MSA Accounting
“After reviewing and understanding my tax situation, Moe made suggestions and offered to look at my previous years to be sure I didn't fall short.”
Best Financial Advisors in Sunnyvale, CA
15 firms listed · 4 in Sunnyvale · 2 open weekends · 12 rated 4.5+ · 2 show a license
Data verified November 1, 2026
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Vertex Wealth Management
Merrill Investment & Retirement Financial Center
Bhuiyan & Associates, CPA
“I live in LA but I work with them this year They are very good in service.”
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Teh Financial Coaching
“Christine has helped me take control of my finances and think about things in different ways.”
The 15 firms listed for Sunnyvale, 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: Sunnyvale, CA
Of the 15 firms we list here, 4 are in Sunnyvale itself and 11 come from towns including San Jose (6, 11 mi), Campbell (2, 8 mi) and Milpitas (2, 8 mi). 13 of the firms on this page have a rating, from 4.3 to 5.0 across 334 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "price". 2 are open on Saturdays. 2 show a license on their websites and 1 has a BBB rating of A or A+. 8 have ten or more years of experience, the longest 23 years. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 11 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 Sunnyvale take financial planning bookings online?
6 of the 15 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.
Wealth Cairn
“Peter is a passionate financial coach who is not only dedicated to ensuring you plan wisely for your future but also kind, patient, flexible and readily available for questions, concerns or reassurance.”
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Taxulo
“They guided me throughout the entire process for both business and personal taxes.”
Clearbridge Financial
“We meet twice a year for investment reviews and she offers regular educational Zoom Meetings.”
Flournoy Wealth Management
“Full of helpful information AND a really nice lady!”
Financial Journey Partners
“Over the years, Elaine has always proactively reached out to update and adjust my plan to align to my ever changing goals, and to offer guidance on (and take the stress out of) current market news.”
Crescent Capital Planning
“Planning for your family's financial future and creating a legacy that can carry on for generations is a significant responsibility, and Chris made the experience that much more rewarding.”
Suggula & Associates
“What I appreciated most was their attention to detail and how proactive they were in identifying ways to optimize my taxes.”
SJ Accounting Consulting CPA CFP
“He helped us with a complicated out-of-state situation our first year, and most recently helped us file an amendment for something I had left out.”
Investy Financial Services
“I highly recommend their services to anyone looking for knowledgeable, efficient, and friendly tax preparation assistance, especially if you're seeking the convenience of handling everything remotely.”
Why these companies made our list
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