Top Rated Financial Advisors in Santa Clara, California

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Santa Clara, California is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Santa Clara, California with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Santa Clara, California near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Santa Clara, California area.

Santa Clara, CA

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the San Jose, California area.

San Jose, CA

Telephone Advisor

Telephone: 888-242-6766

Visit Advisor Website

https://allworthfinancial.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Based

Financial Services Provided:


• Retirement Planning
• Tax Advice and Services
• Estate Planning & Trusts

Name(s) of Custodian(s):
TD Ameritrade

Parker O'Sullivan

Farther

CRPS^®

Parker O'Sullivan, a financial fiduciary, provides financial services to clients in the Moraga, California area. Parker holds a CRPS^® certification. Parker has over years of experience.

Moraga, CA

Telephone Advisor

Telephone: 310-697-6795

Visit Advisor Website

https://www.farther.com/advisor/parker-osullivan

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Flat Fee
• Based on Assets

Asset Requirement: $0

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• Wealth Management
• Money Management
• Financial Advice & Consulting
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Name(s) of Custodian(s):
Fidelity, Schwab, Pershing and Apex

The Peregrine Private Client Group of Oppenheimer & Co. Inc.

CFP^®, CIMA^®, AIF^®

The Peregrine Private Client Group of Oppenheimer & Co. Inc., a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the San Francisco, California area.

San Francisco, CA

Telephone Advisor

Telephone: 415-438-2926

Visit Advisor Website

https://www.oppenheimer.com/peregrinepcg/index.aspx

View Research Report

Additional Information:

Fee Structure


• Fee-Based
• Based on Assets

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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