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Financial Advisors in Cupertino, CA: 2026 rankings

275 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Cupertino: Financial Rescue LLC, RFA Score 72/100; 4.7★ from 487 Google reviews.

  2. 7

    Most-reviewed: Loan Factory - We Dare You to Compare, 5,293 Google reviews at 5.0★, the most of 275 ranked; ranked #7.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

275 Cupertino financial advisors are ranked here by RFA Score, from eight published factors. 47 open Saturdays and 12 open Sundays, based on posted hours. The median Google rating is 4.1★ across 275 rated firms.

Top 10 financial advisors in Cupertino at a glance

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.

Top 10 financial advisors in Cupertino at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Financial Rescue LLC724.7★ (487)San Jose, 8 mi away—Top score
2Paramount Tax & Accounting Silicon Valley Central694.8★ (110)Campbell, 6 mi away——
3Teh Financial Coaching695.0★ (92)Milpitas, 10 mi away——
4Bhuiyan & Associates, CPA684.7★ (86)Santa Clara, 5 mi away——
5Vested Financial Planning685.0★ (47)Belmont, 6 mi away——
6Camino Coin Co674.6★ (150)Menlo Park, 12 mi away——
7Loan Factory - We Dare You to Compare675.0★ (5,293)San Jose, 12 mi away—Most reviews
8Traveka Wealth675.0★ (36)Los Altos, 6 mi away——
9Alam One Stop Tax and Accounting Services664.7★ (35)Alum Rock, 4 mi awaySat · Sun · Evenings—
10Turnkey Financial Solutions665.0★ (90)Union City, 19 mi away——

All 275 financial advisors in Cupertino, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

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.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Cupertino

    #1 Financial Rescue LLC

    Based in San Jose, 8 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 487 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 487 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    99 S Almaden Blvd #600, San Jose, CA 95113
    View profile for Financial Rescue LLC(877) 973-3287

  3. #3 Teh Financial Coaching

    Based in Milpitas, 10 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 92 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 92 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    Expedition Ln, Milpitas, CA 95035
    View profile for Teh Financial Coaching(510) 367-0789

  4. #4 Bhuiyan & Associates, CPA

    Based in Santa Clara, 5 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 86 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2118 Walsh Ave, Santa Clara, CA 95050
    View profile for Bhuiyan & Associates, CPA(408) 727-5001

  6. #6 Camino Coin Co

    Based in Menlo Park, 12 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.6★ from 150 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 150 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    846 Santa Cruz Ave, Menlo Park, CA 94025
    View profile for Camino Coin Co(650) 348-3000

  8. #8 Traveka Wealth

    Based in Los Altos, 6 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    175 S San Antonio Rd #101, Los Altos, CA 94022
    View profile for Traveka Wealth(650) 397-2225

  11. #11 iNRI

    Based in Mountain View, 5 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Sun 9 AM–5 PM
    Address
    855 Maude Ave, Mountain View, CA 94043
    View profile for iNRI

  18. #18 NIM Retirement Group

    Based in San Jose, 7 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 26 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 26 Google reviews
    Hours
    Mon–Tue 8:30 AM–5:30 PM · Wed closed · Thu–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    1731 Technology Dr #570, San Jose, CA 95110
    View profile for NIM Retirement Group(888) 322-2009

  19. #19 Allworth Financial

    Based in Campbell, 6 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 21 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    2105 S Bascom Ave Ste 255, Campbell, CA 95008
    View profile for Allworth Financial(408) 404-0009

  22. #22 Capital V Group

    Based in Cupertino

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat–Sun closed
    Address
    10080 N Wolfe Rd SW3-200, Cupertino, CA 95014
    View profile for Capital V Group(408) 725-7122

  25. #25 Beacon Pointe Advisors

    Based in San Jose, 6 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2021 The Alameda Ste 390, San Jose, CA 95126
    View profile for Beacon Pointe Advisors(408) 984-8777

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 275 ranked financial advisors here; the rest are on their profiles.

financial advisors in Cupertino, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Falcon Wealth Planning644.8★ (16)7 mi
27Patelco Credit Union Sunnyvale644.0★ (22)3 mi
28Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth644.4★ (13)3 mi
29Beacon Pointe Advisors634.5★ (15)6 mi
30Financial Journey Partners635.0★ (12)7 mi
31Carpe Diem Financial Services635.0★ (31)17 mi
32Team Hewins635.0★ (42)21 mi
33Gulati & Associates634.7★ (12)6 mi
34American Consumer Credit Counseling, Inc.635.0★ (420)8 mi
35Cindy Shi, CPA634.0★ (8)In Cupertino
36Fidelity Investments633.7★ (37)3 mi
37Edelman Financial Engines634.9★ (9)5 mi
38Charles Schwab633.4★ (20)In Cupertino
39Castelli Financial635.0★ (10)7 mi
40Heckman Financial & Insurance Services Inc-HFIS634.6★ (13)8 mi
41Sid Financial Services, LLC635.0★ (39)22 mi
42Fidelity Investments633.8★ (33)6 mi
43MainStreet Financial Planning, Inc635.0★ (9)7 mi
44ShapeMyCredit - CPN Number, SCN Number & Tradelines633.7★ (29)5 mi
45Red Tower Advisors®635.0★ (23)17 mi
46Albert Lee CFP625.0★ (4)2 mi
47Bay Area Credits623.9★ (14)6 mi
48DiversiFi Capital625.0★ (7)7 mi
49Morgan Stanley Financial Advisors623.8★ (4)In Cupertino
50Viable Credit625.0★ (4)3 mi

Also serving Cupertino

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Cupertino
BusinessGoogle ratingDistance
Adam Anderson - Morgan StanleyIn Cupertino
Andrew Bettisworth - Morgan StanleyIn Cupertino
Bettisworth Group - Morgan StanleyIn Cupertino
Calvin Watt - Morgan StanleyIn Cupertino
Carlton Pace Wealth Management, Inc.1.0★ (1)In Cupertino
Catherine Shen - Morgan StanleyIn Cupertino
Charles Pickett - Morgan StanleyIn Cupertino
Chase Investment Services3.0★ (2)In Cupertino
David Beck Financial Services LLC5.0★ (1)In Cupertino
Dewi Hartono - Morgan StanleyIn Cupertino
George Bettisworth - Morgan StanleyIn Cupertino
Hongmin Lu - Morgan StanleyIn Cupertino
Jason A. DeGroodt - Morgan StanleyIn Cupertino
Jessica Chang - Morgan StanleyIn Cupertino
Joe Keenan - Morgan StanleyIn Cupertino
Julia Li - Morgan StanleyIn Cupertino
Ken Rosenberg : Morgan StanleyIn Cupertino
S P Asset Management1.0★ (1)In Cupertino
TransGlobal Holding Company 美國泛宇集團5.0★ (1)In Cupertino
Winson Xie - Morgan Stanley5.0★ (2)In Cupertino

How we ranked Cupertino financial advisors

We scored 275 Cupertino financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Cupertino data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Cupertino: frequently asked questions

Which financial advisor has the highest RFA Score in Cupertino?

By RFA Score, the highest-ranked financial advisor in Cupertino, CA is Financial Rescue LLC with an RFA Score of 72/100. It has 4.7★ from 487 Google reviews. Paramount Tax & Accounting Silicon Valley Central (#2) and Teh Financial Coaching (#3) follow. We ranked 275 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Cupertino?

RankedFinancialAdvisors ranks 275 financial advisors serving Cupertino, CA. 8 of them are based in Cupertino; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Cupertino work on weekends?

47 of 275 ranked financial advisors post Saturday hours and 12 post Sunday hours. The highest-ranked open Saturdays are Alam One Stop Tax and Accounting Services (#9) and iNRI (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cupertino financial advisors have?

The median Google rating among 275 rated financial advisors in Cupertino is 4.1★, with a median of 10 reviews. Loan Factory - We Dare You to Compare has the most, 5,293 reviews, and ranks #7. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Cupertino count in this ranking?

Yes, if they are within 25 mi of the Cupertino city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Cupertino ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Cupertino a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Cupertino

  1. November 2026: RFA Scores recalculated for 275 financial advisors serving Cupertino.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Cupertino pages