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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 Chris Officer at [email protected].

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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
Accounts total
Discretionary AUM
No. of discretionary accounts
Top local executive(s)
1
()
Mission Wealth
1111 Chapala St., Third Floor
Santa Barbara, 93101
(805) 882-2630
www.missionwealth.com
$3.1 billion
1,472
$2.4 billion
n/a
Seth Streeter
2
()
Wacker Wealth Partners
892 Aerovista Place, Ste. 220
San Luis Obispo, 93401
(805) 541-1308
www.wackerwealthpartners.com
$960.3 million
627
$958.4 million
624
Ryan Caldwell, Bob Wacker
3
()
West Oak Capital
2801 Townsgate Road, Ste. 112
Westlake Village, 91361
(805) 230-8282
www.westoakcap.com
$351.7 million
310
$321.0 million
298
Byron Snider
4
()
Ariadne Wealth Management
1255 Coast Village Road, Ste. 201A
Santa Barbara, 93108
(805) 456-4920
www.ariadnewealth.com
$271.0 million
307
$264.0 million
303
Gene Dongieux
5
()
Avalan, LLC
233 E. Carrillo St., Ste. B
Santa Barbara, 93101
(805) 962-7725
www.avalanwealth.com
$233.7 million
n/a
n/a
n/a
Rich Schuette