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List of Financial planners in Santa Barbara

There are 169 Financial planners in Santa Barbara as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 73 Financial planners which is 43.20% of all Financial planners in Santa Barbara are single-owner operations, while the remaining 96 which is 56.80% are part of larger brands. Average age of Financial planners in Santa Barbara is 6 years and 6 months.

Financial planners are also establishing a strong digital presence across various platforms: 99 have LinkedIn profiles, 61 have Facebook Pages, 39 are active on Instagram, 81 have X (formerly Twitter) handles, 3 are on TikTok, and 54 have YouTube channels. About 153 Financial planners have their own website and the remaining 16 don’t have their own website.

  • 169

    Number of Financial planners

  • 33

    Email addresses

  • 166

    Phone numbers

  • 153

    With Websites

  • 99

    LinkedIn Profiles

  • 61

    Facebook Profiles

  • 39

    Instagram Handles

  • 81

    X Handles

  • 3

    TikTok Profiles

  • 54

    YouTube Channels

Data updated on October 15, 2025
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Download list of Financial planners in Santa Barbara

You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterTikTokYouTube
Harmony Investment Management, LLCAddressSanta BarbaraCaliforniaUnited StatesEmailPhone00Link
Bank of America ATM (Drive-thru)AddressSanta BarbaraCaliforniaUnited StatesEmailPhone11Link
Beacon Pointe AdvisorsAddressSanta BarbaraCaliforniaUnited StatesEmailPhone00Link
Raymond James Financial ServicesAddressSanta BarbaraCaliforniaUnited StatesEmailPhone00Link
Bank of America ATMAddressSanta BarbaraCaliforniaUnited StatesEmailPhone23Link
Seth StreeterAddressSanta BarbaraCaliforniaUnited StatesEmailPhone00Link
Bank of America (with Drive-thru ATM)AddressSanta BarbaraCaliforniaUnited StatesEmailPhone412.4Link
Zen Divorce SolutionsAddressSanta BarbaraCaliforniaUnited StatesEmailPhone35Link
James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressSanta BarbaraCaliforniaUnited StatesEmailPhone15Link
Monarch Wealth StrategiesAddressSanta BarbaraCaliforniaUnited StatesEmailPhone35Link
[
  {
    "name": "Harmony Investment Management, LLC",
    "address": "11**********",
    "phone": "********5235",
    "email": "Ki******@ha**********",
    "lat": 34.4207816,
    "lng": -119.6449207,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Barbara",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Divorce services"
  },
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "58**********",
    "phone": "********8500",
    "email": "gi**********@ml****",
    "lat": 34.4416711,
    "lng": -119.8274901,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Barbara",
    "star_count": 1,
    "rating_count": 1,
    "category_name": "Financial planners,Financial consultants,ATMs"
  },
  {
    "name": "Beacon Pointe Advisors",
    "address": "11**********",
    "phone": "********2208",
    "email": "in**@be**********",
    "lat": 34.4209144,
    "lng": -119.6456921,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Barbara",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners,Investment services"
  },
  {
    "name": "Raymond James Financial Services",
    "address": "42**********",
    "phone": "********2245",
    "email": "su*****@In**********",
    "lat": 34.4029633,
    "lng": -119.5316377,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Barbara",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Investment services,Financial planners"
  },
  {
    "name": "Bank of America ATM",
    "address": "83**********",
    "phone": "********8500",
    "email": "st**********@ml****",
    "lat": 34.4205229,
    "lng": -119.700382,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Barbara",
    "star_count": 3,
    "rating_count": 2,
    "category_name": "Financial consultants,Financial planners,ATMs"
  },
  {
    "name": "Seth Streeter",
    "address": "11**********",
    "phone": "********3905",
    "email": "he***@se**********",
    "lat": 34.421581,
    "lng": -119.7053011,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Barbara",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Bank of America (with Drive-thru ATM)",
    "address": "58**********",
    "phone": "********4536",
    "email": "gi**********@ml****",
    "lat": 34.4417721,
    "lng": -119.8274007,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Barbara",
    "star_count": 2.4,
    "rating_count": 41,
    "category_name": "Financial consultants,Financial planners,Banks"
  },
  {
    "name": "Zen Divorce Solutions",
    "address": "14**********",
    "phone": "********1901",
    "email": "in**@ze**********",
    "lat": 34.4376723,
    "lng": -119.6338209,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Barbara",
    "star_count": 5,
    "rating_count": 3,
    "category_name": "Financial consultants,Divorce services,Financial audits,Financial planners,Investment services"
  },
  {
    "name": "James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "13**********",
    "phone": "********0355",
    "email": "ja**********@am******",
    "lat": 34.4187225,
    "lng": -119.7029366,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Barbara",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Monarch Wealth Strategies",
    "address": "22**********",
    "phone": "********0800",
    "email": "in**@mw*******",
    "lat": 34.424227,
    "lng": -119.698445,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Santa Barbara",
    "star_count": 5,
    "rating_count": 3,
    "category_name": "Financial planners"
  }
]

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How many Financial planners are there in Santa Barbara?

There are a total of 169 Financial planners in Santa Barbara as of October 15, 2025.

Number of Financial planners in Santa Barbara with Phone Number

166

Number of Financial planners in Santa Barbara with Email

33

List of Financial planners in Santa Barbara with Social Media Accounts

61

Facebook Profiles

39

Instagram Handles

99

LinkedIn Profiles

81

X Handles

3

TikTok Profiles

54

YouTube Channels

Download sales qualified leads of Financial planners in the Santa Barbara

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial planners in Santa Barbara with/without Website

Download the list of Financial planners in Santa Barbara as of October 15, 2025 with and without website information.

153

Number of Financial planners in Santa Barbara with website

16

Number of Financial planners in Santa Barbara without website

List of Financial planners in Santa Barbara By Ratings

Download the data of the number of star-rated Financial planners in Santa Barbara as of October 15, 2025.

5

Number of 1 star-rated Financial planners in Santa Barbara

0

Number of 2 star-rated Financial planners in Santa Barbara

7

Number of 3 star-rated Financial planners in Santa Barbara

2

Number of 4 star-rated Financial planners in Santa Barbara

25

Number of 5 star-rated Financial planners in Santa Barbara

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The total number of Financial planners in Santa Barbara is 169.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Santa Barbara at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Santa Barbara once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in Santa Barbara dataset costs $99.

There are 166 Financial planners in Santa Barbara with phone numbers.

There are 33 Financial planners in Santa Barbara with email addresses.

There are 50 Financial planners in Santa Barbara with both phone numbers and email lists.

There are 99 Financial planners in Santa Barbara with LinkedIn Profiles.

There are 61 Financial planners in Santa Barbara with Facebook Profiles.

There are 39 Financial planners in Santa Barbara with Instagram Handles.

There are 81 Financial planners in Santa Barbara with X Handles.

There are 3 Financial planners in Santa Barbara with TikTok Profiles.

There are 54 Financial planners in Santa Barbara with YouTube Channels.

The total count of Financial planners in Santa Barbara with a website is 153.

The total count of Financial planners in Santa Barbara without a website is 16.

There are 25 5-star rated Financial planners in Santa Barbara.

There are 2 4-star rated Financial planners in Santa Barbara.

There are 7 3-star rated Financial planners in Santa Barbara.

There are 0 2-star rated Financial planners in Santa Barbara.

There are 5 1-star rated Financial planners in Santa Barbara.

The average age of Financial planners in Santa Barbara is 6 years and 6 months.

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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.