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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 · 1 open 24/7 · 1 open weekends · 12 rated 4.5+
Data verified October 18, 2026
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Business Power Tools
“All of the pre-written business letters and forms have saved me so much time and money, that I never have a problem with the very low monthly payment for all these tools.”
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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.”
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TAX Offices OF Joel Perez, EA
“Joel made quick work of the tax return as its fairly simple but went right into tax planning for the future year, explaining how taxes are on a tiered system and how much I could actually save on next years and in future years with just a handful of ...”
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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.”
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Avalan
“We did an event for them for their employees and we had such a great time.”
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 51 firms in Santa Barbara on file; this page shows the highest-rated 24. 16 of the firms on this page have a rating, from 4.0 to 5.0 across 45 reviews; 12 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. 2 show a license on their websites and 3 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 43 years. 1 offers urgent consultations; 3 offer 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; 20 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.
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Canberra Company - Management Consulting and Tax Services
“Canberra Company can help you be safe and make good tax choices. Let us show you the way. We are champion tax planners and follow through with tax compliance work and tax research. When necessary, we can be there to represent your interests should yo...”
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Bream Accounting & Tax Service
“I have been using Tom Bream's office for tax preparation and I am very happy with his service.”
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Monarch Wealth Strategies
“As a first time business owner I needed the best advice and solutions possible, Monarch and all the professional staff had help me understand the importance of a financial planner.”
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Omega Financial Group
“Best service ever 5 stars out of 5.”
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Founders Capital Partners
“We are usually involved as an uncompensated adviser to any company we invest in. This includes board representation, advice on building the management team, financing strategy, and business and personnel problems in general. Because of our continuing...”
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Agility Capital
“Agility's Management Team brings a variety of skills and experience to the process of providing innovative debt financing products to emerging growth companies. The team's collective experience includes over 500 debt transactions including; short ter...”
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Alamar Capital Management
“Unlike a broker, who must recommend “suitable” products, Alamar acts as a fiduciary. A fiduciary is any investment professional or financial advisor who is required by law and practice to act solely in the interests of and with undivided loyalty to t...”
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Predictive Financial Services
“Here, at Predictive Financial Services, we predict short term price movements in major Market Leader stocks such as Alphabet (Google), Chipotle, Netflix, Meta (Facebook), Amazon, Baidu, Nvidia, Alibaba, NetEase, Micron, Tesla & Booking (Priceline).”
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Balanced Wealth Planning
“We appreciate Steve and his team.”
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Arlington Financial Advisors
“Highly professional.”
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Quinn Fiduciary Services
“I have had the opportunity to work with Quinn Fiduciary on several occasions and each time I am impressed with their care and concern for those they are helping.”
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Ngen Partners
“PONDER THIS Suppose algae growing on the surface of a pond doubles every day. If it takes 40 days to cover the pond, how many days until the pond is half covered? 39 days. Surprised? Human intuition is linear, not exponential. But exponential growth ...”
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Damitz Brooks Nightingale
“Hutchinson and Bloodgood LLP is an affiliate of Allinial Global, an association of legally independent accounting and consulting firms who share education, marketing resources, and technical knowledge in a wide range of industries. We are independent...”
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Filippini Wealth Management
“As a multifaceted group, we serve our clients with a single full-service group of companies that they can turn to for all of their financial needs. We are independent and family owned with the ability to guide our clientele in every area of their fin...”
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Baird Wealth Strategy Group
“Just like your CPA or attorney, a wealth management specialist can help you resolve some very serious financial concerns. Through their affiliation with United Planners,Kevin and David's goal is to be thepersonal financial quarterback or CEO for thei...”
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Pacific Wealth Strategies Group
“Pacific Wealth Strategies Group, Inc. is a Santa Barbara-based independent wealth management & financial planning firm and Registered Investment Advisor (RIA), serving high net-worth families, from our offices in Santa Barbara, CA. Our objective is t...”
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Curtis Advisory Group
“In the face of uncertainty, stress and stormy waters, we help our clients become RESILIENTinvestors. While every client's needs and goals are different, o ur process is designed to help you feel CONFIDENTfor whatever comes your way.”
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Abundant Wealth Partners
“Perhaps our most important service provided is peace of mind. Even financially successful people suffer from financial stress and make counterproductive financial decisions because they lack the "big picture" about their finances. Context about your ...”
Retirement Planning and Investment Management Services in Santa Barbara, CA Cost Estimates
Minimum cost
$1149
Maximum cost
$9764
National Average
$3446
Avg Per Hour Rates
$345
$2298
$6318
Average price range is based on 542 cost profiles
Why these companies made our list
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