AdvisorCensus / Financial advisors / California / Santa Maria, CA / New firms

New investment advisory firms in Santa Maria, CA

5 investment advisory firms in Santa Maria, CA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Santa Maria, CA · Atom feed · How this list is built

May 2026 (1)

Firm	Location	Registration
Finances for Real Life	Lompoc, CA	SEC-registered investment adviser

April 2026 (2)

Firm	Location	Registration
Certis Capital Management, Inc.	Santa Barbara, CA	SEC-registered investment adviser
Levelized Capital Management LLC	Santa Barbara, CA	Exempt reporting adviser

February 2026 (1)

Firm	Location	Registration
Abundant Wealth Partners, LLC	Santa Barbara, CA	SEC-registered investment adviser

December 2025 (1)

Firm	Location	Registration
Synchronous Wealth Advisors LLC	Solvang, CA	SEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Santa Maria, CA. https://advisorcensus.com/advisors/ca/santa-maria/new-firms
https://advisorcensus.com/advisors/ca/santa-maria/new-firms