Top Picks · Santa Clarita
Best Financial Advisors in Santa Clarita, CA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Santa Clarita, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Augusta Financial Inc with a 4.9-star rating from 263 Google reviews and an RNM Score of 87/100. Also in the top tier: Peregrine Financial, Inc and Prosperitas Financial. The average rating across all listed financial advisors in Santa Clarita is 4.9 stars from 24 reviews per business on average.
Financial advisors in Santa Clarita typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Vance Wealth
Vance Wealth is consistently recognized as a top-rated firm in Santa Clarita, offering comprehensive financial planning with a strong reputation for client satisfaction.
Most Reviewed
Vance Wealth
A high review count indicates a large base of clients who have shared their experiences, which can provide insights into the firm's reliability and service quality.
When choosing a financial advisor in Santa Clarita, consider scheduling initial consultations with a few top firms to compare their communication style, fee structure, and specialties to ensure they align with your financial goals.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
24
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
4.9-star rating from over 260 Google reviews in Santa Clarita.
25129 The Old Rd #350, Stevenson Ranch, CA 91381, USA5.0 stars from 58 reviews, making them a highly trusted local advisor.
24961 The Old Rd Ste 104, Stevenson Ranch, CA 91381, USARated 5.0 stars from over 30 Google reviews in Santa Clarita.
25060 Avenue Stanford # 100, Valencia, CA 91355, USAFinancial Advisors Rankings in Santa Clarita, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Augusta Financial Inc25129 The Old Rd #350, Stevenson Ranch, CA 91381, USA | 4.9★ | 263 |
| #2 | Peregrine Financial, Inc24961 The Old Rd Ste 104, Stevenson Ranch, CA 91381, USA | 5.0★ | 58 |
| #3 | Prosperitas Financial25060 Avenue Stanford # 100, Valencia, CA 91355, USA | 5.0★ | 30 |
| #4 | Edward Jones - Financial Advisor: Diana Reyes, AAMS®|CRPC™26701 McBean Pkwy Suite #150, Valencia, CA 91355, USA | 5.0★ | 4 |
| #5 | Vance Wealth26491 Summit Cir, Santa Clarita, CA 91350, USA | 4.0★ | 4 |
| #6 | Prestige Financial Advisors27225 Camp Plenty Rd #5, Santa Clarita, CA 91351, USA | 4.7★ | 3 |
| #7 | Merrill Lynch Wealth Management24200 Magic Mountain Pkwy, Santa Clarita, CA 91355, USA | 5.0★ | 1 |
| #8 | SoCal Planners, Inc28245 Ave Crocker # 100, Valencia, CA 91355, USA | 5.0★ | 14 |
| #9 | The Stewardship Solution25350 Magic Mountain Pkwy Suite 300, Valencia, CA 91355, USA | 4.6★ | 11 |
| #10 | Mc Kee Financial Services25375 Orchard Village Rd # 105, Santa Clarita, CA 91355, USA | 4.7★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Santa Clarita
5.0★ rating from a handful of Google reviews reflects strong client satisfaction.
26701 McBean Pkwy Suite #150, Valencia, CA 91355, USA
4.0 stars from 4 Google reviews for a local Santa Clarita financial advisor.
26491 Summit Cir, Santa Clarita, CA 91350, USA
A trusted Santa Clarita financial advisor with a strong 4.7-star rating from clients.
27225 Camp Plenty Rd #5, Santa Clarita, CA 91351, USA
Consistently earns perfect 5.0-star ratings from its clients.
24200 Magic Mountain Pkwy, Santa Clarita, CA 91355, USA
5.0 stars from 14 reviews, reflecting exceptional client satisfaction in Santa Clarita.
28245 Ave Crocker # 100, Valencia, CA 91355, USA
Trusted by clients with a strong 4.6-star rating from 11 reviews in Santa Clarita.
25350 Magic Mountain Pkwy Suite 300, Valencia, CA 91355, USA
Highly rated Santa Clarita financial advisor with a 4.7-star average from early client reviews.
25375 Orchard Village Rd # 105, Santa Clarita, CA 91355, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction.
25128 Ave Tibbitts #150, Valencia, CA 91355, USA
5.0 stars from early clients reflects strong initial satisfaction.
26701 McBean Pkwy Suite #150, Valencia, CA 91355, USA
5.0-star rating from 1 Google review for financial advising in Santa Clarita.
26639 Valley Center Dr #104, Santa Clarita, CA 91351, USA
5.0 stars across multiple reviews, reflecting strong client satisfaction.
27441 Tourney Rd STE 140, Valencia, CA 91355, USA
5.0 stars from 1 Google review for a Santa Clarita financial advisor.
23822 Valencia Blvd #304, Valencia, CA 91355, USA
A Santa Clarita financial advisor with no online reviews yet to reference.
24359 Walnut St B, Santa Clarita, CA 91321, USA
Santa Clarita financial advisor with no online reviews yet to reference.
28368 Constellation Rd Unit 396, Santa Clarita, CA 91355, USA
5.0 stars from 24 reviews, reflecting exceptional client satisfaction in Santa Clarita.
28212 Kelly Johnson Pkwy #130, Santa Clarita, CA 91355, USA
Top-rated Santa Clarita financial advisor with a perfect 5.0-star score from 12 reviews.
25802 Bronte Ln, Stevenson Ranch, CA 91381, USA
Earned a perfect 5.0-star rating from 1 Google review in Santa Clarita.
23822 Valencia Blvd # 100, Valencia, CA 91355, USA
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Financial Advisors in Santa Clarita, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Augusta Financial Inc | 87/100 | 4.9 ★ | 263 |
| 2 | Peregrine Financial, Inc | 80/100 | 5.0 ★ | 58 |
| 3 | Prosperitas Financial | 77/100 | 5.0 ★ | 30 |
| 4 | Edward Jones - Financial Advisor: Diana Reyes, AAMS®|CRPC™ | 67/100 | 5.0 ★ | 4 |
| 5 | Vance Wealth | 50/100 | 4.0 ★ | 4 |
| 6 | Prestige Financial Advisors | 61/100 | 4.7 ★ | 3 |
| 7 | Merrill Lynch Wealth Management | 62/100 | 5.0 ★ | 1 |
| 8 | SoCal Planners, Inc | 73/100 | 5.0 ★ | 14 |
| 9 | The Stewardship Solution | 65/100 | 4.6 ★ | 11 |
| 10 | Mc Kee Financial Services | 61/100 | 4.7 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Santa Clarita
What is a fiduciary financial advisor and why does it matter in Santa Clarita?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Santa Clarita, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Santa Clarita?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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