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Financial Advisors in Milpitas, CA: 2026 rankings

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

The short answer

  1. 1

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

  2. 5

    Most-reviewed: Loan Factory - We Dare You to Compare, 5,293 Google reviews at 5.0★, the most of 307 ranked; ranked #5.

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

307 Milpitas financial advisors are ranked here by RFA Score, from eight published factors. 62 open Saturdays and 14 open Sundays, based on posted hours. The median Google rating is 4.1★ across 307 rated firms.

Top 10 financial advisors in Milpitas 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 Milpitas at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Financial Rescue LLC724.7★ (487)San Jose, 7 mi awayTop score
2Teh Financial Coaching715.0★ (92)Milpitas—
3Paramount Tax & Accounting Silicon Valley Central684.8★ (110)Campbell, 9 mi away—
4Bhuiyan & Associates, CPA684.7★ (86)Santa Clara, 5 mi away—
5Loan Factory - We Dare You to Compare685.0★ (5,293)San Jose, 9 mi awayMost reviews
6Turnkey Financial Solutions685.0★ (90)Union City, 14 mi away—
7Vested Financial Planning675.0★ (47)Belmont, 8 mi away—
8Camino Coin Co664.6★ (150)Menlo Park, 15 mi away—
9Bank of America Financial Center664.6★ (63)Fremont, 8 mi away—
10Eddie Lee - Edelman Financial Engines665.0★ (27)Santa Clara, 5 mi away—

All 307 financial advisors in Milpitas, 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 Milpitas

    #1 Financial Rescue LLC

    Based in San Jose, 7 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

  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

  8. #8 Camino Coin Co

    Based in Menlo Park, 15 mi away

    66/100RFA Score

    Ranked #8 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

  12. #12 NIM Retirement Group

    Based in San Jose, 4 mi away

    65/100RFA Score

    Ranked #12 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

  15. #15 iNRI

    Based in Mountain View, 8 mi away

    65/100RFA Score

    Ranked #15 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

  17. #17 Traveka Wealth

    Based in Los Altos, 12 mi away

    65/100RFA Score

    Ranked #17 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

  18. #18 Falcon Wealth Planning

    Based in San Jose, 3 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2570 N First St #200, San Jose, CA 95131
    View profile for Falcon Wealth Planning(855) 963-2526

  20. #20 Charles Schwab

    Based in Milpitas

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.5★ from 11 Google reviews, listed on Google as “Financial consultant”.

    • 4.5★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    12 Ranch Dr, Milpitas, CA 95035
    View profile for Charles Schwab(408) 467-7010

  21. #21 Beacon Pointe Advisors

    Based in San Jose, 6 mi away

    64/100RFA Score

    Ranked #21 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

  23. #23 Allworth Financial

    Based in Campbell, 10 mi away

    64/100RFA Score

    Ranked #23 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

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 307 ranked financial advisors here; the rest are on their profiles.

financial advisors in Milpitas, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Gulati & Associates634.7★ (12)4 mi
27Beyond Academy634.7★ (51)18 mi
28Edelman Financial Engines634.9★ (9)5 mi
29Heckman Financial & Insurance Services Inc-HFIS634.6★ (13)7 mi
30Team Hewins635.0★ (42)22 mi
31Pesta & Pesta Wealth Management635.0★ (13)10 mi
32Fidelity Investments623.5★ (28)3 mi
33Summit Wealth & Retirement Partners625.0★ (44)25 mi
34Sid Financial Services, LLC625.0★ (39)24 mi
35Bank of America Financial Center623.8★ (10)3 mi
36Beacon Pointe Advisors624.5★ (15)9 mi
37Charles Schwab624.8★ (11)9 mi
38Mirador Capital Partners625.0★ (19)16 mi
39Patelco Credit Union Sunnyvale624.0★ (22)8 mi
40Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth624.4★ (13)9 mi
41Capital V Group625.0★ (9)9 mi
42Bank of America Financial Center623.5★ (48)6 mi
43True North Advisors625.0★ (4)3 mi
44Fidelity Investments623.8★ (33)9 mi
45Fidelity Investments623.7★ (37)8 mi
46Red Tower Advisors®625.0★ (23)19 mi
47Scion Capital LLC625.0★ (9)10 mi
48FI TAX CREDIT FINANCIAL SERVICES625.0★ (30)23 mi
49MCC Financial624.1★ (9)6 mi
50Essence Wealth & Insurance Services LLC615.0★ (4)5 mi

Also serving Milpitas

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 Milpitas
BusinessGoogle ratingDistance
691 Milpitas Investors LLCIn Milpitas
Area Financial Services5.0★ (1)In Milpitas
Credit Advisors Council-Credit Repair San JoseIn Milpitas
Cycle of Wealth IncIn Milpitas
Financial Tax Strategies1.0★ (1)In Milpitas
High Valley Financial Planning ServicesIn Milpitas
HMena Investor5.0★ (1)In Milpitas
Jetoffice360, IncIn Milpitas
Julie LinIn Milpitas
Mehta & AssociatesIn Milpitas
Merrill EdgeIn Milpitas
Merrill Investment & Retirement Financial CenterIn Milpitas
Merrill Investment & Retirement Financial CenterIn Milpitas
New Assets Investment Advisors LLC5.0★ (2)In Milpitas
Proledge Inventory1.0★ (1)In Milpitas
U.S. Bancorp Advisors - Financial Advisors: Alice HuangIn Milpitas
U.S. Bank – Wealth Management Banker: Jason NguyenIn Milpitas
Vesty.mxIn Milpitas
Wells Fargo AdvisorsIn Milpitas
Will Yang, 英图财富 (英圖財富), IntoWealth IncIn Milpitas

How we ranked Milpitas financial advisors

We scored 307 Milpitas 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 Milpitas 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 Milpitas: frequently asked questions

Which financial advisor has the highest RFA Score in Milpitas?

By RFA Score, the highest-ranked financial advisor in Milpitas, CA is Financial Rescue LLC with an RFA Score of 72/100. It has 4.7★ from 487 Google reviews. Teh Financial Coaching (#2) and Paramount Tax & Accounting Silicon Valley Central (#3) follow. We ranked 307 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Milpitas?

RankedFinancialAdvisors ranks 307 financial advisors serving Milpitas, CA. 2 of them are based in Milpitas; 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 Milpitas work on weekends?

62 of 307 ranked financial advisors post Saturday hours and 14 post Sunday hours. The highest-ranked open Saturdays are Alam One Stop Tax and Accounting Services (#14), iNRI (#15) and American Consumer Credit Counseling, Inc. (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Milpitas financial advisors have?

The median Google rating among 307 rated financial advisors in Milpitas is 4.1★, with a median of 11 reviews. Loan Factory - We Dare You to Compare has the most, 5,293 reviews, and ranks #5. 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 Milpitas count in this ranking?

Yes, if they are within 25 mi of the Milpitas 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 Milpitas 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 Milpitas 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 Milpitas

  1. November 2026: RFA Scores recalculated for 307 financial advisors serving Milpitas.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and Milpitas pages