List Of All financial advisor Leads in Santa Cruz
Here's what's listed for financial advisor in Santa Cruz right now — 20 businesses with addresses, phone numbers, and ratings. Integritas Financial Planners Ltd currently holds the top rating at 5.0★, while the average across the list sits around 4.8★. Everything below is current as of 8/9/2026; click through to any listing for a website, map link, or way to get in touch.
20 results · last updated 8/9/2026
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| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| Integritas Financial Planners LtdA1, Optimum Business Park, Optimum Rd, Swadlincote DE11 0WT | ***8*77••••4 | en****••••co.ukRegister to View | 5.0(39 reviews) | Financial planner | |
| HarborLight Investments180 7th Ave Ste 204, Santa Cruz, CA 95062, United States | +*8***9••••3 | in**••••mentsRegister to View | 5.0(8 reviews) | Financial planner | |
| Lanai Wealth Partners820 Bay Ave Ste 101, Capitola, CA 95010, United States | +*8***7••••0 | us**••••*.comRegister to View | 5.0(6 reviews) | Financial planner | |
| Natural Bridges Financial Advisors627 Center St, Santa Cruz, CA 95060, United States | +*8****••••0 | ch***••••*.comRegister to View | 5.0(5 reviews) | Financial planner | |
| Beacon Pointe Advisors365 Lake Ave B, Santa Cruz, CA 95062, United States | +*8***7••••0 | — | 5.0(1 reviews) | Financial planner | |
| Nevin Hougardy - Morgan Stanley6004 La Madrona Dr, Santa Cruz, CA 95060, United States | +*8****••••2 | — | 5.0(1 reviews) | Financial Advisor | |
| Michael Chamberlain CFP303 Water St, Santa Cruz, CA 95060, United States | +*8****••••0 | — | 5.0(1 reviews) | Financial Advisor | |
| Chamberlain Financial Planning & Wealth Management125 Mission St #3, Santa Cruz, CA 95060, United States | +*8****••••0 | — | 5.0(1 reviews) | Financial Advisor | |
| Morgan Stanley Financial Advisors6004 La Madrona Dr, Santa Cruz, CA 95060, United States | +*8****••••0 | — | 3.5(2 reviews) | Financial Advisor | |
| Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC1237 Soquel Ave, Santa Cruz, CA 95062, United States | +*8***6••••0 | je****••••*.comRegister to View | — | Financial planner | |
| Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC125 Water St Ste A3, Santa Cruz, CA 95060, United States | +*8****••••5 | je****••••*.comRegister to View | — | Financial planner | |
| Lisa Rosenau - Financial Advisor, Ameriprise Financial Services, LLC125 Water St Ste A3, Santa Cruz, CA 95060, United States | +*8****••••5 | li****••••*.comRegister to View | — | Financial planner | |
| Edward Jones - Financial Advisor: Kris A Schilperoort1414 Soquel Ave #107, Santa Cruz, CA 95062, United States | +*8***6••••8 | us**••••*.comRegister to View | — | Financial Advisor | |
| Adage Advisory - Ameriprise Financial Services, LLC125 Water St Ste A3, Santa Cruz, CA 95060, United States | +*8****••••5 | je****••••*.comRegister to View | — | Financial planner | |
| Parkwoods Wealth Partners740 Front St #200, Santa Cruz, CA 95060, United States | +*877*7••••6 | yo****••••*.comRegister to View | — | Consultant | |
| Peter Dean - Morgan Stanley6004 La Madrona Dr, Santa Cruz, CA 95060, United States | +*8****••••4 | — | — | Financial Advisor | |
| Stiles-Strudley - Raymond James2121 41st Ave Ste 206, Capitola, CA 95010, United States | +*8***6••••6 | — | — | Financial planner | |
| Tristan Kass - Morgan Stanley6004 La Madrona Dr, Santa Cruz, CA 95060, United States | +*8****••••3 | — | — | Financial Advisor | |
| U.S. Bancorp Advisors - Financial Advisors: Santa Cruz110 Morrissey Blvd, Santa Cruz, CA 95062, United States | +*8**68••••6 | po****••••*.comRegister to View | — | Financial planner | |
| Wildflower Financial120 Church St, Santa Cruz, CA 95060, United States | +*8**8*••••1 | je****••••*.comRegister to View | — | Financial planner |