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Silicon ValleyTopRated / Financial Advisors

Best financial advisors in Silicon Valley

The highest rated financial advisors companies across Silicon Valley, aggregated from every TopRated city directory in the state.

Rankings updated August 2026 from Google ratings and review volume

The top rated financial advisors companies in Silicon Valley

1
Teh Financial Coaching
Fremont · ★★★★★ 5 · 92 Google reviews
2
Summit Wealth & Retirement Partners
Fremont · ★★★★★ 5 · 45 Google reviews
3
Evermont Wealth
Fremont · ★★★★★ 5 · 33 Google reviews
4
Traveka Wealth, LLC
Sunnyvale · ★★★★★ 5 · 31 Google reviews
5
Investy Financial Services
San Jose · ★★★★★ 5 · 28 Google reviews
6
Eddie Lee - Edelman Financial Engines
Sunnyvale · ★★★★★ 5 · 27 Google reviews
7
Eddie Lee - Edelman Financial Engines
Santa Clara · ★★★★★ 5 · 27 Google reviews
8
Wealth Cairn, LLC - An Investor Coaching Company
San Jose · ★★★★½ 4.9 · 32 Google reviews
9
Pacific Wealth Management
Sunnyvale · ★★★★½ 4.9 · 32 Google reviews
10
Wealth Cairn, LLC - An Investor Coaching Company
Santa Clara · ★★★★½ 4.9 · 32 Google reviews
11
NIM Retirement Group
San Jose · ★★★★½ 4.8 · 25 Google reviews
12
Falcon Wealth Planning
Santa Clara · ★★★★½ 4.8 · 16 Google reviews

How to pick well

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

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