Skip to main content
Market Standing · 2026
The most transparent firms in Santa Cruz-Watsonville.
21 scored firmsTop 3 recognizedfidelon.com/markets/santa-cruz-watsonville-ca
#1IA-only$11.8M91ARecognized · #1 Firm
2IA-only$56.8M89.8ARecognized · Top 3
3
Wealthdevs
CRD 311049
IA-only$22.9M88.8ARecognized · Top 3
4IA-only$102M88.8A
5IA-only$7.4M87.9B+
6IA-only$156M87.9B+
7IA-only$39M87.1B+
8IA-only$2.4M86.8B+
9IA-only$83.1M85.9B+
10IA-only$647M85.8B+
11IA-only85.4B+
12IA-only$83.9M84.5B+
13IA-only$3M81B+
14
John H. Becker
CRD 142085
IA-only80.2B+
15
Jane C. Kelley
CRD 135618
IA-only79.5B
16IA-only77.5B
17
Ebsiron Capital
CRD 338771
IA-only77.5B
18IA-only77.5B
19IA-only77.5B
20IA-only$318M74.9B
21IA-only69.5C
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.