Best Financial Advisors in Santa Clarita, CA

The highest-rated Financial Planning & Wealth Management companies out of 112 vetted & reviewed in the Santa Clarita area.

WES CPA

WES CPA

(12)
Quickbooks Services, Payroll Services, Incorporation Services
“Knows his stuff backwards and forwards and is so understanding and patient with my complicated tax needs - I use his services for both multi-state corporate taxes and personal taxes.”
Free Initial Consultation
In Business Since 2017
2500 Broadway Ste F-125, Santa Monica, CA
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Velin & Associates Los Angeles CPA Firm

Velin & Associates Los Angeles CPA Firm

(30)
Forensic Accounting, Financial Statements, Cash Flow & Budgeting Analysis
“My situation become even more complicated when the IRS began to tax gains made on cryptocurrencies and when I had to sign an agreement with a startup that involved shares I was to own.”
In Business Since 2009
Serving Santa Clarita Area
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Robert Ricco

Robert Ricco

(6)
Quickbooks Services, Business Services, Tax Services
“I explained my situation, my stress about changing CP As, my tendency to get worked up about finances especially regarding my S-Corp, my need for timely communication to queries, etc”
Transparent Fees & Pricing
In Business Since 2016
312 Arizona Ave, Santa Monica, CA
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Divorce Analytics

Divorce Analytics

(14)
  • Compassionate
  • Report
  • Needs
“Victoria shared a ton of useful information about how much your financial situation affects not just your divorce process but also life before and after your divorce is finalized.”
In Business Since 2008
2219 Main St Unit #446, Santa Monica, CA
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Tax Preparation Etc by Cam

Tax Preparation Etc by Cam

(12)
“Best accounting services and financial/business advice in 30 years bar none!”
Accepts Cash only
In Business Since 2009
136 E Santa Clara St #2, Arcadia, CA
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Kevins7

Kevins7

(5)
“Excellent financial planning!”
Remote Consultations Available
In Business Since 2021
9440 S Santa Monica Blvd SUITE 301, Beverly Hills, CA
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Michael L. Green Tax & Financial

Michael L. Green Tax & Financial

(3)
Year Round, Enrolled Agent, Bookkeeping
“Michael always does a great job, I've been coming here for years.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2003
25115 Avenue Stanford UNIT 110, Santa Clarita, CA
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The Entrust Group

The Entrust Group

(1)
“Also have a great portal to enroll and customer service reps pick up the phone quickly.”
Transparent Fees & Pricing
In Business Since 2005
520 Broadway, Santa Monica, CA
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HK Wealth Management

HK Wealth Management

(10)
  • Funds
  • Education
  • Market
“Just today 3/16/20 when the stock market took a big dive, I'm up 11% on my investments with Cory's strategy while many folks are down 20 to 33% off their tradition investments.”
Remote Consultations Available
In Business Since 2009
11901 Santa Monica Blvd, Los Angeles, CA
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Kamjoo & Associates

Kamjoo & Associates

“Kamjoo CPA is a Los Angeles, CA CPA firm working with business owners and individuals. We have years of real world experience providing accounting services for all kinds of small businesses including bookkeeping, tax planning and new business advisor...”
Free Initial Consultation
In Business Since 2004
11040 Santa Monica Blvd #490, Los Angeles, CA
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Silicon Valley Bank

Silicon Valley Bank

(3)
“My little sister is there”
30++ Years Experience
1437 7th St #300, Santa Monica, CA
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Vance Wealth

Vance Wealth

(2)
“Questions about your financial future, reach out to Niall.”
Accepts All Major Credit Cards
In Business Since 2006
26491 Summit Cir, Santa Clarita, CA
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Contrarian Advisors

Contrarian Advisors

(2)
“When I learned that Contrarian Advisors correctly predicted and their investment clients profited from the 2008 financial crisis, I wanted to learn more.”
In Business Since 2013
Serving Santa Clarita Area
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Provident Financial Management

Provident Financial Management

(2)
Annual Physicals and Vaccinations, Health Screenings, Non-Emergency Injuries
“Professional staff”
Accepts Debit, All Major Credit Cards, Check
In Business Since 1952
3130 Wilshire Blvd #600, Santa Monica, CA
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Wilshire Advisors

Wilshire Advisors

(1)
“Beautiful building”
In Business Since 1994
1299 Ocean Ave #600, Santa Monica, CA
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Stella Oak Financial and Insurance Services

Stella Oak Financial and Insurance Services

(1)
“Awesome thanks 😊 …”
In Business Since 1996
Westwood Gateway Tower, 11111 Santa Monica Blvd Penthouse 1100, Los Angeles, CA
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Goodfriend & Jacobs

Goodfriend & Jacobs

(1)
“Amazing people and a great business”
In Business Since 2000
1299 Ocean Ave #333, Santa Monica, CA
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Capital Intelligence Associates

Capital Intelligence Associates

“Capital Intelligence Associates is a full-service independent wealth management firm with a clear understanding of the financial world and its constantly changing landscape. Rely on us to be your financial resource, to look after you and provide guid...”
In Business Since 2003
1250 6th St Suite 300, Santa Monica, CA
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Castillo Accountancy Corporation

Castillo Accountancy Corporation

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
In Business Since 1981
2444 Wilshire Blvd # 504, Santa Monica, CA
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Trinity Small Business Solutions

Trinity Small Business Solutions

The Team at Trinity Sbs is at Your Service, We Offer Comprehensive, Without Exception
“Whether you are a small business owner, a manager at a mid-sized corporation, or a self-employed freelancer, the team at Trinity Small Business Solutions is at your service. We offer comprehensive, cost effective bookkeeping and IT services available...”
Accepts All Major Credit Cards
In Business Since 1997
23642 Lyons Ave, Santa Clarita, CA
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World Accounting Group

World Accounting Group

Accounting Tuneup, IRS Payment Plan, Financial Planning
“We are a full-service accounting firm located in California. We offer a broad range of services for business owners, executives, and independent professionals in a variety of industries. We view every client relationship like a partnership, and truly...”
Remote Consultations Available
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
10436 Santa Monica Blvd #3030, Los Angeles, CA
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Superior Financial Systems

Superior Financial Systems

“Superior Financial Systems is a merchant services provider with decades of combined experience helping businesses nationwide. We provide various services including but not limited to contactless and EMV chip card processing, mobile solutions, eCommer...”
In Business Since 2002
26485 Summit Cir, Santa Clarita, CA
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Causeway Capital Management

Causeway Capital Management

In Business Since 2001
11111 Santa Monica Blvd # 1500, Los Angeles, CA
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Cuong Le CPA

Cuong Le CPA

(2)
“Great , professional and ethical service.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1996
2020 Pico Blvd Ste C, Santa Monica, CA
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Retirement Planning and Investment Management Services in Santa Clarita, CA Cost Estimates

Minimum cost
$1221
Maximum cost
$10372
National Average
$3661
Avg Per Hour Rates
$367
$2441
$6712
Typical price range is based on 504 cost profiles
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Average Cost $3661
Minimum cost $1221
Maximum cost $10372
Avg Per Hour Rates $367

Typical range $2441 to $6712 is based on 504 cost profiles.

Why these companies made our list

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