Financial advisors in Milpitas, CA
42 financial advisors listed in Milpitas, California. 34 with a phone number and 33 with a website.
Milpitas accounts for 0% of the financial advisors listed in California and ranks #126 among California cities for financial advisors.
Sponsored
Quick answer
Milpitas, CA has 42 financial advisors listed on USA Business Search. 34 list a phone number and 33 list a website. The most listings are in ZIP codes 95035.
Updated October 2026Currency Exchange International
Moolahwise
Lucky Money
Nexxus Financial Resource Ventures
TD Ameritrade
691 Milpitas Investors
A Plus Tax Service
Alpha Elite Leadership
Area Financial Services
BeaconPath Wealth Management
Clear Credit Exchange
Coinx Inc.
Confidential Investments
Eagleview Foundation
Enigma Tax Filing
Essam Inc.
Exertus Financial Partners
FalconX Gateway
Financial Tax Strategies
Sponsored
Fix My Score
Fu Tong Inc
H&R Block
Hexagon Llc
High Valley Financial Planning Services
Jetoffice360, Inc
JP Financial & Tax Services
MEL Fin Services
Merrill Edge
Money Concepts
Motocho Inc
New Assets Investment Advisors Llc
Pacific Palm Financial, Inc.
Payactiv
Pride Public Adjusters
Silicon Valley Financial
Sir Multi Serviclos
Summit Mortgage Bankers
Turnkey Financial Solutions
Velur Investments
West Coast Income Tax Services
Zenstone Venture Capital
How to choose a financial advisor in Milpitas
- Ask how they are paid: fees, commissions or both.
- Check licenses and any disciplinary history before you hand over money.
- Get every quote or recommendation in writing.
Check the license: FINRA BrokerCheck.
Common questions
How many financial advisors are listed in Milpitas, California?
USA Business Search shows 42 financial advisors in Milpitas. 34 list a phone number and 33 list a website.
Which ZIP codes do these listings cover?
They include ZIP codes 95035.
How do I choose a financial advisor in Milpitas?
Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.
How do financial advisors in Milpitas compare with the rest of California?
Milpitas has 0% of the 24,546 financial advisors listed in California, which ranks #126 among California cities for this category.
How do I add or fix a listing?
Listings are free. Use Add your business, or the Claim or fix link on any listing.
More finance & insurance in Milpitas
Financial advisors nearby
Own one of these businesses? Claim your free listing or see what an optimized listing adds.