West Coast Financial
“I became a client of West Coast Financial little over a year ago, and have been so impressed with the hard work, diligence and dedication that each team member has shown to me and their clients.”
Best Financial Advisors in Santa Barbara, CA
24 firms listed · all 24 in Santa Barbara · 10 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Mission Wealth - Santa Barbara
“In addition to observing their high-touch, hands-on approach, I always read their blog, reports and outlook to get a better understanding of the macro-economic issues that may impact my own investments.”
Montecito Capital Management
“I like that Kip Lytel, my advisor, is always very responsive and actively tracks economic data, earnings, stocks, bonds, valuations, politics and everything that might impact my portfolio.”
Avalan
Monarch Wealth Strategies
“I give Monarch a 5 star review because they very organized and professional”
Omega Financial Group
“Best service ever 5 stars out of 5.”
The 24 firms listed for Santa Barbara, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Santa Barbara, CA
All 24 firms we list here are in Santa Barbara itself. We have 34 firms in Santa Barbara on file; this page shows the highest-rated 24. 13 of the firms on this page have a rating, from 4.0 to 5.0 across 28 reviews; 10 are rated 4.5 or higher. 2 show a license on their websites and 2 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 43 years. 1 offers payment plans; 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 19 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Santa Barbara take financial planning bookings online?
2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Founders Capital Partners
Alamar Capital Management
Agility Capital
Predictive Financial Services
Balanced Wealth Planning
“We appreciate Steve and his team.”
Quinn Fiduciary Services
“They are thorough, thoughtful and a pleasure to work with Highly recommend.”
Arlington Financial Advisors
“Very professional and great customer service.”
Ngen Partners
Pacific Wealth Strategies Group
Filippini Wealth Management
Baird Wealth Strategy Group
Damitz Brooks Nightingale
Curtis Advisory Group
Mountain Vista Wealth Management
Portola Creek Capital
Saige Private Wealth
Ariadne Wealth Management, LP
Pensionmark Financial Group
Why these companies made our list
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