10+ Years · Sunnyvale
Experienced Financial Advisors in Sunnyvale, CA
Experience matters. These financial advisors in Sunnyvale have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 16 financial advisors in Sunnyvale, CA by verified customer ratings and review volume. The highest-rated is Capital V Group with a 5.0-star rating from 9 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS® and Fidelity Investments. The average rating across all listed financial advisors in Sunnyvale is 4.1 stars from 8 reviews per business on average.
Financial advisors in Sunnyvale 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
16
Businesses listed
4.1★
Avg rating
8
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Capital V Group
10080 N Wolfe Rd SW3-200, Cupertino, CA 95014, USA
Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS®
1045 W El Camino Real Suite C, Mountain View, CA 94040, USA
Fidelity Investments
398 W El Camino Real Suite 102, Sunnyvale, CA 94087, USA
Financial Advisors Rankings in Sunnyvale, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Capital V Group10080 N Wolfe Rd SW3-200, Cupertino, CA 95014, USA | 5.0★ | 9 |
| #2 | Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS®1045 W El Camino Real Suite C, Mountain View, CA 94040, USA | 5.0★ | 4 |
| #3 | Fidelity Investments398 W El Camino Real Suite 102, Sunnyvale, CA 94087, USA | 3.6★ | 35 |
| #4 | Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CEPA®|CAP®|AAMS®|CRPC™438 S Murphy Ave Suite 201, Sunnyvale, CA 94086, USA | 5.0★ | 2 |
| #5 | bestadvisorsinc632 E Olive Ave, Sunnyvale, CA 94086, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Swanellie Paulin, AAMS®|CRPC™1309 S Mary Ave #204, Sunnyvale, CA 94087, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Robert W Diaz, AAMS®1309 S Mary Ave #204, Sunnyvale, CA 94087, USA | — | — |
| #8 | Brighton Jones1300 El Camino Real Suite 100, Menlo Park, CA 94025, USA | 5.0★ | 2 |
| #9 | Charles Schwab438 E El Camino Real, Sunnyvale, CA 94087, USA | 3.1★ | 21 |
| #10 | Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®|ChFC®|AAMS®4 Main St #220, Los Altos, CA 94022, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Sunnyvale
Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CEPA®|CAP®|AAMS®|CRPC™
438 S Murphy Ave Suite 201, Sunnyvale, CA 94086, USA
bestadvisorsinc
632 E Olive Ave, Sunnyvale, CA 94086, USA
Edward Jones - Financial Advisor: Swanellie Paulin, AAMS®|CRPC™
1309 S Mary Ave #204, Sunnyvale, CA 94087, USA
Edward Jones - Financial Advisor: Robert W Diaz, AAMS®
1309 S Mary Ave #204, Sunnyvale, CA 94087, USA
Brighton Jones
1300 El Camino Real Suite 100, Menlo Park, CA 94025, USA
Charles Schwab
438 E El Camino Real, Sunnyvale, CA 94087, USA
Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®|ChFC®|AAMS®
4 Main St #220, Los Altos, CA 94022, USA
Merrill Investment & Retirement Financial Center
921 E Arques Ave, Sunnyvale, CA 94085, USA
Wealth Architects
800 W El Camino Real #201, Mountain View, CA 94040, USA
cu financial partners
640 W California Ave, Sunnyvale, CA 94086, USA
World Financial Group Inc
1290 Oakmead Pkwy #230, Sunnyvale, CA 94085, USA
Edward Jones - Financial Advisor: Todd Bergstrom, CFP®|AAMS®
21710 Stevens Creek Blvd #135, Cupertino, CA 95014, USA
Silicon Valley Wealth Advisors, LLC
3190 S Bascom Ave #210, San Jose, CA 95124, USA
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Frequently Asked Questions — Financial Advisors in Sunnyvale
What is a fiduciary financial advisor and why does it matter in Sunnyvale?
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 Sunnyvale, 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 Sunnyvale?
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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