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24 firms listed · 4 in Sunnyvale · 1 open 24/7 · 4 open weekends · 21 rated 4.5+
Data verified October 16, 2026
The 24 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.
Of the 24 firms we list here, 4 are in Sunnyvale itself and 20 come from towns including San Jose (6, 11 mi), Campbell (4, 8 mi) and Santa Clara (2, 3 mi). 22 of the firms on this page have a rating, from 4.3 to 5.0 across 457 reviews; 4 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (85%), quality (71%) and responsiveness (68%). The topics that come up most in reviews of the firms on this page are "knowledge" and "price". 1 is open around the clock; 4 are open on Saturdays and 3 on Sundays. 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 44 years. 1 offers urgent consultations; 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. 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.
8 of the 24 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.
