AdvisorCensus / Financial advisors / California / Santa Maria, CA / Fidelity Investments
Financial advisors in Santa Maria, CA using Fidelity Investments
7 SEC-registered investment advisory firms headquartered in the Santa Maria, CA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Ariadne Wealth Management, LP | Santa Barbara | SEC-registered investment adviser | $500 million to $1 billion |
| Avalan, LLC | Santa Barbara | SEC-registered investment adviser | $500 million to $1 billion |
| Foronjy Financial | Santa Barbara | SEC-registered investment adviser | $100 million to $500 million |
| Mission Wealth Management, LP | Santa Barbara | SEC-registered investment adviser | Over $5 billion |
| Omega Financial Group, LLC | Santa Barbara | SEC-registered investment adviser | $500 million to $1 billion |
| Synchronous Wealth Advisors LLC | Solvang | SEC-registered investment adviser | $100 million to $500 million |
| Vida Wealth Partners, Inc. | Santa Barbara | 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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Santa Maria, CA using Fidelity Investments. https://advisorcensus.com/advisors/ca/santa-maria/custodians/fidelity https://advisorcensus.com/advisors/ca/santa-maria/custodians/fidelity