Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Santa Clara is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Santa Clara & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Santa Clara, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Santa Clara, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Santa Clara, California have an average of 26 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
FINANCIAL ENGINES ADVISORS L.L.C. 3315 Scott Blvd, 4th Floor Santa Clara, CA, 95054 | 104510 | $241,970,176,743 | 1594707 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS) |
GRASSI INVESTMENT MANAGEMENT, LLC 2350 Mission College Blvd., Suite 190, Santa Clara, CA, 95054 | 108690 | $928,101,078 | 415 | A Percentage of AUM, Fixed Fees |
NRI WEALTH MANAGEMENT, LLC 5201 Great America Pkwy, Suite 350, Santa Clara, CA, 95054 | 162234 | $125,508,577 | 574 | A Percentage of AUM, Hourly charges, Fixed Fees |
ESG PLANNING 2005 De La Cruz Blvd #120, Santa Clara, CA, 95050 | 309501 | $90,305,720 | 753 | A Percentage of AUM, Hourly charges |
NEWE WEALTH MANAGEMENT LLC 4500 Great America Parkway, Santa Clara, CA, 95054 | 282048 | $13,142 | 3 | A Percentage of AUM, Performance Based |
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