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Financial Advisors in Santa Barbara, CA: 2026 rankings

28 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Santa Barbara: Omega Financial Group, LLC, RFA Score 70/100; 5.0★ from 17 Google reviews.

  2. 22

    Most-reviewed: Bank of America (with Drive-thru ATM), 52 Google reviews at 2.4★, the most of 28 ranked; ranked #22.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

28 Santa Barbara financial advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 28 rated firms.

Top 10 financial advisors in Santa Barbara at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Santa Barbara at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Omega Financial Group, LLC705.0★ (17)Santa Barbara—Top score
2Monarch Wealth Strategies - Santa Barbara705.0★ (16)Santa Barbara——
3Mission Wealth705.0★ (15)Santa Barbara——
4Foronjy Financial695.0★ (12)Santa Barbara——
5Aimpoint Investments685.0★ (10)Santa BarbaraSat · Evenings—
6Harbor Hills Wealth Management685.0★ (10)Santa Barbara——
7Frans Visser Insurance685.0★ (21)Oxnard, 14 mi awaySat—
8Bank of America Financial Center672.9★ (46)Santa BarbaraSat—
9Montecito Capital Management675.0★ (8)Santa BarbaraEvenings—
10Fidelity Investments673.3★ (15)Santa Barbara——

All 28 financial advisors in Santa Barbara, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Mission Wealth

    Based in Santa Barbara

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1111 Chapala St 3rd Floor, Santa Barbara, CA 93101
    View profile for Mission Wealth(805) 882-2360

  4. #4 Foronjy Financial

    Based in Santa Barbara

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    401 Chapala St Apt 105, Santa Barbara, CA 93101
    View profile for Foronjy Financial(805) 880-9444

  10. #10 Fidelity Investments

    Based in Santa Barbara

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.3★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3793 State St, Santa Barbara, CA 93105
    View profile for Fidelity Investments(800) 622-0603

  11. #11 Charles Schwab

    Based in Santa Barbara

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.1★ from 14 Google reviews, listed on Google as “Financial consultant”.

    • 3.1★ from 14 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    900 Chapala St Ste 100, Santa Barbara, CA 93101
    View profile for Charles Schwab(805) 884-4218

  12. #12 Cerity Partners

    Based in Santa Barbara

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1435 Anacapa St, Santa Barbara, CA 93101
    View profile for Cerity Partners(805) 962-9131

  13. #13 Blom Levy & Co.

    Based in Santa Barbara

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 5 Google reviews
    Address
    552 Pintura Dr, Santa Barbara, CA 93111
    View profile for Blom Levy & Co.(805) 680-7018

  17. #17 Painted Porch Advisors

    Based in Santa Barbara

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    115 S La Cumbre Ln Ste 201, Santa Barbara, CA 93105
    View profile for Painted Porch Advisors(805) 567-4288

  20. #20 Powell Wealth Management

    Based in Santa Barbara

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 6:30 AM–4 PM · Sat–Sun closed
    Address
    111 W Micheltorena St Ste 220, Santa Barbara, CA 93101
    View profile for Powell Wealth Management(805) 695-4830

All 28 financial advisors

#1 to #25 are shown in full above. Here are #26 to #28, in RFA Score order; each links to its profile.

financial advisors in Santa Barbara, ranks 26 to 28
RankBusinessRFA ScoreGoogle ratingDistance
26Swan Retirement Planning585.0★ (4)25 mi
27Nasif, Hicks, Harris & Co., LLP554.2★ (5)In Santa Barbara
28SCORE533.7★ (3)In Santa Barbara

Also serving Santa Barbara

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Santa Barbara
BusinessGoogle ratingDistance
Alamar Capital Management LLC5.0★ (1)In Santa Barbara
Anderson Financial Solutions5.0★ (2)In Santa Barbara
Balance Financial Management5.0★ (1)In Santa Barbara
Bourke Wealth Management Certified Financial Planner5.0★ (2)In Santa Barbara
Brian Boyle - Thrivent3.0★ (2)In Santa Barbara
Business Power Tools5.0★ (2)In Santa Barbara
Collins & Associates5.0★ (1)In Santa Barbara
Cresset3.0★ (2)In Santa Barbara
Duran Capital Management5.0★ (1)In Santa Barbara
Edward Jones - Financial Advisor: Josh Kane, CFP®|ChFC®|AAMS®5.0★ (2)In Santa Barbara
Edward Jones - Financial Advisor: Michael Day, CRPS™4.0★ (1)In Santa Barbara
Investment Group-Santa Barbara5.0★ (2)In Santa Barbara
James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Santa Barbara
Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services, LLC1.0★ (1)In Santa Barbara
Presidio Private Trustee Co5.0★ (1)In Santa Barbara
Private Bank, Bank of America5.0★ (1)In Santa Barbara
Santa Barbara Fiduciary3.0★ (2)In Santa Barbara
Stifel5.0★ (2)In Santa Barbara
U.S. Bank - Private Wealth Advisor: Jeanne Abraham1.0★ (1)In Santa Barbara
Wells Fargo Advisors3.5★ (2)In Santa Barbara

How we ranked Santa Barbara financial advisors

We scored 28 Santa Barbara financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Santa Barbara data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Santa Barbara: frequently asked questions

Which financial advisor has the highest RFA Score in Santa Barbara?

By RFA Score, the highest-ranked financial advisor in Santa Barbara, CA is Omega Financial Group, LLC with an RFA Score of 70/100. It has 5.0★ from 17 Google reviews. Monarch Wealth Strategies - Santa Barbara (#2) and Mission Wealth (#3) follow. We ranked 28 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Santa Barbara?

RankedFinancialAdvisors ranks 28 financial advisors serving Santa Barbara, CA. 21 of them are based in Santa Barbara; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Santa Barbara work on weekends?

5 of 28 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Aimpoint Investments (#5), Frans Visser Insurance (#7) and Bank of America Financial Center (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Santa Barbara financial advisors have?

The median Google rating among 28 rated financial advisors in Santa Barbara is 5.0★, with a median of 6 reviews. Bank of America (with Drive-thru ATM) has the most, 52 reviews, and ranks #22. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Santa Barbara count in this ranking?

Yes, if they are within 25 mi of the Santa Barbara city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Santa Barbara ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Santa Barbara a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Santa Barbara

  1. November 2026: RFA Scores recalculated for 28 financial advisors serving Santa Barbara.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Santa Barbara pages