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Wealth Managers in Capitola, CA: 2026 rankings

24 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Capitola: Wealth Cairn, LLC - An Investor Coaching Company, RFA Score 68/100; 4.9★ from 32 Google reviews.

  2. 2

    Most-reviewed: Traveka Wealth, 36 Google reviews at 5.0★, the most of 24 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

24 Capitola wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 24 rated firms.

Top 10 wealth managers in Capitola at a glance

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.

Top 10 wealth managers in Capitola at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Wealth Cairn, LLC - An Investor Coaching Company684.9★ (32)Campbell, 22 mi awayTop score
2Traveka Wealth675.0★ (36)Los Altos, 29 mi awayMost reviews
3Lanai Wealth Partners655.0★ (6)Capitola—
4Resilient Wealth Planning | Bay Area Financial Advisor645.0★ (12)Morgan Hill, 20 mi away—
5Pesta & Pesta Wealth Management645.0★ (13)Cupertino, 24 mi away—
6Falcon Wealth Planning644.8★ (16)San Jose, 28 mi away—
7Ohana Wealth Mangement634.0★ (4)Capitola—
8Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth634.4★ (13)San Jose, 24 mi away—
9Ledwith Financial Wealth Management614.3★ (6)Morgan Hill, 20 mi away—
10Context Wealth Advisors615.0★ (5)Campbell, 22 mi away—

All 24 wealth managers in Capitola, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

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.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Traveka Wealth

    Based in Los Altos, 29 mi away

    67/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    175 S San Antonio Rd #101, Los Altos, CA 94022
    View profile for Traveka Wealth(650) 397-2225

  6. #6 Falcon Wealth Planning

    Based in San Jose, 28 mi away

    64/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2570 N First St #200, San Jose, CA 95131
    View profile for Falcon Wealth Planning(855) 963-2526

  7. #7 Ohana Wealth Mangement

    Based in Capitola

    63/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    2901 Park Ave b1, Soquel, CA 95073
    View profile for Ohana Wealth Mangement(831) 216-5519

  10. #10 Context Wealth Advisors

    Based in Campbell, 22 mi away

    61/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1901 S Bascom Ave Ste 1500, Campbell, CA 95008
    View profile for Context Wealth Advisors(408) 905-3000

  12. #12 Meriwest Wealth Advisors

    Based in San Jose, 20 mi away

    60/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5615 Chesbro Ave, San Jose, CA 95123
    View profile for Meriwest Wealth Advisors(408) 866-1002

  13. #13 Azul Private Wealth

    Based in San Jose, 22 mi away

    59/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6140 Hellyer Ave, San Jose, CA 95138
    View profile for Azul Private Wealth(669) 255-6091

  22. #22 Abacus Wealth Partners

    Based in San Carlos, 40 mi away

    57/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    973 Laurel St, San Carlos, CA 94070
    View profile for Abacus Wealth Partners(888) 422-2287

Also serving Capitola

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Capitola
BusinessGoogle ratingDistance
Beach House Wealth Management5.0★ (1)In Capitola
Charles Schwab3.9★ (7)In Capitola
Constant Wealth PartnersIn Capitola
E Donnelly & Associates with Iron Point AdvisorsIn Capitola
Edward Jones - Financial Advisor: Jeremy Geels, CFP®|CEPA®In Capitola
Edward Jones - Financial Advisor: Melissa A Sterling, AAMS®|CRPC™1.0★ (1)In Capitola
Edward Jones - Financial Advisor: Ryan D BennettIn Capitola
Edward Jones - Financial Advisor: Stacey VanderKodde, CDFA®|CRPC™In Capitola
Flynn Financial and Insurance Services, IncIn Capitola
Infinity Wealth Development3.0★ (2)In Capitola
Investment Services at Bay Federal Credit UnionIn Capitola
Kingsview Partners Soquel OfficeIn Capitola
Kingsview Partners Wealth Management - Jonathan LubellIn Capitola
LPL Financial5.0★ (1)In Capitola
Merrill Investment & Retirement Financial CenterIn Capitola
Rovai Wealth ManagementIn Capitola
Serendipity SecuritiesIn Capitola
Stiles-Strudley - Raymond JamesIn Capitola
Wells Fargo Advisors5.0★ (1)In Capitola
Wells Fargo AdvisorsIn Capitola

How we ranked Capitola wealth managers

We scored 24 Capitola wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Capitola data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a wealth manager

  1. Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a wealth manager

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my wealth manager?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Wealth managers in Capitola: frequently asked questions

Which wealth manager has the highest RFA Score in Capitola?

By RFA Score, the highest-ranked wealth manager in Capitola, CA is Wealth Cairn, LLC - An Investor Coaching Company with an RFA Score of 68/100. It has 4.9★ from 32 Google reviews. Traveka Wealth (#2) and Lanai Wealth Partners (#3) follow. We ranked 24 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Capitola?

RankedFinancialAdvisors ranks 24 wealth managers serving Capitola, CA. 2 of them are based in Capitola; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Capitola wealth managers have?

The median Google rating among 24 rated wealth managers in Capitola is 5.0★, with a median of 5 reviews. Traveka Wealth has the most, 36 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do wealth managers outside Capitola count in this ranking?

Yes, if they are within 40 mi of the Capitola city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can wealth managers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Capitola ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every wealth manager in Capitola a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do wealth managers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Capitola

  1. November 2026: RFA Scores recalculated for 24 wealth managers serving Capitola.

More wealth managers and Capitola pages