May 27, 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
(1)
Graystone Consulting—Los Angeles
100 N. Westlake Blvd.
Westlake Village, 91362
(805) 374-8111
graystone.morganstanley.com
$6.5 billion
n/a
Larry Mills, Marc Roggenkamp, Christopher George Venuti
2
(nr)
PlanMember Securities Corp.
6187 Carpinteria Ave.
Carpinteria, 93013
(805) 684-1199
www.planmemberfinancialcorporation.com
$5.3 billion
n/a
Jon Ziehl
3
(2)
Manchester Capital Management
1157 Coast Village Rd, Ste. A
Montecito, 93108
(805) 969-5670
www.mcmllc.com
$4.2 billion
$3.1 billion
Ted Cronin
4
(3)
Mission Wealth
1111 Chapala St., Third Floor
Santa Barbara, 93101
(805) 882-2630
missionwealth.com
$3.1 billion
$2.4 billion
Brad Stark, Seth Streeter
5
(nr)
The Private Bank at Union Bank
1021 Anacapa Street, 3rd Floor
Santa Barbara, 93101
(888) 826-2669
www.unionbank.com/private-banking
$2.4 billion
n/a
Stephen Sherline