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.
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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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Prefer Excel? A complete spreadsheet of this list is available. Download Excel file Wealth Management Firms Ranked by total assets under management; firms based in the Tri-Counties Rank (Prior) Name Address City, ZIP Phone Website 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 Seth Streeter, Dannell Stuart, Brad Stark 2 (nr) Ameriflex Financial Services 3700 State St., Ste. 240 Santa Barbara, 93105 (805) 898-0893 ameriflex.com $1.4 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 Steven Weintraub 4 (13) Wacker Wealth Partners 892 Aerovista Place, Ste. 220 San Luis Obispo, 93401 (805) 541-1308 wackerwealthpartners.com $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 Joseph Weiland    Sources: U.S. Securities and Exchange Commission, Internet research and emailed surveys. Companies that have not filed an ADV with the SEC or did not respond to requests to disclose asset and account figures were not included. This list includes firms    with locations in the Tri-Counties only. Notes: wnd = would not disclose. n/a = not available. nr = not ranked. This list was updated in Jan. 2023.