Licensed · Hayward
Licensed & Insured Financial Advisors in Hayward, CA
Every financial advisors listed here carries proper licensing and insurance in CA. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 12 financial advisors in Hayward, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Summit Wealth & Retirement Partners with a 5.0-star rating from 42 Google reviews and an RNM Score of 79/100. Also in the top tier: Babylon Wealth Management and Schneider Wealth Management. The average rating across all listed financial advisors in Hayward is 5 stars from 7 reviews per business on average.
Financial advisors in Hayward typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Babylon Wealth Management
Babylon Wealth Management is top-ranked for its comprehensive financial planning and personalized client service.
Most Reviewed
Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®
A high review count indicates broad client experience and trust, which can help you gauge service reliability.
When choosing a financial advisor in Hayward, consider scheduling initial consultations with a few firms to compare their approach and fees. Look for advisors who hold relevant certifications and have experience with your specific financial goals.
Local Market Snapshot
12
Businesses listed
5★
Avg rating
7
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by 42 clients with a perfect 5.0-star rating in Hayward.
2000 Crow Canyon Pl Suite 410, San Ramon, CA 94583, USARated 5.0 stars from 6 Google reviews for financial advising in Hayward.
1501 N Broadway Suite 204, Walnut Creek, CA 94596, USARated 5.0 stars from 5 reviews, a trusted choice for financial guidance.
2995 Woodside Rd #400, Woodside, CA 94062, USAFinancial Advisors Rankings in Hayward, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Summit Wealth & Retirement Partners2000 Crow Canyon Pl Suite 410, San Ramon, CA 94583, USA | 5.0★ | 42 |
| #2 | Babylon Wealth Management1501 N Broadway Suite 204, Walnut Creek, CA 94596, USA | 5.0★ | 6 |
| #3 | Schneider Wealth Management2995 Woodside Rd #400, Woodside, CA 94062, USA | 5.0★ | 5 |
| #4 | Top Tier Financial2605 Oliver Dr, Hayward, CA 94545, USA | 5.0★ | 2 |
| #5 | Sierra Pacific Private Wealth, LLC7077 Koll Center Pkwy #120, Pleasanton, CA 94566, USA | 4.8★ | 6 |
| #6 | Choy & Associates25222 Cypress Ave, Hayward, CA 94544, USA | 5.0★ | 1 |
| #7 | Hawley Advisors1600 S Main St #190, Walnut Creek, CA 94596, USA | 5.0★ | 1 |
| #8 | Merrill Investment & Retirement Financial Center1253 A St, Hayward, CA 94541, USA | — | — |
| #9 | U.S. Bancorp Advisors - Financial Advisors: Hayward987 B St, Hayward, CA 94541, USA | — | — |
| #10 | Terry Allen CFP - Financial Advisor700 Ygnacio Valley Rd Suite 200, Walnut Creek, CA 94596, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Hayward
Rated 5.0 stars from two Google reviews, reflecting exceptional client satisfaction.
2605 Oliver Dr, Hayward, CA 94545, USA
Rated 4.8 stars from 6 Google reviews, a trusted local financial advisor.
7077 Koll Center Pkwy #120, Pleasanton, CA 94566, USA
Rated 5.0 stars from one glowing Google review in Hayward, CA.
25222 Cypress Ave, Hayward, CA 94544, USA
Exceptional 5.0-star rating based on a few customer reviews.
1600 S Main St #190, Walnut Creek, CA 94596, USA
Currently unrated, with no Google reviews available for this Hayward financial advisor.
1253 A St, Hayward, CA 94541, USA
This financial advisor in Hayward has no online reviews yet.
987 B St, Hayward, CA 94541, USA
Rated 5.0 stars from one glowing Google review for financial planning in Hayward.
700 Ygnacio Valley Rd Suite 200, Walnut Creek, CA 94596, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
1676 N California Blvd UNIT 410, Walnut Creek, CA 94596, USA
Rated 5.0 stars from 3 Google reviews, this Hayward financial advisor is highly regarded.
2485 Salvio St, Concord, CA 94520, USA
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Financial Advisors in Hayward, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Summit Wealth & Retirement Partners | 79/100 | 5.0 ★ | 42 |
| 2 | Babylon Wealth Management | 69/100 | 5.0 ★ | 6 |
| 3 | Schneider Wealth Management | 68/100 | 5.0 ★ | 5 |
| 4 | Top Tier Financial | 64/100 | 5.0 ★ | 2 |
| 5 | Sierra Pacific Private Wealth, LLC | 65/100 | 4.8 ★ | 6 |
| 6 | Choy & Associates | 62/100 | 5.0 ★ | 1 |
| 7 | Hawley Advisors | 62/100 | 5.0 ★ | 1 |
| 8 | Merrill Investment & Retirement Financial Center | 3/100 | — | 0 |
| 9 | U.S. Bancorp Advisors - Financial Advisors: Hayward | 3/100 | — | 0 |
| 10 | Terry Allen CFP - Financial Advisor | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Hayward
What is a fiduciary financial advisor and why does it matter in Hayward?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Hayward, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Hayward?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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