Morgan Stanley
42yrs
Top advisor by experience in Cupertino
Financial advisors in Cupertino, CA
Looking for a financial advisor in Cupertino, CA? We list 146 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
146Advisors with offices here
18Median years of experience
5%At fee-only firms
36Firms represented
Largest firms here: Morgan Stanley (56), J.P. Morgan Securities (11), HSBC Securities (usa) (9).
Nearby: Saratoga, Sunnyvale, Los Altos, Mountain View, Santa Clara, Campbell, Alviso, San Jose.
LPL Financial
41yrs
Top 1% by experience in Cupertino
Morgan Stanley
40yrs
Top 2% by experience in Cupertino
Eagle Strategies
39yrs
Top 3% by experience in Cupertino
The Tilted Funds Group
35yrs
Top 3% by experience in Cupertino
The Tilted Funds Group
35yrs
Top 4% by experience in Cupertino
Morgan Stanley
34yrs
Top 5% by experience in Cupertino
Morgan Stanley
34yrs
Top 5% by experience in Cupertino
Morgan Stanley
34yrs
Top 6% by experience in Cupertino
Centaurus Financial
33yrs
Top 7% by experience in Cupertino
Infinity 8 Investments
33yrs
Top 8% by experience in Cupertino
Morgan Stanley
32yrs
Top 8% by experience in Cupertino
The Wealth Consulting Group
32yrs
Top 9% by experience in Cupertino
The Wealth Consulting Group
32yrs
Top 10% by experience in Cupertino
Morgan Stanley
31yrs
Top 10% by experience in Cupertino
Integral Financial
30yrs
Top 11% by experience in Cupertino
Morgan Stanley
30yrs
Top 12% by experience in Cupertino
Transamerica Financial Advisors
30yrs
Top 12% by experience in Cupertino
Morgan Stanley
29yrs
Top 13% by experience in Cupertino
Morgan Stanley
29yrs
Top 14% by experience in Cupertino
Eagle Strategies
29yrs
Top 15% by experience in Cupertino
Morgan Stanley
29yrs
Top 15% by experience in Cupertino
Morgan Stanley
29yrs
Top 16% by experience in Cupertino
HSBC Securities (usa)
29yrs
Top 10% by experience at HSBC Securities (usa)
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.