Firms by city
Registered investment advisers in Santa Barbara, CA
One SEC-registered adviser headquartered in Santa Barbara, listed by regulatory assets under management as reported on Form ADV.
The firm
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Mission WealthCRD 113057 | Santa Barbara, CA | $17.00B | 135 | 5,341 |
Mission WealthCRD 113057$17.00B
- Headquarters
- Santa Barbara, CA
- Advisory staff
- 135
- Clients
- 5,341
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Santa Barbara on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.