Strategic Advisers
34yrs
Top advisor by experience in Gilroy
Financial advisors in Gilroy, CA
Looking for a financial advisor in Gilroy, CA? We list 18 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.
18Advisors with offices here
12Median years of experience
6%At fee-only firms
9Firms represented
Largest firms here: Strategic Advisers (5), Edward Jones (3), J.P. Morgan Securities (2).
Nearby: Aromas, Morgan Hill, Freedom, Watsonville, Hollister, Aptos.
LPL Financial
33yrs
Top 11% by experience in Gilroy
Ameriprise Financial Services
33yrs
Top 11% by experience in California
Strategic Advisers
32yrs
Top 2% by experience at Strategic Advisers
Hornor, Townsend & Kent
28yrs
Top 21% by experience nationwide
Edward Jones
24yrs
Top 14% by experience at Edward Jones
Michael Garber Financial Planning
22yrs
More experience than 65% of advisors nationwide
J.P. Morgan Securities
15yrs
More experience than 69% of advisors at J.P. Morgan Securities
LPL Financial
12yrs
More experience than 50% of advisors in Gilroy
J.P. Morgan Securities
12yrs
More experience than 56% of advisors at J.P. Morgan Securities
Strategic Advisers
10yrs
More experience than 59% of advisors at Strategic Advisers
Legacy Wealth Management
8yrs
More experience than 66% of advisors at Legacy Wealth Management
Strategic Advisers
7yrs
7 years in the industry
Strategic Advisers
7yrs
7 years in the industry
Edward Jones
5yrs
5 years in the industry
HFG Advisors
4yrs
4 years in the industry
Edward Jones
4yrs
4 years in the industry
Hornor, Townsend & Kent
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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.