Financial advisors in Morgan Hill, CA

34 advisors · page 1 of 2

Charles Stermetz
Financial advisor at Equityftw
Equityftw
CFP®VerifiedFinancial planning
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Daniel Newquist
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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David Faulk
Financial advisor at Montage Financial Advisors
Montage Financial Advisors · $100.1M AUM
CFP®VerifiedFinancial planning
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James Ward
Financial advisor at J Ward Financial
J Ward Financial · $15.8M AUM
CFP®Verified
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Jessica Levan
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Kimberly Gaxiola
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Lindsay Stuart
Financial advisor at Mercer Global Advisors Inc.
Equityftw
CFP®VerifiedFinancial planning
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Marisa Otto
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Albert Rodriguez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Anusha Sapharu
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Bradley Ledwith
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Daniel May
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
VerifiedFinancial planning
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Donald Bogue
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Farzad Raufi
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Gabriela Ruvalcaba
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Hai Tran
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Ibun Ando
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Jared Jones
Financial advisor at Wealthfront Advisers LLC
Wealthfront Advisers LLC · $47.73B AUM
Verified
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Jennifer Smith
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Jesus Maciel
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Maile Huynh
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Mark Grisedale
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Mark Taylan
Financial advisor at Eastsound Capital Advisors, LLC
Eastsound Capital Advisors, LLC · $214.6M AUM
VerifiedFinancial planning
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Michael Elder
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Michael Napoli
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
VerifiedFinancial planning
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Rodney Acord
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Sandra Jerez
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Scott Keswick
Financial advisor at Onedigital
Onedigital · $155.41B AUM
VerifiedFinancial planning
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Shantell Bryant
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Thomas Bruckner
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Morgan Hill, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Morgan Hill, CA.

How this list works

Before you hire an advisor in Morgan Hill, CA