Top 10 RIAs in the West
*Assets under management: $11.05 billion
*Number of accounts: 24,311
Employees: 238
Location: Santa Barbara, Calif.
2017 rank: 5
*Includes discretionary and nondiscretionary
*Assets under management: $11.05 billion
*Number of accounts: 24,311
Employees: 238
Location: Santa Barbara, Calif.
2017 rank: 5
*Includes discretionary and nondiscretionary