Top financial advisors in Santa Clara, CA
We’ve curated a list of the best financial advisors in Santa Clara, take a look at it below
Find an advisor in Santa Clara| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $241,970,176,743 | 1514 advisors | ||
| 2 | $91,362,469 | 4 advisors | ||
| 3 | $23,802,473 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Santa Clara, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Santa Clara. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Edelman Financial Engines
Edelman Financial Engines is a financial advisory firm based in Santa Clara, California. It currently has approximately $241,970,176,743 of assets under management and employs about 1514 people. Edelman Financial Engines uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees and set-up fees & related svcs; reimbursements for printed materials.
Assets under management
$241,970,176,743
Headcount
1514 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS
SEC number
801-55196
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
The Blakeley Group Inc
The Blakeley Group Inc is a financial advisory firm based in Santa Clara, California. It currently has approximately $91,362,469 of assets under management and employs about 4 people. The Blakeley Group Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$91,362,469
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-70125
Services offered
Portfolio Management For Individuals And/or Small Businesses
Figtree Financial Advisors, LLC
Figtree Financial Advisors, LLC is a financial advisory firm based in Santa Clara, California. It currently has approximately $23,802,473 of assets under management and employs about 2 people. Figtree Financial Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$23,802,473
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-115102
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Portfolio Monitoring
Your first meeting is free.