California · 6 advisers
Financial Advisors in Santa Cruz, California
Looking for a financial advisor in Santa Cruz, California? Falists indexes 6 SEC-registered and state-registered investment advisers in Santa Cruz — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $155.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
6
With website
5
Largest AUM
$155.8M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Santa Cruz
Ranked by AUM · Fees, team & specialties at a glance
NATURAL BRIDGES FINANCIAL ADVISORS
Santa Cruz, CA
AUM
$155.8M
Team
3 advisors
Clients
51-100
Fees
Fixed fees
831-421-0700
WYNN CAPITAL MANAGEMENT, LLC
Santa Cruz, CA
AUM
$102.0M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
831.600.7326
WILDFLOWER FINANCIAL LLC
Santa Cruz, CA
AUM
$11.8M
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
831-854-7291
FULLGUARDS FINANCIAL
Santa Cruz, CA
AUM
$7.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
8314259886
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Common questions
- How many financial advisors are in Santa Cruz, California?
- 6 registered investment advisers are listed in our Santa Cruz directory, sourced from public SEC filings.
- What types of advisors are in Santa Cruz?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Santa Cruz?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.