Skip to content

Financial Planners in Menlo Park, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Menlo Park: Priority Tax Relief, RFA Score 72/100; 4.9★ from 677 Google reviews; open evenings.

  2. 13

    Most-reviewed: Bank of America Financial Center, 163 Google reviews at 3.2★, the most of 249 ranked after Priority Tax Relief; ranked #13.

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

249 Menlo Park financial planners are ranked here by RFA Score, from eight published factors. 55 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 3.8★ across 249 rated firms.

Top 10 financial planners in Menlo Park 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 Menlo Park at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Priority Tax Relief724.9★ (677)San Francisco, 22 mi awayEveningsTop score
2Turnkey Financial Solutions685.0★ (90)Union City, 12 mi away——
3Paramount Tax & Accounting Silicon Valley Central664.8★ (110)Campbell, 18 mi away——
4Bhuiyan & Associates, CPA664.7★ (86)Santa Clara, 13 mi away——
5Sid Financial Services, LLC645.0★ (39)San Mateo, 10 mi away——
6Bank of America Financial Center644.6★ (63)Fremont, 13 mi away——
7Bank of America Financial Center644.8★ (94)San Francisco, 25 mi away——
8Red Tower Advisors®635.0★ (23)San Carlos, 5 mi away——
9Bank of America Financial Center623.5★ (60)Palo Alto, 1 mi awaySat—
10Eddie Lee - Edelman Financial Engines625.0★ (27)Santa Clara, 12 mi away——

All 249 financial planners in Menlo Park, 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 Menlo Park

    #1 Priority Tax Relief

    Based in San Francisco, 22 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 677 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 677 Google reviews
    Hours
    Mon–Fri 5 AM–7 PM · Sat–Sun closed
    Address
    1485 Bayshore Blvd Ste 469, San Francisco, CA 94124
    View profile for Priority Tax Relief(800) 493-8308

  4. #4 Bhuiyan & Associates, CPA

    Based in Santa Clara, 13 mi away

    66/100RFA 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

  5. #5 Sid Financial Services, LLC

    Based in San Mateo, 10 mi away

    64/100RFA Score

    Ranked #5 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

  8. #8 Red Tower Advisors®

    Based in San Carlos, 5 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1150 White Oak Way, San Carlos, CA 94070
    View profile for Red Tower Advisors®(650) 753-8333

  11. #11 Empowered Personal Finance

    Based in Redwood City, 4 mi away

    62/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 18 Google reviews
    Hours
    Mon–Tue 10 AM–4 PM · Wed 10 AM–5 PM · Thu 10 AM–6 PM · Fri 10 AM–3 PM · Sat–Sun closed
    Address
    3011 Broadway, Redwood City, CA 94061
    View profile for Empowered Personal Finance

  14. #14 Beyond Academy

    Based in Pleasanton, 23 mi away

    61/100RFA Score

    Ranked #14 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

  16. #16 Fidelity Investments

    Based in Palo Alto, 1 mi away

    61/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.1★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 18 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    251 University Ave, Palo Alto, CA 94301
    View profile for Fidelity Investments(800) 742-1566

  20. #20 RHS Financial

    Based in San Francisco, 25 mi away

    61/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    4171 24th St #101, San Francisco, CA 94114
    View profile for RHS Financial(415) 495-2900

  23. #23 LampPost Planning

    Based in Oakland, 23 mi away

    60/100RFA Score

    Ranked #23 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

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

financial planners in Menlo Park, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26BMO Bank N.A Branches603.4★ (44)7 mi
27Fidelity Investments593.7★ (37)10 mi
28MA Private Wealth, Financial Advisors595.0★ (11)6 mi
29Will Steinberger - Think Different Financial Planning595.0★ (7)In Menlo Park
30CLEAR Retirement Advice595.0★ (13)9 mi
31Patelco Credit Union San Ramon594.6★ (40)25 mi
32Prosperity Capital Advisors595.0★ (8)3 mi
33BMO Bank N.A Branches593.8★ (14)4 mi
34Patelco Credit Union Sunnyvale594.0★ (22)10 mi
35Fidelity Investments593.5★ (21)5 mi
36Allworth Financial594.9★ (21)18 mi
37Bank of America (with Drive-thru ATM)583.1★ (81)11 mi
38Pesta & Pesta Wealth Management585.0★ (13)13 mi
39J.P. Morgan584.0★ (9)3 mi
40Falcon Wealth Planning584.8★ (16)15 mi
41Financial Partners Credit Union584.2★ (29)19 mi
42Bank of America Financial Center583.5★ (48)15 mi
43Modern Family Finance, LLC585.0★ (25)25 mi
44Chen Financial Group, LLC585.0★ (10)10 mi
45Bank of America Financial Center582.9★ (33)6 mi
46DiversiFi Capital585.0★ (7)6 mi
47Focus Partners584.2★ (5)In Menlo Park
48Dogpatch Wealth585.0★ (23)24 mi
49Graystone Advisor585.0★ (8)8 mi
50Mirador Capital Partners585.0★ (19)21 mi

Also serving Menlo Park

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 Menlo Park
BusinessGoogle ratingDistance
Analysis Group4.0★ (4)In Menlo Park
Canaan Partners5.0★ (1)In Menlo Park
Charles Schwab3.8★ (12)In Menlo Park
Coastfirehq5.0★ (2)In Menlo Park
Corient5.0★ (3)In Menlo Park
Cornerstone Research4.5★ (4)In Menlo Park
Creekstone Capital ManagementIn Menlo Park
Danny Rozansky, Robertson Stephens5.0★ (1)In Menlo Park
Edward Jones - Financial Advisor: Andrew S Castro, CFP®In Menlo Park
Empirical Wealth ManagementIn Menlo Park
Forum Financial Management, LPIn Menlo Park
Gruber & Associates5.0★ (1)In Menlo Park
Menlo Asset Management5.0★ (1)In Menlo Park
Morgan Stanley Financial Advisors3.2★ (6)In Menlo Park
Raymond James Financial Services3.0★ (1)In Menlo Park
S-CUBED CAPITAL3.0★ (4)In Menlo Park
The Daniels Group - Morgan Stanley1.0★ (1)In Menlo Park
The McGuirk & De Nevi Group5.0★ (1)In Menlo Park
The Menlo Group - Morgan Stanley5.0★ (1)In Menlo Park
Wells Fargo Advisors5.0★ (1)In Menlo Park

How we ranked Menlo Park financial planners

We scored 249 Menlo Park 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 Menlo Park 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 Menlo Park: frequently asked questions

Which financial planner has the highest RFA Score in Menlo Park?

By RFA Score, the highest-ranked financial planner in Menlo Park, CA is Priority Tax Relief with an RFA Score of 72/100. It has 4.9★ from 677 Google reviews. It is open evenings. Turnkey Financial Solutions (#2) and Paramount Tax & Accounting Silicon Valley Central (#3) follow. We ranked 249 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Menlo Park?

RankedFinancialAdvisors ranks 249 financial planners serving Menlo Park, CA. 3 of them are based in Menlo Park; 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 Menlo Park work on weekends?

55 of 249 ranked financial planners post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Bank of America Financial Center (#9), Alam One Stop Tax and Accounting Services (#12) and Bank of America Financial Center (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Menlo Park financial planners have?

The median Google rating among 249 rated financial planners in Menlo Park is 3.8★, with a median of 16 reviews. Priority Tax Relief has the most, 677 reviews, and ranks #1. 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 Menlo Park count in this ranking?

Yes, if they are within 25 mi of the Menlo Park 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 Menlo Park 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 Menlo Park 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 Menlo Park

  1. November 2026: RFA Scores recalculated for 249 financial planners serving Menlo Park.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Menlo Park pages