Pesta & Pesta Wealth Management
“He evaluates the client's risk tolerance and goals and makes suggestions based on each individual investor.”
Best Financial Advisors near Cupertino, CA
We have 3 firms in Cupertino on file, and all of them are on this list, along with 12 from towns including San Jose (5, 11 mi), Campbell (4, 6 mi) and Santa Clara (2, 5 mi).
all 15 rated 4.5+ · 3 show a license
Data verified October 18, 2026
Capital V Group
Scion Capital
Bhuiyan & Associates, CPA
“Bhuiyan & Associates, CPA is very honest & well around full service CPA firm in the Silicon Valley.”
Wealth Cairn - An Investor Coaching Company
“Peter is a passionate financial coach who is not only dedicated to ensuring you plan wisely for your future but also kind, patient, flexible and readily available for questions, concerns or reassurance.”
Wade Financial Advisory
The 15 firms listed for Cupertino, 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: Cupertino, CA
The 15 firms on this page are rated from 4.7 to 5.0 across 188 reviews; 1 has 50 or more reviews. The topics that come up most in reviews of the firms on this page are "knowledge" and "price". The services the firms on this page list most often on their websites are investment management (3), financial planning (2), private client services (2) and retirement planning (2). 3 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 31 years. 2 offer 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 7 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.
Why are financial advisers outside Cupertino listed here?
3 of the 15 firms are located in Cupertino. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Flournoy Wealth Management
“Full of helpful information AND a really nice lady!”
Patrosso & Associates
“I also love that you share your network of professionals to help me achieve my goals!!!”
Book onlineBook
Taxulo
“He has excellent staff, cleaned up my Quickbooks for past 3 years and saved me in taxes.”
Castelli Financial
“You can tell she really wants to help you build for your future and listens to your goals to build a custom fit product that best suits your needs.”
JR Financial & Insurance Services
“I feel I was treated with great care and sound financial advice even though I do not have a large minimum investment or a tremendous amount of assets to work with.”
Clearbridge Financial
“I am thankful for her flexibility and for spending extra time to make sure I'm up to date with not only my portfolio but also being a sounding block for all other financial considerations.”
Financial Journey Partners
“We were drawn to Elaine, Scott and Linda because they chose to create a smaller firm to better serve their clients rather than a legacy name -- exactly the model that we've wanted.”
Sequoia Wealth Advisors and Invesment Management
“Kristina sets the standard for competence and compassion.”
Book onlineBook
Context Wealth Advisors
“He conducts his business with the highest ethical and professional standards, while making you feel you are his most important client.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
