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10 firms listed · 4 in Santa Clarita · 2 open weekends · all 10 rated 4.5+
Data verified October 18, 2026
The 10 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.
Of the 10 firms we list here, 4 are in Santa Clarita itself and 6 come from towns including Los Angeles (3, 22 mi), Beverly Hills (1, 24 mi) and West Hollywood (1, 24 mi). The firms on this page are all rated 5.0, across 48 reviews. 2 are open on Saturdays. 9 have ten or more years of experience, the longest 30 years. 1 offers a free initial consultation. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; 8 list a public email and 2 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.
2 of the 10 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.
