National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Santa Clara, California

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Santa Clara, California

Last Updated - July 10, 2024

Santa Clara has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Santa Clara, California have an average of 22 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Santa Clara, California

advisor-photo
vector.svg VERIFIED

Mark Sikich
Edelman Financial Engines, LLC

Qualifications
CRD# 6106786
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
CRD# 6403270
Firm CRD# 249
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo
vector.svg VERIFIED

David Roggenkamp
ChFC®
Commonwealth Financial Network

Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Top 5 Retirement Planning firms in Santa Clara, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FINANCIAL ENGINES ADVISORS L.L.C.
3315 Scott Blvd, 4th Floor
Santa Clara, CA, 95054
$241,970,176,74315947071514
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS)
2
GRASSI INVESTMENT MANAGEMENT, LLC
2350 Mission College Blvd., Suite 190,
Santa Clara, CA, 95054
$928,101,0784155
A Percentage of AUM, Fixed Fees
3
NRI WEALTH MANAGEMENT, LLC
5201 Great America Pkwy, Suite 350,
Santa Clara, CA, 95054
$125,508,5775742
A Percentage of AUM, Hourly charges, Fixed Fees
4
ESG PLANNING
2005 De La Cruz Blvd #120,
Santa Clara, CA, 95050
$90,305,7207534
A Percentage of AUM, Hourly charges
5
NEWE WEALTH MANAGEMENT LLC
4500 Great America Parkway,
Santa Clara, CA, 95054
$13,14231
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Santa Clara, California

QualificationsFirm CRD# 104510

Assets Under Management $241,970,176,743

No. Of Clients1594707

Clients Per Financial Advisor1053

FINANCIAL ENGINES ADVISORS L.L.C. is a financial advisory firm situated in Santa Clara, California. With a nearly $242B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1594707 clients. The team consists of 1514 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Subscription Fees
  • Fixed Fees
  • Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 108690

Assets Under Management $928,101,078

No. Of Clients415

Clients Per Financial Advisor83

GRASSI INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Santa Clara, California. With a nearly $928M assets under management, the firm specializes in crafting personalized retirement planning solutions for 415 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 162234

Assets Under Management $125,508,577

No. Of Clients574

Clients Per Financial Advisor287

NRI WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Santa Clara, California. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 574 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 309501

Assets Under Management $90,305,720

No. Of Clients753

Clients Per Financial Advisor188

ESG PLANNING is a financial advisory firm situated in Santa Clara, California. With a nearly $90M assets under management, the firm specializes in crafting personalized retirement planning solutions for 753 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 282048

Assets Under Management $13,142

No. Of Clients3

Clients Per Financial Advisor3

NEWE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Santa Clara, California. With a nearly $13K assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners