Sterling Certified Public Accountants
“I have referred her to a number of my other clients because of quality work, timely work and and her personal dedication and commitment for her work.”
Best Financial Advisors in Pleasanton, CA
19 firms listed · all 19 in Pleasanton · 1 open 24/7 · 5 open weekends · 6 rated 4.5+
Data verified October 16, 2026
Adap Tax Financial
Sierra Pacific Financial Advisors
“Despite my initial intention to schedule a consultation, she offered valuable insights and advice without any expectation of any immediate commitment or compensation.”
Martin Wardin Eissner Financial Group
Smart Path Wealth Management
“Palbir manages the bulk of my retirement savings; he uses a steady hand to target long term growth.”
Rutledge Financial Group
The 19 firms listed for Pleasanton, 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: Pleasanton, CA
All 19 firms we list here are in Pleasanton itself. 7 of the firms on this page have a rating, from 4.3 to 5.0 across 25 reviews; 6 are rated 4.5 or higher. 1 is open around the clock; 5 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), business services (2), investment management (2), investments (2) and services for individuals (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers urgent consultations; 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 18 of the firms on this page; 15 publish a contact page; 8 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Pleasanton take financial planning bookings online?
3 of the 19 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.
Monterey Private Wealth
Transamerica Financial Advisors
“My Samuel financially advisor is an amazing 👏 …”
Cents & Sensibility
Carr Wealth Management
Leininger Financial Services
Arola Financial
Maxwell Wealth
R L Brown Advisory Group
Foothill Securities
Sobora Capital
Benjamin W. Wong, CFP
Prudent Prospera Planning
Lifetime Capital Financial Group
Why these companies made our list
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