National Retirement Planning Experts

National Coverage
Local Professionals

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 - 26-Mar-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 7 vetted financial advisors and 15 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 16 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

dummy-image

Allworth Financial

Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888-242-6766

dummy-image

Allworth Financial

Allworth Financial

644 North Santa Cruz Ave Suite 4

Los Gatos, CA 95030

888-242-6766

advisor-photo

Janet Wan

Sierra Pacific Financial Advisors

7077 Koll Center Parkway
Suite 120

Pleasanton, CA 94566

925-223-8868

dummy-image

Personal Capital

Personal Capital

3 Lagoon Drive
Suite 200

Redwood City, CA 94065

650-556-1310

dummy-image

Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855-855-8005

dummy-image

Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650-556-1310

dummy-image

David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

Top Financial Advisor Firms in California (Ranked by AUM)

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 $290,354,747,708 1586142 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 $1,148,980,217 413 A percentage of AUM
Fixed fees
NRI WEALTH MANAGEMENT, LLC
5201 Great America Pkwy, Suite 350, Santa Clara, CA 95054
162234 $124,299,059 534 A percentage of AUM
Hourly charges
Fixed fees
ESG PLANNING
2005 De La Cruz Blvd #120, Santa Clara, CA 95050
309501 $119,925,032 673 A percentage of AUM
Hourly charges
NEWE WEALTH MANAGEMENT LLC
4500 Great America Parkway, Santa Clara, CA 95054
282048 $13,001 3 A percentage of AUM
Performance Based

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Vikram Kohli
Inquire with Vikram
3130 De La Cruz Blvd, Ste 128 Santa Clara, CA 95054 408-988-5455
Phuong N Quach
Inquire with Phuong
3945 Freedom Cir, Ste 460 Santa Clara, CA 95054 408-330-9220
Jing Chien
Inquire with Jing
3945 Freedom Cir, Ste 460 Santa Clara, CA 95054 408-330-9220
William David Butzman
Inquire with William
3945 Freedom Cir, Ste 460 Santa Clara, CA 95054 408-330-9220
Ken Prodger CFP®,ChFC®,ChSNC®
Inquire with Ken
4633 Old Ironsides Dr, Suite #436 Santa Clara, CA 95054 408-637-0242
Special Needs Planning Group
Inquire with Special
4633 Old Ironsides Dr, Suite #436 Santa Clara, CA 95054 408-637-0242
Michael Corrales
Inquire with Michael
1200 Normandy Way, Suite 100 Santa Clara, CA 95050 408-271-9500
Dan
Inquire with Dan-Min
3375 Scott Blvd, Ste 300 Santa Clara, CA 95054 408-982-9908
Albert Law
Inquire with Albert
3375 Scott Blvd, Ste 300 Santa Clara, CA 95054 408-982-9908
Elena Nistor
Inquire with Elena
1995 El Camino Real, FLOOR 2, STE 200 SANTA CLARA, CA 95050 650-532-4754

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors