Financial Planners in Santa Barbara, CA — 14 Firms (2026)
14 financial planners in Santa Barbara, California meet our listing bar — a website plus a public review record. They average 3.91★ across 14 rated firms, and 7 are rated 4.5★ or higher. The highest-rated is Homeowners Financial Group at 5.0★ across 104 Google reviews.
Showing 14 of 14 · sorted by Google rating
1.
Homeowners Financial Group
★★★★★★★★★★5.0(104 Google reviews)✓ Verified on Google
Financial Planning · 1525 State St #104, Santa Barbara, CA 93101
2.
Monarch Wealth Strategies - Santa Barbara
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 222 E Carrillo St #208, Santa Barbara, CA 93101
3.
Foronjy Financial
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 401 Chapala St Apt 105, Santa Barbara, CA 93101
Services: advisory
4.
First Republic Bank
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 1200 State St, Santa Barbara, CA 93101
5.
Montecito Capital Management
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 225 E Carrillo St #203, Santa Barbara, CA 93101
Services: advisory
6.
Cerity Partners
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1435 Anacapa St, Santa Barbara, CA 93101
Services: advisory
7.
Balanced Wealth Planning, Inc.
★★★★★★★★★★5.0(1 Google review)IRS PTIN
Financial Planning · 55 S La Cumbre Rd Unit 12, Santa Barbara, CA 93105
8.
Nasif, Hicks, Harris & Co., LLP
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 104 W Anapamu St suite b, Santa Barbara, CA 93101
Services: advisory
9.
Bank of America Financial Center
★★★★★★★★★★3.3(32 Google reviews)✓ Verified on Google
Financial Planning · 3790 State St, Santa Barbara, CA 93105
Services: advisory
10.
Fidelity Investments
★★★★★★★★★★3.3(15 Google reviews)✓ Verified on Google
Financial Planning · 3793 State St, Santa Barbara, CA 93105
11.
Bank of America Financial Center
★★★★★★★★★★2.9(43 Google reviews)✓ Verified on Google
Financial Planning · 834 State St, Santa Barbara, CA 93101
Services: advisory
12.
BMO Bank N.A Branches
★★★★★★★★★★2.6(23 Google reviews)✓ Verified on Google
Financial Planning · 3780 State St, Santa Barbara, CA 93105
Services: advisory
13.
Bank of America Financial Center
★★★★★★★★★★2.5(15 Google reviews)✓ Verified on Google
Financial Planning · 1096 Coast Village Rd, Santa Barbara, CA 93108
Services: advisory
14.
Royal Alliance Associates Inc
★★★★★★★★★★1.0(1 Google review)IRS PTIN
Financial Planning · 55 S La Cumbre Rd Unit 12, Santa Barbara, CA 93105
Top financial planners in Santa Barbara
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Homeowners Financial Group | Financial Planning | 5.0 / 5 | 104 |
| 2 | Monarch Wealth Strategies - Santa Barbara | Financial Planning | 5.0 / 5 | 14 |
| 3 | Foronjy Financial | Financial Planning | 5.0 / 5 | 10 |
| 4 | First Republic Bank | Financial Planning | 5.0 / 5 | 9 |
| 5 | Montecito Capital Management | Financial Planning | 5.0 / 5 | 8 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.