Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Santa Barbara, CA
Every SEC-registered financial advisor at a firm office in Santa Barbara who lists the Chartered Financial Analyst designation, A to Z.
The short answer
17 CFA charterholders work in Santa Barbara; the most are at Alamar Capital Management, LLC (2). 0 are also registered broker representatives.
CFA advisors in Santa Barbara, A to Z
Every advisor in Santa Barbara →- Craig D. AllenAllen Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Clay D. BeccuePresidio Financial Advisors LLC · Chartered Financial Analyst
- Cory J. BoggsCresset Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Randol W. CurtisThryve Wealth Management · Chartered Financial Analyst
- Rick G. Du BreuilAriadne Wealth Management, LP · Chartered Financial Analyst
- Steven L. GoldPlacera Capital Management LLC · Chartered Financial Analyst
- Jonathan R. HeagleMountain Vista Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Timothy R. LindvallPainted Porch Advisors LLC · Chartered Financial Analyst
- Ryan A. Lowe15 Equity · Chartered Financial Analyst
- Kipley J. LytelMontecito Capital Management · Chartered Financial Analyst
- Peter W. MadlemAvalan, LLC · Chartered Financial Analyst
- Leo J. MurphyAlamar Capital Management, LLC · Chartered Financial Analyst
- Kieran D. OsborneMission Wealth Management, LP · Chartered Financial Analyst
- Brian G. SottakMission Wealth Management, LP · Certified Financial Planner, Chartered Financial Analyst
- George M. TharakanAlamar Capital Management, LLC · Chartered Financial Analyst
- Eric D. ToubinPainted Porch Advisors LLC · Chartered Financial Analyst
- April N. WalstadWalstad Investment Counsel, Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Santa Barbara
Alamar Capital Management, LLC 2Mission Wealth Management, LP 2Painted Porch Advisors LLC 215 Equity 1Allen Wealth Management 1Ariadne Wealth Management, LP 1Avalan, LLC 1Cresset Asset Management, LLC 1Montecito Capital Management 1Mountain Vista Wealth Management 1Placera Capital Management LLC 1Presidio Financial Advisors LLC 1Thryve Wealth Management 1Walstad Investment Counsel, Inc. 1
CFA advisors in other California cities
All of California →San Francisco 180Los Angeles 169San Diego 110Newport Beach 80Irvine 51Pasadena 43Foster City 32Walnut Creek 29Torrance 24Beverly Hills 21San Mateo 20Menlo Park 19Palo Alto 19La Jolla 18El Segundo 16Oakland 12Santa Monica 12Carlsbad 11Aliso Viejo 10San Rafael 10Berkeley 9Costa Mesa 9Folsom 8San Jose 8
Questions
How many CFA financial advisors are in Santa Barbara, CA?
17 SEC-registered investment adviser representatives at firm offices in Santa Barbara, California list the CFA designation; Alamar Capital Management, LLC employs the most of them (2).
What is a CFA?
CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.
How do I check a CFA in Santa Barbara?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.