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Financial Planners in Dublin, CA: 2026 rankings

269 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Dublin: Turnkey Financial Solutions, RFA Score 70/100; 5.0★ from 90 Google reviews.

  2. 44

    Most-reviewed: Bank of America Financial Center, 163 Google reviews at 3.2★, the most of 269 ranked; ranked #44.

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

269 Dublin financial planners are ranked here by RFA Score, from eight published factors. 64 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 3.9★ across 269 rated firms.

Top 10 financial planners in Dublin 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 planners in Dublin at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Turnkey Financial Solutions705.0★ (90)Union City, 10 mi away—Top score
2Insight Capital Management705.0★ (145)Concord, 19 mi away——
3Tomren & Sullivan Wealth Management695.0★ (59)San Ramon, 5 mi away——
4Beyond Academy684.7★ (51)Pleasanton, 2 mi awaySat · Sun · Evenings—
5Summit Wealth & Retirement Partners675.0★ (44)San Ramon, 6 mi away——
6Bank of America Financial Center664.6★ (63)Fremont, 12 mi away——
7Patelco Credit Union San Ramon664.6★ (40)San Ramon, 4 mi awaySat—
8Bhuiyan & Associates, CPA654.7★ (86)Santa Clara, 23 mi away——
9LampPost Planning645.0★ (34)Oakland, 13 mi awayEvenings—
10Patelco Credit Union Hayward644.0★ (61)Hayward, 9 mi awaySat—

All 269 financial planners in Dublin, 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.

  2. #2 Insight Capital Management

    Based in Concord, 19 mi away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1390 Willow Pass Rd Ste 960, Concord, CA 94520
    View profile for Insight Capital Management(925) 362-9571

  4. #4 Beyond Academy

    Based in Pleasanton, 2 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 51 Google reviews
    Hours
    Mon–Sun 9 AM–8 PM
    Address
    4695 Chabot Dr STE 200, Pleasanton, CA 94588
    View profile for Beyond Academy(925) 690-2880

  8. #8 Bhuiyan & Associates, CPA

    Based in Santa Clara, 23 mi away

    65/100RFA Score

    Ranked #8 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

  9. #9 LampPost Planning

    Based in Oakland, 13 mi away

    64/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat–Sun closed
    Address
    20 Knoll Ridge Way Suite 2, Oakland, CA 94619
    View profile for LampPost Planning(510) 992-4000

  13. #13 Mirador Capital Partners

    Based in Pleasanton, 4 mi away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    6700 Koll Center Pkwy #230, Pleasanton, CA 94566
    View profile for Mirador Capital Partners(925) 621-1000

  16. #16 Nuvision Credit Union

    Based in Pleasanton, 2 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.1★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 24 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    6001 Gibraltar Dr, Pleasanton, CA 94588
    View profile for Nuvision Credit Union(800) 444-6327

  17. #17 Ken R. Anderson, CPA

    Based in San Ramon, 5 mi away

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3180 Crow Canyon Pl #130, San Ramon, CA 94583
    View profile for Ken R. Anderson, CPA(925) 314-0930

  19. #19 Sid Financial Services, LLC

    Based in San Mateo, 22 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon 9 AM–5:30 PM · Tue–Thu 8:30 AM–5:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1710 S Amphlett Blvd #128, San Mateo, CA 94402
    View profile for Sid Financial Services, LLC(650) 378-8588

Financial planners 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 269 ranked financial planners here; the rest are on their profiles.

financial planners in Dublin, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America Financial Center612.7★ (60)In Dublin
27BMO Bank N.A Branches604.1★ (17)5 mi
28Modern Family Finance, LLC605.0★ (25)19 mi
29Liberty Group604.8★ (28)20 mi
30Focus Your Finance, Inc603.7★ (21)4 mi
31Owl and Ore Wealth Planning604.8★ (25)18 mi
32Fidelity Investments603.0★ (26)In Dublin
33EP Wealth Advisors605.0★ (20)15 mi
34Jason Cooke - Edelman Financial Engines605.0★ (14)9 mi
35Eddie Lee - Edelman Financial Engines605.0★ (27)22 mi
36Bank of America (with Drive-thru ATM)603.1★ (81)11 mi
37Bank of America (with Drive-thru ATM)602.5★ (70)In Dublin
38Patelco Credit Union Concord603.6★ (71)20 mi
39Secure Retirement Financial594.1★ (13)6 mi
40Red Tower Advisors®595.0★ (23)22 mi
41Bank of America (with Drive-thru ATM)592.8★ (79)9 mi
42Ginsberg Financial Strategies594.3★ (24)17 mi
43Smeed CPA, Inc594.4★ (27)20 mi
44Bank of America Financial Center593.2★ (163)23 mi
45Sierra Pacific Private Wealth, LLC594.9★ (7)3 mi
46BayBridge Capital Group595.0★ (10)9 mi
47Dogpatch Wealth585.0★ (23)25 mi
48Bank of America Financial Center583.5★ (60)21 mi
49Patelco Credit Union Danville583.7★ (16)9 mi
50BMO Bank N.A Branches583.3★ (23)9 mi

Also serving Dublin

20 more financial planners 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 planners serving Dublin
BusinessGoogle ratingDistance
Cache RockIn Dublin
Cathy Mendoza - Investment AdvisorIn Dublin
CHURCHFINANCE365In Dublin
East Bay Financial GroupIn Dublin
Edward Jones - Financial Advisor: My Moore, CFP®|CEPA®|AAMS®In Dublin
Financial institutionIn Dublin
Frontier Wealth Strategies LPIn Dublin
Heidi Financial ServicesIn Dublin
Infinite Asset Management LLCIn Dublin
Justin Patellaro, CFA, CPA, CFP - Wealth Advisor5.0★ (2)In Dublin
Maks4Max Notary & Financial & Insurance servicesIn Dublin
Meritage Wealth Advisory, LLCIn Dublin
Merrill Investment & Retirement Financial Center3.0★ (2)In Dublin
Merrill Investment & Retirement Financial CenterIn Dublin
Rutledge Financial GroupIn Dublin
Synergy Financial Group, LTDIn Dublin
Tamworth ConsultingIn Dublin
The Wealthy Roots, LLC5.0★ (1)In Dublin
Wells Fargo AdvisorsIn Dublin
Wells Fargo AdvisorsIn Dublin

How we ranked Dublin financial planners

We scored 269 Dublin financial planners 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 Dublin 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Dublin: frequently asked questions

Which financial planner has the highest RFA Score in Dublin?

By RFA Score, the highest-ranked financial planner in Dublin, CA is Turnkey Financial Solutions with an RFA Score of 70/100. It has 5.0★ from 90 Google reviews. Insight Capital Management (#2) and Tomren & Sullivan Wealth Management (#3) follow. We ranked 269 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Dublin?

RankedFinancialAdvisors ranks 269 financial planners serving Dublin, CA. 6 of them are based in Dublin; 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 planners in Dublin work on weekends?

64 of 269 ranked financial planners post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Beyond Academy (#4), Patelco Credit Union San Ramon (#7) and Patelco Credit Union Hayward (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Dublin financial planners have?

The median Google rating among 269 rated financial planners in Dublin is 3.9★, with a median of 16 reviews. Bank of America Financial Center has the most, 163 reviews, and ranks #44. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Dublin count in this ranking?

Yes, if they are within 25 mi of the Dublin city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Dublin ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Dublin 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 planners 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 Dublin

  1. November 2026: RFA Scores recalculated for 269 financial planners serving Dublin.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Dublin pages