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Financial Advisors in Santa Clara, Oregon

Our hand-picked list of 8 financial advisors serving Santa Clara, Oregon. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Santa Clara

Financial professionals in Santa Clara should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Oregon 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 Oregon, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Santa Clara

ALTURA WEALTH ADVISORS INC.

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

📞 (408) 642-••••

COVE

1991 STANLEY AVE, SANTA CLARA, CA 95050

📞 (651) 442-••••

EDELMAN FINANCIAL ENGINES

3945 FREEDOM CIRCLE, SANTA CLARA, CA 95054

📞 (800) 601-••••

Edward Jones

69, Washington Street, Santa Clara, CA, 95050

Grassi Investment Management, LLC

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

NRI WEALTH MANAGEMENT, LLC

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

📞 (408) 373-••••

Silicon Valley Bridge Bank

3003 Tasman Drive, Santa Clara, CA, 95054

SVB Financial Group

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

Frequently Asked Questions

Where can I find financial advisors in Santa Clara, Oregon?

Santa Clara, Oregon has 8 financial advisors listed in our directory. ALTURA WEALTH ADVISORS INC. is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Oregon?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Oregon, 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 Santa Clara?

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

Can I get a free quote from a financial advisor in Santa Clara?

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

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