10+ Years · Milpitas
Experienced Financial Advisors in Milpitas, CA
Experience matters. These financial advisors in Milpitas have years of proven work behind them — and the reviews to back it up.
As of July 2026, RatingsNearMe ranks 13 financial advisors in Milpitas, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Teh Financial Coaching with a 5.0-star rating from 90 Google reviews and an RNM Score of 83/100. Also in the top tier: Exertus Financial Partners and Charles Schwab. The average rating across all listed financial advisors in Milpitas is 4.5 stars from 18 reviews per business on average.
Financial advisors in Milpitas 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
Area Financial Services
It is a local, top-ranked firm known for personalized financial planning and investment management tailored to Milpitas residents.
Most Reviewed
Charles Schwab
As a nationally recognized brokerage, it naturally accumulates a high volume of client reviews, indicating broad trust and extensive experience.
When choosing a financial advisor in Milpitas, consider whether you prefer the personalized service of a local firm like Area Financial Services or the extensive resources and reputation of a larger institution like Charles Schwab; always verify credentials and fee structures before committing.
Local Market Snapshot
13
Businesses listed
4.5★
Avg rating
18
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 90 reviews, reflecting exceptional client satisfaction.
Expedition Ln, Milpitas, CA 95035, USAHighly rated Milpitas financial advisor with 4.5 stars from 19 reviews.
830 Hillview Ct #140, Milpitas, CA 95035, USA4.3 stars from 9 reviews, reflecting solid client satisfaction for financial advice.
12 Ranch Dr, Milpitas, CA 95035, USAFinancial Advisors Rankings in Milpitas, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Teh Financial CoachingExpedition Ln, Milpitas, CA 95035, USA | 5.0★ | 90 |
| #2 | Exertus Financial Partners830 Hillview Ct #140, Milpitas, CA 95035, USA | 4.5★ | 19 |
| #3 | Charles Schwab12 Ranch Dr, Milpitas, CA 95035, USA | 4.3★ | 9 |
| #4 | New Assets Investment Advisors LLC1525 McCarthy Blvd #1083, Milpitas, CA 95035, USA | 5.0★ | 2 |
| #5 | Area Financial Services82 N Main St suite 110, Milpitas, CA 95035, USA | 5.0★ | 1 |
| #6 | 691 Milpitas Investors LLC691 S Milpitas Blvd Suite 217, Milpitas, CA 95035, USA | — | — |
| #7 | U.S. Bancorp Advisors - Financial Advisors: Alice Huang11 S Milpitas Blvd, Milpitas, CA 95035, USA | — | — |
| #8 | Cal Coast Financial Corporation200 Serra Way #44, Milpitas, CA 95035, USA | 3.0★ | 6 |
| #9 | Ni Advisors1138 Cadillac Ct, Milpitas, CA 95035, USA | 5.0★ | 1 |
| #10 | Merrill Investment & Retirement Financial Center740 E Calaveras Blvd, Milpitas, CA 95035, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Milpitas
Exceptional 5.0-star rating from two Google reviews for a Milpitas financial advisor.
1525 McCarthy Blvd #1083, Milpitas, CA 95035, USA
Exceptional 5.0-star rating from a small number of Google reviews.
82 N Main St suite 110, Milpitas, CA 95035, USA
This local financial advisor has no online reviews yet to guide your choice.
691 S Milpitas Blvd Suite 217, Milpitas, CA 95035, USA
This financial advisor in Milpitas has no Google reviews yet to provide a rating.
11 S Milpitas Blvd, Milpitas, CA 95035, USA
A 3.0-star rating based on 6 Google reviews indicates mixed client feedback.
200 Serra Way #44, Milpitas, CA 95035, USA
5.0-star rating from 1 Google review for a Milpitas financial advisor.
1138 Cadillac Ct, Milpitas, CA 95035, USA
This financial advisor in Milpitas has no reviews yet, so their track record is unrated.
740 E Calaveras Blvd, Milpitas, CA 95035, USA
This advisor in Milpitas has no reviews yet, so their reputation is unrated online.
11 S Milpitas Blvd, Milpitas, CA 95035, USA
This financial advisor has no online reviews yet to reference.
1851 McCarthy Blvd STE 208, Milpitas, CA 95035, USA
This financial advisor in Milpitas has no online reviews yet to reference.
1313 N Milpitas Blvd Suite 155, Milpitas, CA 95035, USA
Get Free Quotes
We'll connect you with the top financial advisors in Milpitas, CA.
Financial Advisors in Milpitas, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Teh Financial Coaching | 83/100 | 5.0 ★ | 90 |
| 2 | Exertus Financial Partners | 66/100 | 4.5 ★ | 19 |
| 3 | Charles Schwab | 59/100 | 4.3 ★ | 9 |
| 4 | New Assets Investment Advisors LLC | 64/100 | 5.0 ★ | 2 |
| 5 | Area Financial Services | 62/100 | 5.0 ★ | 1 |
| 6 | 691 Milpitas Investors LLC | 3/100 | — | 0 |
| 7 | U.S. Bancorp Advisors - Financial Advisors: Alice Huang | 3/100 | — | 0 |
| 8 | Cal Coast Financial Corporation | 35/100 | 3.0 ★ | 6 |
| 9 | Ni Advisors | 62/100 | 5.0 ★ | 1 |
| 10 | Merrill Investment & Retirement Financial Center | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Milpitas to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in Milpitas
What is a fiduciary financial advisor and why does it matter in Milpitas?
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 Milpitas, 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 Milpitas?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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.
More Home Services in Milpitas
Related Searches
More ways to find financial advisors in Milpitas
Financial Advisors in nearby cities