List Of All investment advisor Leads in Santa Cruz
Find investment advisor in Santa Cruz - 20 local businesses are listed below with their contact details and ratings. HarborLight Investments leads the ratings at 5.0★, and most businesses on this list average around 4.7★. Everything below is current as of 9/12/2026; click through to any listing for a website, map link, or way to get in touch.
20 results · last updated 9/12/2026
Want this list saved for later?
Free account: export to CSV, save to your CRM, and get alerts when new investment advisor appear in Santa Cruz.
| Company | Address | Rating | Phone | Website | Social | |
|---|---|---|---|---|---|---|
HarborLight InvestmentsFinancial planner | +*8***9**843View in Leads Search | in**@h**********.investmentsView in Leads Search | www.harborlightinvestments.com/ | |||
Lanai Wealth PartnersFinancial planner | +*8***767*00View in Leads Search | in**@l******************.comView in Leads Search | www.lanaiwealthpartners.com/ | |||
Natural Bridges Financial AdvisorsFinancial planner | +*8******700View in Leads Search | ch***@n***************.comView in Leads Search | www.naturalbridgesfa.com/ | |||
Beacon Pointe AdvisorsFinancial planner | +*8***76**10View in Leads Search | - | beaconpointe.com/financial-advisors/ca/santa-cruz/?utm_source=google&utm_medium=GBP | |||
CF Chamberlain Financial Planning & Wealth ManagementFinancial Advisor | +*8*******40View in Leads Search | - | - | - | ||
Nevin Hougardy - Morgan StanleyFinancial Advisor | +*8*******62View in Leads Search | - | advisor.morganstanley.com/nevin.t.hougardy?y_source=1_MTEwODc5NTctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D | - | ||
Canyon View CapitalInvestment service | +*8***8*6*35View in Leads Search | in****************@c****************.comView in Leads Search | www.canyonviewcapital.com/ | |||
Morgan Stanley Financial AdvisorsFinancial Advisor | +*8*******00View in Leads Search | - | advisor.morganstanley.com/santa-cruz-branch?y_source=1_MjM2MjA2NS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D | - | ||
Wildflower FinancialFinancial planner | - | +*8**8**7*91View in Leads Search | je**************@w******************.comView in Leads Search | www.wildflowerfinancial.com/ | - | |
Adage Advisory - Ameriprise Financial Services, LLCFinancial planner | - | +*8****8**85View in Leads Search | ad************@a***.comView in Leads Search | www.ameripriseadvisors.com/team/adage-advisory/contact?cid=IP_local_google | ||
WI Investment Advisory Group, LLCInvestment service | - | +*8**6**7873View in Leads Search | - | www.wiiag.com/contact-us | - | |
U.S. Bancorp Advisors - Financial Advisors: Santa CruzFinancial planner | - | +*8**6887*86View in Leads Search | - | www.usbank.com/wealth-management/find-an-advisor/ca/santa-cruz/?utm_source=google&utm_medium=organic&utm_campaign=gbp_listing | ||
Stiles-Strudley - Raymond JamesFinancial planner | - | +*8***6*6*16View in Leads Search | - | www.raymondjames.com/stiles-strudley/ | - | |
Peter Dean - Morgan StanleyFinancial Advisor | - | +*8*******54View in Leads Search | - | advisor.morganstanley.com/peter.dean?y_source=1_MTEwODE3MTItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D | - | |
Parkwoods Wealth PartnersConsultant | - | +*877*78*716View in Leads Search | yo******@p********.comView in Leads Search | www.parkwoods.com/ | - | |
Lisa Rosenau - Financial Advisor, Ameriprise Financial Services, LLCFinancial planner | - | +*8****8**85View in Leads Search | li**********@a***.comView in Leads Search | www.ameripriseadvisors.com/Lisa.Rosenau/?cid=IP_local_google | ||
Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLCFinancial planner | - | +*8***6***40View in Leads Search | - | www.ameripriseadvisors.com/Jerry.Positeri/?cid=IP_local_google | ||
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLCFinancial planner | - | +*8****8**85View in Leads Search | je**************@a***.comView in Leads Search | www.ameripriseadvisors.com/jeffrey.t.raegen/contact?cid=IP_local_google | ||
Edward Jones - Financial Advisor: Kris A SchilperoortFinancial Advisor | - | +*8***669788View in Leads Search | kr***************@e**********.comView in Leads Search | www.edwardjones.com/us-en/financial-advisor/kris-schilperoort?y_source=1_OTcxODc4OS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D | ||
Edward Jones - Financial Advisor: Hector M Gonzalez, CFP®Financial Advisor | - | +*8***9**882View in Leads Search | he*************@e**********.comView in Leads Search | www.edwardjones.com/us-en/financial-advisor/hector-gonzalez?y_source=1_MTA5NTAwMzYxNi03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D |
Keep reading
Guides and playbooks on lead generation, cold outreach and prospecting.