RIAs in SANTA CLARA, CA
10 RIAs based in SANTA CLARA, California managing a combined $327B.
EDELMAN FINANCIAL ENGINES
RIASANTA CLARA, CA
AUM $326BTEAM 1679REPS 711
NRI WEALTH MANAGEMENT, LLC
RIASANTA CLARA, CA
AUM $310MTEAM 2REPS 2
ALTURA WEALTH ADVISORS INC.
RIASANTA CLARA, CA
AUM $250MTEAM 12REPS 4
MONEY INTELLIGENCE
RIASANTA CLARA, CA
AUM $138MTEAM 3REPS 2
THE BLAKELEY GROUP INC
RIASANTA CLARA, CA
AUM $96.4MTEAM 4REPS 1
ROGERS INVESTMENT ADVISORS, LLC
RIASANTA CLARA, CA
AUM $70.6MTEAM 1REPS 1
SODIUM ADVISORS INC.
RIASANTA CLARA, CA
AUM $57.9MTEAM 1REPS 1
FIGTREE FINANCIAL ADVISORS, LLC
RIASANTA CLARA, CA
AUM $32.2MTEAM 2REPS 2
COVE
RIASANTA CLARA, CA
AUM —TEAM 5REPS 3
VIRIDIAN WAY LLC
RIASANTA CLARA, CA
AUM —TEAM 1REPS 1
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