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.
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HF
Homeowners Financial Group✓ Verified
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning. Rated 5.0★ across 104 Google reviews.
MW
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning. Rated 5.0★ across 14 Google reviews.
FF
Foronjy Financial✓ Verified
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning, and advisory. Rated 5.0★ across 10 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning. Rated 5.0★ across 9 Google reviews.
MC
Montecito Capital Management✓ Verified
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning, and advisory. Rated 5.0★ across 8 Google reviews.
CP
Cerity Partners✓ Verified
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning, and advisory. Rated 5.0★ across 5 Google reviews.
BW
Balanced Wealth Planning, Inc.IRS PTIN
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning.
NH
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering advisory. Rated 4.2★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning, and advisory. Rated 3.3★ across 32 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning. Rated 3.3★ across 15 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning, and advisory. Rated 2.9★ across 43 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering advisory. Rated 2.6★ across 23 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning, and advisory. Rated 2.5★ across 15 Google reviews.
RA
Royal Alliance Associates IncIRS PTIN
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning.
Top financial planners in Santa Barbara
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Homeowners Financial Group✓ | Financial Planning | ★ 5.0 | 104 |
| 2 | Monarch Wealth Strategies - Santa Barbara✓ | Financial Planning | ★ 5.0 | 14 |
| 3 | Foronjy Financial✓ | Financial Planning | ★ 5.0 | 10 |
| 4 | First Republic Bank✓ | Financial Planning | ★ 5.0 | 9 |
| 5 | Montecito Capital Management✓ | Financial Planning | ★ 5.0 | 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.