5 ranked specialtiesUpdated 0 paid placements in any rankingHow we rank
5 specialties have a ranked list for Pleasanton, CA. Each list ranks the firms that serve the city by RFA Score. The largest list by ranked firms is financial advisors, with 376.
Ranked by RFA Score among the firms that serve the city. Open a specialty for its full list.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
376 ranked financial advisors serve Pleasanton.
5.0 from 90 Google reviews · 10 mi away
4.7 from 51 Google reviews · Based in Pleasanton
4.7 from 487 Google reviews · 23 mi away
264 ranked financial planners serve Pleasanton.
5.0 from 90 Google reviews · 10 mi away
5.0 from 145 Google reviews · 23 mi away
4.7 from 51 Google reviews · Based in Pleasanton
118 ranked investment advisors serve Pleasanton.
4.6 from 150 Google reviews · 23 mi away
4.9 from 30 Google reviews · 21 mi away
5.0 from 145 Google reviews · 23 mi away
67 ranked wealth managers serve Pleasanton.
5.0 from 59 Google reviews · 9 mi away
5.0 from 44 Google reviews · 10 mi away
5.0 from 23 Google reviews · 9 mi away
23 ranked stockbrokers serve Pleasanton.
3.8 from 16 Google reviews · Based in Pleasanton
4.8 from 11 Google reviews · 10 mi away
4.5 from 11 Google reviews · 17 mi away
Fewer than 5 firms qualify to rank here. Linked specialties open the California list.
Each specialty list scores every firm that serves Pleasanton on the same RFA Score, from 0 to 100.
Reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered each carry a fixed weight.
Read the full methodPleasanton financial advisors report 2026All California cities
