City
Wealth management firms in Santa Cruz, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Santa Cruz, California reported $1.0 billion in regulatory assets under management; the largest by assets was Act Two Investors LLC, with $647.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $147.3 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Act Two Investors LLC | SEC | $647.0 million | 311 |
| 2 | Natural Bridges Financial Advisors | SEC | $155.8 million | 319 |
| 3 | Wynn Capital Management, LLC | SEC | $102.0 million | 273 |
| 4 | Equinox Wealth Management | State | $83.9 million | 170 |
| 5 | Wealthdevs | State | $22.9 million | 93 |
| 6 | Wildflower Financial LLC | State | $11.8 million | 50 |
| 7 | Fullguards Financial | State | $7.4 million | 33 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.