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 4 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 31 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

Edelman Financial Engines, LLC

877-208-7414

Address

• 3945 Freedom Circle,
  Suite 450,
  Santa Clara, CA 95054 See Details
• 2175 North California Boulevard,
  Suite 800,
  Walnut Creek, CA 94596 See Details

Connect with Edelman

Connect with Edelman

Parker O'Sullivan

Farther Finance, LLC

310-697-6795

Address

• 600 Moraga Rd,
  Moraga, CA 94556 See Details

Connect with Parker

Connect with Parker

David Roggenkamp

Commonwealth Financial Network

415-785-4540

Address

• 700 Larkspur Landing Circle, Suite 199,
  Larkspur, CA 94939 See Details

Connect with David

Connect with David

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
GRASSI INVESTMENT MANAGEMENT, LLC 2350 Mission College Blvd., Suite 190, Santa Clara, CA, 95054	108690	$1,360,544,691	408	A percentage of AUM, Fixed fees
NRI WEALTH MANAGEMENT, LLC 5201 Great America Pkwy, Suite 350, Santa Clara, CA, 95054	162234	$175,219,539	649	A percentage of AUM, Hourly charges, Fixed fees
HARPER INVESTING 2005 De La Cruz Blvd #120, Santa Clara, CA, 95050	309501	$101,418,083	885	A percentage of AUM, Hourly charges
COVE 1991 Stanley Ave, Santa Clara, CA, 95050	329900	$0	0	A percentage of AUM

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