Financial advisers in Santa Clara, CA
4 registered investment adviser firms in Santa Clara managing $326.8B in assets, based on public SEC Form ADV filings.
Edelman Financial Engines
Santa Clara, CA · Est. 1998
National
- AUM
- $326.3B
- Per adviser
- $590M
- Advisers
- 553
No reported disclosures
Nri Wealth Management, LLC
Santa Clara, CA · Est. 2022
LocalInternational
- AUM
- $310M
- Per adviser
- $155M
- Advisers
- 2
No reported disclosures
Altura Wealth Advisors INC.
Santa Clara, CA · Est. 2021
Local
- AUM
- $250M
- Per adviser
- $63M
- Advisers
- 4
No reported disclosures
Cove
Santa Clara, CA · Est. 2024
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures