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.

Dash Investments, based out of Woodland Hills, CA, is a distinguished investment advisory firm catering to high net worth individuals. With over 40 individual clients, Dash Investments boasts an impressive $247,465,000 in assets under management. Their commitment to excellence is reflected in their three office locations and a team of seven dedicated professionals, four of whom provide expert investment advisory services. Dash Investments' primary focus is on discretionary asset management, ensuring that their clients' portfolios are handled with utmost care and expertise. Their compensation structure includes various types, such as a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. With an average of $61,870,000 in assets under management per investment advisor, Dash Investments remains competitive within the industry. The firm takes pride in the tenure and experience of their advisors, with notable individuals like Jachin Vercher, Zain Griffith, and Jonathan Dash leading the way. Through their personalized approach and comprehensive investment strategies, Dash Investments seeks to optimize returns for their discerning clientele. By providing tailored financial solutions and staying abreast of market trends, Dash Investments has established a reputation for delivering outstanding results. As a small investment advisory firm with an impressive track record, Dash Investments continues to solidify their position as a trusted partner for individuals seeking expert guidance and successful wealth management.

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.

Paragon Financial Partners, a small investment advisory firm based out of Woodland Hills, CA, is dedicated to providing exceptional financial services to its esteemed clientele. With over 40 individual clients and a staggering $247,023,000 in assets under management, Paragon Financial Partners boasts an impressive track record of success. Specializing in serving high net worth individuals, the firm prides itself on its ability to manage discretionary assets with utmost proficiency, constituting a remarkable 67% of the total assets they oversee. The firm's compensation structure offers clients flexibility, incorporating various models such as a percentage of assets under management, fixed fees, and hourly charges. With a team of two dedicated and experienced employees, Paragon Financial Partners ensures that every client receives personalized attention and expert guidance. Each investment advisor manages an average of approximately $123,510,000 in assets under management, aligning with the industry average. Evan Shorten and Elean Mendoza, two of the firm's longest-tenured registered advisors, bring extensive expertise and industry knowledge to the table. Their commitment to excellence and client satisfaction has solidified Paragon Financial Partners' reputation as a trusted and reliable partner in the realm of financial advisory services. Situated in Woodland Hills, CA, Paragon Financial Partners operates from a single office, leveraging its local presence to serve clients effectively and foster strong, long-lasting relationships. By combining their comprehensive understanding of the financial landscape with a client-centric approach, Paragon Financial Partners strives to empower individuals and guide them towards achieving their financial goals.

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.

SB Capital Management, Inc., based out of Encino, CA, is a highly regarded local investment advisory firm with a proven track record. With over 180 individual clients and an impressive $982,749,000 in assets under management, the firm offers comprehensive financial solutions tailored to meet the unique needs of their clients. SB Capital Management, Inc. prides itself on its ability to effectively manage a diverse range of investment portfolios. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to efficiently handle employer funds. Notably, an overwhelming 99% of the assets they manage are under discretionary management, giving clients peace of mind knowing their investments are in capable hands. Catering primarily to high net worth individuals, SB Capital Management, Inc. has developed a compensation structure that aligns with their clients' best interests. Their compensation options include a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. With a team of six dedicated employees, each of whom provides expert investment advisory services, SB Capital Management, Inc. ensures personalized attention and tailored financial strategies for every client. Remarkably, the firm averages approximately $163,790,000 in assets under management per investment advisor, a figure significantly higher than the industry average. SB Capital Management, Inc. takes pride in its experienced team of advisors, some of whom have been with the firm for many years. Richard Singer, Sandy Singer, and Matthew Burke are among the longest-tenured advisors, whose expertise and commitment contribute to the firm's success.

Victus Capital Wealth, headquartered in Santa Monica, CA, is a small yet highly successful investment advisory firm. With a team of four dedicated professionals, all specialized in providing top-notch investment advisory services, Victus Capital Wealth stands out in the industry. Their impressive track record showcases their ability to manage substantial assets, averaging around $148,600,000 per investment advisor, which surpasses the industry average. The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring flexibility and aligning their interests with those of their clients. Victus Capital Wealth boasts a substantial client base, serving over 80 individual clients with a total of $198,115,000 in assets under management. While the majority of the assets they manage are for high net worth individuals, they also possess the expertise to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets. Operating with discretion and trust, Victus Capital Wealth manages an impressive 99% of the assets they oversee on behalf of their clients. Located in Santa Monica, the firm operates from a single office, showcasing a dedication to personalized and intimate client relationships. The team's longevity and experience contribute to their reputation for excellence, with advisors like Robert Jones, Darrach McCarthy, and Larry Fernandez being some of the most tenured and respected professionals within the firm. Victus Capital Wealth is committed to providing exceptional investment advisory services, guided by a strong commitment to client success and financial prosperity.