Best Financial Advisors in Santa Maria, CA
10 firms listed · 4 in Santa Maria · 6 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Creations Coastal Financial & Insurance Services
Ogden Wealth Management & Services
“We have had the Ogden Wealth Management team handle our investments for over 16 years.”
John's Financial and Health Services
McDermott & Apkarian
“Pat is great to work with.”
CA Tax Pros, Formerly the Tax Gals
“I have trusted Jeanne and her staff for my tax needs for a better part of 15 years.”
The 10 firms listed for Santa Maria, 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 Maria, CA
Of the 10 firms we list here, 4 are in Santa Maria itself and 6 come from Orcutt (3, 5 mi) and Arroyo Grande (3, 15 mi). 6 of the firms on this page have a rating, from 4.8 to 5.0 across 16 reviews. The services the firms on this page list most often on their websites are tax planning (3), estate planning (2) and financial planning (2). 2 show a license on their websites. Domain records put 3 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans; 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for 8 of the firms on this page; 7 publish a contact page; 7 list a public email and 1 takes 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.
Why are financial advisers outside Santa Maria listed here?
4 of the 10 firms are located in Santa Maria. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Phase Line Financial
“I moved my retirement money here from another advisor, and am blown away at the level of service I've received.”
Monarch Financial Solutions | Dave Ramsey Smartvestor Pro
Blakeslee & Blakeslee
Vivid Financial Managment
“This was the first year I filed my income tax return with Vivid and hands down it was the best experience I have had since moving to California.”
Why these companies made our list
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