Real Reviews · Santa Clara
Top-Reviewed Financial Advisors in Santa Clara, CA
What are customers actually saying? Read verified reviews for financial advisors in Santa Clara — every rating is from a real customer.
As of July 2026, RatingsNearMe ranks 14 financial advisors in Santa Clara, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Santa Clara, CA with a 4.9-star rating from 178 Google reviews and an RNM Score of 85/100. Also in the top tier: Altura Wealth Advisors and Essence Wealth & Insurance Services LLC. The average rating across all listed financial advisors in Santa Clara is 4.8 stars from 23 reviews per business on average.
Financial advisors in Santa Clara typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
LSJ Wealth Management
LSJ Wealth Management stands out as the top-ranked firm due to its comprehensive wealth management services and strong client satisfaction.
Most Reviewed
Ameriprise Financial Services, LLC
A high number of reviews provides a broader perspective on client experiences and service reliability, helping consumers make informed decisions.
When selecting a financial advisor in Santa Clara, verify their credentials, fee transparency, and client reviews to ensure they align with your specific financial needs and goals.
Local Market Snapshot
14
Businesses listed
4.8★
Avg rating
23
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Top-rated Santa Clara financial advisor with a 4.9-star average from 178 reviews.
3000 Scott Blvd #208, Santa Clara, CA 95054, USARated 4.8 stars from 8 Google reviews, this advisor is highly regarded locally.
2005 De La Cruz Blvd # 120, Santa Clara, CA 95050, USA5.0 stars from 4 reviews, reflecting exceptional client satisfaction.
4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, USAFinancial Advisors Rankings in Santa Clara, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Santa Clara, CA3000 Scott Blvd #208, Santa Clara, CA 95054, USA | 4.9★ | 178 |
| #2 | Altura Wealth Advisors2005 De La Cruz Blvd # 120, Santa Clara, CA 95050, USA | 4.8★ | 8 |
| #3 | Essence Wealth & Insurance Services LLC4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, USA | 5.0★ | 4 |
| #4 | Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services, LLC3945 Freedom Cir Ste 460, Santa Clara, CA 95054, USA | 4.3★ | 3 |
| #5 | Ken Prodger CFP®,ChFC®,ChSNC®, AIF®4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054, USA | 5.0★ | 2 |
| #6 | Victory Finance Inc2445 Augustine Dr #150, Santa Clara, CA 95054, USA | 5.0★ | 1 |
| #7 | Richard Simpson - Financial Advisor, Ameriprise Financial Services, LLC3945 Freedom Cir Ste 460, Santa Clara, CA 95054, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Tanner M Kohl, CFP®1995 El Camino Real Suite 302, Santa Clara, CA 95050, USA | — | — |
| #9 | Vikram Kohli - Financial Advisor, Ameriprise Financial Services, LLC3130 De La Cruz Blvd #128, Santa Clara, CA 95054, USA | — | — |
| #10 | ANIMO ADVISORS - Ameriprise Financial Services, LLC3945 Freedom Cir Ste 460, Santa Clara, CA 95054, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Santa Clara
Trusted by clients with a solid 4.3-star rating from 3 reviews.
3945 Freedom Cir Ste 460, Santa Clara, CA 95054, USA
Top-rated Santa Clara financial advisor with a perfect 5.0-star score from 2 reviews.
4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054, USA
5.0-star rating from early clients reflects exceptional financial guidance in Santa Clara.
2445 Augustine Dr #150, Santa Clara, CA 95054, USA
No reviews yet for this Santa Clara financial advisor.
3945 Freedom Cir Ste 460, Santa Clara, CA 95054, USA
This advisor has no Google reviews yet, so their reputation is unrated.
1995 El Camino Real Suite 302, Santa Clara, CA 95050, USA
This financial advisor has no ratings yet from 0 Google reviews.
3130 De La Cruz Blvd #128, Santa Clara, CA 95054, USA
A financial advisor in Santa Clara with no customer reviews yet on Google.
3945 Freedom Cir Ste 460, Santa Clara, CA 95054, USA
0 Google reviews yet, so no rating is available for this financial advisor.
2900 El Camino Real, Santa Clara, CA 95051, USA
A 3.8-star rating from 4 Google reviews indicates mixed local client feedback.
3945 Freedom Cir #450, Santa Clara, CA 95054, USA
5.0 stars from 3 reviews, reflecting exceptional client satisfaction.
1995 El Camino Real Suite 302, Santa Clara, CA 95050, USA
Consistently earns a perfect 5.0-star rating from its clients.
5201 Great America Pkwy # 350, Santa Clara, CA 95054, USA
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Financial Advisors in Santa Clara, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Santa Clara, CA | 85/100 | 4.9 ★ | 178 |
| 2 | Altura Wealth Advisors | 67/100 | 4.8 ★ | 8 |
| 3 | Essence Wealth & Insurance Services LLC | 67/100 | 5.0 ★ | 4 |
| 4 | Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services, LLC | 54/100 | 4.3 ★ | 3 |
| 5 | Ken Prodger CFP®,ChFC®,ChSNC®, AIF® | 64/100 | 5.0 ★ | 2 |
| 6 | Victory Finance Inc | 62/100 | 5.0 ★ | 1 |
| 7 | Richard Simpson - Financial Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Tanner M Kohl, CFP® | 3/100 | — | 0 |
| 9 | Vikram Kohli - Financial Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 10 | ANIMO ADVISORS - Ameriprise Financial Services, LLC | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Santa Clara
What is a fiduciary financial advisor and why does it matter in Santa Clara?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Santa Clara, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Santa Clara?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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