Financial advisors in Santa Barbara, CA

164 financial advisors listed in Santa Barbara, California. 128 with a phone number and 147 with a website.

Santa Barbara accounts for 1% of the financial advisors listed in California and ranks #25 among California cities for financial advisors.

Quick answer

Santa Barbara, CA has 164 financial advisors listed on USA Business Search. 128 list a phone number and 147 list a website. The most listings are in ZIP codes 93101, 93108, 93105.

Updated October 2026

H&R Block

LA CUMBRE PLAZA 3890 LA CUMBRE PL STE D, Santa Barbara, CA 93105 · Claim or fix

Call (805) 682-3681 Website Map

Wells Fargo Advisors

3660 State St, Santa Barbara, CA 93105 · Claim or fix

Call (805) 963-9561 Website Map

Mercer Advisors - Santa Barbara

222 E Carrillo St Ste 400, Santa Barbara, CA 93101 · Claim or fix

Call (877) 230-3214 Website Map

Fidelity Investments

3793 State St, Santa Barbara, CA 93105 · Claim or fix

Call (800) 622-0603 Website Map

Santa Barbara Cash Register

27 W Anapamu St, Suite 245, Santa Barbara, CA 93101 · Claim or fix

Call (805) 563-0777 Website Map

Harbor Hills Wealth Management

1485 E Valley Rd #2, Santa Barbara, CA 93108 · Claim or fix

Call (805) 451-8849 Website Map

Accountability Plus

115 S La Cumbre Ln #100, Santa Barbara, CA 93105 · Claim or fix

Call (805) 899-1936 Website Map

ACE Cash Express

3611 State St, Santa Barbara, CA 93105 · Claim or fix

Call (805) 563-1142 Website Map

Agility Capital

1117 State St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 568-0425 Map

Alamar Capital Management Llc

200 E Carrillo St Ste 304, Santa Barbara, CA 93101 · Claim or fix

Call (805) 897-1133 Website Map

Alamar Capital Management, Llc

330 E Canon Perdido St Ste F, Santa Barbara, CA 93101 · Claim or fix

Website Map

Alfred M Frankel Cpa

610 Anacapa St # 2, Santa Barbara, CA 93101 · Claim or fix

Website Map

Alliance Group

5290 Overpass Rd Ste 122, Santa Barbara, CA 93111 · Claim or fix

Call (805) 683-2755 Website Map

Alliance Wealth Strategies

222 E Carrillo St Ste 304-B, Santa Barbara, CA 93101 · Claim or fix

Call (805) 621-7006 Website Map

Alpha Investment Management

315 Meigs Rd Ste A Pmb 416, Santa Barbara, CA 93109 · Claim or fix

Call (805) 845-2289 Map

AmeriFlex

800 Miramonte Dr #150, Santa Barbara, CA 93109 · Claim or fix

Call (805) 770-1356 Website Map

Ameriflex® Financial Services

3700 State St Ste 240, Santa Barbara, CA 93105 · Claim or fix

Website Map

Ameriprise Financial Advisors

1625 State St Ste 3, Santa Barbara, CA 93101 · Claim or fix

Call (805) 682-8187 Website Map

Anderson Financial Solutions

128 E Carrillo St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 569-7666 Website Map

Andrew Spitz - Ameriprise Financial Advisor

411 E Canon Perdido St Ste 1, Santa Barbara, CA 93101 · Claim or fix

Call (805) 560-8877 Website Map

Ariadne Wealth Management, Lp

1255 Coast Village Rd Ste 201a, Santa Barbara, CA 93108 · Claim or fix

Call (805) 456-4920 Website Map

Arlington Financial Advisors

100 E De La Guerra St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 699-7300 Website Map

Athenaeum Capital Partners

559 San Ysidro Rd # 1, Santa Barbara, CA 93108 · Claim or fix

Call (805) 565-3334 Website Map

Athens Capital Management Llc.

1149 Coast Village Rd Ste 2, Santa Barbara, CA 93108 · Claim or fix

Call (805) 564-4730 Website Map

Austin Lampson, Santa Barbara Lender

1332 Anacapa St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 335-8200 Website Map

Avalan

233 E Carrillo St Suite B, Santa Barbara, CA 93101 · Claim or fix

Call (805) 962-7725 Website Map

Bail Hotline Bail Bonds

1005 Santa Barbara St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 965-9087 Website Map

Baird Wealth Strategy Group

222 E Carrillo St Ste 304, Santa Barbara, CA 93101 · Claim or fix

Call (805) 898-3684 Website Map

Balanced Wealth Planning, Inc.

55 S La Cumbre Rd Ste 12, Santa Barbara, CA 93105 · Claim or fix

Call (805) 967-0064 Website Map

Barr Janet Chfc Clu Financial Advisor

5266 Hollister Ave Ste 325, Santa Barbara, CA 93111 · Claim or fix

Call (805) 965-0101 Website Map

Beacon Pointe Wealth Advisors

1165 Coast Village Rd Ste L, Santa Barbara, CA 93108 · Claim or fix

Call (805) 335-2208 Website Map

Bija Advisors Llc

1482 E Valley Rd Ste 217, Santa Barbara, CA 93108 · Claim or fix

Website Map

Blackline Partners, LLC

1485 E Valley Rd, Santa Barbara, CA 93108 · Claim or fix

Call (805) 969-5081 Website Map

Bourke Wealth Management

1032 Santa Barbara St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 966-2122 Website Map

California Wealth Advisors

10 E Figueroa St Ste 201, Santa Barbara, CA 93101 · Claim or fix

Website Map

Canberra Company

PO Box 23209, Santa Barbara, CA 93121 · Claim or fix

Call (805) 962-1040 Website Map

Captrust

24 E Cota St Ste 200, Santa Barbara, CA 93101 · Claim or fix

Call (800) 216-0645 Website Map

Castle Wealth Planning

1105 Chapala St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 962-5630 Website Map

Cerity Partners

1435 Anacapa St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 962-9131 Website Map

Certis Capital Management, Inc

814 State St Ste 38, Santa Barbara, CA 93101 · Claim or fix

Website Map

Champlin / Gei Wind Holdings, Llc

2020 Alameda Padre Serra Ste 123, Santa Barbara, CA 93103 · Claim or fix

Call (805) 568-0300 Website Map

Channel Islands Fiduciary Group

132 E Figueroa St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 804-3131 Website Map

Channel Wealth

3700 State St Ste 240, Santa Barbara, CA 93105 · Claim or fix

Call (805) 898-0893 Website Map

Clayton Parker

525 Olive St, Santa Barbara, CA 93101 · Claim or fix

Call (858) 794-8100 Website Map

Compass First

1114 State St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 886-2919 Website Map

Continental Credit Control

22 N Milpas St Ste C, Santa Barbara, CA 93103 · Claim or fix

Call (805) 899-4431 Website Map

Corner Capital Partners

10 E Figueroa St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 965-5510 Website Map

Cresset

120 E De La Guerra St Ste 1, Santa Barbara, CA 93101 · Claim or fix

Call (805) 328-5216 Website Map

Curtis Advisory Group, Llc

735 State St Ste 214, Santa Barbara, CA 93101 · Claim or fix

Call (805) 963-6181 Website Map

Cycad Group

1270 Coast Village Cir Ste 1, Santa Barbara, CA 93108 · Claim or fix

Call (805) 684-6515 Website Map

Daniel Investment Associates, Llc

923 Saint Vincent Ave # B, Santa Barbara, CA 93101 · Claim or fix

Call (805) 845-7724 Website Map

Demboski and Chapman Financial and Insurance Solutions

200 E Carrillo St #203, Santa Barbara, CA 93101 · Claim or fix

Call (805) 682-5578 Website Map

Douglas H. Wilson Dba Wilson Asset Management

1236 Coast Village Cir Ste K, Santa Barbara, CA 93108 · Claim or fix

Call (805) 565-1093 Map

Dp Investments

2019 State St, Santa Barbara, CA 93105 · Claim or fix

Call (805) 962-6645 Website Map

Dunvegan Associates

1114 State St Ste 309, Santa Barbara, CA 93101 · Claim or fix

Website Map

Earth Shell Corp

3916 State St, Santa Barbara, CA 93105 · Claim or fix

Website Map

Edward Jones

1905 Cliff Dr, Santa Barbara, CA 93109 · Claim or fix

Call (805) 966-9902 Website Map

Edward Jones - Financial Advisor: Chad Valchar

1230 Coast Village Cir Ste A, Santa Barbara, CA 93108 · Claim or fix

Call (805) 565-8793 Website Map

Edward Jones - Financial Advisor: Dean L Axelrod

113 W Mission St Ste A, Santa Barbara, CA 93101 · Claim or fix

Call (805) 569-9525 Website Map

Edward Jones - Financial Advisor: Derek L Pacheco

2020 Alameda Padre Serra Ste 200, Santa Barbara, CA 93103 · Claim or fix

Call (805) 730-3308 Website Map

Edward Jones - Financial Advisor: Irene Kelly

1230 Coast Village Cir Ste A, Santa Barbara, CA 93108 · Claim or fix

Call (805) 565-8793 Website Map

Edward Jones - Financial Advisor: Josh Kane, AAMS®

1905 Cliff Dr Ste E, Santa Barbara, CA 93109 · Claim or fix

Call (805) 966-9902 Website Map

Edward Jones - Financial Advisor: Matt Kelleher

1600 Garden St Apt 29, Santa Barbara, CA 93101 · Claim or fix

Call (805) 982-0474 Website Map

Edward Jones - Financial Advisor: Morgan Cherner

2020 Alameda Padre Serra Ste 200, Santa Barbara, CA 93103 · Claim or fix

Call (805) 730-3308 Website Map

Edward Jones - Financial Advisor: Nuthira Neal

402 E Carrillo St Ste B, Santa Barbara, CA 93101 · Claim or fix

Call (805) 569-9525 Website Map

Edward Jones - Santa Barbara Financial Advisor - Wayne A Hewitt

113 W Mission St Ste A, Santa Barbara, CA 93101 · Claim or fix

Call (805) 569-9525 Website Map

El Capitan Advisors Inc

1900 State St Ste J, Santa Barbara, CA 93101 · Claim or fix

Website Map

Enduravest Partners

718 State St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 881-3395 Map

Factorpad Llc

133 E De la Guerra St PMB 140, Santa Barbara, CA 93101 · Claim or fix

Website Map

Fereday Consultants

105 E De La Guerra St Ste 4, Santa Barbara, CA 93101 · Claim or fix

Website Map

Finance of America Mortgage LLC

1129 State St Ste 8, Santa Barbara, CA 93101 · Claim or fix

Call (805) 979-9595 Website Map

Financial Credit Network

7 W Figueroa St Ste 302, Santa Barbara, CA 93101 · Claim or fix

Call (805) 963-0901 Website Map

Five Star Fish Co.

4850 Hollister Ave Ste A, Santa Barbara, CA 93111 · Claim or fix

Call (805) 964-2200 Website Map

Foronjy Financial

401 Chapala St Ste 105, Santa Barbara, CA 93101 · Claim or fix

Call (805) 880-9444 Website Map

Foronjy Financial

1216 State St Ste 405, Santa Barbara, CA 93101 · Claim or fix

Website Map

Gideon Hixon Fund

800 Anacapa St # A, Santa Barbara, CA 93101 · Claim or fix

Call (805) 963-2277 Website Map

Gillio Rare Coins & Fine Jewelry

1103 State St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 637-5081 Website Map

Granite Capital Group, Inc.

133 W De la Guerra St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 892-4900 Website Map

Granite Peak Partners

133 W De la Guerra St, Santa Barbara, CA 93101 · Claim or fix

Website Map

Greenwich Investors Xi

559 San Ysidro Rd Ste I, Santa Barbara, CA 93108 · Claim or fix

Call (805) 969-4885 Map

H&R Block

21 N MILPAS ST, Santa Barbara, CA 93103 · Claim or fix

Call (805) 962-7812 Website Map

Happy Toy

3 W Carrillo St, Santa Barbara, CA 93101 · Claim or fix

Website Map

Homebridge Financial Services - Central Coast

3780 State St, Santa Barbara, CA 93105 · Claim or fix

Call (805) 898-4200 Map

Homeowners Financial Group

924 Laguna St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 869-7100 Website Map

Howard Jay Smith - Morgan Stanley

1014 Santa Barbara St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 564-7945 Website Map

Hub Financial Management

115 W Canon Perdido St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 681-0434 Map

Invest West Financial Corporation

1933 Cliff Dr, Santa Barbara, CA 93109 · Claim or fix

Call (805) 957-0095 Website Map

JNE Tax and Accounting

123 W Padre St Ste 2, Santa Barbara, CA 93105 · Claim or fix

Call (805) 965-4240 Website Map

Jordan Advisors

115 E Micheltorena St Ste 100, Santa Barbara, CA 93101 · Claim or fix

Website Map

Josh Kane

1933 Cliff Drive Suite 4, Santa Barbara, CA 93109 · Claim or fix

Website Map

Jpr Financial Services

735 State St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 564-4284 Map

Laguna Capital Management

1225 Coast Village Rd, Santa Barbara, CA 93108 · Claim or fix

Call (805) 969-9975 Map

Lucent Wealth Planning

2920 De la Vina St, Santa Barbara, CA 93105 · Claim or fix

Website Map

Ma Dolce Vita

700 State St, Santa Barbara, CA 93101 · Claim or fix

Website Map

Main International Milpas

21 N Milpas St, Santa Barbara, CA 93103 · Claim or fix

Call (805) 564-3175 Map

Manchester Capital Management

1157 Coast Village Rd Ste A, Santa Barbara, CA 93108 · Claim or fix

Call (805) 969-5670 Website Map

Mark Collier

120 E De La Guerra St Ste 2, Santa Barbara, CA 93101 · Claim or fix

Website Map

Maxim Financial Corporation

1482 E Valley Rd Ste 487, Santa Barbara, CA 93108 · Claim or fix

Call (303) 898-0226 Website Map

Mercer Advisors Wealth Management

1801 East Cabrillo Boulevard, Santa Barbara, CA 93108 · Claim or fix

Call (800) 258-1559 Website Map

Meridian Retirement Plan Advisors

3916 State St Ste Santa, Santa Barbara, CA 93105 · Claim or fix

Call (805) 845-7871 Website Map

Michael Day

136 West Canon Perdido StSuite 200, Santa Barbara, CA 93101 · Claim or fix

Website Map

Michael McGinnis, Financial Advisor at Morgan Stanley

1014 Santa Barbara St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 564-7941 Website Map

Michelle-Marie J Burmester

1111 Coast Village Rd, Santa Barbara, CA 93108 · Claim or fix

Call (805) 695-7115 Website Map

Miltonian Capital Management Llc

21 E Carrillo St Ste 200, Santa Barbara, CA 93101 · Claim or fix

Call (805) 845-4432 Website Map

Mission Wealth

1111 Chapala St 3rd Floor, Santa Barbara, CA 93101 · Claim or fix

Call (805) 882-2360 Website Map

Montecito Capital Management

225 E Carrillo St Ste 203, Santa Barbara, CA 93101 · Claim or fix

Call (805) 965-7955 Website Map

Neunuebel Barrantes Wealth Management Group of Raymond James

1216 State St # 500, Santa Barbara, CA 93101 · Claim or fix

Call (805) 730-3350 Website Map

Nexxus Holdings

7 W Figueroa St, Santa Barbara, CA 93101 · Claim or fix

Website Map

Nexxus Holdings Inc

800 Miramonte Dr Ste 380, Santa Barbara, CA 93109 · Claim or fix

Website Map

Olea Capital

22 El Paseo, Santa Barbara, CA 93101 · Claim or fix

Call (805) 448-8499 Map

Outwing Private Wealth Management, Llc

735 State St Ste 516, Santa Barbara, CA 93101 · Claim or fix

Website Map

Pacific Pointe Advisors

523 Chapala St, Santa Barbara, CA 93101 · Claim or fix

Website Map

Pacific Wealth Strategies Group

4213 State St Ste 206, Santa Barbara, CA 93110 · Claim or fix

Call (805) 966-7775 Website Map

Pacifica Capital Management, Llc

3905 State St, Santa Barbara, CA 93105 · Claim or fix

Website Map

PayJunction

1903 State St, Santa Barbara, CA 93101 · Claim or fix

Call (800) 601-0230 Website Map

Pensionmark Financial Group Llc

24 E Cota St Ste 200, Santa Barbara, CA 93101 · Claim or fix

Website Map

Presidio Financial Advisors

105 E De La Guerra St Ste 10, Santa Barbara, CA 93101 · Claim or fix

Call (805) 869-6428 Website Map

Prima Capital Group

1230 Coast Village Cir Ste E, Santa Barbara, CA 93108 · Claim or fix

Call (805) 969-1370 Website Map

Prima Worldwide

22 El Paseo, Santa Barbara, CA 93101 · Claim or fix

Call (805) 695-0070 Website Map

Redline Ventures

10 E Yanonali St, Santa Barbara, CA 93101 · Claim or fix

Website Map

Riviera Private Wealth Services | Joshua Griep, Aams®, Crpc®, Crps® | Wma

7 W Figueroa St Ste 211, Santa Barbara, CA 93101 · Claim or fix

Call (805) 722-4902 Website Map

Robert D. Niehaus, Inc.

140 E Carrillo St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 962-0611 Website Map

Royal Alliance Associates Inc

55 S La Cumbre Rd Ste 12, Santa Barbara, CA 93105 · Claim or fix

Call (805) 967-0064 Website Map

Sabrina N. Kranz - Morgan Stanley

1014 Santa Barbara St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 564-7985 Website Map

Saige Private Wealth

21 E Carrillo St #100, Santa Barbara, CA 93101 · Claim or fix

Call (805) 456-2400 Website Map

Same Day Payday Loans

418 Rose Avenue, Santa Barbara, CA 93101 · Claim or fix

Call (820) 300-7627 Website Map

Santa Barbara Business Brokers

1635 State St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 899-2919 Website Map

Santa Barbara Commercial Fund

401 Chapala St Ste 106, Santa Barbara, CA 93101 · Claim or fix

Call (805) 265-1011 Website Map

Santa Barbara Pension Consultants, Inc.

1129 State St Ste 18, Santa Barbara, CA 93101 · Claim or fix

Call (805) 568-3814 Map

Santa Barbara Real Estate & Investment

22 Anacapa St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 331-8281 Website Map

Santa Ynez Valley Hunt

3015 State St Ste D, Santa Barbara, CA 93105 · Claim or fix

Call (805) 569-5966 Website Map

Secure Capital Solutions

21 E Carrillo St Ste 130, Santa Barbara, CA 93101 · Claim or fix

Call (805) 845-4847 Website Map

Sgvc

800 Santa Barbara St, Santa Barbara, CA 93101 · Claim or fix

Website Map

Shalhoub Financial

831 State St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 845-3448 Website Map

Shift. Creative Solutions

1117 State St, Santa Barbara, CA 93101 · Claim or fix

Website Map

Silsbury Wealth Advisors

1625 State St #4, Santa Barbara, CA 93101 · Claim or fix

Call (805) 687-0355 Map

Somera Communications

5383 Hollister Ave Ste 100, Santa Barbara, CA 93111 · Claim or fix

Call (805) 681-3322 Map

Stak Capital

735 State St, Santa Barbara, CA 93101 · Claim or fix

Website Map

Stillwater Capital

735 State St Ste 212, Santa Barbara, CA 93101 · Claim or fix

Call (310) 990-8962 Website Map

Summa Capital Management

1129 State St Ste 29, Santa Barbara, CA 93101 · Claim or fix

Call (805) 284-9910 Website Map

Sweet Alley

1103 State St, Santa Barbara, CA 93101 · Claim or fix

Website Map

Syd Walker

206 E Anapamu St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 957-1844 Website Map

Tax Offices of Joel Perez

4123 State St STE 100, Santa Barbara, CA 93110 · Claim or fix

Call (805) 845-8744 Website Map

Techknowledge Point Corporation

224 Anacapa St, Santa Barbara, CA 93101 · Claim or fix

Website Map

The Burford Group

1111 Coast Village Rd, Santa Barbara, CA 93108 · Claim or fix

Call (805) 695-7108 Website Map

The Forster Group at Morgan Stanley

1014 Santa Barbara St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 564-7904 Website Map

The Lafayette Corporation

1525 State St Ste 203, Santa Barbara, CA 93101 · Claim or fix

Website Map

The Riviera Group

735 State St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 456-8900 Map

The Santa Barbara Group

1332 Anacapa St, Santa Barbara, CA 93101 · Claim or fix

Call (805) 564-7920 Website Map

The Santa Barbara Group - Morgan Stanley

1014 Santa Barbara St Ste 200, Santa Barbara, CA 93101 · Claim or fix

Call (805) 564-7920 Website Map

How to choose a financial advisor in Santa Barbara

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Santa Barbara, California?

USA Business Search shows 164 financial advisors in Santa Barbara. 128 list a phone number and 147 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 93101, 93108, 93105, 93109, 93103, 93111, 93110, 93121.

How do I choose a financial advisor in Santa Barbara?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Santa Barbara compare with the rest of California?

Santa Barbara has 1% of the 24,546 financial advisors listed in California, which ranks #25 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

More finance & insurance in Santa Barbara

Insurance agents in Santa Barbara Banks & credit unions in Santa Barbara Mortgage lenders in Santa Barbara

Financial advisors nearby

Financial advisors in Montecito Financial advisors in Goleta Financial advisors in Carpinteria Financial advisors in Santa Ynez Financial advisors in Ojai Financial advisors in Solvang

All financial advisors in California Financial advisors nationwide

Own one of these businesses? Claim your free listing or see what an optimized listing adds.