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Financial Planners in Millbrae, CA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Millbrae: Priority Tax Relief, RFA Score 76/100; 4.9★ from 677 Google reviews; open evenings.

  2. 4

    Most-reviewed: Forge Trust, 179 Google reviews at 4.2★, the most of 232 ranked after Priority Tax Relief; ranked #4.

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

232 Millbrae financial planners are ranked here by RFA Score, from eight published factors. 45 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.0★ across 232 rated firms.

Most of this list also appears on the Financial planners in San Francisco ranking. See Financial planners in San Francisco

Top 10 financial planners in Millbrae 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 Millbrae at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Priority Tax Relief764.9★ (677)San Francisco, 9 mi awayEveningsTop score
2Bank of America Financial Center674.8★ (94)San Francisco, 12 mi away——
3Turnkey Financial Solutions665.0★ (90)Union City, 19 mi away——
4Forge Trust664.2★ (179)San Francisco, 14 mi away—Most reviews
5Sid Financial Services, LLC665.0★ (39)San Mateo, 5 mi away——
6RHS Financial655.0★ (42)San Francisco, 11 mi away——
7Redwood Credit Union644.3★ (90)San Francisco, 13 mi away——
8Monroe Wealth Management635.0★ (40)San Francisco, 14 mi away——
9B.O.L. Global, Inc.634.5★ (52)San Francisco, 13 mi away——
10ForUsAll634.1★ (77)San Francisco, 13 mi away——

All 232 financial planners in Millbrae, 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 Millbrae

    #1 Priority Tax Relief

    Based in San Francisco, 9 mi away

    76/100RFA 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 Forge Trust

    Based in San Francisco, 14 mi away

    66/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.2★ from 179 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 179 Google reviews
    Hours
    Mon–Fri 6 AM–5 PM · Sat–Sun closed
    Address
    4 Embarcadero Ctr Fl 15, San Francisco, CA 94111
    View profile for Forge Trust(800) 248-8447

  5. #5 Sid Financial Services, LLC

    Based in San Mateo, 5 mi away

    66/100RFA 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

  6. #6 RHS Financial

    Based in San Francisco, 11 mi away

    65/100RFA Score

    Ranked #6 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

  7. #7 Redwood Credit Union

    Based in San Francisco, 13 mi away

    64/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.3★ from 90 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 90 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1390 Market St, San Francisco, CA 94102
    View profile for Redwood Credit Union(800) 479-7928

  8. #8 Monroe Wealth Management

    Based in San Francisco, 14 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1160 Battery St suite 100, San Francisco, CA 94111
    View profile for Monroe Wealth Management(510) 990-1803

  9. #9 B.O.L. Global, Inc.

    Based in San Francisco, 13 mi away

    63/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.5★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 52 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    2830 Geary Blvd, San Francisco, CA 94118
    View profile for B.O.L. Global, Inc.(415) 409-0010

  10. #10 ForUsAll

    Based in San Francisco, 13 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.1★ from 77 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 77 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    665 3rd St, San Francisco, CA 94107
    View profile for ForUsAll(844) 401-2253

  13. #13 Financial Zen

    Based in San Francisco, 14 mi away

    62/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    600 California St, San Francisco, CA 94108
    View profile for Financial Zen(415) 792-0345

  14. #14 Red Tower Advisors®

    Based in San Carlos, 10 mi away

    62/100RFA Score

    Ranked #14 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

  16. #16 Dogpatch Wealth

    Based in San Francisco, 11 mi away

    61/100RFA Score

    Ranked #16 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 6 AM–3 PM · Sat–Sun closed
    Address
    555 20th St Ste 2 & 3, San Francisco, CA 94107
    View profile for Dogpatch Wealth(415) 464-7533

  18. #18 LampPost Planning

    Based in Oakland, 19 mi away

    61/100RFA Score

    Ranked #18 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

  19. #19 True Root Financial

    Based in San Francisco, 14 mi away

    61/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 8:30 AM–6:30 PM · Sat–Sun closed
    Address
    3445 Scott St, San Francisco, CA 94123
    View profile for True Root Financial(415) 323-6602

  24. #24 Liberty Group

    Based in Oakland, 17 mi away

    60/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.8★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    411 30th St Second Floor, Oakland, CA 94609
    View profile for Liberty Group(510) 658-1880

  25. #25 Fidelity Investments

    Based in Burlingame, 3 mi away

    60/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.8★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 19 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1411 Chapin Ave, Burlingame, CA 94010
    View profile for Fidelity Investments(800) 544-0220

How we ranked Millbrae financial planners

We scored 232 Millbrae 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 Millbrae 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 Millbrae: frequently asked questions

Which financial planner has the highest RFA Score in Millbrae?

By RFA Score, the highest-ranked financial planner in Millbrae, CA is Priority Tax Relief with an RFA Score of 76/100. It has 4.9★ from 677 Google reviews. It is open evenings. Bank of America Financial Center (#2) and Turnkey Financial Solutions (#3) follow. We ranked 232 financial planners on eight factors, last updated November 9, 2026.

Which financial planners in Millbrae work on weekends?

45 of 232 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are FI TAX CREDIT FINANCIAL SERVICES (#15) and Patelco Credit Union Hayward (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Millbrae financial planners have?

The median Google rating among 232 rated financial planners in Millbrae is 4.0★, with a median of 17 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 Millbrae count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 232 financial planners serving Millbrae.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Millbrae pages