West Coast Financial, LLC is a reputable regional investment advisory firm headquartered in Santa Barbara, CA. With a strong presence in the industry, the company operates from four strategically located offices. Employing a team of 39 professionals, 27 of whom specialize in investment advisory services, West Coast Financial offers a comprehensive range of financial solutions to its clients. With an average of approximately $56,110,000 in assets under management per investment advisor, West Coast Financial remains competitive within the industry. Their compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees. While their focus primarily lies on managing high net worth individual accounts, they also possess the expertise to handle employer funds, although such accounts constitute less than 30% of their overall assets under management. Noteworthy is the fact that West Coast Financial manages all assets under their purview with complete discretion, amounting to a 100% discretionary asset management approach. The firm boasts an extensive clientele, serving over 340 individual clients and effectively managing assets worth a staggering $1,515,060,000. West Coast Financial prides itself on its seasoned team of advisors, some of whom have demonstrated long-standing commitment and expertise. Among the notable advisors are Joseph Ferreira, David Gore, and Steven Weintraub, who have contributed significantly to the firm's success and reputation. In summary, West Coast Financial, LLC is a trusted regional investment advisory firm headquartered in Santa Barbara, CA. With its strong team of professionals, diverse compensation structure, and impressive assets under management, the firm has earned a reputable standing within the industry.

Castle Wealth Planning is a small investment advisory firm based out of Santa Barbara, CA. With a team of three employees, including two experienced investment advisors, they offer comprehensive wealth planning and investment management services. The firm has a track record of managing an average of approximately $82,940,000 in assets per investment advisor, which falls within the industry average. Castle Wealth Planning employs a flexible compensation structure that includes various types of fees, such as a percentage of assets under management, fixed fees, and performance-based fees. Their client base consists of over 60 individuals, with total assets under management exceeding $169,360,000. The firm primarily serves high-net-worth individuals, with the majority of assets managed belonging to this demographic. While Castle Wealth Planning predominantly focuses on managing discretionary assets, representing 87% of their portfolio, they also possess the capability to handle employer funds. Although 401(k) and individual accounts make up less than 30% of their assets under management, the firm is equipped to accommodate such accounts. Established in 2006, Castle Wealth Planning operates from a single office in Santa Barbara. Nathan Cultice, one of the longest tenured registered advisors, has been with the firm since its inception. With a commitment to providing personalized and strategic wealth planning solutions, Castle Wealth Planning aims to help clients achieve their financial goals and secure their financial future.

Trinity Capital Management, LLC is a highly regarded local investment advisory firm headquartered in Santa Barbara, California. With three offices, they have established a strong presence in the region. Catering to a diverse client base, Trinity Capital Management serves over 200 individual clients, overseeing assets exceeding $382,670,000. Specializing in managing high net worth individuals' assets, Trinity Capital Management possesses extensive experience in this space. While 401K and individual accounts comprise less than 30% of their assets under management, the firm has the capability to effectively manage employer funds. Impressively, 99% of the assets they manage are under their discretionary control. This highlights their proficiency in making strategic investment decisions to meet their clients' financial objectives. Trinity Capital Management offers a flexible compensation structure, including options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the arrangement that aligns best with their needs and preferences. With a dedicated team of five employees, all providing investment advisory services, Trinity Capital Management offers personalized attention and expertise to their clients. The firm takes pride in the longevity of advisors such as John Oldengarm, Fredric Fisher, and Andrew Bucher, who contribute to the stability and expertise within the organization. Trinity Capital Management, LLC's commitment to providing comprehensive investment advisory services and their ability to effectively manage assets has positioned them as a trusted partner for high net worth individuals seeking personalized financial guidance in Santa Barbara and beyond.

Pensionmark Financial Group, LLC is a leading regional investment advisory firm headquartered in Santa Barbara, CA. With over 60 offices, the firm serves a diverse clientele of over 3,310 individual clients. Their exceptional team of 244 employees, including 130 dedicated investment advisors, ensures the delivery of top-notch financial guidance and support. With a remarkable track record, Pensionmark Financial Group manages an impressive $26,622,603,000 in assets under management. This includes 39% of discretionary assets, showcasing their expertise in tailored investment strategies. Their compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges, providing flexibility and customization to their clients. Pensionmark Financial Group stands out in the industry with their exceptional average of approximately $204,790,000 in assets under management per investment advisor, significantly higher than the industry average. This achievement speaks to their commitment to individualized attention and client satisfaction. Among the firm's seasoned advisors are Mary Francisco, William Kendall, and Mallory Van Leeuwen, who have demonstrated their dedication and expertise over the years. Their extensive experience, combined with the collective knowledge of the entire team, allows Pensionmark Financial Group to provide comprehensive financial solutions to meet their clients' specific needs. Pensionmark Financial Group, LLC continues to set the standard for excellence in the investment advisory industry. With their strong presence, vast resources, and unwavering commitment to client success, they are well-positioned to help individuals achieve their financial goals with confidence.

Arlington Financial Advisors, LLC, based out of Santa Barbara, CA, is a reputable local investment advisory firm with a proven track record of delivering exceptional financial services. With over 20 individual clients and a staggering $740,660,000 in assets under management, Arlington Financial Advisors, LLC stands out as a trusted partner in wealth management. Catering primarily to high net worth individuals, Arlington Financial Advisors, LLC provides comprehensive investment advice tailored to the unique needs and goals of their clients. The firm's compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment of interests. With a team of 10 dedicated professionals, including 6 experienced investment advisors, Arlington Financial Advisors, LLC maintains a client-centric approach and strives to build long-lasting relationships. Their advisors, such as Joseph Weiland, Arthur Swalley, and John Lorenz, possess extensive industry expertise and are committed to providing personalized guidance to help clients navigate the complexities of the financial landscape. Arlington Financial Advisors, LLC prides itself on their discretionary management of 100% of the assets they oversee. This allows them to make informed investment decisions on behalf of their clients, optimizing portfolio performance while mitigating risks. With an impressive average of approximately $123,440,000 in assets under management per investment advisor, Arlington Financial Advisors, LLC compares favorably to industry standards. Their commitment to excellence, client satisfaction, and prudent financial stewardship solidifies their position as a leading investment advisory firm in the Santa Barbara area.

Summit Wealth Management Group, Inc., based out of Camarillo, CA, is a small investment advisory firm dedicated to providing exceptional financial services to its clients. With a total of 5 employees, including 2 investment advisors, Summit Wealth Management Group offers personalized investment advisory services to a diverse clientele. With an average of approximately $91,760,000 in assets under management per investment advisor, Summit Wealth Management Group maintains a competitive position within the industry. Their compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm boasts over 150 individual clients, collectively entrusting more than $136,887,000 in assets under management. While the majority of their managed assets are held by high-net-worth individuals, Summit Wealth Management Group also possesses the expertise and capability to effectively manage employer funds, although 401K and individual accounts make up less than 30% of their assets under management. All of the assets entrusted to Summit Wealth Management Group are managed on a discretionary basis, ensuring that clients have peace of mind knowing their investments are in capable hands. The firm operates from a single office in Camarillo, CA, and takes pride in its team of highly experienced advisors, including Karen Jones, Carla Mulford, and Christina Zins, who have demonstrated unwavering commitment to serving clients' financial needs.

Omega Financial Group, LLC is a small investment advisory firm based out of Santa Barbara, CA, with two offices. With a team of six dedicated professionals, four of whom specialize in providing expert investment advisory services, Omega Financial Group, LLC offers comprehensive financial guidance to its clients. They have a solid track record and manage an average of approximately $93,030,000 in assets per investment advisor, which aligns with the industry average. The firm's compensation structure is diverse, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges. Omega Financial Group, LLC primarily manages assets from employer 401Ks and individuals, representing roughly half of their assets under management. They possess significant expertise in this area, having accumulated valuable experience over the years. As a discretionary asset management firm, Omega Financial Group, LLC handles 100% of the assets they manage, providing their clients with peace of mind and professional oversight. Their client base consists of over 180 individuals, with assets under management totaling more than $372,103,000. The firm takes pride in its experienced team, which includes highly tenured advisors like Bryan Reinhard, Robert Schultz, and Dylan Minor. Omega Financial Group, LLC remains committed to delivering personalized financial solutions tailored to each client's unique needs. With a reputation for professionalism and a client-centric approach, they continue to build strong relationships and help individuals and businesses achieve their financial goals.

Painted Porch Advisors LLC is a prominent local investment advisory firm with its headquarters located in Santa Barbara, CA. With two offices in the area, the company has established a strong presence in the region. Comprising a dedicated team of professionals, Painted Porch Advisors LLC boasts a total of 12 employees, of whom 7 specialize in providing top-tier investment advisory services. With an impressive average of approximately $33,500,000 in assets under management per investment advisor, Painted Porch Advisors LLC demonstrates its commitment to effectively managing its clients' portfolios. The firm offers a diverse compensation structure, which includes various types such as a percentage of assets under management and fixed fees. While the management of 401K and individual accounts represents less than 30% of their assets under management, Painted Porch Advisors LLC possesses the expertise and capability to effectively handle employer funds. Notably, 100% of the assets they manage are discretionary, ensuring the firm's autonomy and flexibility in making investment decisions. Catering predominantly to high-net-worth individuals, Painted Porch Advisors LLC proudly serves over 100 individual clients with a substantial $234,503,000 in assets under management. The firm's success can be attributed, in part, to the expertise and experience of its longest tenured advisors, including Kurt Schliemann, Brian Lloyd, and Megan Van Den Mar. Painted Porch Advisors LLC continues to provide exceptional investment advisory services, leveraging its knowledge, expertise, and commitment to client success in the ever-evolving financial landscape.

Walpole Financial Advisors, LLC is a reputable investment advisory firm based out of Goleta, CA. With over 130 individual clients and a staggering $239,219,000 in assets under management, they have firmly established themselves as trusted financial advisors in the region. Committed to providing personalized financial solutions, Walpole Financial Advisors serves clients from their well-equipped office in Goleta. While 401K and individual accounts constitute less than 30% of their assets under management, Walpole Financial Advisors possesses the expertise and capacity to effectively manage employer funds. All of the assets they oversee are managed on a discretionary basis, ensuring that clients' investments are handled with utmost care and expertise. The firm's compensation structure includes multiple options such as a percentage of assets under management and fixed fees, providing flexibility to meet clients' individual needs. With a total of 9 dedicated employees, including 7 investment advisors, Walpole Financial Advisors maintains a high level of personalized service and attention to detail. On average, each investment advisor at the firm handles approximately $34,170,000 in assets under management, demonstrating their ability to effectively manage substantial portfolios. Walpole Financial Advisors takes pride in its experienced team, with some of the longest tenured advisors being Anita Peca, Jean Smith, and Kirk Stovesand. These professionals bring a wealth of knowledge and expertise to the firm, ensuring that clients receive the highest quality of financial advice and guidance. Overall, Walpole Financial Advisors, LLC stands out as a local investment advisory firm with a proven track record of success, offering comprehensive financial solutions tailored to their clients' unique needs.

Anodos Advisors, LLC is a small investment advisory firm based out of Goleta, CA, with a reputation for excellence in managing clients' assets. With a team of two dedicated professionals, they provide top-notch investment advisory services to a diverse clientele. Anodos Advisors maintains an impressive average of approximately $856,230,000 in assets under management per investment advisor, far surpassing the industry average. The firm's compensation structure is designed to align with client success. They offer various types of compensation, including a percentage of assets under management and performance-based fees. This approach ensures that Anodos Advisors' interests are closely tied to their clients' financial goals. With over 10 individual clients entrusting them with their wealth, Anodos Advisors manages a substantial portfolio valued at over $753,891,000. While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the expertise and capability to effectively manage employer funds as well. Anodos Advisors operates from a single office location, strategically situated in Goleta, CA. This centralized base allows them to efficiently serve their clients' needs while maintaining a personalized and attentive approach. Their commitment to providing tailored investment strategies, coupled with their impressive track record and high level of professionalism, positions Anodos Advisors as a trusted partner in helping clients achieve their financial objectives.

15 Equity, a small investment advisory firm headquartered in Santa Barbara, CA, is renowned for its exceptional wealth management services. With over 100 individual clients and an impressive $105,429,000 in assets under management, the firm has established itself as a trusted partner for affluent individuals seeking to grow and protect their wealth. While 401K and individual accounts account for less than 30% of their assets under management, 15 Equity possesses the expertise and capability to effectively manage employer funds. A significant 73% of the assets they oversee are discretionary, demonstrating their astute decision-making and ability to navigate complex financial markets. Catering primarily to high-net-worth individuals, 15 Equity prides itself on providing personalized investment strategies tailored to each client's unique financial goals and risk tolerance. Their compensation structure is diverse, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment of interests with their clients. With a dedicated team of three highly skilled professionals, all exclusively focused on providing investment advisory services, 15 Equity ensures that their clients receive the utmost attention and expertise. Notably, Lance Helfert and Ryan Lowe stand as two of the longest-tenured registered advisors within the firm, showcasing their depth of experience and commitment to delivering exceptional results. As a respected player in the investment advisory landscape, 15 Equity has built a reputation for its unwavering dedication to client success, prudent investment strategies, and personalized approach. With an average of approximately $35,140,000 in assets under management per investment advisor, the firm continues to exceed expectations and make a lasting impact in the world of wealth management.