City
Independent RIAs in Santa Clara, California
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Santa Clara, California reported $327.2 billion in regulatory assets under management; the largest by assets was Edelman Financial Engines, with $326.3 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $327.2 billion
- Average per firm
- $36.4 billion
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Edelman Financial Engines | SEC | $326.3 billion | 1,517,156 |
| 2 | Nri Wealth Management, LLC | SEC | $309.8 million | 888 |
| 3 | Altura Wealth Advisors Inc. | SEC | $250.1 million | 1,027 |
| 4 | Candor Financial, LLC | State | $105.6 million | 31 |
| 5 | The Blakeley Group Inc | State | $96.4 million | 316 |
| 6 | Sodium Advisors Inc. | State | $57.9 million | 5 |
| 7 | JY Capital Management | State | $39.1 million | 78 |
| 8 | Figtree Financial Advisors, LLC | State | $32.2 million | 170 |
| 9 | Viridian Way LLC | State | $0 | 0 |
Independent RIAs in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.