Best Financial Advisors in Santa Clarita

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
170+
Advisors
4.8/5.0
Average Rating

Santa Clarita Financial Landscape

Santa Clarita boasts a diverse economy with significant contributions from entertainment, retail, and manufacturing. The city is strategically located near major highways, enhancing its appeal for businesses.

Major industries
Entertainment, Retail, Manufacturing
Population
179.6K (metro: 1.8M)
Median household income
$85,000
Unique needs
Santa Clarita requires tailored financial advice due to its unique demographic and economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Santa Clarita's economy has grown steadily, driven by the entertainment and retail sectors, showing resilience post-pandemic.
Wealth Demographics
According to Census (2023), the median income in Santa Clarita is approximately $85,000, reflecting a relatively affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Santa Clarita are increasingly specializing in real estate and retirement planning due to local market dynamics.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Santa Clarita is higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Santa Clarita's real estate market is competitive, with home prices rising significantly, indicating strong demand.
Business Environment
According to Fortune (2024), Santa Clarita's business climate is favorable, with incentives for startups and established businesses alike, fostering economic growth.

Top 5 Financial Advisors in Santa Clarita

Prosperitas Financial
★ ★ ★ ★ ★ 5
Vance Wealth
★ ★ ★ ★ ★ 5
Merrill Lynch Wealth Management
★ ★ ★ ★ ★ 5
EP Wealth Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Diana Reyes, CEPA®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Santa Clarita, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Santa Clarita-Specific Expertise
For Santa Clarita residents working in Entertainment, Retail, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Santa Clarita's entertainment sector faces volatility; housing prices are rising rapidly, posing bubble risks. Prepare for potential wildfires and diversify investments across sectors.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby California locations

Los Angeles San Diego San Jose San Francisco Fresno Sacramento Long Beach Oakland