Best Financial Advisors near Daly City, CA
There are no firms listed in Daly City itself yet; the 10 below are the closest options, from Foster City (4, 14 mi), Redwood City (4, 18 mi) and San Francisco (2, 5 mi).
1 open weekends · 6 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Navigation Group
“We feel so much more secure knowing that Erik is looking out for us and helping to guide us to "financial independence" as he puts it :-) Even though I am sure we are not one of his wealthiest clients, he treats us as if we are and is always prompt at returning calls and emails.”
Graystone Advisor
“I am glad we have chosen to work with him and would not hesitate to recommend him to others.”
Summitry
“I am happy with Summitry's performance six years into retirement and recommended them to anyone planning a retirement strategy.”
McCarthy Asset Management
Neumann Capital Management
The 10 firms listed for Daly City, 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: Daly City, CA
6 of the 10 firms on this page have a rating, from 4.6 to 5.0 across 366 reviews; 1 has 50 or more reviews. 1 is open on weekends. 2 show a license on their websites. 7 have ten or more years of experience, the longest 30 years. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 10 of the firms on this page; all 10 publish a contact page; 8 list a public email and 2 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 Daly City take financial planning bookings online?
2 of the 10 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.
Knuff and Company
Oceaniq Capital
B.o.l. Global
“He has been very knowledgeable, dedicated and trustworthy; and has done an excellent job preparing my taxes throughout my time working with him and his accounting firm.”
Sunnyhill Financial
“He is one of the best people I have been working with.”
Why these companies made our list
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