Best Financial Advisors in Santa Clara, CA

The highest-rated Financial Planning & Wealth Management companies out of 150 vetted & reviewed in the Santa Clara area.

Bhuiyan & Associates, CPA

Bhuiyan & Associates, CPA

(29)
Real Estate & Rental Property
“Amazing and professional CPA accountant , very professional and competitive pricing for the wide services he is offering to his clients , i do recommend him for his professionalism and service pricing”
In Business Since 2011
Accepts All Major Credit Cards
2118 Walsh Ave, Santa Clara, CA
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Albert Lee CFP

Albert Lee CFP

(4)
“As the escrow process required homework on my end to provide all the various documentation needed, Albert had a clear strategy and guided me through the process, always available for clarification.”
In Business Since 2005
Free Initial Consultation
275 Saratoga Ave #220, Santa Clara, CA
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Natural Bridges Financial Advisors

Natural Bridges Financial Advisors

(1)
“The entire team at NBFA is blindingly competent, affable and always available to answer questions and provide information.”
In Business Since 2008
Transparent Fees & Pricing
627 Center St, Santa Cruz, CA
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Castelli Financial

Castelli Financial

(6)
Services
“Unlike other financial advisers I have had experience with, she gets to know you and your current life plans and helps you navigate the complex options available for saving for the future.”
In Business Since 2018
Licensed
Serving Santa Clara Area
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Essence Wealth & Insurance Services

Essence Wealth & Insurance Services

(4)
“) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (includi...”
In Business Since 2012
4677 Old Ironsides Dr #350, Santa Clara, CA
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Ken Prodger Cfp,chfc,chsnc, AIF

Ken Prodger Cfp,chfc,chsnc, AIF

(2)
“The service is fee based, which I like because he creates a financial plan with the client in mind, instead of a plan that pays future commissions to him.”
In Business Since 2011
4633 Old Ironsides Dr Suite #436, Santa Clara, CA
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Victory Finance

Victory Finance

(1)
“I found Victoria when I was going through transition in my photography business and Victoria was a really great support for my business.”
In Business Since 2018
2445 Augustine Dr Suite 150, Santa Clara, CA
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Sar Capital Management

Sar Capital Management

(1)
“It's nice to see a return on my investment and receive coaching simultaneously to understand the why.”
In Business Since 2020
5201 Great America Pkwy Suite 320, Santa Clara, CA
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Marshall Wealth Management Group

Marshall Wealth Management Group

(1)
Your Team
“The team I work with is responsive, articulate, patient with my questions and respectful of my goals.”
In Business Since 2008
CDFA Certified
Serving Santa Clara Area
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JR Financial & Insurance Services

JR Financial & Insurance Services

(4)
“I feel I was treated with great care and sound financial advice even though I do not have a large minimum investment or a tremendous amount of assets to work with.”
In Business Since 2015
Free Initial Consultation
2005 De La Cruz Blvd #120, Santa Clara, CA
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Nexus Wealth Advisors

Nexus Wealth Advisors

(1)
Private Wealth Management, Institutional Consulting, Partnership Opportunities
“He has a unique ability to blend sound financial advice with a sensitive and holistic approach.”
In Business Since 1941
Accepts All Major Credit Cards
365 Lake Ave B, Santa Cruz, CA
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Grassi Investment Management

Grassi Investment Management

Strategy, Performance, Portfolio Construction
“Grassi provides investment management services for individuals, families, foundations and institutions. We understand that everyone has their own unique financial situation and we customize each portfolio to meet our client's investment objectives re...”
In Business Since 2004
Free Initial Consultation
Family Business
2350 Mission College Blvd #190, Santa Clara, CA
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Joe Phillips Insured Retirement

Joe Phillips Insured Retirement

(2)
“I OWED taxes last year and was able to withdraw funds ( because we are over 59 1/2) and then reinvest into our fund so that no taxes were owed.”
In Business Since 2013
Licensed
9029 Soquel Ave # C, Santa Cruz, CA
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A3C Financial Services

A3C Financial Services

Individual Services Personal Financial Planning
“We offer frequent consultations to better assist clients and understand their tax and financial standing. Our initial consultations are free of charge and allow our team to best match our expertise to your needs. When necessary, we provide additional...”
In Business Since 2016
Transparent Fees & Pricing
Offers Financing Options
1700 Wyatt Dr Suite #9, Santa Clara, CA
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Meisser & Associates

Meisser & Associates

“At Meisser & Associates, we've been serving the accounting needs of Santa Cruz, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”
In Business Since 2019
Transparent Fees & Pricing
8030 Soquel Ave STE 100, Santa Cruz, CA
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Davis Financial Management

Davis Financial Management

“Apryl List utilizes her extensive people skills as Davis Financial Management's Client Relationship Associate. Apryl understands the importance of effective, timely communication and “getting things done” in a spirit of excellence for the benefit of ...”
In Business Since 2006
Licensed
1395 Franklin St, Santa Clara, CA
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Rogers Investment Advisors

Rogers Investment Advisors

“Rogers Investment Advisors, LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area. We are licensed as a registered investment advisor by the State of California, and can accept clients throughout the United States. We...”
In Business Since 2004
Licensed
2975 Bowers Ave STE 107, Santa Clara, CA
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Pacific Coast Accounting

Pacific Coast Accounting

“Welcome to Pacific Coast Accounting. Secure your financial future. Formation of legal entities, book keeping, payroll services, Property tax, Sales/ Use tax, Business and personal Income tax, Personal financial planning, Forecasting / Budgeting, Busi...”
In Business Since 2012
Licensed
3382 Rayanna Ave, Santa Clara, CA
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Brighton Financial and Insurance Services

Brighton Financial and Insurance Services

“We offer some of the most competitive and comprehensive products from the strongest and highest-rated insurance and financial companies in the country. In addition, we leverage the latest technology to ensure that our clients get the best and most ef...”
In Business Since 2021
4675 Stevens Creek Blvd, Santa Clara, CA
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Blakeley Group

Blakeley Group

“Dick founded The Blakeley Group, Inc. in 2009. As the Chief  Executive and Compliance Office,  he is personally committed to...”
In Business Since 2009
2804 Mission College Blvd, Santa Clara, CA
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Wynn Capital Management

Wynn Capital Management

“Founded in 2003 by former professional trader Thomas Wynn, Wynn Capital provides customized investment management and comprehensive financial planning for individuals and families. Wynn Capital is an independent, fiduciary advisor.”
In Business Since 2003
101 Cooper St, Santa Cruz, CA
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LPL Financial

LPL Financial

“Welcome, I'm David De La Rosa, an independent LPL Financial Advisor. I help private clients and Small Business Owners Invest with tax mitigation strategies to move towards their desired life.”
In Business Since 2012
Accepts All Major Credit Cards
5187 Empire Grade, Santa Cruz, CA
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Financial Independence

Financial Independence

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate purposes, our personalized service helps synchronize your needs and wants with your financial goals and objectiv...”
In Business Since 1991
5201 Great America Pkwy #320, Santa Clara, CA
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SMH Associates

SMH Associates

“We are a full-service accounting firm licensed in California. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
In Business Since 1999
Transparent Fees & Pricing
Offers Financing Options
3000 Scott Blvd #107, Santa Clara, CA
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Retirement Planning and Investment Management Services in Santa Clara, CA Cost Estimates

Minimum cost
$1192
Maximum cost
$10130
National Average
$3576
Avg Per Hour Rates
$358
$2384
$6555
Fair price range is based on 289 cost profiles
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Average Cost $3576
Minimum cost $1192
Maximum cost $10130
Avg Per Hour Rates $358

Fair range $2384 to $6555 is based on 289 cost profiles.

Why these companies made our list

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