Find a Financial Advisor in Santa Clara, CA

 

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We did the hard work of finding trustworthy partners in Santa Clara, CA.

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We Only Work With The Best Santa Clara Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Santa Clara, CA


  • Financial Advisor Close to Santa Clara, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Santa Clara, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Santa Clara, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Santa Clara financial advisors.
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How Retirement-Friendly is Santa Clara, CA?

  • Population: 127,721
  • % of Population 62 Years and Over: 13.6%
  • Average Home Value: $1037,700
  • Average Monthly Housing Cost: $2,452
  • Average Household Income: $150,572
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Santa Clara, CA

 

FINANCIAL ENGINES ADVISORS L.L.C.

Website

(408) 498-6000

3315 Scott Blvd
4th Floor
Santa Clara, CA 95054

SEC#: 801-55196
Years in Business: 23 years

GRASSI INVESTMENT MANAGEMENT, LLC

Website

(650) 934-0770

2350 Mission College Blvd., Suite 190

Santa Clara, CA 95054

SEC#: 801-57556
Years in Business: 21 years

NEWE WEALTH MANAGEMENT LLC

Website

(408) 966-2807

4500 Great America Parkway

Santa Clara, CA 95054

SEC#: 801-110488
Years in Business: 4 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(785) 340-3434

2445 Augustine Dr
Suite 150
Santa Clara, CA 95054

SEC#: 801-72913
Years in Business: 9 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(408) 596-8091

2880 Lakeside Drive
Suite 100
Santa Clara, CA 95054

SEC#: 801-107913
Years in Business: 5 years

PFG ADVISORS, LLC

Website

(408) 345-4700

1395 Franklin Street

Santa Clara, CA 95050

SEC#: 801-80797
Years in Business: 6 years

PFG ADVISORS, LLC

Website

(408) 345-4700

1391 Franklin Street

Santa Clara, CA 95050

SEC#: 801-80797
Years in Business: 6 years

PFG ADVISORS, LLC

Website

(408) 731-4100

2805 Bowers Ave

Santa Clara, CA 95051

SEC#: 801-80797
Years in Business: 6 years

PFG ADVISORS, LLC

Website

(408) 345-4700

1395 Franklin Street

Santa Clara, CA 95050

SEC#: 801-80797
Years in Business: 6 years

 


Santa Clara, CA Financial Advisor FAQs

Financial advisors typically charge a fee for the advice they provide. This fee can be an hourly rate, a flat rate, or may be based on how much money the client invests in securities the advisor specifies.
One of the most important criteria for selecting an advisor is their industry and specialization. It's highly recommended that you focus on finding someone who works in the same field as you do--whether they're an insurance broker or a banker, etc.--so it'll be easier to understand each other and what advice they might give. You should also look into an advisor's track record; don't settle for someone without references from previous clients (particularly satisfied ones). Take enough time with this process; if possible, talk with not just one person but multiple advisors before making your final decision.
The cost of a financial advisor is going to depend on a variety of factors, including the advisor's expertise and complexity of their services.
Some of the questions includes: What qualifications and certifications do you have? How many years’ experience do you have in this field? Based on my current financial situation, what would be the best solution for me (in terms of savings rates and retirement planning) to follow going forward?