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Financial Advisors in Saratoga, California

Our hand-picked list of 6 financial advisors serving Saratoga, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Saratoga

Financial professionals in Saratoga 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.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Saratoga

ARIA WEALTH MANAGEMENT

20640 3RD STEET, SARATOGA, CA 95070

📞 (669) 222-••••

Coast Residential Funding - John Lofano

14415, Big Basin Way, Saratoga, CA, 95070

📞 +1-408-688-••••

Edward Jones

14375, Saratoga Avenue, Saratoga, CA, 95070

Ronsdale Management

14440, Big Basin Way, Saratoga, CA, 95070

Saratoga Research & Investment Management

14471, Big Basin Way, Saratoga, CA, 95070

📞 +1-408-741-••••

VIENNA ASSET MANAGEMENT LLC

14657 BIG BASIN WAY, SARATOGA, CA 95070

📞 (408) 882-••••

Frequently Asked Questions

Where can I find financial advisors in Saratoga, California?

Saratoga, California has 6 financial advisors listed in our directory. ARIA WEALTH MANAGEMENT is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Saratoga?

Financial professionals in Saratoga 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.

Can I get a free quote from a financial advisor in Saratoga?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Saratoga-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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