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We don't have financial advisors listed specifically in Sunnyvale yet — these top-rated pros from Mesquite serve your area and are available for calls and quotes today.
10+ Years · Sunnyvale
Experienced Financial Advisors in Sunnyvale, TX
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 20 financial advisors in Sunnyvale, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Edward Jones - Financial Advisor: Sal Tejani with a 5.0-star rating from 1 Google reviews and an RNM Score of 62/100. Also in the top tier: Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™ and Edward Jones - Financial Advisor: Matthew A Taylor. The average rating across all listed financial advisors in Sunnyvale is 4.8 stars from 6 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 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
6
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from a handful of local Google reviews.
129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USAExceptional 5.0-star rating based on five Google reviews from local clients.
182 S Collins Rd #100, Sunnyvale, TX 75182, USA5.0-star rating from one Google review, reflecting exceptional early client feedback.
2144 N Belt Line Rd Suite F, Mesquite, TX 75150, USAFinancial Advisors Rankings in Sunnyvale, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Edward Jones - Financial Advisor: Sal Tejani129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA | 5.0★ | 1 |
| #2 | Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™182 S Collins Rd #100, Sunnyvale, TX 75182, USA | 5.0★ | 5 |
| #3 | Edward Jones - Financial Advisor: Matthew A Taylor2144 N Belt Line Rd Suite F, Mesquite, TX 75150, USA | 5.0★ | 1 |
| #4 | UNITY Financial Services610 N Town E Blvd # 102, Mesquite, TX 75150, USA | 4.2★ | 5 |
| #5 | Leader Life Financial Solutions613 N Town E Blvd Suite 815, Mesquite, TX 75150, USA | 5.0★ | 3 |
| #6 | Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro3330 N Galloway Ave #309, Mesquite, TX 75150, USA | 4.5★ | 8 |
| #7 | Intirety Wealth Management209 W College St, Mesquite, TX 75149, USA | 5.0★ | 4 |
| #8 | Edward Jones - Financial Advisor: Mario G Ayala, AAMS®|CRPS™18601 Lyndon B Johnson Fwy # 230, Mesquite, TX 75150, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Gerald R Blakely, CFP®|AAMS®1425 Gross Rd Ste 106, Mesquite, TX 75149, USA | — | — |
| #10 | Primerica - Nick C. Lamb1675 Republic Pkwy Ste 200A, Mesquite, TX 75150, USA | 5.0★ | 11 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Sunnyvale
Rated 4.2 stars from 5 Google reviews for financial guidance in Mesquite.
610 N Town E Blvd # 102, Mesquite, TX 75150, USA
Exceptional 5.0-star rating based on feedback from 3 Google reviews.
613 N Town E Blvd Suite 815, Mesquite, TX 75150, USA
Trusted by local clients with a strong 4.5-star rating from 8 reviews.
3330 N Galloway Ave #309, Mesquite, TX 75150, USA
Earns a perfect 5.0-star rating from a handful of local client reviews.
209 W College St, Mesquite, TX 75149, USA
Rated 5.0 stars from 1 Google review, offering trusted local financial guidance.
18601 Lyndon B Johnson Fwy # 230, Mesquite, TX 75150, USA
A local financial advisor in Mesquite, TX with no customer reviews yet.
1425 Gross Rd Ste 106, Mesquite, TX 75149, USA
With a flawless 5.0-star rating from 11 reviews, this advisor is highly trusted.
1675 Republic Pkwy Ste 200A, Mesquite, TX 75150, USA
This financial advisor has not yet received any Google reviews or ratings.
1675 Republic Pkwy Suite 160, Mesquite, TX 75150, USA
Garland's trusted 5.0-star financial advisor with 36 glowing Google reviews.
3960 Broadway Blvd STE 232, Garland, TX 75043, USA
No reviews yet; consider this a new advisor to research in Forney.
425 Pinson Rd A, Forney, TX 75126, USA
5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
425 Pinson Rd A, Forney, TX 75126, USA
Forney financial advisor with a strong 4.7-star rating from 14 Google reviews.
411 N McGraw St, Forney, TX 75126, USA
Consistently rated 3.0 stars from a limited number of client reviews.
108 S Bois D'Arc St, Forney, TX 75126, USA
5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
1008 Stonewall St # C, Garland, TX 75043, USA
Exceptional 5.0 rating from a small number of client reviews.
3200 Broadway Blvd Suite 140, Garland, TX 75043, USA
No Google reviews yet for this Garland financial advisor.
401 W Centerville Rd Suite 4, Garland, TX 75041, USA
Exceptional 5.0-star rating from 4 Google reviews for a Forney financial advisor.
4232 Ridge Rd #102, Heath, TX 75032, USA
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Financial Advisors in Sunnyvale, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Sal Tejani | 62/100 | 5.0 ★ | 1 |
| 2 | Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™ | 68/100 | 5.0 ★ | 5 |
| 3 | Edward Jones - Financial Advisor: Matthew A Taylor | 65/100 | 5.0 ★ | 1 |
| 4 | UNITY Financial Services | 54/100 | 4.2 ★ | 5 |
| 5 | Leader Life Financial Solutions | 66/100 | 5.0 ★ | 3 |
| 6 | Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro | 62/100 | 4.5 ★ | 8 |
| 7 | Intirety Wealth Management | 67/100 | 5.0 ★ | 4 |
| 8 | Edward Jones - Financial Advisor: Mario G Ayala, AAMS®|CRPS™ | 62/100 | 5.0 ★ | 1 |
| 9 | Edward Jones - Financial Advisor: Gerald R Blakely, CFP®|AAMS® | 3/100 | — | 0 |
| 10 | Primerica - Nick C. Lamb | 72/100 | 5.0 ★ | 11 |
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.
Financial Advisors in Nearby Cities
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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 10, 2026.
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