5 ranked specialtiesUpdated 0 paid placements in any rankingHow we rank
5 specialties have a ranked list for Santa Cruz, CA. Each list ranks the firms that serve the city by RFA Score. The largest list by ranked firms is financial advisors, with 87.
Ranked by RFA Score among the firms that serve the city. Open a specialty for its full list.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
87 ranked financial advisors serve Santa Cruz.
4.8 from 110 Google reviews · 23 mi away
5.0 from 31 Google reviews · 8 mi away
5.0 from 16 Google reviews · 6 mi away
59 ranked financial planners serve Santa Cruz.
4.8 from 110 Google reviews · 23 mi away
5.0 from 31 Google reviews · 8 mi away
5.0 from 16 Google reviews · 6 mi away
26 ranked investment advisors serve Santa Cruz.
3.9 from 7 Google reviews · Based in Santa Cruz
2.8 from 10 Google reviews · 25 mi away
4.3 from 4 Google reviews · 24 mi away
25 ranked wealth managers serve Santa Cruz.
4.9 from 32 Google reviews · 23 mi away
5.0 from 36 Google reviews · 28 mi away
5.0 from 6 Google reviews · 4 mi away
7 ranked stockbrokers serve Santa Cruz.
3.9 from 7 Google reviews · 4 mi away
3.4 from 20 Google reviews · 24 mi away
3.1 from 19 Google reviews · 22 mi away
Fewer than 5 firms qualify to rank here. Linked specialties open the California list.
Each specialty list scores every firm that serves Santa Cruz on the same RFA Score, from 0 to 100.
Reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered each carry a fixed weight.
Read the full methodSanta Cruz financial advisors report 2026All California cities
