Verified · Sunnyvale
Trusted Financial Advisors in Sunnyvale, CA
Trust matters when you're inviting a pro into your home or business. These financial advisors in Sunnyvale have earned it through hundreds of verified reviews.
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 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
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.
Local Market Snapshot
16
Businesses listed
4.1★
Avg rating
8
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 9 Google reviews in Sunnyvale.
10080 N Wolfe Rd SW3-200, Cupertino, CA 95014, USAA 5.0-star rating from 4 reviews reflects exceptional client satisfaction.
1045 W El Camino Real Suite C, Mountain View, CA 94040, USA3.6 stars from 35 Google reviews indicates mixed client experiences.
398 W El Camino Real Suite 102, Sunnyvale, CA 94087, USAFinancial 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: Swanellie Paulin, AAMS®|CRPC™1309 S Mary Ave #204, Sunnyvale, CA 94087, USA | — | — |
| #5 | Charles Schwab438 E El Camino Real, Sunnyvale, CA 94087, USA | 3.1★ | 21 |
| #6 | Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CEPA®|CAP®|AAMS®|CRPC™438 S Murphy Ave Suite 201, Sunnyvale, CA 94086, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Todd Bergstrom, CFP®|AAMS®21710 Stevens Creek Blvd #135, Cupertino, CA 95014, USA | — | — |
| #8 | Silicon Valley Wealth Advisors, LLC3190 S Bascom Ave #210, San Jose, CA 95124, USA | 3.4★ | 5 |
| #9 | Brighton Jones1300 El Camino Real Suite 100, Menlo Park, CA 94025, USA | 5.0★ | 2 |
| #10 | bestadvisorsinc632 E Olive Ave, Sunnyvale, CA 94086, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Sunnyvale
Financial advisor in Sunnyvale with no reviews yet, so consider requesting a consultation.
1309 S Mary Ave #204, Sunnyvale, CA 94087, USA
3.1 stars from 21 reviews indicates mixed client experiences with this Sunnyvale financial advisor.
438 E El Camino Real, Sunnyvale, CA 94087, USA
Rated 5.0 stars from 2 reviews, this Sunnyvale financial advisor is highly recommended.
438 S Murphy Ave Suite 201, Sunnyvale, CA 94086, USA
No reviews yet for this Sunnyvale financial advisor.
21710 Stevens Creek Blvd #135, Cupertino, CA 95014, USA
A financial advisor in Sunnyvale with a 3.4-star rating from 5 reviews.
3190 S Bascom Ave #210, San Jose, CA 95124, USA
Rated 5.0 stars from 2 Google reviews, this Sunnyvale financial advisor earns exceptional client praise.
1300 El Camino Real Suite 100, Menlo Park, CA 94025, USA
Rated 5.0 stars from 2 Google reviews, this Sunnyvale financial advisor is highly regarded.
632 E Olive Ave, Sunnyvale, CA 94086, USA
Praised by clients for exceptional, reliable financial guidance with a perfect 5.0-star rating.
800 W El Camino Real #201, Mountain View, CA 94040, USA
Rated 1.0 star from a single Google review, indicating mixed feedback.
1290 Oakmead Pkwy #230, Sunnyvale, CA 94085, USA
This financial advisor currently has no customer reviews on Google.
921 E Arques Ave, Sunnyvale, CA 94085, USA
No reviews yet, so no local rating is available for this financial advisor in Sunnyvale.
4 Main St #220, Los Altos, CA 94022, USA
This business has no customer reviews yet, so its reputation is unknown.
1309 S Mary Ave #204, Sunnyvale, CA 94087, USA
No client reviews yet; first impressions matter for this Sunnyvale financial advisor.
640 W California Ave, Sunnyvale, CA 94086, 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: Swanellie Paulin, AAMS®|CRPC™ | 3/100 | — | 0 |
| 5 | Charles Schwab | 43/100 | 3.1 ★ | 21 |
| 6 | Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CEPA®|CAP®|AAMS®|CRPC™ | 64/100 | 5.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Todd Bergstrom, CFP®|AAMS® | 3/100 | — | 0 |
| 8 | Silicon Valley Wealth Advisors, LLC | 41/100 | 3.4 ★ | 5 |
| 9 | Brighton Jones | 64/100 | 5.0 ★ | 2 |
| 10 | bestadvisorsinc | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 13, 2026.
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