#1Alamar Capital Management, LLC
ALAMAR CAPITAL MANAGEMENT, LLC
Based in Santa Barbara, CA
Retirement Plan Advisors in Santa Barbara, CA
The top-ranked retirement plan advisors serving Santa Barbara, CA are Alamar Capital Management, LLC, Arlington Financial Advisors, LLC and Bourke Wealth Management. We list 37 retirement plan advisors serving Santa Barbara, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Santa Barbara, CA (Santa Barbara County). 37 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Santa Barbara
#2Arlington Financial Advisors, LLC
ARLINGTON FINANCIAL ADVISORS, LLCBased in Santa Barbara, CA#3Bourke Wealth Management
BOURKE WEALTH MANAGEMENTBased in Santa Barbara, CA#4Castle Wealth Planning
CASTLE WEALTH PLANNING LLCBased in Santa Barbara, CA#5Channel Wealth, LLC
CHANNEL WEALTH, LLCBased in Santa Barbara, CA#6Curtis Advisory Group, LLC
CURTIS ADVISORY GROUP, LLCBased in Santa Barbara, CA#7Foronjy Financial
FORONJY FINANCIAL LLCBased in Santa Barbara, CA#8Mission Wealth Management, LP
MISSION WEALTH MANAGEMENT, LPBased in Santa Barbara, CA#9Monarch Wealth Strategies
MONARCH WEALTH STRATEGIESBased in Santa Barbara, CA#10Thryve Wealth Management
THRYVE WEALTH MANAGEMENT LLCBased in Santa Barbara, CA
20 more providers serving this area
- Pacific Wealth Strategies Group, Inc., Eastern Goleta Valley, CA (4 mi)
- Planmember Securities Corporation, Carpinteria, CA (13 mi)
- Integrity Wealth Advisors, Inc., San Buenaventura (Ventura), CA (26 mi)
- Brightpath Wealth Planning, LLC, Camarillo, CA (44 mi)
- Kelsey Financial, LLC, Moorpark, CA (49 mi)
- Longevity Capital Management, Thousand Oaks, CA (50 mi)
- Fischer Investment Strategies, LLC, Lake Sherwood, CA (51 mi)
- Zephyr Wealth Management, Thousand Oaks, CA (53 mi)
- Classic Financial, Thousand Oaks, CA (53 mi)
- Oak Asset Management, LLC, Thousand Oaks, CA (53 mi)
- Williams & Novak Wealth Management, LLC, Thousand Oaks, CA (53 mi)
- Winters Financial Group, Inc., Thousand Oaks, CA (53 mi)
- Fmb Retirement Services, Thousand Oaks, CA (54 mi)
- Total Wealth Services, LLC, Thousand Oaks, CA (54 mi)
- One Capital Management, LLC, Thousand Oaks, CA (54 mi)
- 3(38) Investment Fiduciaries, Simi Valley, CA (57 mi)
- Monarch Plan Advisors, Simi Valley, CA (57 mi)
- Entruity Wealth, LLC, Bakersfield, CA (71 mi)
- Woodward Diversified Capital, LLC, Bakersfield, CA (76 mi)
- Barnes Wealth Management Group, Bakersfield, CA (76 mi)
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Frequently asked questions
How many retirement plan advisors serve Santa Barbara?
We list 37 retirement plan advisors serving Santa Barbara, CA: 10 based there and 27 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Santa Barbara?
The top-ranked retirement plan advisors serving Santa Barbara, CA are Alamar Capital Management, LLC, Arlington Financial Advisors, LLC, Bourke Wealth Management, Castle Wealth Planning and Channel Wealth, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Santa Barbara are verified against official records?
10 of the top 10 match an active official record: Alamar Capital Management, LLC (U.S. Securities and Exchange Commission), Arlington Financial Advisors, LLC (U.S. Securities and Exchange Commission), Bourke Wealth Management (U.S. Securities and Exchange Commission), Castle Wealth Planning (U.S. Securities and Exchange Commission) and Channel Wealth, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .