March 3, 2024
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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
Top local executive(s)
1
(1)
Pensionmark Financial Group
24 E. Cota St., Ste. 200
Santa Barbara, 93101
(805) 456-6260
pensionmark.com
$26.6 billion
Troy Hammond
2
(2)
El Capitan Advisors
1900 State St. Ste. J
Santa Barbara, 93101
(833) 463-5227
elcapitanadvisors.com
$7.4 billion
Andrew Nash
3
(3)
Mission Wealth
1111 Chapala St., Third Floor
Santa Barbara, 93101
(805) 882-2630
missionwealth.com
$5.0 billion
Seth Streeter, Dannell Stuart, Brad Stark
4
(nr)
One Capital Management, LLC
3075 Townsgate Road, Ste. 350
Westlake Village, 91361
(805) 409-8150
onecapital.com
$4.9 billion
Patrick Bowen
5
(nr)
Ameriflex Financial Services
1332 Anacapa St. Ste. 110
Santa Barbara, 93101
(805) 770-1356
ameriflex.com
$3.4 billion
Hannah Buschbom