Santa Barbara Advisors, Inc.

Santa Barbara Advisors, Inc. (CRD# 134239) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $35,083,972 in 167 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $210,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Santa Barbara Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paul G. Weymouth
CRD#: 4805527
3700 State Street, Ste 340, Santa Barbara, CA 93105
93
Wealthminder
score

Paul Weymouth (CRD# 4805527) is an Investment Advisor Representative working at Santa Barbara Advisors, Inc. in Santa Barbara, CA and has over 12 years of experience in the finance industry.

2
John S. Weymouth
CRD#: 464303
3700 State Street - Ste 340, Santa Barbara, CA 93105
83
Wealthminder
score

John Weymouth (CRD# 464303) is an Investment Advisor Representative working at Santa Barbara Advisors, Inc. in Santa Barbara, CA and has over 35 years of experience in the finance industry.

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