24 financial advisors & firms and 0 insurance agents verified near Goleta, CA — every one cited to the regulator, claimable and removable by the person named.
Talk to someone about my money
We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.
RIA firm · Goleta, CA 93111 · Registered investment adviser · $82M AUM
CRD 123659 · verify at the regulator
RIA firm · Santa Barbara, CA 93111 · Registered investment adviser · $33M AUM
CRD 137013 · verify at the regulator
RIA firm · Montecito, CA 93111 · Registered investment adviser · $128M AUM
CRD 312691 · verify at the regulator
RIA firm · Santa Barbara, CA 93111 · Registered investment adviser · $103M AUM
CRD 317221 · verify at the regulator
RIA firm · Santa Barbara, CA 93110 · Registered investment adviser · $253M AUM
CRD 144789 · verify at the regulator
RIA firm · Santa Barbara, CA 93109 · Registered investment adviser · $246M AUM
CRD 166884 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $53M AUM
CRD 108603 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $17.0B AUM
CRD 113057 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $35M AUM
CRD 123266 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $4M AUM
CRD 127822 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $463M AUM
CRD 136029 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $80M AUM
CRD 139984 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $130M AUM
CRD 140824 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $205M AUM
CRD 141354 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $236M AUM
CRD 141601 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $256M AUM
CRD 144290 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $574M AUM
CRD 151695 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $260M AUM
CRD 154413 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $622M AUM
CRD 156109 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $225M AUM
CRD 157284 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $552M AUM
CRD 164147 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $21M AUM
CRD 165943 · verify at the regulator
RIA firm · Santa Barbara, CA 93101 · Registered investment adviser · $70M AUM
CRD 167570 · verify at the regulator
RIA firm · Santa Barbara, CA 93105 · Registered investment adviser · $50M AUM
CRD 282818 · verify at the regulator
Verified advisors and insurance agents in the places closest to Goleta, CA.
Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.
Directory · consent-first