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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
Total assets under management (AUM)
Accounts total
Discretionary AUM
No. of discretionary accounts
Top local executive(s)
1
(nr)
Graystone Consulting — Los Angeles
100 N. Westlake Blvd., Ste. 200
Westlake Village, 91362
(805) 374-8111
www.graystone.morganstanley.com
$6.5 billion
n/a
n/a
n/a
Christopher George Venuti, Larry Mills
2
(1)
Manchester Capital Management
1157 Coast Village Rd, Ste. A
Montecito, 93108
(805) 969-5670
www.mcmllc.com
$3.7 billion
150
n/a
n/a
Ted Cronin
3
(2)
Mission Wealth
1111 Chapala St., Third Floor
Santa Barbara, 93101
(805) 882-2630
www.missionwealth.com
$2.5 billion
3,920
$297.0 million
3,731
Seth Streeter
4
(4)
One Capital
2945 Townsgate Road, Ste. 300
Westlake Village, 91361
(805) 409-8150
www.onecapital.com
$1.6 billion
2,802
$1.6 billion
2,800
Patrick Bowen
5
(9)
West Coast Financial, LLC
1525 State St., Ste. 104
Santa Barbara, 93101
(805) 962-9131
www.wcfinc.com
$1.0 billion
500
$1.0 billion
500
Steven Weintraub