Fiduciary advisors in Santa Clara, CA

4 registered advisers

Santa Clara, California has 4 SEC-registered fiduciary advisory firms, 4 of which are fee-only.

ALTURA WEALTH ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Clara, CaliforniaCRD #309501
Typical Fee--
AUM$169M
Minimum--
Clients1,005

COVE

Fee-Only, No ConflictsClean Record
Santa Clara, CaliforniaCRD #329900
Typical Fee--
AUM--
Minimum--
Clients--

EDELMAN FINANCIAL ENGINES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Clara, CaliforniaCRD #104510
Typical Fee--
AUM$292.9B
Minimum--
Clients1,552,934

NRI WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Clara, CaliforniaCRD #162234
Typical Fee--
AUM$224M
Minimum--
Clients747
Fiduciary Advisors in Santa Clara, California | FiduciaryListings