Best Financial Advisors near Gilroy, CA
We have one firm in Gilroy on file, and it is on this list, along with 10 from Morgan Hill (5, 9 mi), Hollister (3, 15 mi) and Watsonville (2, 12 mi).
2 open weekends · 3 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Ledwith Financial Wealth Management
“He is an honest and trustworthy person who helped build and continues to strengthen my financial profile.”
Quintes | Securing Retirement Outcomes
Grace & Associates
“I didn't have a clue what I was supposed to do regarding business taxes before I spoke to him, but once I did, I had a clear plan of action to take going forward.”
Jacob Young Financial
Advisors360
The 11 firms listed for Gilroy, 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: Gilroy, CA
5 of the 11 firms on this page have a rating, from 3.8 to 5.0 across 13 reviews; 3 are rated 4.5 or higher. 2 are open on Saturdays. 2 show a license on their websites. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 is family- or locally-owned. We have a website on file for 9 of the firms on this page; 9 publish a contact page and 4 list a public email. 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.
Christian Wealth Management
“Michael knows what he is doing and is an all around great guy.”
Dabo Financial Group
Marshall Ira B
J Ward Financial
Mi Ocampo Financials
Why these companies made our list
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