Financial Planners in Santa Clara, CA — 10 Firms (2026)
10 financial planners in Santa Clara, California meet our listing bar — a website plus a public review record. They average 3.34★ across 10 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Eddie Lee - Edelman Financial Engines at 5.0★ across 27 Google reviews.
Showing 10 of 10 · sorted by Google rating
1.
Eddie Lee - Edelman Financial Engines
★★★★★★★★★★5.0(27 Google reviews)✓ Verified on Google
Financial Planning · 3945 Freedom Cir #450, Santa Clara, CA 95054
Services: advisory
2.
Altura Wealth Advisors
★★★★★★★★★★4.8(8 Google reviews)✓ Verified on Google
Financial Planning · 2005 De La Cruz Blvd #120, Santa Clara, CA 95050
3.
Edelman Financial Engines
★★★★★★★★★★4.7(3 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 3945 Freedom Cir #450, Santa Clara, CA 95054
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★3.6(45 Google reviews)✓ Verified on Google
Financial Planning · 485 El Camino Real, Santa Clara, CA 95050
Services: advisory
5.
BMO Bank N.A Branches
★★★★★★★★★★3.2(27 Google reviews)✓ Verified on Google
Financial Planning · 1705 El Camino Real, Santa Clara, CA 95050
Services: advisory
6.
SVB Financial Group
★★★★★★★★★★3.2(21 Google reviews)✓ Verified on Google
Financial Planning · 3005 Tasman Dr, Santa Clara, CA 95054
7.
Bank of America Financial Center
★★★★★★★★★★2.4(118 Google reviews)✓ Verified on Google
Financial Planning · 2905 Stevens Creek Blvd, Santa Clara, CA 95050
Services: advisory
8.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.3(167 Google reviews)✓ Verified on Google
Financial Planning · 2900 El Camino Real, Santa Clara, CA 95051
Services: advisory
9.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.1(42 Google reviews)✓ Verified on Google
Financial Planning · 2925 Scott Blvd, Santa Clara, CA 95054
Services: advisory
10.
Edelman Financial Engines (Corporate Office)
★★★★★★★★★★2.1(9 Google reviews)✓ Verified on Google
Financial Planning · 3315 Scott Blvd 4th Floor, Santa Clara, CA 95054
Top financial planners in Santa Clara
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Eddie Lee - Edelman Financial Engines | Financial Planning | 5.0 / 5 | 27 |
| 2 | Altura Wealth Advisors | Financial Planning | 4.8 / 5 | 8 |
| 3 | Edelman Financial Engines | Financial Planning | 4.7 / 5 | 3 |
| 4 | Bank of America Financial Center | Financial Planning | 3.6 / 5 | 45 |
| 5 | BMO Bank N.A Branches | Financial Planning | 3.2 / 5 | 27 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.