Bhuiyan & Associates, CPA
“I live in LA but I work with them this year They are very good in service.”
Best Financial Advisors in Santa Clara, CA
15 firms listed · 13 in Santa Clara · 2 open weekends · 6 rated 4.5+ · 3 show a license
Data verified October 16, 2026
Castelli Financial
“She is honest and transparent and I feel so well taken care of with my retirement and financial future.”
JR Financial & Insurance Services
“Not only did James help us with our investments, he helped us to see the bigger picture with appropriate life insurance and estate planning.”
Essence Wealth & Insurance Services
“If you are considering hiring a Financial Advisor look no further than Essence Wealth.”
A3C Financial Services
Grassi Investment Management
The 15 firms listed for Santa Clara, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Santa Clara, CA
Of the 15 firms we list here, 13 are in Santa Clara itself and 2 come from Milpitas (1, 6 mi) and Los Gatos (1, 9 mi). 6 of the firms on this page have a rating, from 4.7 to 5.0 across 185 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (82%), responsiveness (68%) and value (64%). 2 are open on Saturdays and 1 on Sundays. 3 show a license on their websites. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1994. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Santa Clara take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Ken Prodger Cfp,chfc,chsnc, AIF
“Unlike a lot of folks out there claiming to be financial planners, Ken actually has a ton of certifications and training which sets him apart for me.”
World Financial Group
Pacific Coast Accounting
Blakeley Group
LSJ Wealth Management
Davis Financial Management
Rogers Investment Advisors
Klm Capital
Teh Financial Coaching
“I never thought I would be able to budget everyday and not be scared to check my bank account, but gone are those days of worry and fear.”
Why these companies made our list
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