Largest Wealth Management Firms

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American Registry

An independent company, not affiliated with or endorsed by "Pacific Coast Business Times" or its publisher.

Recognized By: Pacific Coast Business Times
Publication Date: December 2013
Number of Honorees: 3

Businesses Receiving This Recognition

Kauffman Wealth Services
Mission Wealth Management Santa Barbara, CA
Montecito Capital Management

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Recent Honors

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25 Dayton-Area Banks