Falists

California · 19 advisers

Financial Advisors in Santa Clara, California

Looking for a financial advisor in Santa Clara, California? Falists indexes 19 SEC-registered and state-registered investment advisers in Santa Clara — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 16 firms list a website you can visit directly. Firms in this directory manage up to $326.29B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

19

With website

16

Largest AUM

$326.29B

Financial planning

7

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth9Planning7Trusts8Retirement5Institutional3

Top advisors in Santa Clara

Ranked by AUM · Fees, team & specialties at a glance

View all 19 →

SODIUM ADVISORS INC.

Santa Clara, CA

AUM

$57.9M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

408-850-7211

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Santa Clara, California?
19 registered investment advisers are listed in our Santa Clara directory, sourced from public SEC filings.
What types of advisors are in Santa Clara?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Santa Clara?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.