Top Picks · Sunnyvale
Best Financial Advisors in Sunnyvale, CA
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As of June 2026, RatingsNearMe ranks 16 financial advisors in Sunnyvale, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Capital V Group with a 5.0-star rating from 9 Google reviews and an RNM Score of 71/100. 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 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Sunnyvale, CA is home to a variety of financial advisor firms that offer investment management, retirement planning, and other wealth management services to local residents. Consumers in the area should research an advisor's credentials, fees, and investment philosophy when selecting a financial professional.
- ✓Wide range of financial advisor firms in Sunnyvale, CA
- ✓Services include investment management, retirement planning, and wealth management
- ✓Consumers should research an advisor's credentials, fees, and investment approach
Best Overall
Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS®
Mandy Andrei stands out as top-ranked due to her prestigious CFP and AAMS certifications combined with Edward Jones' reputable national presence.
Most Reviewed
Brighton Jones
A high number of reviews reflects a large client base and comprehensive feedback on service quality.
When choosing a financial advisor in Sunnyvale, consider their certifications, client reviews, and whether they specialize in your specific financial needs such as retirement or estate planning.
How to Choose a Financial Advisor in Sunnyvale
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Experience working with clients in the Sunnyvale, CA area
- • Fiduciary duty to act in your best interest
- • Fee-only compensation structure (no commissions)
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the right financial plan for my goals and risk tolerance?
- • Can you provide references from other Sunnyvale, CA clients?
Red flags
- ⚠ Pushy sales tactics or high-pressure recommendations
- ⚠ Lack of transparency around fees and compensation
- ⚠ Disciplinary actions or customer complaints
Financial advisors in California must be registered with the California Department of Financial Protection and Innovation and hold the appropriate insurance licenses. Verify an advisor's credentials and licensing before hiring.
Local Market Snapshot
16
Businesses listed
4.1★
Avg rating
8
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
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
438 S Murphy Ave Suite 201, Sunnyvale, CA 94086, USA
1309 S Mary Ave #204, Sunnyvale, CA 94087, USA
1309 S Mary Ave #204, Sunnyvale, CA 94087, USA
4 Main St #220, Los Altos, CA 94022, USA
921 E Arques Ave, Sunnyvale, CA 94085, USA
800 W El Camino Real #201, Mountain View, CA 94040, USA
1290 Oakmead Pkwy #230, Sunnyvale, CA 94085, USA
21710 Stevens Creek Blvd #135, Cupertino, CA 95014, USA
3190 S Bascom Ave #210, San Jose, CA 95124, USA
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Financial Advisors in Sunnyvale, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Capital V Group | 71/100 | 5.0 ★ | 9 |
| 2 | Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS® | 67/100 | 5.0 ★ | 4 |
| 3 | Fidelity Investments | 54/100 | 3.6 ★ | 35 |
| 4 | Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CEPA®|CAP®|AAMS®|CRPC™ | 64/100 | 5.0 ★ | 2 |
| 5 | bestadvisorsinc | 64/100 | 5.0 ★ | 2 |
| 6 | Edward Jones - Financial Advisor: Swanellie Paulin, AAMS®|CRPC™ | 3/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Robert W Diaz, AAMS® | 3/100 | — | 0 |
| 8 | Brighton Jones | 64/100 | 5.0 ★ | 2 |
| 9 | Charles Schwab | 43/100 | 3.1 ★ | 21 |
| 10 | Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®|ChFC®|AAMS® | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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 9, 2026.
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