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

Sunnyhill Financial

Sunnyhill Financial

4.9 47 reviews
“It was a long and complicated process but Jim was with us every step of the way -providing clarification, moral support and anything else we needed to close the deal.”
California license #02058287Serves Alabama, Arizona +23Since 2017Financing
San Francisco, CA · 20 mi from San Carlos
i
RHS Financial

RHS Financial

5.0 33 reviews
“Alex was quite informative and open in our initial interactions about the whole process.”
Free phone consultationServes San Francisco Bay Area, worldwideSince 2010Prices online
San Francisco, CA · 20 mi from San Carlos
i
Book onlineBook
Financial Zen

Financial Zen

5.0 27 reviews
“I've been with them for 2+ years and in that time, Rick has helped guide me through several complex financial transactions.”
Since 2007
San Francisco, CA · 20 mi from San Carlos
i
Book onlineBook
The Advisory Group of San Francisco - Financial Advisors

The Advisory Group of San Francisco - Financial Advisors

BBB ASince 1996
San Francisco, CA · 20 mi from San Carlos
i
Focusyou

Focusyou

5.0 1 review
“No matter what your situation is like they will assist in getting you together.”
Virtual consultationsBBB accreditedSince 2014
San Mateo, CA · 4 mi from San Carlos
i
Citrine Capital

Citrine Capital

5.0 12 reviews
“Citrine has advised us for a couple of years now and I really appreciate their holistic approach.”
Responds within 24 hoursSince 2015Virtual consultationsPrices online
San Francisco, CA · 20 mi from San Carlos
i

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.

Book onlineBook
True Root Financial

True Root Financial

5.0 11 reviews
“I find it easy to work with Roshani, and would highly recommend True Root Financial's services to anyone who is seeking a trusted and informed financial planner and advisor.”
Serves globalFree consultationSince 2020
San Francisco, CA · 20 mi from San Carlos
i
Book onlineBook
Hanke & Company Wealth Management

Hanke & Company Wealth Management

4.4 12 reviews
“They are extremely knowledgeable and keep up with the latest issues and developments in their field.”
Free phone consultationSince 2005
San Francisco, CA · 20 mi from San Carlos
i
Book onlineBook
Taxulo

Taxulo

5.0 11 reviews
“100% recomendation to others, really good work”
Free consultationSince 2017
San Jose, CA · 27 mi from San Carlos
i
NWK Group

NWK Group

5.0 1 review
Since 2002Prices online
San Francisco, CA · 20 mi from San Carlos
i
HomeWealth Management AdvisorsCaliforniaSan Carlos, CA

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top