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Financial Advisors in Santa Clarita, CA — Free Estimates
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Santa Clarita, CA by verified customer ratings and review volume. The highest-rated is Augusta Financial Inc with a 4.9-star rating from 263 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
24
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Augusta Financial Inc
25129 The Old Rd #350, Stevenson Ranch, CA 91381, USA
Peregrine Financial, Inc
24961 The Old Rd Ste 104, Stevenson Ranch, CA 91381, USA
Prosperitas Financial
25060 Avenue Stanford # 100, Valencia, CA 91355, USA
Financial 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 | Prestige Financial Advisors27225 Camp Plenty Rd #5, Santa Clarita, CA 91351, USA | 4.7★ | 3 |
| #5 | Edward Jones - Financial Advisor: Diana Reyes, AAMS®|CRPC™26701 McBean Pkwy Suite #150, Valencia, CA 91355, USA | 5.0★ | 4 |
| #6 | Merrill Lynch Wealth Management24200 Magic Mountain Pkwy, Santa Clarita, CA 91355, USA | 5.0★ | 1 |
| #7 | Vance Wealth26491 Summit Cir, Santa Clarita, CA 91350, USA | 4.0★ | 4 |
| #8 | Retirement Partners of California 401k Advisors Erick Arndt Wealth Advisor PPC AIF25802 Bronte Ln, Stevenson Ranch, CA 91381, USA | 5.0★ | 12 |
| #9 | SoCal Planners, Inc28245 Ave Crocker # 100, Valencia, CA 91355, USA | 5.0★ | 14 |
| #10 | Martin & Company | Tax and Wealth Advisors25128 Ave Tibbitts #150, Valencia, CA 91355, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Santa Clarita
Prestige Financial Advisors
27225 Camp Plenty Rd #5, Santa Clarita, CA 91351, USA
Edward Jones - Financial Advisor: Diana Reyes, AAMS®|CRPC™
26701 McBean Pkwy Suite #150, Valencia, CA 91355, USA
Merrill Lynch Wealth Management
24200 Magic Mountain Pkwy, Santa Clarita, CA 91355, USA
Vance Wealth
26491 Summit Cir, Santa Clarita, CA 91350, USA
Retirement Partners of California 401k Advisors Erick Arndt Wealth Advisor PPC AIF
25802 Bronte Ln, Stevenson Ranch, CA 91381, USA
SoCal Planners, Inc
28245 Ave Crocker # 100, Valencia, CA 91355, USA
Martin & Company | Tax and Wealth Advisors
25128 Ave Tibbitts #150, Valencia, CA 91355, USA
Bret Wims - Thrivent
26639 Valley Center Dr #104, Santa Clarita, CA 91351, USA
EP Wealth Advisors
27441 Tourney Rd STE 140, Valencia, CA 91355, USA
CaMu Financial & Insurance Services Inc.
28212 Kelly Johnson Pkwy #130, Santa Clarita, CA 91355, USA
Pierson Wealth Management
28368 Constellation Rd Unit 396, Santa Clarita, CA 91355, USA
Mc Kee Financial Services
25375 Orchard Village Rd # 105, Santa Clarita, CA 91355, USA
Thrivent - Pathway Financial Group | Financial Planning
23822 Valencia Blvd # 100, Valencia, CA 91355, USA
The Stewardship Solution
25350 Magic Mountain Pkwy Suite 300, Valencia, CA 91355, USA
Edward Jones - Financial Advisor: Martina Vega, AAMS®|CRPC™|CKA®
26701 McBean Pkwy Suite #150, Valencia, CA 91355, USA
Lentini Financial Advisory
24359 Walnut St B, Santa Clarita, CA 91321, USA
Global Financial Advisory Services
23822 Valencia Blvd #304, Valencia, CA 91355, USA
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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: May 17, 2026.
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