The Gold Standard Directory

The best financial advisors in Santa Clara, CA

F

#1GOLD STANDARD PICK

Fiduciary Financial Group

Financial advisors, Santa Clara, CA

5.0 stars55 reviews

M

#2

Meriwest Credit Union

Financial advisors, Santa Clara, CA

4.8 stars113 reviews

E

#3

Essence Wealth & Insurance Services LLC

Financial advisors, Santa Clara, CA

5.0 stars4 reviews

H

#4

Hendershott Wealth Management

Financial advisors, Santa Clara, CA

5.0 stars2 reviews

K

#5

Ken Prodger CFP®,ChFC®,ChSNC®, AIF®

Financial advisors, Santa Clara, CA

5.0 stars2 reviews

M

#6

Mariner

Financial advisors, Santa Clara, CA

5.0 stars2 reviews

L

#7

LSJ Wealth Management

Financial advisors, Santa Clara, CA

5.0 stars1 reviews

V

#8

Victory Finance Inc

Financial advisors, Santa Clara, CA

5.0 stars1 reviews

G

#9

Gulati & Associates

Financial advisors, Santa Clara, CA

4.7 stars12 reviews

S

#10

Stonecrest

Financial advisors, Santa Clara, CA

4.3 stars17 reviews

How the order is set: in each area and niche, the highest Google rating among businesses with at least 25 Google reviews comes first, a tie goes to more reviews, and businesses with fewer reviews follow. The first card is the Gold Standard Pick. Ratings, reviews and contact details are from our own scan of the area. Nobody can pay for a place. Updated November 15, 2026.

The Gold Standard Directory by The Algo Vision.