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Wealth Managers in Scotts Valley, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Scotts Valley: Wealth Cairn, LLC - An Investor Coaching Company, RFA Score 69/100; 4.9★ from 32 Google reviews.

  2. 2

    Most-reviewed: Traveka Wealth, 36 Google reviews at 5.0★, the most of 27 ranked; ranked #2.

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

27 Scotts Valley wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 27 rated firms.

Top 10 wealth managers in Scotts Valley 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 Scotts Valley at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Wealth Cairn, LLC - An Investor Coaching Company694.9★ (32)Campbell, 17 mi awayTop score
2Traveka Wealth695.0★ (36)Los Altos, 23 mi awayMost reviews
3Pesta & Pesta Wealth Management655.0★ (13)Cupertino, 19 mi away—
4Falcon Wealth Planning654.8★ (16)San Jose, 24 mi away—
5Lanai Wealth Partners655.0★ (6)Capitola, 6 mi away—
6Resilient Wealth Planning | Bay Area Financial Advisor655.0★ (12)Morgan Hill, 21 mi away—
7Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth644.4★ (13)San Jose, 18 mi away—
8Ohana Wealth Mangement634.0★ (4)Capitola, 6 mi away—
9Context Wealth Advisors625.0★ (5)Campbell, 17 mi away—
10MA Private Wealth, Financial Advisors625.0★ (11)San Carlos, 34 mi away—

All 27 wealth managers in Scotts Valley, 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, 23 mi away

    69/100RFA 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

  4. #4 Falcon Wealth Planning

    Based in San Jose, 24 mi away

    65/100RFA Score

    Ranked #4 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

  5. #5 Lanai Wealth Partners

    Based in Capitola, 6 mi away

    65/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    820 Bay Ave Ste 101, Capitola, CA 95010
    View profile for Lanai Wealth Partners(831) 476-7300

  8. #8 Ohana Wealth Mangement

    Based in Capitola, 6 mi away

    63/100RFA Score

    Ranked #8 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

  9. #9 Context Wealth Advisors

    Based in Campbell, 17 mi away

    62/100RFA Score

    Ranked #9 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

  13. #13 Meriwest Wealth Advisors

    Based in San Jose, 17 mi away

    61/100RFA Score

    Ranked #13 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

  14. #14 Azul Private Wealth

    Based in San Jose, 19 mi away

    60/100RFA Score

    Ranked #14 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

  15. #15 EP Wealth Advisors

    Based in Redwood City, 36 mi away

    60/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3 Lagoon Dr #190, Redwood City, CA 94065
    View profile for EP Wealth Advisors(650) 399-3043

  23. #23 Abacus Wealth Partners

    Based in San Carlos, 34 mi away

    59/100RFA Score

    Ranked #23 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

  25. #25 Brickley Wealth Management

    Based in San Mateo, 38 mi away

    58/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.4★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    161 W 25th Ave Ste 204, San Mateo, CA 94403
    View profile for Brickley Wealth Management(650) 638-0111

All 27 wealth managers

#1 to #25 are shown in full above. Here are #26 to #27, in RFA Score order; each links to its profile.

wealth managers in Scotts Valley, ranks 26 to 27
RankBusinessRFA ScoreGoogle ratingDistance
26Abundance Wealth Planning, a Farther Finance company585.0★ (3)33 mi
27Merrill Lynch Wealth Management583.3★ (4)32 mi

Also serving Scotts Valley

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 Scotts Valley
BusinessGoogle ratingDistance
Altura Wealth Advisors5.0★ (2)22 mi
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)21 mi
Earthrise Financial - Raymond James5.0★ (16)In Scotts Valley
Edward Jones - Financial Advisor: Ivor ThomasIn Scotts Valley
Edward Jones - Financial Advisor: Kate PhillipsIn Scotts Valley
Edward Jones - Financial Advisor: Zach Brown, CFP®5.0★ (1)In Scotts Valley
Glomb Private Wealth5.0★ (2)13 mi
Infinity Wealth Development3.0★ (2)6 mi
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC4.5★ (2)21 mi
Merrill EdgeIn Scotts Valley
Merrill Investment & Retirement Financial CenterIn Scotts Valley
Merrill Lynch Wealth Management3.5★ (2)19 mi
Merrill Lynch Wealth Management5.0★ (2)21 mi
Niemann Capital Management IncIn Scotts Valley
Skyline Private Wealth Management Group - Morgan Stanley3.0★ (2)21 mi
Sun Wealth Advisor of LPL Financial5.0★ (2)17 mi
Thomas Newton - Prudential FinancialIn Scotts Valley
Timothy Imbrie CPA MBA5.0★ (4)In Scotts Valley
VALIC Financial AdvisorsIn Scotts Valley
Wells Fargo AdvisorsIn Scotts Valley

How we ranked Scotts Valley wealth managers

We scored 27 Scotts Valley 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 Scotts Valley 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 Scotts Valley: frequently asked questions

Which wealth manager has the highest RFA Score in Scotts Valley?

By RFA Score, the highest-ranked wealth manager in Scotts Valley, CA is Wealth Cairn, LLC - An Investor Coaching Company with an RFA Score of 69/100. It has 4.9★ from 32 Google reviews. Traveka Wealth (#2) and Pesta & Pesta Wealth Management (#3) follow. We ranked 27 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Scotts Valley?

RankedFinancialAdvisors ranks 27 wealth managers serving Scotts Valley, CA. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Scotts Valley wealth managers have?

The median Google rating among 27 rated wealth managers in Scotts Valley 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 Scotts Valley count in this ranking?

Yes, if they are within 40 mi of the Scotts Valley 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 Scotts Valley 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 Scotts Valley 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 Scotts Valley

  1. November 2026: RFA Scores recalculated for 27 wealth managers serving Scotts Valley.

More wealth managers and Scotts Valley pages