Financial advisors in Santa Clarita, CA

56 match · page 1 of 2

Bronson Feuer
Financial advisor at Vance Wealth
Vance Wealth · $893.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carrisa Flores
Financial advisor at Vance Wealth
Vance Wealth · $893.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gewargis Betjoseph
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Dwyer
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerrod Ferguson
Financial advisor at Vance Wealth
Vance Wealth · $893.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Vance
Financial advisor at Vance Wealth
Vance Wealth · $893.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Niall Shaffery
Financial advisor at Vance Wealth
Vance Wealth · $893.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robyn Lawhon
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
CFP®Verified
View page Check on SEC IAPD ↗
Thomas Schulte
Financial advisor at Napier Financial
Napier Financial · $587.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Tilton
Financial advisor at Vance Wealth
Vance Wealth · $893.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Abigail Ryan
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Wims
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Goring
Financial advisor at Vance Wealth
Vance Wealth · $893.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Baron Lee
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Hartman
Financial advisor at Hartman Financial Planning
Hartman Financial Planning · $7.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bret Wims
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caitlyn Klenk
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Calvin Hedman
Financial advisor at Vance Wealth
Vance Wealth · $893.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christina Sisson
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Brown
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Christopher Pelch
Financial advisor at Vance Wealth
Vance Wealth · $893.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Siegel
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Dean Kunihiro
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Gietter
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Jason Lane
Financial advisor at Vance Wealth
Vance Wealth · $893.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeannette Harris
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Jennifer Joseph
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jessica Prunty
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonelle Gonsalves
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Joseph Cacia
Financial advisor at Collar Capital Management, LLC
Collar Capital Management, LLC · $176.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Santa Clarita, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Santa Clarita, CA.

How this list works

Before you hire an advisor in Santa Clarita, CA