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As of June 2026, RatingsNearMe ranks 13 financial advisors in Milpitas, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Teh Financial Coaching with a 5.0-star rating from 90 Google reviews and an RNM Score of 83/100. Also in the top tier: Exertus Financial Partners and New Assets Investment Advisors LLC. The average rating across all listed financial advisors in Milpitas is 4.5 stars from 18 reviews per business on average.
Financial advisors in Milpitas typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Milpitas, CA is home to a variety of financial advisors who offer investment management, retirement planning, and other wealth management services to local residents. Consumers should research advisors' credentials, fees, and investment philosophies when selecting a financial advisor in the Milpitas area.
- ✓Milpitas has a range of financial advisory firms, from small independent practices to larger regional companies
- ✓Services offered include investment management, retirement planning, tax planning, and estate planning
- ✓Consumers should compare advisor qualifications, fee structures, and investment approaches to find the right fit
Best Overall
Area Financial Services
It is a local, top-ranked firm known for personalized financial planning and investment management tailored to Milpitas residents.
Most Reviewed
Charles Schwab
As a nationally recognized brokerage, it naturally accumulates a high volume of client reviews, indicating broad trust and extensive experience.
When choosing a financial advisor in Milpitas, consider whether you prefer the personalized service of a local firm like Area Financial Services or the extensive resources and reputation of a larger institution like Charles Schwab; always verify credentials and fee structures before committing.
How to Choose a Financial Advisor in Milpitas
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the Milpitas, CA area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interest
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current Milpitas clients?
Red flags
- ⚠ Pushes proprietary investment products or high-commission annuities
- ⚠ Lacks transparent fee structure or cannot explain it clearly
- ⚠ Unwilling to provide references or detailed background information
In California, financial advisors must be registered with the California Department of Financial Protection and Innovation and hold the appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's licensing and registration before engaging their services.
Local Market Snapshot
13
Businesses listed
4.5★
Avg rating
18
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Milpitas, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Teh Financial CoachingExpedition Ln, Milpitas, CA 95035, USA | 5.0★ | 90 |
| #2 | Exertus Financial Partners830 Hillview Ct #140, Milpitas, CA 95035, USA | 4.5★ | 19 |
| #3 | New Assets Investment Advisors LLC1525 McCarthy Blvd #1083, Milpitas, CA 95035, USA | 5.0★ | 2 |
| #4 | Charles Schwab12 Ranch Dr, Milpitas, CA 95035, USA | 4.3★ | 9 |
| #5 | Area Financial Services82 N Main St suite 110, Milpitas, CA 95035, USA | 5.0★ | 1 |
| #6 | U.S. Bancorp Advisors - Financial Advisors: Alice Huang11 S Milpitas Blvd, Milpitas, CA 95035, USA | — | — |
| #7 | Merrill Investment & Retirement Financial Center740 E Calaveras Blvd, Milpitas, CA 95035, USA | — | — |
| #8 | U.S. Bank – Wealth Management Banker: Jason Nguyen11 S Milpitas Blvd, Milpitas, CA 95035, USA | — | — |
| #9 | Financial Tax Strategies1313 N Milpitas Blvd Suite 155, Milpitas, CA 95035, USA | — | — |
| #10 | Ni Advisors1138 Cadillac Ct, Milpitas, CA 95035, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Milpitas
11 S Milpitas Blvd, Milpitas, CA 95035, USA
740 E Calaveras Blvd, Milpitas, CA 95035, USA
11 S Milpitas Blvd, Milpitas, CA 95035, USA
1313 N Milpitas Blvd Suite 155, Milpitas, CA 95035, USA
1851 McCarthy Blvd STE 208, Milpitas, CA 95035, USA
691 S Milpitas Blvd Suite 217, Milpitas, CA 95035, USA
200 Serra Way #44, Milpitas, CA 95035, USA
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Financial Advisors in Milpitas, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Teh Financial Coaching | 83/100 | 5.0 ★ | 90 |
| 2 | Exertus Financial Partners | 66/100 | 4.5 ★ | 19 |
| 3 | New Assets Investment Advisors LLC | 64/100 | 5.0 ★ | 2 |
| 4 | Charles Schwab | 59/100 | 4.3 ★ | 9 |
| 5 | Area Financial Services | 62/100 | 5.0 ★ | 1 |
| 6 | U.S. Bancorp Advisors - Financial Advisors: Alice Huang | 3/100 | — | 0 |
| 7 | Merrill Investment & Retirement Financial Center | 3/100 | — | 0 |
| 8 | U.S. Bank – Wealth Management Banker: Jason Nguyen | 3/100 | — | 0 |
| 9 | Financial Tax Strategies | 3/100 | — | 0 |
| 10 | Ni Advisors | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Milpitas
What is a fiduciary financial advisor and why does it matter in Milpitas?
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 Milpitas, 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 Milpitas?
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 9, 2026.
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