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Montecito Capital Management Competitors or Alternatives

Montecito Capital Management's top competitors include Mission Wealth, Modera and Jml Creative Media.

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Montecito Capital Management's company profile

Kipley J. Lytel

Founder

70/100
25 - 100
$0
$5M - 25M
  • $0
    $5M - 25M
  • 25 - 100
    $0
  • $5M - 25M
  • 70/100
  • 25 - 100
  • $0
  • $5M - 25M
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1
Montecito Capital Management's Competitor - Mission Wealth logo

Matthew Adams

CEO

90/100
25 - 100
- -
$100M - 500M
  • - -
    $100M - 500M
  • 25 - 100
    - -
  • $100M - 500M
  • 90/100
  • 25 - 100
  • - -
  • $100M - 500M
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2
Montecito Capital Management's Competitor - Modera logo

Tom Orecchio

CEO

90/100
100 - 250
$71M
$5M - 25M
  • $71M
    $5M - 25M
  • 100 - 250
    $71M
  • $5M - 25M
  • 90/100
  • 100 - 250
  • $71M
  • $5M - 25M
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3
Montecito Capital Management's Competitor - Jml Creative Media logo

CEO

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4
Montecito Capital Management's Competitor - Bryfi logo

CEO

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25 - 100
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$100K - 5M
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    $100K - 5M
  • 25 - 100
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  • $100K - 5M
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  • 25 - 100
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  • $100K - 5M
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5
Montecito Capital Management's Competitor - Wwm Financial logo

CEO

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25 - 100
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$5M - 25M
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Montecito Capital Management's top 13 competitors are Mission Wealth, Modera, Jml Creative Media, Monarchwealthmanagement, Bryfi, Wwm Financial, Larkspur Financial Advisors, Brooksidecapital, Ambassadorwealth, Financial Solutions Group, Icmfinancial, Bristlecone Value Partners and Aegis Financial. Together they have raised over 71.0M between their estimated 847 employees. Montecito Capital Management's revenue is the ranked 4th among it's top 10 competitors. The top 10 competitors average 20.4M. Montecito Capital Management has 57 employees and is ranked 7th among it's top 10 competitors. The top 10 competitors average 69.

Montecito Capital Management VS Mission Wealth

Mission Wealth is the top competitor of Montecito Capital Management. Mission Wealth is a Private company that was founded in Santa Barbara, California in 2000. Like Montecito Capital Management, Mission Wealth also operates in the Banking, Financial Services and Insurance sector. Mission Wealth has 13 fewer employees vs. Montecito Capital Management.

Montecito Capital Management VS Modera

Modera is seen as one of Montecito Capital Management's biggest rivals. Modera was founded in Westwood, New Jersey} in 1983. Like Montecito Capital Management, Modera also competes in the Banking, Financial Services and Insurance space. Compared to Montecito Capital Management, Modera generates $1.3M less revenue.

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Trending News for Montecito Capital Management and Montecito Capital Management's Competitors

April 1, 2025Mission Wealth Blog
Mission Wealth is thrilled to announce our merger with Brown Wealth Management, a financial planning firm in Eden Prairie, Minnesota....
March 31, 2025Clearstead Blog
Albert Leshinsky Joins Firm to Lead Advisor Recruitment Efforts Cleveland, Ohio - March 31, 2025 - Clearstead Advisors, LLC ("Clearstead") today announ...
March 31, 2025Mission Wealth Blog
Michelle Winkles, Partner and Chief Marketing Officer, has been named to the Pacific Coast Business Times' 2025 Top 50 Women in Business list....

Frequently Asked Questions about Montecito Capital Management

  1. Who are Montecito Capital Management's top competitors?

    Montecito Capital Management's top 3 competitors are Mission Wealth, Modera, Jml Creative Media.

  2. Who is similar to Montecito Capital Management?

    Mission Wealth is the most similar to Montecito Capital Management. Modera and Jml Creative Media are also similar to Montecito Capital Management.

  1. Are Montecito Capital Management and Mission Wealth competitors?

    Yes, Mission Wealth is one of Montecito Capital Management’s top competitors.