Company lists · Data refreshed September 2026

Top 15 Asset management consulting firms based in Santa Barbara, United States

Name: Asset management consulting firms based in Santa Barbara, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 27 companies tracked

RevenueBase identified 27 company matches for asset management consulting firms associated with Santa Barbara, United States as of September 2026 and tracks 141 professional contacts across them, including 72 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Santa Barbara has 27.

This list covers company matches for asset management consulting firms associated with Santa Barbara, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 14, 2026 How this list was built

27Companies

141Contacts tracked

72Verified emails

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The 15 largest asset management consulting firms based in Santa Barbara, United States

Ranked by team size

Top 15 of 27 company matches for asset management consulting firms based in Santa Barbara, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Painted Porch Advisors, LLC	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	11-50	21 contacts →
	Exact match “Our mission is to help those in our community to live their best lives, and to unlock the human potential for enduring happiness.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Avalan Wealth	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	1-10	15 contacts →
	Exact match “Avalan is a comprehensive wealth management firm that works closely with clients and utilizes a consultative approach to financial, business, investment and personal planning…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	West Coast Financial	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	11-50	12 contacts →
	Exact match “WHAT WE DO WCF serves the financial needs of individuals, families, trusts and businesses.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Ariadne Wealth Management	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	1-10	11 contacts →
	Exact match “Our mission is simple, but execution is complex.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Foronjy Financial	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	1-10	8 contacts →
	Exact match “Foronjy Financial was founded with the intention of providing clients with personalized investment advice and a family feel.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	California Wealth Advisors	Exact match	Santa Barbara, United StatesHQ recorded Sep 14, 2026	1-10	8 contacts →
	Exact match “Kelley Slaught offers securities and advisory services through Centaurus Financial, Inc.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Tremblay Financial Services	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	11-50	8 contacts →
	Exact match “Tremblay Financial has been locally owned and operated in Santa Barbara, CA for over 25 years.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Bourke Wealth Management	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Bourke Wealth Management is an investment management company based out of Santa Barbara, CA.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Harbor Hills	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Our goal at Harbor Hills is to be your most trusted wealth advisors through our professional knowledge, integrity, and personalized service.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Anderson Financial Solutions & Insurance Services	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “At Anderson Financial Solutions & Insurance Services, we have the client-and only the client-in mind.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Omega Financial Group, LLC	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “As a team drawing on different complementary professional skills, leveraging top-tier academic experience, and integrating a global network, we help a select list of clients and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Saige Private Wealth Management	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Antonia La Rocca founded Saige Private Wealth in 2022 after 14 years working as a wealth advisor at a global financial institution, following 13 years as a tax consultant at a…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Mountain Vista Wealth Management, LLC	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Mountain Vista is a "fee-only" registered investment advisor dedicated to helping families navigate their unique financial needs in the present and future.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Pacific Pointe Advisors	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Pacific Pointe Advisors is an employee owned Registered Investment Advisor, founded on the belief that Wall Street has become too large and conflicted to meet the needs of their…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	EL Capitan Advisors, INC	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “El Capitan Advisors is a Registered Investment Advisory cash management and investment management company.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 15 of 27 asset management consulting firms based in Santa Barbara, United States

See the full list, filter by size, metro and specialty, and access 72 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Santa Barbara, United States at a glance

As of Sep 14, 2026

51.1%Verified-email coverage

5.2Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Santa Barbara, so it is reported there. Company counts and contact totals on this page are exact for Santa Barbara, over 27 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Santa Barbara, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 72 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Santa Barbara, United States?

RevenueBase identified 27 company matches for asset management consulting firms associated with Santa Barbara, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Painted Porch Advisors, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Santa Barbara has 27.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 72 professional contacts with verified work emails tracked across these 27 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.