Financial advisors in Saratoga, CA

43 advisors · page 1 of 2

Lucy McGuire
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Marc Crosby
Financial advisor at Saratoga Research & Investment Management
Saratoga Research & Investment Management · $2.51B AUM
CFP®VerifiedFinancial planning
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Mark McClenahan
Financial advisor at Saratoga Research & Investment Management
Saratoga Research & Investment Management · $2.51B AUM
CFP®VerifiedFinancial planning
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Tierney Bosset
Financial advisor at Saratoga Research & Investment Management
Saratoga Research & Investment Management · $2.51B AUM
CFP®VerifiedFinancial planning
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Yanjuan Huang
Financial advisor at Vienna Asset Management LLC
Vienna Asset Management LLC · $256.5M AUM
CFP®VerifiedFinancial planning
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Amanda Henchcliffe
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Anand Sethuraman
Financial advisor at Investcraft Advisors LLC
Investcraft Advisors LLC · $19.5M AUM
Verified
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Andrew Early
Financial advisor at Saratoga Research & Investment Management
Saratoga Research & Investment Management · $2.51B AUM
VerifiedFinancial planning
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Cathleen Petersen
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Charles McAteer
Financial advisor at Aria Wealth Management
Aria Wealth Management · $130M AUM
VerifiedFinancial planning
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Chi Lu
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Collin Chu
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Dong Zhang
Financial advisor at Evla Hills Equity Services LLC
Evla Hills Equity Services LLC · $51.6M AUM
VerifiedFinancial planning
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Erica Wu
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Glynis Wineinger
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Hsiang Hwong
Financial advisor at Hwong
Hwong
Verified
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Hui Lu
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
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James Tanner
Financial advisor at Saratoga Research & Investment Management
Saratoga Research & Investment Management · $2.51B AUM
VerifiedFinancial planning
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Jen Cheng
Financial advisor at Cheng, Jen I
Cheng, Jen I
Verified
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John Stephens
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
VerifiedFinancial planning
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Joseph Pollard
Financial advisor at Saratoga Research & Investment Management
Saratoga Research & Investment Management · $2.51B AUM
VerifiedFinancial planning
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Kevin Tanner
Financial advisor at Saratoga Research & Investment Management
Saratoga Research & Investment Management · $2.51B AUM
VerifiedFinancial planning
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Mathew Spencer
Financial advisor at Saratoga Research & Investment Management
Saratoga Research & Investment Management · $2.51B AUM
VerifiedFinancial planning
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Matthew Casas
Financial advisor at Saratoga Research & Investment Management
Saratoga Research & Investment Management · $2.51B AUM
VerifiedFinancial planning
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Matthew Keating
Financial advisor at Saratoga Research & Investment Management
Saratoga Research & Investment Management · $2.51B AUM
VerifiedFinancial planning
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Milind Bedekar
Financial advisor at Technovision Management LLC
Technovision Management LLC · $34.5M AUM
Verified
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Pamela Matthews
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Philip Mills
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Philip Spencer
Financial advisor at Saratoga Research & Investment Management
Saratoga Research & Investment Management · $2.51B AUM
VerifiedFinancial planning
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Ping He
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Saratoga, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Saratoga, CA.

How this list works

Before you hire an advisor in Saratoga, CA