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Company lists · Data refreshed September 2026

Top 23 Private client accounting firms based in Santa Barbara, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 35 companies tracked

RevenueBase identified 35 private client accounting firms headquartered in Santa Barbara, United States as of September 2026 and tracks 515 professional contacts across them, including 338 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Santa Barbara, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
35Companies
515Contacts tracked
338Verified emails
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The 23 largest private client accounting firms based in Santa Barbara, United States

Ranked by team size
Top 23 of 35 private client accounting firms based in Santa Barbara, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Mission WealthIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 2026201-500192

“Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.”

Source: company website · checked Sep 5, 2026
2
Bartlett, Pringle & Wolf, LLPPartial evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 202651-200102

“Bartlett, Pringle & Wolf, LLP is the leading accounting and consulting firm on the Central Coast of California providing a collection of premium services to support your lifestyle.”

Source: company website · checked Sep 5, 2026
3
Nasif, Hicks, Harris & Co., LLPIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 202651-20088

“Nasif, Hicks, Harris & Co, LLP was founded in 1976.”

Source: company website · checked Sep 5, 2026
4
Avalan WealthPartial evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-1015

“Avalan is a comprehensive wealth management firm that works closely with clients and utilizes a consultative approach to financial, business, investment and personal planning…”

Source: company website · checked Sep 5, 2026
5
Macfarlane, Faletti & Co. LLPIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 202611-5014

“MACFARLANE, FALETTI & CO.”

Source: company website · checked Sep 5, 2026
6
West Coast FinancialIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 202611-5012

“WHAT WE DO WCF serves the financial needs of individuals, families, trusts and businesses.”

Source: company website · checked Sep 5, 2026
7
Monarch Wealth StrategiesPartial evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-1010

“Since our founding in 2008, our ensemble practice has been dedicated to designing, shepherding, and safeguarding the legacies of our clientele.”

Source: company website · checked Sep 5, 2026
8
Damitz, Brooks, Nightingale, Turner And MorrissetPartial evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 202611-5010

“As a full service public accounting firm nestled in the heart of downtown Santa Barbara, DBNTM combines the expertise of a national accounting firm and the personalized service of…”

Source: company website · checked Sep 5, 2026
9
Berti Spechler SarmientoPartial evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 202611-506

“Berti Spechler Sarmiento McKay & Company LLP is a full service tax, accounting and business consulting firm located in Santa Barbara, California.”

Source: company website · checked Sep 5, 2026
10
Socius Accounting SolutionsIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-106

“In Latin, Socius means partner.”

Source: company website · checked Sep 5, 2026
11
Mcgowan GuntermannIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 202611-505

“McGowan Guntermann is the oldest CPA firm in Central California.”

Source: company website · checked Sep 5, 2026
12
Bourke Wealth ManagementIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-104

“Bourke Wealth Management is an investment management company based out of Santa Barbara, CA.”

Source: company website · checked Sep 5, 2026
13
Harbor HillsIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-104

“Our goal at Harbor Hills is to be your most trusted wealth advisors through our professional knowledge, integrity, and personalized service.”

Source: company website · checked Sep 5, 2026
14
Omega Financial Group, LLCPartial evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-103

“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…”

Source: company website · checked Sep 5, 2026
15
The Guardian CPAIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-102

“John Duston established The Guardian CPA in beautiful and sunny Santa Barbara, CA.”

Source: company website · checked Sep 5, 2026
16
Saige Private Wealth ManagementPartial evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-102

“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…”

Source: company website · checked Sep 5, 2026
17
Palius, O'kelley & Janzen Cpas, INCIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 202611-502

“Palius, O’Kelley & Janzen is a Santa Barbara based, business-only, CPA firm.”

Source: company website · checked Sep 5, 2026
18
Mountain Vista Wealth Management, LLCIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-102

“Mountain Vista is a "fee-only" registered investment advisor dedicated to helping families navigate their unique financial needs in the present and future.”

Source: company website · checked Sep 5, 2026
19
Franzen & Franzen, LLPIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-101
Source: company website · checked Sep 5, 2026
20
Filippini Wealth Management, INCPartial evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-101

“As a multifaceted group, we serve our clients with a single full-service group of companies they can turn to for all of their financial needs.”

Source: company website · checked Sep 5, 2026
21
Travis J. Wilson, Cpa, CFPPartial evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-101

“Over 20 years of professional experience serving the needs of a wide variety of individuals, small businesses, and not-for-profit organizations in the areas of tax, accounting…”

Source: company website · checked Sep 5, 2026
22
HUB Financial ManagementIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-101

“Individual and Family Finances Concierge Services Business Management and Administration”

Source: company website · checked Sep 5, 2026
23
Pacific Wealth Strategies Group, INCIndirect evidence
Santa Barbara, CA, United StatesHQ checked Sep 5, 20261-101
Source: company website · checked Sep 5, 2026

Showing 23 of 35 private client accounting firms based in Santa Barbara, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 338 reachable decision-makers.

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Private client accounting firms based in Santa Barbara, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
24
11-50
7
51-200
2
201-500
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Santa Barbara, over 35 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among private client accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

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
Companies headquartered in Santa Barbara, United States whose own description of what they do matches “private client accounting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among private client accounting firms, and records with no verified work email. Companies headquartered outside Santa Barbara are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 338 across the full list. 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 5, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Private client accounting firms by metro in the United States

Frequently asked

How many private client accounting firms are there based in Santa Barbara, United States?

RevenueBase identified 35 private client accounting firms headquartered in Santa Barbara, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Mission Wealth, headquartered in Santa Barbara, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 338 verified decision-maker contacts tracked across these 35 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 35 private client accounting firms based in Santa Barbara, United States. Start with a free account, no credit card.

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Related lists

Browse: Companies home · Private client accounting firms in United States · All United States lists · All Private client accounting firms lists · New lists

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.

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