Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 you 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 registrations check. 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.
Santa Barbara has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in Santa Barbara, California have an average of 0 years of experience.
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.
Fee-Only
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PENSIONMARK FINANCIAL GROUP, LLC 24 E. Cota Street, Suite 200 Santa Barbara, CA, 93101 | $26,622,603,339 | 7380 | 244 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | EL CAPITAN ADVISORS 1900 State Street, Suite J Santa Barbara, CA, 93101 | $7,425,381,304 | 1038 | 9 | A Percentage of AUM, Fixed Fees |
3 | MISSION WEALTH MANAGEMENT, LP 1111 Chapala Street, 3rd Floor Santa Barbara, CA, 93101 | $4,975,561,347 | 7755 | 87 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | WEST COAST FINANCIAL, LLC 1435 Anacapa Street, Santa Barbara, CA, 93101 | $1,515,060,044 | 1927 | 39 | A Percentage of AUM, Fixed Fees |
5 | ARLINGTON FINANCIAL ADVISORS, LLC 100 E. De La Guerra St, Santa Barbara, CA, 93101 | $740,660,000 | 1627 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | CURTIS ADVISORY GROUP, LLC 735 State Street, Suite 214 Santa Barbara, CA, 93101 | $395,857,556 | 424 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | ARIADNE WEALTH MANAGEMENT, LP 1255 Coast Village Road, Suite 201a Santa Barbara, CA, 93108 | $395,285,700 | 369 | 6 | A Percentage of AUM |
8 | CHANNEL WEALTH, LLC 3700 State Street, Suite 240 Santa Barbara, CA, 93105 | $392,771,527 | 1203 | 14 | A Percentage of AUM, Hourly charges, Other (FINANCIAL PLANNING AND CONSULTING) |
9 | TRINITY CAPITAL MANAGEMENT, LLC 607 De La Vista Ave., Santa Barbara, CA, 93103 | $382,669,754 | 876 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
10 | OMEGA FINANCIAL GROUP, LLC 812 Anacapa Street, Santa Barbara, CA, 93101 | $372,102,638 | 824 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
11 | AVALAN, LLC 233 E Carillo, Suite B Santa Barbara, CA, 93101 | $349,285,204 | 628 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
12 | MONARCH WEALTH STRATEGIES 222 East Carillo Street, Suite 208 Santa Barbara, CA, 93101 | $308,121,727 | 918 | 5 | A Percentage of AUM, Hourly charges |
13 | PAINTED PORCH ADVISORS LLC 115 S La Cumbre Lane, Suite 201 Santa Barbara, CA, 93105 | $234,503,128 | 477 | 12 | A Percentage of AUM, Fixed Fees |
14 | NEXXUS HOLDINGS ADVISORS LLC 800 Miramonte Dr, Suite 380 Santa Barbara, CA, 93109 | $195,641,825 | 4 | 5 | Fixed Fees, Performance Based |
15 | CUADRILLA CAPITAL, LLC 351 Paseo Nuevo, 2nd Floor Santa Barbara, CA, 93101 | $189,069,000 | 1 | 5 | A Percentage of AUM, Performance Based |
QualificationsFirm CRD# 208512
Assets Under Management $26,622,603,339
No. Of Clients7380
Clients Per Financial Advisor30
PENSIONMARK FINANCIAL GROUP, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7380 clients. The team consists of 244 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.
QualificationsFirm CRD# 113057
Assets Under Management $4,975,561,347
No. Of Clients7755
Clients Per Financial Advisor89
MISSION WEALTH MANAGEMENT, LP is a financial advisory firm situated in Santa Barbara, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7755 clients. The team consists of 87 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104677
Assets Under Management $1,515,060,044
No. Of Clients1927
Clients Per Financial Advisor49
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 1927 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283288
Assets Under Management $740,660,000
No. Of Clients1627
Clients Per Financial Advisor163
ARLINGTON FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $741M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1627 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 151695
Assets Under Management $395,857,556
No. Of Clients424
Clients Per Financial Advisor141
CURTIS ADVISORY GROUP, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $396M assets under management, the firm specializes in crafting personalized retirement planning solutions for 424 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 170999
Assets Under Management $395,285,700
No. Of Clients369
Clients Per Financial Advisor62
ARIADNE WEALTH MANAGEMENT, LP is a financial advisory firm situated in Santa Barbara, California. With a nearly $395M assets under management, the firm specializes in crafting personalized retirement planning solutions for 369 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 323461
Assets Under Management $392,771,527
No. Of Clients1203
Clients Per Financial Advisor86
CHANNEL WEALTH, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $393M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1203 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 143097
Assets Under Management $382,669,754
No. Of Clients876
Clients Per Financial Advisor175
TRINITY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $383M assets under management, the firm specializes in crafting personalized retirement planning solutions for 876 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164147
Assets Under Management $372,102,638
No. Of Clients824
Clients Per Financial Advisor137
OMEGA FINANCIAL GROUP, 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 824 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156109
Assets Under Management $349,285,204
No. Of Clients628
Clients Per Financial Advisor63
AVALAN, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $349M assets under management, the firm specializes in crafting personalized retirement planning solutions for 628 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 136029
Assets Under Management $308,121,727
No. Of Clients918
Clients Per Financial Advisor184
MONARCH WEALTH STRATEGIES is a financial advisory firm situated in Santa Barbara, California. With a nearly $308M assets under management, the firm specializes in crafting personalized retirement planning solutions for 918 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 304375
Assets Under Management $234,503,128
No. Of Clients477
Clients Per Financial Advisor40
PAINTED PORCH ADVISORS LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 477 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166884
Assets Under Management $195,641,825
No. Of Clients4
Clients Per Financial Advisor1
NEXXUS HOLDINGS ADVISORS LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 314510
Assets Under Management $189,069,000
No. Of Clients1
Clients Per Financial Advisor0
CUADRILLA CAPITAL, LLC is a financial advisory firm situated in Santa Barbara, California. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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