Financial advisor in Santa Clara, CA
Santa Clara, CA has 10 financial advisor businesses. The average customer rating is 5.0 out of 5 stars. The top-rated business is Traveka Wealth, LLC with 5.0 stars and 13 reviews. 80% have websites, 60% list phone numbers, 20% provide email contacts.
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Market Insights
Everything you need to know about this market at a glance
10
in this area
5
Typical: 5.0 stars
3
per business (9 reviewed)
3 months
New MarketHow to Reach Them
What contact info is available for these businesses
A reasonable number of businesses have websites and emails available.
Customer Ratings
How customers rate these businesses and who gets the most attention
This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.
A handful of well-known businesses attract most customer reviews, while many others fly under the radar.
Highest Rated Business
Traveka Wealth, LLC
Most businesses here have similar quality - customers generally get a reliable experience regardless of which one they choose.
Competition Level
How competitive is this market and who controls it
100% = completely spread out, no one dominates. 0% = one business controls everything.
One business controls a large chunk of this market. You'll need a clear differentiator to compete effectively.
Most businesses here have an established online presence with reviews. The market is mature and businesses are well-known.
Market Maturity
How old are these businesses and is the market growing?
Average time since businesses were listed
Most businesses here are relatively new. This is an emerging market with lots of fresh competition.
New businesses in the last 90 days
Very few new businesses are opening. The market has settled and existing players have established positions.
Location & Data
Where businesses are located and how complete the data is
Businesses are distributed across the area but with some clustering in popular zones.
How many businesses have complete info (name, phone, address, website, email).
Business Attributes
Special characteristics that businesses in this market have self-reported
These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.
Financial advisor Market Overview in Santa Clara, CA
There are 10 financial advisor serving Santa Clara, CA. The average rating is 5 stars based on 9 reviewed businesses. Reviewed businesses have an average of 3 reviews. 80% have websites and 20% list email contact and 60% have phone numbers. The highest-rated is Traveka Wealth, LLC with 5 stars from 13 reviews.
Top-Rated Financial advisor in Santa Clara, CA
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Traveka Wealth, LLC | 5.0 | 13 | Los Altos, CA | View |
| 2 | Elderberry Capital | 5.0 | 3 | Los Altos, CA | View |
| 3 | Sun Wealth Advisor | 5.0 | 2 | San Jose, CA | View |
| 4 | Parallel Advisors | 5.0 | 1 | Los Altos, CA | View |
| 5 | Altura Wealth Advisors | 4.8 | 8 | Santa Clara, CA | View |
Financial advisor Locations in Santa Clara, CA
Top 10 shownGet Financial advisor Leads
in Santa Clara, CA
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Financial advisor in Santa Clara, CA
Browse 10 verified businesses with contact details
Showing 10 of 10 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
5446 Thornwood Dr Suite 101, San Jose, CA, 95123 | 5.0(2) | View | |
5201 Great America Pkwy # 350, Santa Clara, CA, 95054 | No reviews | View | |
59 N Santa Cruz Ave, Los Gatos, CA, 95030 | No reviews | View | |
7888 Wren Ave # D141, Gilroy, CA, 95020 | No reviews | View | |
2005 De La Cruz Blvd # 120, Santa Clara, CA, 95050 | 4.8(8) | View | |
4 Main St Suite 240, Los Altos, CA, 94022 | No reviews | View | |
240 3rd St #110, Los Altos, CA, 94022 | 5.0(1) | View | |
175 S San Antonio Rd #101, Los Altos, CA, 94022 | 5.0(13) | View | |
280 2nd St Suite 240, Los Altos, CA, 94022 | 5.0(3) | View | |
146 Main St #201, Los Altos, CA, 94022 | No reviews | View |
10 of 10 businesses
Financial advisor Market Analysis in Santa Clara, CA
Comprehensive market data for financial advisor businesses in Santa Clara, CA, based on 10 verified listings.
Market Size & Competition
The financial advisor market in Santa Clara, CA consists of 10 businesses competing for local customers. This is a niche market with limited competition, presenting opportunities for new businesses to establish market presence quickly.
Customer Satisfaction
Customer satisfaction among financial advisor in Santa Clara, CA shows excellent levels, with an average rating of 5.0 stars. About 100% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. The top 10% of businesses by review volume account for 48% of all reviews, indicating that customer engagement varies significantly across the market.
Digital Presence & Online Visibility
Digital adoption among financial advisor in Santa Clara, CA varies significantly. With 80% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.
Contact Accessibility
Reaching financial advisor in Santa Clara, CA is possible through multiple channels. 60% of businesses list phone numbers, making phone calls a primary contact method. Email availability is limited at 20%, suggesting that phone or in-person contact may be more effective for initial outreach.
How We Compile This Data
This market analysis is compiled from 10 verified financial advisor business listings in Santa Clara, CA. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.
Frequently Asked Questions
Common questions about financial advisor in Santa Clara, CA, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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Helpful guides for financial advisor outreach
Practical tips to help you connect with financial advisor businesses in Santa Clara, CA.
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