Best Financial Advisors in Alameda, CA
15 firms listed · 7 in Alameda · 1 open 24/7 · 2 open weekends · 10 rated 4.5+
Data verified October 16, 2026
Rubicon Financial Partners
Asti Financial Management
“Their advice was very reasonable and suggested more than a few ways to manage our money we wouldn't have even thought of.”
Defined Financial Planning
E Demmler & Associates
Mansell Capital Management
The 15 firms listed for Alameda, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Alameda, CA
Of the 15 firms we list here, 7 are in Alameda itself and 8 come from San Francisco (6, 10 mi), Oakland (1, 3 mi) and Novato (1, 27 mi). 10 of the firms on this page have a rating, from 4.6 to 5.0 across 523 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (75%) and value (75%). 1 is open around the clock and 2 are open on weekends. 2 show a license on their websites and 1 has a BBB rating of A or A+. 12 have ten or more years of experience, the longest 32 years. 1 offers urgent consultations; 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 12 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Alameda take financial planning bookings online?
6 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Shum Financial Group
Andrews Financial Services
B.o.l. Global
“I've worked with Ling and Simon for over a decade, and they have helped me out of years of back taxes filing.”
Sunnyhill Financial
“Brian was very helpful and accommodating throughout the whole process of getting a mortgage.”
RHS Financial
“We have been working with RHS Financial (Alex Caswell) for the last one year and have been incredibly satisfied with our interactions, their approach to managing our finances and all the other support they provide through out our relationship.”
Twin Peaks Wealth Advisors
“I have been working with TPWA for over 8 years now and have nothing but great things to say about Tushar and team.”
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Financial Zen
“In between regular meetings, whenever I have financial questions, he is highly responsive and takes the time to walk me through all options to make an informed decision.”
Modern Family Finance
“I tell friends it's like having a fitness coach - you could try figuring it out yourself, but if you have someone to help, you are much more strategic and diligent.”
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The Advisory Group of San Francisco - Financial Advisors
Why these companies made our list
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