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Financial Advisors Near You in Hayward, CA

Find financial advisors close to you in Hayward. All results are sorted by proximity and rated by real local customers.

As of May 2026, RatingsNearMe ranks 12 financial advisors in Hayward, CA by verified customer ratings and review volume. The highest-rated is Summit Wealth & Retirement Partners with a 5.0-star rating from 42 verified reviews. Also in the top tier: Babylon Wealth Management and Schneider Wealth Management. The average rating across all listed financial advisors in Hayward is 5 stars from 7 reviews per business on average.

Financial advisors in Hayward typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

12

Businesses listed

5★

Avg rating

7

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Summit Wealth & Retirement Partners

5.0(42 reviews)

2000 Crow Canyon Pl Suite 410, San Ramon, CA 94583, USA

🥈

Babylon Wealth Management

5.0(6 reviews)

1501 N Broadway Suite 204, Walnut Creek, CA 94596, USA

🥉

Schneider Wealth Management

5.0(5 reviews)

2995 Woodside Rd #400, Woodside, CA 94062, USA

Financial Advisors Rankings in Hayward, CA

#BusinessRatingReviews
#1Summit Wealth & Retirement Partners2000 Crow Canyon Pl Suite 410, San Ramon, CA 94583, USA5.042
#2Babylon Wealth Management1501 N Broadway Suite 204, Walnut Creek, CA 94596, USA5.06
#3Schneider Wealth Management2995 Woodside Rd #400, Woodside, CA 94062, USA5.05
#4Choy & Associates25222 Cypress Ave, Hayward, CA 94544, USA5.01
#5U.S. Bancorp Advisors - Financial Advisors: Hayward987 B St, Hayward, CA 94541, USA
#6Sierra Pacific Private Wealth, LLC7077 Koll Center Pkwy #120, Pleasanton, CA 94566, USA4.86
#7Merrill Investment & Retirement Financial Center1253 A St, Hayward, CA 94541, USA
#8Hawley Advisors1600 S Main St #190, Walnut Creek, CA 94596, USA5.01
#9Top Tier Financial2605 Oliver Dr, Hayward, CA 94545, USA5.02
#10Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®2485 Salvio St, Concord, CA 94520, USA5.03

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Hayward

4

Choy & Associates

5.0· 1 reviews

25222 Cypress Ave, Hayward, CA 94544, USA

5

U.S. Bancorp Advisors - Financial Advisors: Hayward

· 0 reviews

987 B St, Hayward, CA 94541, USA

6

Sierra Pacific Private Wealth, LLC

4.8· 6 reviews

7077 Koll Center Pkwy #120, Pleasanton, CA 94566, USA

7

Merrill Investment & Retirement Financial Center

· 0 reviews

1253 A St, Hayward, CA 94541, USA

8

Hawley Advisors

5.0· 1 reviews

1600 S Main St #190, Walnut Creek, CA 94596, USA

9

Top Tier Financial

5.0· 2 reviews

2605 Oliver Dr, Hayward, CA 94545, USA

10

Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®

5.0· 3 reviews

2485 Salvio St, Concord, CA 94520, USA

11

Terry Allen CFP - Financial Advisor

5.0· 1 reviews

700 Ygnacio Valley Rd Suite 200, Walnut Creek, CA 94596, USA

12

Allworth Financial

5.0· 2 reviews

1676 N California Blvd UNIT 410, Walnut Creek, CA 94596, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Hayward

What is a fiduciary financial advisor and why does it matter in Hayward?

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 Hayward, 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 Hayward?

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: May 17, 2026.

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About This Financial Advisors Directory — Hayward, CA

This page lists and ranks 12 financial advisors serving Hayward, CA as of May 2026. The average verified rating across all listings is 5 stars, with an average of 7 customer reviews per business. The top-ranked financial advisors in Hayward by our algorithm is Summit Wealth & Retirement Partners (5.0 stars, 42 reviews). Financial advisors in Hayward typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Hayward: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the CA licensing board before hiring.

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