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As of June 2026, RatingsNearMe ranks 15 financial advisors in Daly City, CA by verified customer ratings and review volume. The highest-rated is The Tri-Valley Group - Morgan Stanley with a 5.0-star rating from 10 verified reviews. Also in the top tier: Pacific Bay Financial Corporation and Wise Financial Services. The average rating across all listed financial advisors in Daly City is 4.9 stars from 6 reviews per business on average.
Financial advisors in Daly City typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
15
Businesses listed
4.9★
Avg rating
6
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
The Tri-Valley Group - Morgan Stanley
4309 Hacienda Dr Ste 200, Pleasanton, CA 94588, USA
Pacific Bay Financial Corporation
355 Gellert Blvd #230, Daly City, CA 94015, USA
Wise Financial Services
140 School St, Daly City, CA 94014, USA
Financial Advisors Rankings in Daly City, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | The Tri-Valley Group - Morgan Stanley4309 Hacienda Dr Ste 200, Pleasanton, CA 94588, USA | 5.0★ | 10 |
| #2 | Pacific Bay Financial Corporation355 Gellert Blvd #230, Daly City, CA 94015, USA | 5.0★ | 8 |
| #3 | Wise Financial Services140 School St, Daly City, CA 94014, USA | 5.0★ | 5 |
| #4 | CBCLife Financial Services333 Gellert Blvd Ste 228, Daly City, CA 94015, USA | 5.0★ | 2 |
| #5 | Merrill Investment & Retirement Financial Center7395 Mission St, Daly City, CA 94014, USA | — | — |
| #6 | U.S. Bancorp Advisors - Financial Advisors: Tyson Scofield329 Gellert Blvd, Daly City, CA 94015, USA | — | — |
| #7 | Cerity Partners345 California St STE 1100, San Francisco, CA 94104, USA | 5.0★ | 1 |
| #8 | Fernando Galang: Primerica - Financial Services318 Westlake Center SUITE 286, Daly City, CA 94015, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Becket D Colombo1569 Sloat Blvd Suite 312, San Francisco, CA 94132, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Patrick Cross, CFP®|ChFC®|AAMS®345 W Portal Ave Suite 100, San Francisco, CA 94127, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Daly City
CBCLife Financial Services
333 Gellert Blvd Ste 228, Daly City, CA 94015, USA
Merrill Investment & Retirement Financial Center
7395 Mission St, Daly City, CA 94014, USA
U.S. Bancorp Advisors - Financial Advisors: Tyson Scofield
329 Gellert Blvd, Daly City, CA 94015, USA
Cerity Partners
345 California St STE 1100, San Francisco, CA 94104, USA
Fernando Galang: Primerica - Financial Services
318 Westlake Center SUITE 286, Daly City, CA 94015, USA
Edward Jones - Financial Advisor: Becket D Colombo
1569 Sloat Blvd Suite 312, San Francisco, CA 94132, USA
Edward Jones - Financial Advisor: Patrick Cross, CFP®|ChFC®|AAMS®
345 W Portal Ave Suite 100, San Francisco, CA 94127, USA
Wells Fargo Advisors
333 Linden Ave, South San Francisco, CA 94080, USA
U.S. Bancorp Advisors - Financial Advisors: Tyler Siv
4610 Mission St, San Francisco, CA 94112, USA
Poplar Global Wealth Management LLC
318 Westlake Center Suite 203, Daly City, CA 94015, USA
Charles Schwab
106 W Portal Ave, San Francisco, CA 94127, USA
Marin Financial Advisors
80 E Sir Francis Drake Blvd #1a, Larkspur, CA 94939, USA
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Frequently Asked Questions — Financial Advisors in Daly City
What is a fiduciary financial advisor and why does it matter in Daly City?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Daly City, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Daly City?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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