4.5+ Stars · Santa Clara
Highly Rated Financial Advisors in Santa Clara, CA
Only the best make this list. These financial advisors in Santa Clara have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 14 financial advisors in Santa Clara, CA by verified customer ratings and review volume. The highest-rated is Santa Clara, CA with a 4.9-star rating from 178 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
14
Businesses listed
4.8★
Avg rating
23
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Santa Clara, CA
3000 Scott Blvd #208, Santa Clara, CA 95054, USA
Altura Wealth Advisors
2005 De La Cruz Blvd # 120, Santa Clara, CA 95050, USA
Essence Wealth & Insurance Services LLC
4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, USA
Financial 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 | ANIMO ADVISORS - Ameriprise Financial Services, LLC3945 Freedom Cir Ste 460, Santa Clara, CA 95054, USA | — | — |
| #5 | Ken Prodger CFP®,ChFC®,ChSNC®, AIF®4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054, USA | 5.0★ | 2 |
| #6 | Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services, LLC3945 Freedom Cir Ste 460, Santa Clara, CA 95054, USA | 4.3★ | 3 |
| #7 | Vikram Kohli - Financial Advisor, Ameriprise Financial Services, LLC3130 De La Cruz Blvd #128, Santa Clara, CA 95054, USA | — | — |
| #8 | Richard Simpson - Financial Advisor, Ameriprise Financial Services, LLC3945 Freedom Cir Ste 460, Santa Clara, CA 95054, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Tanner M Kohl, CFP®1995 El Camino Real Suite 302, Santa Clara, CA 95050, USA | — | — |
| #10 | Merrill Investment & Retirement Financial Center2900 El Camino Real, Santa Clara, CA 95051, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Santa Clara
ANIMO ADVISORS - Ameriprise Financial Services, LLC
3945 Freedom Cir Ste 460, Santa Clara, CA 95054, USA
Ken Prodger CFP®,ChFC®,ChSNC®, AIF®
4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054, USA
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services, LLC
3945 Freedom Cir Ste 460, Santa Clara, CA 95054, USA
Vikram Kohli - Financial Advisor, Ameriprise Financial Services, LLC
3130 De La Cruz Blvd #128, Santa Clara, CA 95054, USA
Richard Simpson - Financial Advisor, Ameriprise Financial Services, LLC
3945 Freedom Cir Ste 460, Santa Clara, CA 95054, USA
Edward Jones - Financial Advisor: Tanner M Kohl, CFP®
1995 El Camino Real Suite 302, Santa Clara, CA 95050, USA
Merrill Investment & Retirement Financial Center
2900 El Camino Real, Santa Clara, CA 95051, USA
Victory Finance Inc
2445 Augustine Dr #150, Santa Clara, CA 95054, USA
Edelman Financial Engines
3945 Freedom Cir #450, Santa Clara, CA 95054, USA
Edward Jones - Financial Advisor: Steve Duffy
1995 El Camino Real Suite 302, Santa Clara, CA 95050, USA
LSJ Wealth Management
5201 Great America Pkwy # 350, Santa Clara, CA 95054, USA
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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: May 17, 2026.
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