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Find The Best Financial Advisors in Santa Clara, California

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

How To Find The Best Financial Advisors in Santa Clara, California

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.

List of Qualified Financial Advisors in Santa Clara, California

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Kristie Cahill

Haven Wealth Management

415-878-1177

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David Roggenkamp

Commonwealth Financial Network

415-785-4540

Top Financial Advisor Firms in Santa Clara, California (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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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