Arlington Financial Advisors, LLC

Arlington Financial Advisors, LLC (CRD# 283288) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $944,500,000 in 1,810 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    945
    MILLION
  • Total Number of Accounts
    1,810
    ACCOUNTS
  • Average Account Value
    $521,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, LA, MA, NV, NY, OR, SC, TX, VA, WA, WI

Financial Advisors at Arlington Financial Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Dianne G. Duva
CRD#: 4193888
100 E. De La Guerra St, Santa Barbara, CA 93101

Dianne Duva (CRD# 4193888) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has over 23 years of experience in the finance industry.

2
Richard W. Hughes
CRD#: 2716113
100 E. De La Guerra St, Santa Barbara, CA 93101

Richard Hughes (CRD# 2716113) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has over 28 years of experience in the finance industry.

3
John A. Lorenz
CRD#: 1940578
100 E. De La Guerra St, Santa Barbara, CA 93101

John Lorenz (CRD# 1940578) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has over 27 years of experience in the finance industry.

4
Cody A. Makela
CRD#: 5845061
100 E. De La Guerra St, Santa Barbara, CA 93101

Cody Makela (CRD# 5845061) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has over 13 years of experience in the finance industry.

5
Arthur G. Swalley
CRD#: 2065991
100 E. De La Guerra St, Santa Barbara, CA 93101

Arthur Swalley (CRD# 2065991) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has over 33 years of experience in the finance industry.

6
Joseph R. Weiland
CRD#: 2641532
100 E. De La Guerra St, Santa Barbara, CA 93101

Joseph Weiland (CRD# 2641532) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has over 28 years of experience in the finance industry.

7
Stephen W. Wheeler
CRD#: 6009674
100 E. De La Guerra St, Santa Barbara, CA 93101

Stephen Wheeler (CRD# 6009674) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has over 12 years of experience in the finance industry.

8
Michael E. Yang
CRD#: 7780404
100 E. De La Guerra St, Santa Barbara, CA 93101

Michael Yang (CRD# 7780404) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.