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SVB Financial Group

Financial Advisor serving Santa Clara, California · 1 of 15 financial advisors in the area

📍 3005 West Tasman Drive;Tasman Drive, Santa Clara, CA, 95054
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📍 3005 West Tasman Drive;Tasman Drive, Santa Clara, CA, 95054

About SVB Financial Group

SVB Financial Group is a financial advisor located in Santa Clara, California. As a local financial advisor, they serve Santa Clara and surrounding communities in California. Contact them through ProHorizon for a free quote.

Financial professionals in Santa Clara should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Santa Clara

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Santa Clara may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Santa Clara

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Santa Clara?
Financial Advisors in Santa Clara typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Santa Clara?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 15 financial advisors in Santa Clara to choose from.
Does SVB Financial Group offer free quotes?
Contact SVB Financial Group directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Santa Clara

Edward Jones

69, Washington Street, Santa Clara, CA, 95050

Grassi Investment Management, LLC

2350, Mission College Boulevard, Santa Clara, CA, 95054

Silicon Valley Bridge Bank

3003 Tasman Drive, Santa Clara, CA, 95054

EDELMAN FINANCIAL ENGINES

3945 FREEDOM CIRCLE, SANTA CLARA, CA 95054

NRI WEALTH MANAGEMENT, LLC

5201 GREAT AMERICA PKWY, SUITE 320, SANTA CLARA, CA 95054

ALTURA WEALTH ADVISORS INC.

2005 DE LA CRUZ BLVD #120, SANTA CLARA, CA 95050