AdvisorCensus / Financial advisors / California / Santa Maria, CA / Branch offices
Advisory firms with an office in Santa Maria, CA, headquartered elsewhere
36 investment advisory firms with a principal office outside the Santa Maria, CA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Argyle Capital Partners, LLC | Santa Barbara, CA | Los Angeles, CA | SEC-registered investment adviser |
| Blakeslee & Blakeslee Financial Advisers Inc. | Santa Maria, CA | San Luis Obispo, CA | SEC-registered investment adviser |
| Centaurus Financial, Inc. | Santa Barbara, CA | Anaheim, CA | SEC-registered investment adviser |
| Cerity Partners LLC | Santa Barbara, CA | New York, NY | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Santa Barbara, CA | New York, NY | SEC-registered investment adviser |
| Creativeone Wealth, LLC | Santa Barbara, CA | Overland Park, KS | SEC-registered investment adviser |
| Cresset Asset Management, LLC | Santa Barbara, CA | Chicago, IL | SEC-registered investment adviser |
| Dragoneer Investment Group, LLC | Montecito, CA | San Francisco, CA | SEC-registered investment adviser |
| Duration Capital Partners LLC | Santa Barbara, CA | New York, NY | SEC-registered investment adviser |
| Forefront | Santa Barbara, CA | Austin, TX | SEC-registered investment adviser |
| Freestone Capital Management, LLC | Santa Barbara, CA | Seattle, WA | SEC-registered investment adviser |
| Golden State Wealth Management, LLC | Santa Maria, CA | Powell, WY | SEC-registered investment adviser |
| Independent Financial Partners | Santa Ynez, CA | Tampa, FL | SEC-registered investment adviser |
| Kensington Investment Counsel | Santa Barbara,, CA | Long Beach, CA | SEC-registered investment adviser |
| Kingswood Wealth Advisors, LLC | Santa Barbara, CA | San Diego, CA | SEC-registered investment adviser |
| Kovack Advisors, Inc. | Santa Barbara, CA | Ft. Lauderdale, FL | SEC-registered investment adviser |
| Lead Edge Capital Management, LLC | Santa Barbara, CA | New York, NY | SEC-registered investment adviser |
| Lido | Santa Barbara, CA | Los Angeles, CA | SEC-registered investment adviser |
| Manchester Capital Management LLC | Montecito, CA | Manchester, VT | SEC-registered investment adviser |
| Mercer Global Advisors Inc. | Santa Barbara, CA | Denver, CO | SEC-registered investment adviser |
| MKT Advisors LLC | Santa Barbara, CA | Carlsbad, CA | SEC-registered investment adviser |
| Platform Wealth Advisors | Goleta, CA | Holladay, UT | SEC-registered investment adviser |
| RBC Securities, Inc. | Montecito, CA | Los Angeles, CA | SEC-registered investment adviser |
| Rhame & Gorrell Wealth Management | Santa Barbara, CA | The Woodlands, TX | SEC-registered investment adviser |
| Safeguard Investment Advisory Group, LLC | Santa Barbara, CA | Corona, CA | SEC-registered investment adviser |
| Sage Advisors, LLC | Santa Barbara, CA | New York, NY | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Santa Barbara, CA | Miami, FL | SEC-registered investment adviser |
| Santa Barbara Management | Montecito, CA | Chicago, IL | SEC-registered investment adviser |
| Seagull Lane Asset Management LLC | Santa Barbara, CA | Huntington Beach, CA | SEC-registered investment adviser |
| Steelpeak Wealth, LLC | Santa Barbara, CA | Los Angeles, CA | SEC-registered investment adviser |
| Strive Asset Management | Santa Barbara, CA | Dallas, TX | SEC-registered investment adviser |
| Trestle Partners | Carpinteria, CA | Palm Beach, FL | Exempt reporting adviser |
| U.S. Bancorp Advisors, LLC | Santa Barbara, CA | Saint Paul, MN | SEC-registered investment adviser |
| Valueact Capital Management, L.P. | Santa Barbara, CA | San Francisco, CA | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Lompoc, CA | Plymouth, MN | SEC-registered investment adviser |
| Wealthbuilders Investments | Goleta, CA | Greenwood Village, CO | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Santa Maria, CA on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Outwing Private Wealth Management | Santa Barbara, CA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Santa Maria, CA, headquartered elsewhere. https://advisorcensus.com/advisors/ca/santa-maria/branch-offices https://advisorcensus.com/advisors/ca/santa-maria/branch-offices