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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 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 registration checks. 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 - April 25, 2025

Santa Clara has 7 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 23 years of experience.

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List of Qualified Retirement Planning Advisors in Santa Clara, California

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Hetal Saki
CFP®
AMC Wealth

Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Hourly, Based on Assets

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advisor
vector.svg VERIFIED

Parker O'Sullivan
CRPS®
Farther Finance, LLC

Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3945 Freedom Circle, Suite 950
Santa Clara, CA, 95054
$270,770,414,64715615551578
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS)
2

2350 Mission College Blvd., Suite 190,
Santa Clara, CA, 95054
$1,360,544,6914085
A percentage of AUM, Fixed fees
3

5201 Great America Pkwy, Suite 350,
Santa Clara, CA, 95054
$175,219,5396492
A percentage of AUM, Hourly charges, Fixed fees
4

2005 De La Cruz Blvd #120,
Santa Clara, CA, 95050
$101,418,0838853
A percentage of AUM, Hourly charges
5

1991 Stanley Ave,
Santa Clara, CA, 95050
$005
A percentage of AUM

Information on Top Retirement Planning firms in Santa Clara, California

QualificationsFirm CRD# 104510

Assets Under Management $270,770,414,647

No. Of Clients1561555

Clients Per Financial Advisor990

EDELMAN FINANCIAL ENGINES is a financial advisory firm situated in Santa Clara, California. With a nearly $271B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1561555 clients. The team consists of 1578 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 108690

Assets Under Management $1,360,544,691

No. Of Clients408

Clients Per Financial Advisor82

GRASSI INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Santa Clara, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 408 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 and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 162234

Assets Under Management $175,219,539

No. Of Clients649

Clients Per Financial Advisor325

NRI WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Santa Clara, California. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 649 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 309501

Assets Under Management $101,418,083

No. Of Clients885

Clients Per Financial Advisor295

HARPER INVESTING is a financial advisory firm situated in Santa Clara, California. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 885 clients. The team consists of 3 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 329900

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

COVE is a financial advisory firm situated in Santa Clara, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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

Financial Planning Services

  • Other (INTERNET ROBO ADVISOR - ADVICE IS LIMITED TO OFFERING OF SPECIFIC ETFS)
View Full Profile

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