← Top 100 Financial Advisors in the San Francisco Bay Area

Financial Advisors Companies in South Bay & Silicon Valley — Graded

All 116 graded financial advisors companies in South Bay & Silicon Valley, California, in market rank order. Same published formula, no paid placements. Data current as of 2026-10-25.

2
97AI ScoreTop 1%
Edward Jones
Sunnyvale · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-25
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5
97AI ScoreTop 1%
H&R Block
San Jose · Website
Legitimacy93
Online action100
Reviewsno data yet
Coverage 35% · 2026-10-25
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7
95AI ScoreTop 2%
Wells Fargo ATM
PALO ALTO · Website
Legitimacy93
Online action97
Reviewsno data yet
Coverage 35% · 2026-10-25
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9
88AI ScoreTop 2%
H&R Block
Campbell · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-25
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10
88AI ScoreTop 2%
Lids
Gilroy · Website
Legitimacy93
Online action85
Reviewsno data yet
Coverage 35% · 2026-10-25
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13
80AI ScoreTop 3%
Northwestern Mutual
San Jose · Website
Legitimacy93
Online action70
Reviewsno data yet
Coverage 35% · 2026-10-25
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16
75AI ScoreTop 4%
Fidelity Investments
Sunnyvale · Website
Legitimacy96
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-25
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17
75AI ScoreTop 4%
Fidelity Investments
San Jose · Website
Legitimacy96
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-25
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18
75AI ScoreTop 4%
Fidelity Investments
Palo Alto · Website
Legitimacy96
Online action60
Reviewsno data yet
Coverage 35% · 2026-10-25
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19
74AI ScoreTop 4%
Aerofund Financial
San Jose · Website
Legitimacy100
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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21
73AI ScoreTop 5%
Concentrum Wealth Management
San Jose · Website
Legitimacy97
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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27
73AI ScoreTop 6%
Clear Ventures
Palo Alto · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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30
73AI ScoreTop 6%
Loring Ward
San Jose · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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35
73AI ScoreTop 7%
Payactiv
San Jose · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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38
73AI ScoreTop 8%
S & S Tax Service
San Jose · Website
Legitimacy96
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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42
71AI ScoreTop 9%
Technology Credit Corporation
San Jose · Website
Legitimacy97
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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44
71AI ScoreTop 9%
Apoyo Financiero
San Jose · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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45
71AI ScoreTop 9%
Apoyo Financiero
Gilroy · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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48
71AI ScoreTop 10%
Blakeley Group Inc
Santa Clara · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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56
71AI ScoreTop 11%
DolEx Dollar Express
San Jose · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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63
71AI ScoreTop 13%
LeAlta Financial Group
San Jose · Website
Legitimacy96
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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68
71AI ScoreTop 14%
MovoCash
Palo Alto · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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77
71AI ScoreTop 15%
World Financial Group
San Jose · Website
Legitimacy93
Online action55
Reviewsno data yet
Coverage 35% · 2026-10-25
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82
70AI ScoreTop 16%
Broadview Wealth Advisors Ameriprise Financial Services
Campbell · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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83
70AI ScoreTop 16%
California Check Cashing Stores
San Jose · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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86
70AI ScoreTop 17%
Mark Grisedale
Morgan Hill · Website
Legitimacy93
Online action52
Reviewsno data yet
Coverage 35% · 2026-10-25
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91
64AI ScoreTop 18%
Aladdin Bail Bonds
San Jose · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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92
64AI ScoreTop 18%
Aspire Planning Associates
Cupertino · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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93
64AI ScoreTop 18%
Bridgeport Financial Inc
San Jose · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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95
64AI ScoreTop 19%
Credit Advisors Council-credit Repair San Jose
Milpitas · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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96
64AI ScoreTop 19%
Cypress Private Wealth
San Jose · Website
Legitimacy96
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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104
63AI ScoreTop 20%
Centro de Sanacion y Meditacion Nadis
San Jose · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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107
63AI ScoreTop 21%
Gryphon Financial Group
Morgan Hill · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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116
63AI ScoreTop 23%
Sustainable Capital Finance
San Jose · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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118
63AI ScoreTop 23%
Wells Fargo Home Mortgage
Los Gatos · Website
Legitimacy93
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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121
61AI ScoreTop 24%
Pantheon Wealth Planning
San Jose · Website
Legitimacy93
Online action37
Reviewsno data yet
Coverage 35% · 2026-10-25
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123
59AI ScoreTop 24%
Investment House
San Jose · Website
Legitimacy93
Online action34
Reviewsno data yet
Coverage 35% · 2026-10-25
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131
57AI ScoreTop 26%
Silicon Valley Financial Group
San Jose · Website
Legitimacy100
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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132
57AI ScoreTop 26%
The Tax Practice
San Jose · Website
Legitimacy100
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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134
55AI ScoreTop 26%
3p Equity Partners, Llc
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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139
55AI ScoreTop 27%
Advanced Retirement Solutions
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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156
55AI ScoreTop 30%
Bellatore Financial, Inc.
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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164
55AI ScoreTop 32%
Budwal & Associates.
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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166
55AI ScoreTop 32%
Bw Associates
Santa Clara · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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170
55AI ScoreTop 33%
Carlton Pace Wealth Management, Inc.
Cupertino · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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178
55AI ScoreTop 35%
Chinese Abraham Investment Advisors Llc
Cupertino · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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197
55AI ScoreTop 38%
Dwr Wealth Management Llc
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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198
55AI ScoreTop 38%
Dynamic Wealth Strategies, Llc
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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204
55AI ScoreTop 40%
Evergreen Wealth Advisory Group, Llc
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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208
55AI ScoreTop 40%
Fidelity National Title
Campbell · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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209
55AI ScoreTop 41%
Fidelity National Title
Los Gatos · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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211
55AI ScoreTop 41%
Financial Journey Partners
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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217
55AI ScoreTop 42%
Future Ventures
Los Altos · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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220
55AI ScoreTop 43%
Giordano Wealth Management Group
Los Gatos · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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223
55AI ScoreTop 43%
Grassi Investment Management
Santa Clara · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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228
55AI ScoreTop 44%
Harvest Management Partners
Campbell · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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230
55AI ScoreTop 45%
Hayes Financial, Llc
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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232
55AI ScoreTop 45%
Hedge Trackers
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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233
55AI ScoreTop 45%
Hercules Capital, Inc.
Palo Alto · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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235
55AI ScoreTop 46%
Honu Wealth Management
Sunnyvale · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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239
55AI ScoreTop 46%
Integral Financial
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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240
55AI ScoreTop 46%
Investy Financial Services
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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245
55AI ScoreTop 47%
Kane Investment Management, Inc.
Los Gatos · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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253
55AI ScoreTop 49%
Legacy Resources Group
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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255
55AI ScoreTop 49%
Lendson
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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256
55AI ScoreTop 50%
Lesti Structured Settlements
Los Altos · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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280
55AI ScoreTop 54%
Outforce Llc
Santa Clara · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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283
55AI ScoreTop 55%
Palo Alto Wealth Advisors
Palo Alto · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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284
55AI ScoreTop 55%
Palo Alto Wellness
Palo Alto · Website
Legitimacy76
Online action40
Reviewsno data yet
Coverage 35% · 2026-10-25
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291
55AI ScoreTop 56%
Premier Tax Advisors
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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294
55AI ScoreTop 57%
Productos Naturales y Mas
San Jose
Legitimacy96
Online action24
Reviewsno data yet
Coverage 35% · 2026-10-25
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299
55AI ScoreTop 58%
Redwood Grove Capital
Palo Alto · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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302
55AI ScoreTop 58%
Sand Hill Global Advisors
Palo Alto · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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306
55AI ScoreTop 59%
Seek First
Campbell · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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307
55AI ScoreTop 59%
Sherer Group Llc
Los Gatos · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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321
55AI ScoreTop 62%
Stonebrook Asset Management
Cupertino · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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323
55AI ScoreTop 62%
Subroclaims
Campbell · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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324
55AI ScoreTop 63%
Sun Financial Group
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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325
55AI ScoreTop 63%
Sv Tech Ventures
Palo Alto · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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335
55AI ScoreTop 65%
Towne Advisory Services
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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336
55AI ScoreTop 65%
Trident Leasing
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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337
55AI ScoreTop 65%
True Arrow Capital Management
San Jose · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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345
55AI ScoreTop 67%
Vertex Wealth Management
Sunnyvale · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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351
55AI ScoreTop 68%
Wade Financial Advisory
Campbell · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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353
55AI ScoreTop 68%
Wealth Architects
Mountain View · Website
Legitimacy96
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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355
54AI ScoreTop 69%
Adams Financial Inc.
San Jose · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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358
54AI ScoreTop 69%
Beacon Pointe Advisors
San Jose · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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360
54AI ScoreTop 69%
Consigliare Management Company
San Jose · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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367
54AI ScoreTop 71%
Hendershott Wealth Management
San Jose · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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369
54AI ScoreTop 71%
Kirk Walukiewicz
San Jose · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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376
54AI ScoreTop 73%
PACE Funding Group
Los Gatos · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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379
54AI ScoreTop 73%
Saratoga Research & Investment Management
Saratoga · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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386
54AI ScoreTop 74%
Western Union
San Jose · Website
Legitimacy93
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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389
49AI ScoreTop 75%
Elevate Financial Solutions, Llc
San Jose · Website
Legitimacy80
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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390
48AI ScoreTop 75%
Franco Payments
San Jose
Legitimacy93
Online action15
Reviewsno data yet
Coverage 35% · 2026-10-25
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397
47AI ScoreTop 77%
Athena Wealth Management, Llc
Sunnyvale · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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399
47AI ScoreTop 77%
Bankers Network Corporation Of
Campbell · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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402
47AI ScoreTop 78%
Bauen Capital, Llc
Los Gatos · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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403
47AI ScoreTop 78%
Bay Area Employee Benefits & Insurance Services Inc
San Jose · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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409
47AI ScoreTop 79%
Burj Capital Group
San Jose · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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417
47AI ScoreTop 80%
Connective Capital Management, Llc
Palo Alto · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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424
47AI ScoreTop 82%
Elan Multifamily Investments, Inc
Campbell · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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431
47AI ScoreTop 83%
Gridmatic Inc
Campbell · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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433
47AI ScoreTop 83%
Hexagon Llc
Milpitas · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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448
47AI ScoreTop 86%
Networkfinancials Inc
San Jose · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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451
47AI ScoreTop 87%
Openbucks Corp
Sunnyvale · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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453
47AI ScoreTop 87%
Parkworth Wealth Management, Inc
San Jose · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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456
47AI ScoreTop 88%
Pfa Silicon Valley
San Jose · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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465
47AI ScoreTop 90%
Sequoia Wealth Advisors & Investment Management, Inc
San Jose · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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484
47AI ScoreTop 93%
Wonderate, Inc
San Jose · Website
Legitimacy76
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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486
46AI ScoreTop 94%
Moon & Mandella Accountancy Corporation
Los Altos · Website
Legitimacy73
Online action25
Reviewsno data yet
Coverage 35% · 2026-10-25
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492
41AI ScoreTop 95%
Area Financial Services
Milpitas
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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495
41AI ScoreTop 95%
Challenger Financial Services
San Jose
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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514
41AI ScoreTop 99%
Solutions Wealth Management
San Jose
Legitimacy96
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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521
40AI ScoreTop 100%
Clidro Private Wealth Management
Los Gatos
Legitimacy93
Online action0
Reviewsno data yet
Coverage 35% · 2026-10-25
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How the AI Score works

Every company carries an AI Score from 1–100, computed by one published formula from the signals measurable today — legitimacy and online action, verified across at least two independent sources (open place datasets and public registries). The formula's other factors — blended reviews, complaint record, and responsiveness — carry no weight in the score until licensed data sources for them exist. When they land, the score re-spreads across the full formula.

One disclosed exception: a score of 100 is reserved for RankMyCompany clients; every other score is computed by the same formula for everyone. Scores are not spread artificially — companies with identical measured data share identical scores — and each listing also shows its rank and its percentile within its category.

Missing-data rule: when a factor has no lawful data source for a company yet, its weight redistributes proportionally across the factors that do have data, and every score shows its data-coverage %. Coverage rises as licensed sources are added; scores are recomputed monthly and score history is kept for every company.

No score is ever adjusted by hand, sold, or removed for payment. Companies marked RMC Client are scored by the exact same formula as everyone else — the 100 cap above is the only exception, and it is disclosed here rather than hidden. If your company's underlying data is wrong, file a correction on the dispute page — disputes fix the data, and the corrected data flows into the next ranking run.

Place data: © OpenStreetMap contributors (ODbL) and Overture Maps Foundation (CDLA Permissive 2.0). Listings are refreshed monthly; a score change from a refresh takes effect only after the new score holds for two consecutive runs. Formula changes are published as a new methodology version — never applied silently.

Read the full standard — The RMC Standard →