AdvisorOS Directory
Advisors
Firms
Specialties
Tools
Claim Profile
Claim Profile
City Directory
Home
›
Advisors
›
California
›
MONTECITO
2 Financial Advisors in MONTECITO, CA
Registered investment advisors · SEC/FINRA data
Use our Fee Calculator to see what advisors in MONTECITO typically charge →
Kevin Charles Root
OAK ROOT LLC
·
MONTECITO, CA
Financial Planning · Investment Management
CRD# 5553574
Lori Diane Gillem
WEST COAST ASSET MANAGEMENT,INC.
·
MONTECITO, CA
Retirement Planning
CRD# 2752332
📖 Read our guide: How to Choose a Financial Advisor in MONTECITO →
Are you a financial advisor in MONTECITO?
Claim your free profile to control your listing and connect with potential clients.
Browse All States
All Cities in California
Nearby Cities
AGOURA HILLS
2 advisors
ALAMEDA
10 advisors
ALAMO
12 advisors
ALHAMBRA
1 advisor
ALISO VIEJO
36 advisors
ALTADENA
2 advisors
City Guides
SAN FRANCISCO Guide
LOS ANGELES Guide
SAN DIEGO Guide
NEWPORT BEACH Guide
IRVINE Guide
Research
Advisor Fees in California
National Fee Analysis
Browse by specialty
Investment Management
Retirement Planning
Wealth Management
Financial Planning
Fee-Only Advisory
Financial Education