AdvisorCensus / Financial advisors / California / Santa Maria, CA / Charles Schwab
Financial advisors in Santa Maria, CA using Charles Schwab
22 SEC-registered investment advisory firms headquartered in the Santa Maria, CA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 15 Equity | Santa Barbara | SEC-registered investment adviser | $100 million to $500 million |
| Alamar Capital Management, LLC | Santa Barbara | SEC-registered investment adviser | $100 million to $500 million |
| Ariadne Wealth Management, LP | Santa Barbara | SEC-registered investment adviser | $500 million to $1 billion |
| Arlington Financial Advisors, LLC | Santa Barbara | SEC-registered investment adviser | $1 billion to $5 billion |
| Avalan, LLC | Santa Barbara | SEC-registered investment adviser | $500 million to $1 billion |
| Blue Marble Investments | Santa Barbara | SEC-registered investment adviser | $100 million to $500 million |
| Bourke Wealth Management | Santa Barbara | SEC-registered investment adviser | $100 million to $500 million |
| Castle Wealth Planning | Santa Barbara | SEC-registered investment adviser | $100 million to $500 million |
| Certis Capital Management, Inc. | Santa Barbara | SEC-registered investment adviser | $100 million to $500 million |
| Channel Wealth, LLC | Santa Barbara | SEC-registered investment adviser | $500 million to $1 billion |
| Curtis Advisory Group, LLC | Santa Barbara | SEC-registered investment adviser | $500 million to $1 billion |
| Daniel Investment Associates, LLC | Santa Barbara | SEC-registered investment adviser | $100 million to $500 million |
| Foronjy Financial | Santa Barbara | SEC-registered investment adviser | $100 million to $500 million |
| Harbor Hills Financial Advisors | Montecito | SEC-registered investment adviser | $100 million to $500 million |
| Mission Wealth Management, LP | Santa Barbara | SEC-registered investment adviser | Over $5 billion |
| Monarch Wealth Strategies | Santa Barbara | SEC-registered investment adviser | $100 million to $500 million |
| Omega Financial Group, LLC | Santa Barbara | SEC-registered investment adviser | $500 million to $1 billion |
| Pacific Wealth Strategies Group, Inc. | Santa Barbara | SEC-registered investment adviser | $100 million to $500 million |
| Painted Porch Advisors LLC | Santa Barbara | SEC-registered investment adviser | $500 million to $1 billion |
| Thryve Wealth Management | Santa Barbara | SEC-registered investment adviser | $100 million to $500 million |
| Trinity Capital Management, LLC | Santa Barbara | SEC-registered investment adviser | $500 million to $1 billion |
| X Advisors, LLC | Santa Maria | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Santa Maria, CA using Charles Schwab. https://advisorcensus.com/advisors/ca/santa-maria/custodians/charles-schwab https://advisorcensus.com/advisors/ca/santa-maria/custodians/charles-schwab