Congratulations!

WiserAdvisor has qualified Financial Advisors serving the Santa Clara, California area.


Our Recommendations:

  • Talk to at least 2 to 3 Financial Advisors.
  • Hire an advisor who meets your screening criteria.

Special Offer!

FREE 1-on-1 initial consultation with qualified Financial Advisors

  • Complete the form to the right and click "Find My Advisor".
  • We will match up to 3 Financial Advisors who can best help with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened Financial Advisors.

seven reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-762-7630


Financial Advisors Licensed to practice in Santa Clara, California

Dirk Gilliard, Financial Advisor from Santa Clara, California
(836 views)
Inquire with
Dirk
Dan Goldie Financial Services, LLC
2409 Park Boulevard,
Palo Alto, CA   94306
Call : (650) 566-1111

With offices in San Jose and Palo Alto, DGFS is listed as one of Barron's Magazine and The Financial Times top wealth advisors in the U.S. DGFS is an independent financial advisor, financial planner, and investment advisor managing approximately... read more>>

Northwestern Mutual
203 Redwood Shores Pkwy,
Redwood City, CA   94065
Call : (650) 771-9555

We are a financial planning firm that will help you through each stage in the financial planning process. We work with beginning professionals, high net worth individuals, businesses and institutions. My personal passion is to help individuals,... read more>>

Financial Engines Advisors, LLC
4301 Hacienda Drive, Suite 100,
Pleasanton, CA   94588
Call : (925) 227-0555

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was... read more>>

Pete Woodring, Financial Advisor from Santa Clara, California
(538 views)
Inquire with
Pete
Cypress Partners
23 Ross Common 4B,
Ross, CA   94957
Call : (415) 785-3635

Cypress Partners was founded to help you protect, grow and optimize what's most important to you. Our relationship is a partnership, and it's guided by your participation in our comprehensive planning process. It begins with a conversation about... read more>>

Sean O'Bannon, Financial Advisor from Santa Clara, California
(169 views)
Inquire with
Sean
Financial Engines Advisors, LLC
4040 Civic Center Drive,
San Rafael, CA   94903

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was... read more>>

List of Additional Financial Advisors in or around Santa Clara, California
Corinthian Wealth Management San Jose,CA
UBS Financial Services, Inc. San Jose,CA
Global Portfolio Dimensions, Inc. Campbell,CA

More Financial Advisors Network

Financial Advisors in Alamo, California
Financial Advisors in Aliso Viejo, California
Financial Advisors in Anaheim, California
Financial Advisors in Bakersfield, California
Financial Advisors in Belvedere Tiburon, California
Financial Advisors in Beverly Hills, California
Financial Advisors in Brea, California
Financial Advisors in Burbank, California
Financial Advisors in Burlingame, California
Financial Advisors in Calabasas, California
Financial Advisors in Camarillo, California
Financial Advisors in Campbell, California
Financial Advisors in Carlsbad, California
Financial Advisors in Carpinteria, California
Financial Advisors in Concord, California
Financial Advisors in Corte Madera, California
Financial Advisors in Danville, California
Financial Advisors in El Segundo, California
Financial Advisors in Elk Grove, California
Financial Advisors in Encino, California
Financial Advisors in Escondido, California
Financial Advisors in Folsom, California
Financial Advisors in Fremont, California
Financial Advisors in Fresno, California
Financial Advisors in Fullerton, California
Financial Advisors in Garden Grove, California
Financial Advisors in Glendale, California
Financial Advisors in Glendora, California
Financial Advisors in Granada Hills, California
Financial Advisors in Grand Terrace, California
Financial Advisors in Grass Valley, California
Financial Advisors in Healdsburg, California
Financial Advisors in Huntington Beach, California
Financial Advisors in Irvine, California
Financial Advisors in La Jolla, California
Financial Advisors in Lafayette, California
Financial Advisors in Laguna Beach, California
Financial Advisors in Laguna Niguel, California
Financial Advisors in Larkspur, California
Financial Advisors in Los Alamitos, California
Financial Advisors in Los Angeles, California
Financial Advisors in Menifee, California
Financial Advisors in Mission Viejo, California
Financial Advisors in Monterey, California
Financial Advisors in Mountain View, California
Financial Advisors in Newbury Park, California
Financial Advisors in Newport Beach, California
Financial Advisors in North Hollywood, California
Financial Advisors in Northridge, California
Financial Advisors in Novato, California
Financial Advisors in Ontario, California
Financial Advisors in Orange, California
Financial Advisors in Orinda, California
Financial Advisors in Palo Alto, California
Financial Advisors in Paramount, California
Financial Advisors in Pasadena, California
Financial Advisors in Pleasanton, California
Financial Advisors in Rancho Cucamonga, California
Financial Advisors in Rancho Santa Fe, California
Financial Advisors in Red Bluff, California
Financial Advisors in Redlands, California
Financial Advisors in Redondo Beach, California
Financial Advisors in Redwood City, California
Financial Advisors in Riverside, California
Financial Advisors in Roseville, California
Financial Advisors in Sacramento, California
Financial Advisors in Saint Helena, California
Financial Advisors in San Bruno, California
Financial Advisors in San Clemente, California
Financial Advisors in San Diego, California
Financial Advisors in San Francisco, California
Financial Advisors in San Gabriel, California
Financial Advisors in San Jose, California
Financial Advisors in San Leandro, California
Financial Advisors in San Luis Obispo, California
Financial Advisors in San Mateo, California
Financial Advisors in San Rafael, California
Financial Advisors in San Ramon, California
Financial Advisors in Santa Ana, California
Financial Advisors in Santa Barbara, California
Financial Advisors in Santa Maria, California
Financial Advisors in Santa Monica, California
Financial Advisors in Santa Rosa, California
Financial Advisors in Saratoga, California
Financial Advisors in Sausalito, California
Financial Advisors in Scotts Valley, California
Financial Advisors in Seal Beach, California
Financial Advisors in Sebastopol, California
Financial Advisors in Sherman Oaks, California
Financial Advisors in Simi Valley, California
Financial Advisors in Sonoma, California
Financial Advisors in Stevenson Ranch, California
Financial Advisors in Sunnyvale, California
Financial Advisors in Temecula, California
Financial Advisors in Thousand Oaks, California
Financial Advisors in Torrance, California
Financial Advisors in Upland, California
Financial Advisors in Van Nuys, California
Financial Advisors in Ventura, California
Financial Advisors in Visalia, California
Financial Advisors in Walnut Creek, California
Financial Advisors in Westlake Village, California
Financial Advisors in Westminster, California
Financial Advisors in Woodland Hills, California

Please provide the information we need to match you with 2 to 3 pre-screened financial advisors in Santa Clara, California based on your specific needs and receive FREE INITIAL CONSULTATION.

What advisory services do you need?

What is the size of your investment portfolio?

Your Zipcode

First Name:

Last Name:

Email

Phone No:

Additional information (optional)

Privacy Policy | Terms & Conditions

Featured Financial Articles

The Danger Of Having No Strategy Or Ignoring Tax Efficient Investing Strategies

By Dr. Jeff Camarda EA, PhD Financial Planning, MSFS, CFA | REQUEST FREE CONSULTATION   This is without question the most fundamental mistake made by taxpayers and their tax advisors/preparers... more

Like Your Portfolio, Your Financial Team Should be Diversified, Too

You don’t put all your eggs in one basket, neither should you put all your trust in one financial professional. Having a cadre of pros making decisions about your investments together makes for... more

Best Financial Practices And How To Implement Them

By Greg Gulick, CFP® | REQUEST FREE CONSULTATION   Think about your retirement. When you hang up your stethoscope, will your budget allow for fine dining in Paris or will it be restricted... more

Are You A Financial Advisor in California?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only