EDELMAN FINANCIAL ENGINES
Santa Clara, CA
AUM
$326.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
553 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
833-752-6333
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, SANTA CLARA
9 advisers found
NRI WEALTH MANAGEMENT, LLC
Santa Clara, CA
AUM
$309.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-373-5570
ALTURA WEALTH ADVISORS INC.
Santa Clara, CA
AUM
$250.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
408-642-1322
MONEY INTELLIGENCE
Santa Clara, CA
AUM
$170.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-865-7262
THE BLAKELEY GROUP INC
Santa Clara, CA
AUM
$96.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
408-459-4910
ROGERS INVESTMENT ADVISORS, LLC
Santa Clara, CA
AUM
$70.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-215-1698
FIGTREE FINANCIAL ADVISORS, LLC
Santa Clara, CA
AUM
$32.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
408-891-3574
VIRIDIAN WAY LLC
Santa Clara, CA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
408 455 9621
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
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