Real Reviews · Milpitas
Top-Reviewed Financial Advisors in Milpitas, CA
What are customers actually saying? Read verified reviews for financial advisors in Milpitas — every rating is from a real customer.
As of May 2026, RatingsNearMe ranks 13 financial advisors in Milpitas, CA by verified customer ratings and review volume. The highest-rated is Teh Financial Coaching with a 5.0-star rating from 90 verified reviews. Also in the top tier: Exertus Financial Partners and Charles Schwab. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
13
Businesses listed
4.5★
Avg rating
18
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Teh Financial Coaching
Expedition Ln, Milpitas, CA 95035, USA
Exertus Financial Partners
830 Hillview Ct #140, Milpitas, CA 95035, USA
Charles Schwab
12 Ranch Dr, Milpitas, CA 95035, USA
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 | Charles Schwab12 Ranch Dr, Milpitas, CA 95035, USA | 4.3★ | 9 |
| #4 | New Assets Investment Advisors LLC1525 McCarthy Blvd #1083, Milpitas, CA 95035, USA | 5.0★ | 2 |
| #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 May 2026
All Financial Advisors in Milpitas
New Assets Investment Advisors LLC
1525 McCarthy Blvd #1083, Milpitas, CA 95035, USA
Area Financial Services
82 N Main St suite 110, Milpitas, CA 95035, USA
U.S. Bancorp Advisors - Financial Advisors: Alice Huang
11 S Milpitas Blvd, Milpitas, CA 95035, USA
Merrill Investment & Retirement Financial Center
740 E Calaveras Blvd, Milpitas, CA 95035, USA
U.S. Bank – Wealth Management Banker: Jason Nguyen
11 S Milpitas Blvd, Milpitas, CA 95035, USA
Financial Tax Strategies
1313 N Milpitas Blvd Suite 155, Milpitas, CA 95035, USA
Ni Advisors
1138 Cadillac Ct, Milpitas, CA 95035, USA
High Valley Financial Planning Services
1851 McCarthy Blvd STE 208, Milpitas, CA 95035, USA
691 Milpitas Investors LLC
691 S Milpitas Blvd Suite 217, Milpitas, CA 95035, USA
Cal Coast Financial Corporation
200 Serra Way #44, Milpitas, CA 95035, USA
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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: May 17, 2026.
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