#1Align Wealth Management, LLC
ALIGN WEALTH MANAGEMENT, LLC
Based in Campbell, CA
Retirement Plan Advisors in Santa Clara County, CA
The top-ranked retirement plan advisors serving Santa Clara County, CA are Align Wealth Management, LLC, Aria Wealth Management and Betterwealth LLC. We list 48 retirement plan advisors serving Santa Clara County, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Santa Clara County, CA. 48 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Santa Clara County
#2Aria Wealth Management
ARIA WEALTH MANAGEMENT, INC.Based in Saratoga, CA#3Betterwealth LLC
BETTERWEALTH LLCBased in San Jose, CA#4Clarity Wealth Advisors
CLARITY WEALTH ADVISORS, LLCBased in San Jose, CA#5Concentrum Wealth Management
CONCENTRUM WEALTH MANAGEMENT, INC.Based in San Jose, CA#6Dwr Wealth Management, LLC
DWR WEALTH MANAGEMENT, LLCBased in San Jose, CA#7Edelman Financial Engines
FINANCIAL ENGINES ADVISORS L.L.C.Based in Santa Clara, CA#8Heckman Financial & Insurance Services, Inc.
HECKMAN FINANCIAL & INSURANCE SERVICES, INC.Based in San Jose, CA#9Honu Wealth Management
WILLIAMS, GARTH ALANBased in Sunnyvale, CA#10Johnson Lyman Wealth Advisors
JOHNSON LYMAN, INC.Based in Los Altos Hills, CA
20 more providers serving this area
- Legacy Capital Group California, Inc., Los Gatos, CA
- Mayfield Advisors, Inc., Palo Alto, CA
- Nri Wealth Management, LLC, Santa Clara, CA
- Orchard City Wealth Management, LLC, Los Gatos, CA
- Rebalance LLC, Palo Alto, CA
- Retirement Capital Strategies, Inc., San Jose, CA
- Silicon Valley Retirement Services, LLC, San Jose, CA
- Werba Rubin Papier Wealth Management, LLC, San Jose, CA
- Impact Investors, Day Valley, CA (16 mi)
- Morling Financial Advisors, LLC, Fremont, CA (28 mi)
- Iwc Asset Management LLC, Pleasanton, CA (31 mi)
- Sierra Pacific Private Wealth, LLC, Pleasanton, CA (31 mi)
- Alan Biller And Associates, Menlo Park, CA (31 mi)
- Nelson Capital Management, LLC, Menlo Park, CA (31 mi)
- Roberts Wealth Advisors, LLC, Menlo Park, CA (32 mi)
- Baybridge Capital Group, LLC, Livermore, CA (32 mi)
- Sage Rhino Capital LLC, Menlo Park, CA (32 mi)
- Kaizen Financial Strategies, LLC, Pleasanton, CA (32 mi)
- Mirador Capital Partners, Pleasanton, CA (32 mi)
- Grant Private Wealth Management, Pleasanton, CA (35 mi)
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Frequently asked questions
How many retirement plan advisors serve Santa Clara County?
We list 48 retirement plan advisors serving Santa Clara County, CA: 18 based there and 30 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Santa Clara County?
The top-ranked retirement plan advisors serving Santa Clara County, CA are Align Wealth Management, LLC, Aria Wealth Management, Betterwealth LLC, Clarity Wealth Advisors and Concentrum Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Santa Clara County are verified against official records?
10 of the top 10 match an active official record: Align Wealth Management, LLC (U.S. Securities and Exchange Commission), Aria Wealth Management (U.S. Securities and Exchange Commission), Betterwealth LLC (U.S. Securities and Exchange Commission), Clarity Wealth Advisors (U.S. Securities and Exchange Commission) and Concentrum Wealth Management (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Santa Clara County
Communities served
Stanford, Alum Rock, Los Altos Hills, San Martin, East Foothills, Burbank, Cambrian Park, Monte Sereno, Loyola, Lexington Hills, Fruitdale