Best Financial Advisors near San Carlos, CA
We have 4 firms in San Carlos on file, but only the highest-rated make our list, and none of them made it; the 10 here come from San Francisco (8, 20 mi), San Mateo (1, 4 mi) and San Jose (1, 27 mi).
1 open weekends · 9 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
RHS Financial
Financial Zen
The Advisory Group of San Francisco - Financial Advisors
Focusyou
Citrine Capital
The 10 firms listed for San Carlos, 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: San Carlos, CA
The 10 firms on this page are rated from 4.4 to 5.0 across 428 reviews; 1 has 50 or more reviews and 9 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (81%) and quality (69%). 1 is open on weekends. 1 shows a license on its website and 2 have a BBB rating of A or A+. 7 have ten or more years of experience, the longest 30 years. 1 offers remote or virtual consultations; 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 9 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 San Carlos take financial planning bookings online?
6 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.