October 4, 2022
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The Pacific Coast Business Times’ collection of Top 25 lists represents data on thousands of companies in Ventura, Santa Barbara and San Luis Obispo counties, collected by our reporters and researchers.

We offer a new list each week ranking the top companies, employers and people operating in one of the many industries that compete in the Tri-Counties. Our editors research and validate all of the information, so that you can be sure you’re getting the most accurate data available.

• All lists come in an Excel compatible format, and you can preview the top listings in HTML format.
• Please note: All list purchases are a one-time download and are non-refundable.

If you have questions about our lists, want to nominate a company for inclusion or need to update information, please contact Special Reports Editor Amber Hair at ahair@pacbiztimes.com.

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Wealth Management Firms
Ranked by total assets under management; firms based in the Tri-Counties
Rank
(Prior)
Name
Address
City, ZIP
Phone
Website
AUM
Discretionary AUM
Top local executive(s)
1
(4)
Mission Wealth
1111 Chapala St., Third Floor
Santa Barbara, 93101
(805) 882-2630
missionwealth.com
$4.7 billion
n/a
Brad Stark, Seth Streeter
2
(nr)
Ameriflex Financial Services
3700 State St., Ste. 240
Santa Barbara, 93105
(805) 898-0893
ameriflex.com
$1.4 billion
$1.1 billion
n/a
3
(10)
West Coast Financial, LLC
1525 State St., Ste. 104
Santa Barbara, 93101
(805) 962-9131
wcfinc.com
$1.3 billion
$1.3 billion
Steven Weintraub
4
(13)
Wacker Wealth Partners
892 Aerovista Place, Ste. 220
San Luis Obispo, 93401
(805) 541-1308
wackerwealthpartners.com
$1.2 billion
$1.2 billion
Ryan Caldwell, Bob Wacker
5
(15)
Arlington Financial Advisors
100 E De La Guerra St.
Santa Barbara, 93101
(805) 699-7300
arlingtonfinancialadvisors.com
$900.0 million
n/a
Joseph Weiland