# Financial advisors in Santa Maria, CA

> AdvisorCensus lists 77 investment advisory firms with a principal office in the Santa Maria metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/santa-maria

## At a glance

- Investment advisory firms: 77
- Registration: SEC-registered investment adviser: 33, State-registered investment adviser: 30, Exempt reporting adviser: 14
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 29 (46%); Percentage of assets 58 (92%); Hourly charges 31 (49%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 35 (56%); Commissions 1 (2%); Performance-based fees 7 (11%); Other 4 (6%); No compensation arrangements reported 14
- Regulatory assets under management (Item 5.F): Under $25 million 11 (14%); $25 million to $100 million 15 (19%); $100 million to $500 million 21 (27%); $500 million to $1 billion 8 (10%); $1 billion to $5 billion 1 (1%); Over $5 billion 2 (3%); Not reported 19 (25%)
- Years registered: Under 5 years 29 (38%); 5 to 9 years 20 (26%); 10 to 19 years 19 (25%); 20 years or more 9 (12%)

## Firms (page 1 of 2, 1 to 50 of 77, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [15 Equity](https://advisorcensus.com/firm/15-equity-santa-barbara-ca-310628) ([md](https://advisorcensus.com/firm/15-equity-santa-barbara-ca-310628.md)) | 310628 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Abundant Wealth Partners, LLC](https://advisorcensus.com/firm/abundant-wealth-partners-llc-santa-barbara-ca-317221) ([md](https://advisorcensus.com/firm/abundant-wealth-partners-llc-santa-barbara-ca-317221.md)) | 317221 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Alamar Capital Management, LLC](https://advisorcensus.com/firm/alamar-capital-management-llc-santa-barbara-ca-154413) ([md](https://advisorcensus.com/firm/alamar-capital-management-llc-santa-barbara-ca-154413.md)) | 154413 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Albert Investments, LLC](https://advisorcensus.com/firm/albert-investments-llc-santa-barbara-ca-298006) ([md](https://advisorcensus.com/firm/albert-investments-llc-santa-barbara-ca-298006.md)) | 298006 | Santa Barbara, CA | SEC-registered investment adviser | Under $25 million | 7 | Fixed fee |
| [Amet Partners GP, LLC](https://advisorcensus.com/firm/amet-partners-gp-llc-santa-barbara-ca-325840) ([md](https://advisorcensus.com/firm/amet-partners-gp-llc-santa-barbara-ca-325840.md)) | 325840 | Santa Barbara, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Argos Global Advisors, LLC](https://advisorcensus.com/firm/argos-global-advisors-llc-santa-barbara-ca-287672) ([md](https://advisorcensus.com/firm/argos-global-advisors-llc-santa-barbara-ca-287672.md)) | 287672 | Santa Barbara, CA | SEC-registered investment adviser | Under $25 million | 7 | % of assets, Performance fee |
| [Ariadne Wealth Management, LP](https://advisorcensus.com/firm/ariadne-wealth-management-lp-santa-barbara-ca-170999) ([md](https://advisorcensus.com/firm/ariadne-wealth-management-lp-santa-barbara-ca-170999.md)) | 170999 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets |
| [Arlington Financial Advisors, LLC](https://advisorcensus.com/firm/arlington-financial-advisors-llc-santa-barbara-ca-283288) ([md](https://advisorcensus.com/firm/arlington-financial-advisors-llc-santa-barbara-ca-283288.md)) | 283288 | Santa Barbara, CA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Athens Capital Management LLC](https://advisorcensus.com/firm/athens-capital-management-llc-santa-barbara-ca-161885) ([md](https://advisorcensus.com/firm/athens-capital-management-llc-santa-barbara-ca-161885.md)) | 161885 | Santa Barbara, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Avalan, LLC](https://advisorcensus.com/firm/avalan-llc-santa-barbara-ca-156109) ([md](https://advisorcensus.com/firm/avalan-llc-santa-barbara-ca-156109.md)) | 156109 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Benedetti Financial, Inc.](https://advisorcensus.com/firm/benedetti-financial-inc-santa-maria-ca-134598) ([md](https://advisorcensus.com/firm/benedetti-financial-inc-santa-maria-ca-134598.md)) | 134598 | Santa Maria, CA | State-registered investment adviser | $100 million to $500 million | 25 | % of assets, Hourly, Fixed fee |
| [Blue Marble Investments](https://advisorcensus.com/firm/blue-marble-investments-santa-barbara-ca-141354) ([md](https://advisorcensus.com/firm/blue-marble-investments-santa-barbara-ca-141354.md)) | 141354 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Bourke Wealth Management](https://advisorcensus.com/firm/bourke-wealth-management-santa-barbara-ca-297957) ([md](https://advisorcensus.com/firm/bourke-wealth-management-santa-barbara-ca-297957.md)) | 297957 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Capital Management Services](https://advisorcensus.com/firm/capital-management-services-santa-barbara-ca-135617) ([md](https://advisorcensus.com/firm/capital-management-services-santa-barbara-ca-135617.md)) | 135617 | Santa Barbara, CA | State-registered investment adviser | Under $25 million | 35 | % of assets |
| [Capital Wealth Strategies, LLC](https://advisorcensus.com/firm/capital-wealth-strategies-llc-santa-barbara-ca-282818) ([md](https://advisorcensus.com/firm/capital-wealth-strategies-llc-santa-barbara-ca-282818.md)) | 282818 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Castle Wealth Planning](https://advisorcensus.com/firm/castle-wealth-planning-santa-barbara-ca-141601) ([md](https://advisorcensus.com/firm/castle-wealth-planning-santa-barbara-ca-141601.md)) | 141601 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Central Coast Tax & Financial Services](https://advisorcensus.com/firm/central-coast-tax-and-financial-services-lompoc-ca-289814) ([md](https://advisorcensus.com/firm/central-coast-tax-and-financial-services-lompoc-ca-289814.md)) | 289814 | Lompoc, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly |
| [Certis Capital Management, Inc.](https://advisorcensus.com/firm/certis-capital-management-inc-santa-barbara-ca-144290) ([md](https://advisorcensus.com/firm/certis-capital-management-inc-santa-barbara-ca-144290.md)) | 144290 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Channel Wealth, LLC](https://advisorcensus.com/firm/channel-wealth-llc-santa-barbara-ca-323461) ([md](https://advisorcensus.com/firm/channel-wealth-llc-santa-barbara-ca-323461.md)) | 323461 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee, Other |
| [Connor Capital SB, LLC](https://advisorcensus.com/firm/connor-capital-sb-llc-santa-barbara-ca-283073) ([md](https://advisorcensus.com/firm/connor-capital-sb-llc-santa-barbara-ca-283073.md)) | 283073 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee, Other |
| [Critical Frontier](https://advisorcensus.com/firm/critical-frontier-montecito-ca-172281) ([md](https://advisorcensus.com/firm/critical-frontier-montecito-ca-172281.md)) | 172281 | Montecito, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Cuadrilla Capital, LLC](https://advisorcensus.com/firm/cuadrilla-capital-llc-santa-barbara-ca-314510) ([md](https://advisorcensus.com/firm/cuadrilla-capital-llc-santa-barbara-ca-314510.md)) | 314510 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Curtis Advisory Group, LLC](https://advisorcensus.com/firm/curtis-advisory-group-llc-santa-barbara-ca-151695) ([md](https://advisorcensus.com/firm/curtis-advisory-group-llc-santa-barbara-ca-151695.md)) | 151695 | Santa Barbara, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Daniel Investment Associates, LLC](https://advisorcensus.com/firm/daniel-investment-associates-llc-santa-barbara-ca-157284) ([md](https://advisorcensus.com/firm/daniel-investment-associates-llc-santa-barbara-ca-157284.md)) | 157284 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Double Springs Capital LLC](https://advisorcensus.com/firm/double-springs-capital-llc-santa-barbara-ca-296927) ([md](https://advisorcensus.com/firm/double-springs-capital-llc-santa-barbara-ca-296927.md)) | 296927 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Performance fee |
| [Dunvegan Associates Inc](https://advisorcensus.com/firm/dunvegan-associates-inc-santa-barbara-ca-108603) ([md](https://advisorcensus.com/firm/dunvegan-associates-inc-santa-barbara-ca-108603.md)) | 108603 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Performance fee |
| [Duran Capital Management, LLC](https://advisorcensus.com/firm/duran-capital-management-llc-santa-barbara-ca-321779) ([md](https://advisorcensus.com/firm/duran-capital-management-llc-santa-barbara-ca-321779.md)) | 321779 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [EV Management Company](https://advisorcensus.com/firm/ev-management-company-santa-barbara-ca-301096) ([md](https://advisorcensus.com/firm/ev-management-company-santa-barbara-ca-301096.md)) | 301096 | Santa Barbara, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Filippini Investment Advisory](https://advisorcensus.com/firm/filippini-investment-advisory-santa-barbara-ca-165943) ([md](https://advisorcensus.com/firm/filippini-investment-advisory-santa-barbara-ca-165943.md)) | 165943 | Santa Barbara, CA | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Finances for Real Life](https://advisorcensus.com/firm/finances-for-real-life-lompoc-ca-324090) ([md](https://advisorcensus.com/firm/finances-for-real-life-lompoc-ca-324090.md)) | 324090 | Lompoc, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Financial Telesis Company](https://advisorcensus.com/firm/financial-telesis-company-solvang-ca-112804) ([md](https://advisorcensus.com/firm/financial-telesis-company-solvang-ca-112804.md)) | 112804 | Solvang, CA | State-registered investment adviser | Under $25 million | 27 | % of assets, Hourly |
| [Financial Vision LLC](https://advisorcensus.com/firm/financial-vision-llc-goleta-ca-123659) ([md](https://advisorcensus.com/firm/financial-vision-llc-goleta-ca-123659.md)) | 123659 | Goleta, CA | State-registered investment adviser | $25 million to $100 million | 14 | Fixed fee |
| [Foronjy Financial](https://advisorcensus.com/firm/foronjy-financial-santa-barbara-ca-332380) ([md](https://advisorcensus.com/firm/foronjy-financial-santa-barbara-ca-332380.md)) | 332380 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Forrest Michael Leichtberg](https://advisorcensus.com/firm/forrest-michael-leichtberg-santa-barbara-ca-340688) ([md](https://advisorcensus.com/firm/forrest-michael-leichtberg-santa-barbara-ca-340688.md)) | 340688 | Santa Barbara, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Subscription, Fixed fee |
| [Fovc Manco, LLC](https://advisorcensus.com/firm/fovc-manco-llc-santa-barbara-ca-341418) ([md](https://advisorcensus.com/firm/fovc-manco-llc-santa-barbara-ca-341418.md)) | 341418 | Santa Barbara, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Harbor Hills Financial Advisors](https://advisorcensus.com/firm/harbor-hills-financial-advisors-montecito-ca-312691) ([md](https://advisorcensus.com/firm/harbor-hills-financial-advisors-montecito-ca-312691.md)) | 312691 | Montecito, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Performance fee |
| [Honor Family Office, LLC](https://advisorcensus.com/firm/honor-family-office-llc-santa-barbara-ca-317000) ([md](https://advisorcensus.com/firm/honor-family-office-llc-santa-barbara-ca-317000.md)) | 317000 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Ironcrest Capital Management LLC](https://advisorcensus.com/firm/ironcrest-capital-management-llc-santa-barbara-ca-310022) ([md](https://advisorcensus.com/firm/ironcrest-capital-management-llc-santa-barbara-ca-310022.md)) | 310022 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Johannsen & Associates, Inc.](https://advisorcensus.com/firm/johannsen-and-associates-inc-santa-barbara-ca-137013) ([md](https://advisorcensus.com/firm/johannsen-and-associates-inc-santa-barbara-ca-137013.md)) | 137013 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 32 | % of assets |
| [Laguna Capital Management, Inc.](https://advisorcensus.com/firm/laguna-capital-management-inc-santa-barbara-ca-269869) ([md](https://advisorcensus.com/firm/laguna-capital-management-inc-santa-barbara-ca-269869.md)) | 269869 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Lambert Capital Management](https://advisorcensus.com/firm/lambert-capital-management-santa-barbara-ca-127822) ([md](https://advisorcensus.com/firm/lambert-capital-management-santa-barbara-ca-127822.md)) | 127822 | Santa Barbara, CA | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Levelized Capital Management LLC](https://advisorcensus.com/firm/levelized-capital-management-llc-santa-barbara-ca-329588) ([md](https://advisorcensus.com/firm/levelized-capital-management-llc-santa-barbara-ca-329588.md)) | 329588 | Santa Barbara, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Lucent Wealth Planning, LLC](https://advisorcensus.com/firm/lucent-wealth-planning-llc-santa-barbara-ca-297447) ([md](https://advisorcensus.com/firm/lucent-wealth-planning-llc-santa-barbara-ca-297447.md)) | 297447 | Santa Barbara, CA | State-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Merus Advisors, LLC](https://advisorcensus.com/firm/merus-advisors-llc-santa-barbara-ca-284725) ([md](https://advisorcensus.com/firm/merus-advisors-llc-santa-barbara-ca-284725.md)) | 284725 | Santa Barbara, CA | State-registered investment adviser | Not reported | 10 | % of assets, Fixed fee |
| [MFP Capital, LLC](https://advisorcensus.com/firm/mfp-capital-llc-santa-barbara-ca-136137) ([md](https://advisorcensus.com/firm/mfp-capital-llc-santa-barbara-ca-136137.md)) | 136137 | Santa Barbara, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Miltonian Capital Management, LLC](https://advisorcensus.com/firm/miltonian-capital-management-llc-los-olivos-ca-156144) ([md](https://advisorcensus.com/firm/miltonian-capital-management-llc-los-olivos-ca-156144.md)) | 156144 | Los Olivos, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Fixed fee |
| [Mindset Capital LLC](https://advisorcensus.com/firm/mindset-capital-llc-santa-barbara-ca-308653) ([md](https://advisorcensus.com/firm/mindset-capital-llc-santa-barbara-ca-308653.md)) | 308653 | Santa Barbara, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Mission Wealth Management, LP](https://advisorcensus.com/firm/mission-wealth-management-lp-santa-barbara-ca-113057) ([md](https://advisorcensus.com/firm/mission-wealth-management-lp-santa-barbara-ca-113057.md)) | 113057 | Santa Barbara, CA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Hourly, Fixed fee |
| [Monarch Wealth Strategies](https://advisorcensus.com/firm/monarch-wealth-strategies-santa-barbara-ca-136029) ([md](https://advisorcensus.com/firm/monarch-wealth-strategies-santa-barbara-ca-136029.md)) | 136029 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |
| [Montecito Capital Management](https://advisorcensus.com/firm/montecito-capital-management-santa-barbara-ca-123266) ([md](https://advisorcensus.com/firm/montecito-capital-management-santa-barbara-ca-123266.md)) | 123266 | Santa Barbara, CA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets |

- Next page: https://advisorcensus.com/advisors/ca/santa-maria/page/2.md

## Questions people ask

**How many financial advisory firms are there in Santa Maria, CA?**
AdvisorCensus lists 77 investment advisory firms with a principal office in the Santa Maria metro area, from Form ADV filings as of October 2026: 33 SEC-registered, 30 state-registered, and 14 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Santa Maria, CA?**
29 of the 77 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Santa Maria, CA offer financial planning?**
41 of the 63 firms in Santa Maria, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Santa Maria, CA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 29 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Financial advisors in Santa Maria, CA](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Fee-only financial advisors in Santa Maria, CA](https://advisorcensus.com/advisors/ca/santa-maria/fee-only) (https://advisorcensus.com/advisors/ca/santa-maria/fee-only.md)
- [Flat-fee financial advisors in Santa Maria, CA](https://advisorcensus.com/advisors/ca/santa-maria/flat-fee) (https://advisorcensus.com/advisors/ca/santa-maria/flat-fee.md)
- [Hourly financial advisors in Santa Maria, CA](https://advisorcensus.com/advisors/ca/santa-maria/hourly) (https://advisorcensus.com/advisors/ca/santa-maria/hourly.md)
- [Financial advisors for pre-retirees in Santa Maria, CA](https://advisorcensus.com/advisors/ca/santa-maria/pre-retirees) (https://advisorcensus.com/advisors/ca/santa-maria/pre-retirees.md)
- [Financial advisors for retirees in Santa Maria, CA](https://advisorcensus.com/advisors/ca/santa-maria/retirees) (https://advisorcensus.com/advisors/ca/santa-maria/retirees.md)
- [Financial advisors in Santa Barbara, CA](https://advisorcensus.com/advisors/ca/santa-maria/santa-barbara) (https://advisorcensus.com/advisors/ca/santa-maria/santa-barbara.md)
- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/ca/santa-maria.csv

Cite as: AdvisorCensus. Financial advisors in Santa Maria, CA: 77 firms from Form ADV filings as of October 2026.