M assets under management, the firm specializes in crafting personalized retirement planning solutions for 923 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 156109
Assets Under Management $405,417,977
No. Of Clients620
Clients Per Financial Advisor62
AVALAN, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $405M assets under management, the firm specializes in crafting personalized retirement planning solutions for 620 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 304375
Assets Under Management $371,811,867
No. Of Clients605
Clients Per Financial Advisor40
PAINTED PORCH ADVISORS LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $372M assets under management, the firm specializes in crafting personalized retirement planning solutions for 605 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 136029
Assets Under Management $336,787,014
No. Of Clients925
Clients Per Financial Advisor132
MONARCH WEALTH STRATEGIES is a financial advisory firm situated in Santa Barbara, California. With a nearly $337M assets under management, the firm specializes in crafting personalized retirement planning solutions for 925 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 154413
Assets Under Management $251,395,704
No. Of Clients209
Clients Per Financial Advisor70
ALAMAR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $251M assets under management, the firm specializes in crafting personalized retirement planning solutions for 209 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 332380
Assets Under Management $237,941,059
No. Of Clients467
Clients Per Financial Advisor93
FORONJY FINANCIAL is a financial advisory firm situated in Santa Barbara, California. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 467 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.