Best Financial Advisors in RANCHO SANTA FE, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$393M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in RANCHO SANTA FE
#1
100
FAIRBANKS CAPITAL MANAGEMENT, INC.
RANCHO SANTA FE, CA · Since 1995
$211M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
RANCHO SANTA FE, CA · Since 2017
$393M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100
BULL OAK CAPITAL, LLC
RANCHO SANTA FE, CA · Since 2022
$262M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
95
AMERICAN MONEY MANAGEMENT, LLC
RANCHO SANTA FE, CA · Since 2002
$844M AUM11 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in RANCHO SANTA FE?
The median advisory fee in RANCHO SANTA FE, CA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.