Best Financial Advisors in Santa Clarita, CA
24 firms listed · 4 in Santa Clarita · 4 open weekends · 22 rated 4.5+
Data verified October 18, 2026
Velin & Associates Los Angeles CPA Firm
- Questions
- Business Tax
- Industry
Robert Ricco
Divorce Analytics
- Compassionate
- Report
- Needs
Tax Preparation Etc by Cam
Kevins7
The 24 firms listed for Santa Clarita, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Santa Clarita, CA
Of the 24 firms we list here, 4 are in Santa Clarita itself and 20 come from towns including Santa Monica (11, 27 mi), Los Angeles (5, 22 mi) and Beverly Hills (2, 24 mi). 23 of the firms on this page have a rating, from 4.1 to 5.0 across 138 reviews; 22 are rated 4.5 or higher. 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are forensic accounting (2), quickbooks services (2), small business accounting (2) and wealth management (2). 22 have ten or more years of experience, the longest 75 years. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 21 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Santa Clarita take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Michael L. Green Tax & Financial
The Entrust Group
HK Wealth Management
- Funds
- Education
- Market