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Pacific Capital Advisors

EST. AUM
$820,635,175

CONTACTS
5

CLIENT ACCOUNTS
336

Firm Details

Metro area Los Angeles
CRD Number 159294
Website pacificcapital.com
Client types

Overview

Pacific Capital Wealth Advisors, Inc. is a California-based SEC-registered Registered Investment Adviser (RIA) headquartered in Corona, California, with an additional office in Newport Beach. Founded in 2011, the firm provides discretionary portfolio management and comprehensive wealth advisory services primarily to high-net-worth individuals, retirement plans, and charitable organizations. With approximately $654 million in regulatory assets under management, the firm focuses on long-term wealth preservation, financial planning, and customized portfolio construction. Pacific Capital operates under a fiduciary standard and primarily manages client assets through Charles Schwab & Co. as custodian. The firm also provides pension consulting and referrals to other advisers where appropriate.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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