Financial advisors in Pleasanton, CA

126 financial advisors listed in Pleasanton, California. 107 with a phone number and 111 with a website.

Pleasanton accounts for 1% of the financial advisors listed in California and ranks #36 among California cities for financial advisors.

Quick answer

Pleasanton, CA has 126 financial advisors listed on USA Business Search. 107 list a phone number and 111 list a website. The most listings are in ZIP codes 94588, 94566.

Updated October 2026

Sierra Pacific Private Wealth, Llc

7077 Koll Center Pkwy Ste 120, Pleasanton, CA 94566 · Claim or fix

Call (925) 223-8868 Website Map

Prudent Prospera Planning Llc

5506 Sunol Blvd Ste 205, Pleasanton, CA 94566 · Claim or fix

Call (925) 523-3459 Website Map

Blackhawk Network Holdings

6220 Stoneridge Mall Rd, Pleasanton, CA 94588 · Claim or fix

Call (925) 226-9990 Website Map

Ameriprise Financial Services

3825 Hopyard Rd, Pleasanton, CA 94588 · Claim or fix

Call (925) 225-2090 Website Map

Adap Tax Financial, Inc.

4725 1st St Ste 275, Pleasanton, CA 94566 · Claim or fix

Call (925) 218-2301 Website Map

Baybridge Capital Group, Llc.

5976 W Las Positas Blvd Ste 124, Pleasanton, CA 94588 · Claim or fix

Call (925) 621-7597 Website Map

A2z Business Management

6754 Bernal Ave Ste 740-131, Pleasanton, CA 94566 · Claim or fix

Call (818) 724-8933 Map

Accurate Tax Services

90 Mission Dr #8, Pleasanton, CA 94566 · Claim or fix

Call (925) 462-2157 Website Map

Acre Investment Company, Llc

4683 Chabot Dr Ste 220, Pleasanton, CA 94588 · Claim or fix

Call (925) 520-0091 Website Map

Arola Financial

205 Main St, Pleasanton, CA 94566 · Claim or fix

Call (925) 730-4396 Website Map

Bay Area Home Loan And Mortgage Financing Team009

5960 Stoneridge Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Website Map

Baybridge Capital Group, Llc

6602 Owens Dr, Pleasanton, CA 94588 · Claim or fix

Website Map

BeneSys, Inc. - West Coast Headquarters

7180 Koll Center Pkwy, Pleasanton, CA 94566 · Claim or fix

Call (925) 398-7060 Website Map

Benjamin W Wong, Cfp

7011 Koll Center Pkwy Ste 260, Pleasanton, CA 94566 · Claim or fix

Call (925) 227-8858 Website Map

Beyond Academy

4695 Chabot Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Call (925) 690-2880 Website Map

BFL Wealth Partners - Ameriprise Financial Services, LLC

3825 Hopyard Rd, Ste 124, Pleasanton, CA 94588 · Claim or fix

Call (925) 225-2080 Website Map

Bluesky Wealth Advisors

1811 Santa Rita Rd Ste 211, Pleasanton, CA 94566 · Claim or fix

Call (925) 846-3768 Website Map

C2 Financial Corporation

125 W Neal St, Pleasanton, CA 94566 · Claim or fix

Call (925) 989-2846 Website Map

Cents & Sensibility, Inc.

5890 Stoneridge Dr Ste 103, Pleasanton, CA 94588 · Claim or fix

Call (925) 225-1135 Website Map

Changebox Foundation

6701 Koll Center Pkwy, Pleasanton, CA 94566 · Claim or fix

Website Map

Charlotte Steele - Diversified Mortgage Group Financial Representative

5199 Johnson Dr Ste 110, Pleasanton, CA 94588 · Claim or fix

Call (800) 264-4663 Website Map

Cherry Creek Mortgage, Carolyn Thomas, NMLS# 256827

1811 Santa Rita Rd Ste 112, Pleasanton, CA 94566 · Claim or fix

Call (925) 337-0560 Website Map

Cherry Creek Mortgage, Claudia Kim, NMLS# 295059

1811 Santa Rita Rd Ste 112, Pleasanton, CA 94566 · Claim or fix

Call (925) 474-1115 Website Map

Cherry Creek Mortgage, Don McGlinchy, NMLS# 256571

1811 Santa Rita Rd Ste 112, Pleasanton, CA 94566 · Claim or fix

Call (925) 640-8660 Website Map

Cherry Creek Mortgage, George Johnson, NMLS# 249698

1811 Santa Rita Rd Ste 112, Pleasanton, CA 94566 · Claim or fix

Call (925) 474-1100 Website Map

Cjm Association Services

7139 Koll Center Pkwy Ste 300, Pleasanton, CA 94566 · Claim or fix

Call (925) 426-1508 Website Map

Clear Path Business Advisors

6701 Koll Center Pkwy Ste 410, Pleasanton, CA 94566 · Claim or fix

Call (925) 484-2486 Website Map

Conley's Tax Service

618 Main St Ste C, Pleasanton, CA 94566 · Claim or fix

Call (925) 846-6594 Website Map

Cordero Capital Partners Inc

5776 Stoneridge Mall Rd, Pleasanton, CA 94588 · Claim or fix

Call (925) 223-8049 Website Map

Creative Planning

7041 Koll Center Pkwy Ste 275, Pleasanton, CA 94566 · Claim or fix

Call (925) 523-3288 Website Map

Daniel Gunadi

7077 Koll Center Pkwy Ste 110p, Pleasanton, CA 94566 · Claim or fix

Call (925) 462-6098 Website Map

Despain Tax Services

405 Boulder Ct, Pleasanton, CA 94566 · Claim or fix

Call (925) 469-0200 Website Map

England Financial Corporation

5776 Stoneridge Mall Rd #162, Pleasanton, CA 94588 · Claim or fix

Call (925) 463-0636 Website Map

Erica Lubbers - Private Wealth Advisor, Ameriprise Financial Services, Llc

3825 Hopyard Rd Ste 124, Pleasanton, CA 94588 · Claim or fix

Call (925) 225-2080 Website Map

Financial Market Advisors

239 Main St Ste E, Pleasanton, CA 94566 · Claim or fix

Call (800) 398-5008 Map

Golden Summit Wealth & Insurance Solutions

6701 Koll Center Pkwy, Pleasanton, CA 94566 · Claim or fix

Call (925) 979-2300 Website Map

H&R Block

THE CROSSROADS AT HACIENDA 4747 HOPYARD RD STE 3, Pleasanton, CA 94588 · Claim or fix

Call (925) 460-5020 Website Map

Hunter International Brokerage Services, Inc.

5653 Stoneridge Dr Ste 107, Pleasanton, CA 94588 · Claim or fix

Call (925) 417-5270 Website Map

Infinitedge Partners

6601 Koll Center Pkwy Ste 210, Pleasanton, CA 94566 · Claim or fix

Website Map

Investment Wealth Solutions

4900 Hopyard Rd, Pleasanton, CA 94588 · Claim or fix

Website Map

Iwc Asset Management

6701 Koll Center Pkwy Ste 250, Pleasanton, CA 94566 · Claim or fix

Call (925) 257-0785 Website Map

Jackson Hewitt Tax Service

4501 Rosewood Dr, Pleasanton, CA 94588 · Claim or fix

Call (925) 520-3400 Website Map

James R Simpson - Morgan Stanley

4309 Hacienda Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Call (925) 730-3828 Website Map

Jason Sereda - Thrivent

7011 Koll Center Pkwy Ste 190, Pleasanton, CA 94566 · Claim or fix

Call (925) 980-7002 Website Map

Javelin Strategy & Research

4309 Hacienda Dr Ste 380, Pleasanton, CA 94588 · Claim or fix

Call (925) 225-9100 Website Map

Jplogistics, Inc.

5820 Stoneridge Mall Rd Ste 217, Pleasanton, CA 94588 · Claim or fix

Call (650) 689-5720 Map

Juno Blue, Llc

415 Boulder Ct Ste 300, Pleasanton, CA 94566 · Claim or fix

Call (888) 365-6070 Website Map

Jyoti Sharma - Morgan Stanley

4309 Hacienda Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Call (925) 730-3837 Website Map

Kancal Llc.

3825 Hopyard Rd Ste 124, Pleasanton, CA 94588 · Claim or fix

Call (925) 225-2086 Map

Kingman Lowe

4309 Hacienda Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Call (925) 730-3865 Website Map

Kirsten Tangeman - Ameriprise Financial Services

3825 Hopyard Rd Ste 124, Pleasanton, CA 94588 · Claim or fix

Call (925) 225-2087 Website Map

Lee Ng & Associates

4305 Hacienda Dr, Pleasanton, CA 94588 · Claim or fix

Call (415) 986-3688 Website Map

Leininger Financial Services

5776 Stoneridge Mall Rd Ste 115, Pleasanton, CA 94588 · Claim or fix

Call (510) 728-3578 Website Map

LINK Business Brokers Silicon Valley, M&A Advisors, East Bay Office

5000 Hopyard Road, East Building, Ste 415, Pleasanton, CA 94588 · Claim or fix

Call (925) 201-1989 Website Map

Link Silicon Valley

5980 Stoneridge Dr Ste 111, Pleasanton, CA 94588 · Claim or fix

Website Map

Marshall Brown Enrolled Agent

618 Main St, Pleasanton, CA 94566 · Claim or fix

Call (925) 846-6594 Website Map

Martin Wardin Eissner Financial Group

480 Saint John St Ste 120, Pleasanton, CA 94566 · Claim or fix

Call (925) 484-1053 Website Map

Mary Lim

5776 Stoneridge Mall Rd, Pleasanton, CA 94588 · Claim or fix

Call (925) 523-3478 Website Map

Maxwell Wealth Strategies Inc

7041 Koll Center Pkwy Ste 275, Pleasanton, CA 94566 · Claim or fix

Website Map

Maxwell Wealth Strategies Inc.

5000 Hopyard Rd Ste 403, Pleasanton, CA 94588 · Claim or fix

Call (925) 523-3288 Website Map

Maxx Real Estate

5990 Stoneridge Dr Ste 104, Pleasanton, CA 94588 · Claim or fix

Call (925) 251-0505 Map

Merrill Investment & Retirement Financial Center

337 Main St, Pleasanton, CA 94566 · Claim or fix

Call (925) 398-0401 Website Map

Merrill Investment & Retirement Financial Center

6005 Stoneridge Dr, Pleasanton, CA 94588 · Claim or fix

Call (925) 398-6080 Website Map

Michael Cherman, Transamerica Financial Advisors, Inc.

7077 Koll Center Pkwy, Pleasanton, CA 94566 · Claim or fix

Call (925) 789-7297 Website Map

Michael Cruz - Morgan Stanley

4309 Hacienda Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Call (925) 730-3809 Website Map

Michelle Massey

4900 Hopyard Rd, Pleasanton, CA 94588 · Claim or fix

Call (925) 227-6642 Website Map

Miguel Angel Soriano, Financial Advisor

3825 Hopyard Rd Ste 124, Pleasanton, CA 94588 · Claim or fix

Call (925) 523-3479 Website Map

Mirador Capital Partners

6700 Koll Center Pkwy Ste 230, Pleasanton, CA 94566 · Claim or fix

Call (925) 621-1000 Website Map

Monterey Private Wealth

4900 Hopyard Rd Ste 100, Pleasanton, CA 94588 · Claim or fix

Call (925) 462-8005 Website Map

Mutual Fund Store

5684 Stoneridge Dr, Pleasanton, CA 94588 · Claim or fix

Call (925) 227-0555 Website Map

Neil Sterud - Thrivent

7011 Koll Center Pkwy, #190, Pleasanton, CA 94566 · Claim or fix

Call (925) 303-7772 Website Map

Norcal Investment

5776 Stoneridge Mall Rd Ste 180, Pleasanton, CA 94588 · Claim or fix

Call (925) 251-0533 Website Map

North Harbor Wealth Management - Ameriprise Financial Services, LLC

4900 Hopyard Rd Ste 270, Pleasanton, CA 94588 · Claim or fix

Call (925) 469-6100 Website Map

Opes Advisors

5075 Hopyard Rd Ste 130, Pleasanton, CA 94588 · Claim or fix

Call (925) 600-2000 Website Map

Pacificwide Lending

7041 Koll Center Pkwy Ste 270, Pleasanton, CA 94566 · Claim or fix

Call (925) 461-0500 Website Map

Patricia Lam Cpa

4305 Hacienda Dr Ste 350, Pleasanton, CA 94588 · Claim or fix

Call (408) 718-5602 Map

Payssurance

5776 Stoneridge Mall Rd Ste 178, Pleasanton, CA 94588 · Claim or fix

Website Map

Penney Enterprise, Inc.

7077 Koll Center Pkwy Ste 110, Pleasanton, CA 94566 · Claim or fix

Call (925) 462-6098 Map

Pension Insight

7011 Koll Center Pkwy Ste 172, Pleasanton, CA 94566 · Claim or fix

Website Map

Peoplesoft, Inc.

5840 Owens Dr, Pleasanton, CA 94588 · Claim or fix

Website Map

Perazul Capital

4125 Hopyard Rd Ste 225, Pleasanton, CA 94588 · Claim or fix

Call (925) 399-1412 Website Map

Pleasanton Wealth

218 Ray St, Pleasanton, CA 94566 · Claim or fix

Call (925) 425-9238 Website Map

Q PaymentZ

6701 Koll Center Pkwy Ste 250, Pleasanton, CA 94566 · Claim or fix

Call (408) 800-3155 Website Map

R L Brown Advisory Group

3015 Hopyard Rd Ste O, Pleasanton, CA 94588 · Claim or fix

Call (925) 425-9610 Website Map

Red Smoke Grill

4501 Hopyard Rd, Pleasanton, CA 94588 · Claim or fix

Website Map

Redvale Credit Consultants

4900 Hopyard Rd Ste 100, Pleasanton, CA 94588 · Claim or fix

Call (888) 664-1704 Website Map

Reising Financial Inc

4695 Chabot Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Website Map

Richard Gross - Ameriprise Financial Advisor

3825 Hopyard Rd Ste 170, Pleasanton, CA 94588 · Claim or fix

Call (925) 225-2088 Map

Rick Gross - Ameriprise Financial Services

3825 Hopyard Rd Ste 124, Pleasanton, CA 94588 · Claim or fix

Call (925) 225-2088 Website Map

Rightway Consulting Service Co. Ltd

5976 W Las Positas Blvd Ste 126, Pleasanton, CA 94588 · Claim or fix

Call (510) 988-4191 Map

Robin Sherwood-Barrie

4309 Hacienda Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Call (925) 730-3877 Website Map

Safeway Canyon Way

11555 Dublin Canyon Rd, Pleasanton, CA 94588 · Claim or fix

Call (925) 460-0104 Map

Sfg Home Loans

4900 Hopyard Rd Ste 100, Pleasanton, CA 94588 · Claim or fix

Website Map

Shayna Forbes Felix - Ameriprise Financial Services, LLC

3825 Hopyard Rd, Ste 124, Pleasanton, CA 94588 · Claim or fix

Call (925) 225-2086 Website Map

Shore Investment Management

5870 Stoneridge Mall Rd Ste 207, Pleasanton, CA 94588 · Claim or fix

Call (925) 227-1925 Website Map

Signature Capital Partners

5000 Hopyard Rd, Pleasanton, CA 94588 · Claim or fix

Website Map

Smith Barney

6160 Stoneridge Mall Rd, Pleasanton, CA 94588 · Claim or fix

Call (925) 730-3800 Map

SNP Tax & Financials

3015 Hopyard Rd, Pleasanton, CA 94588 · Claim or fix

Call (925) 800-3561 Website Map

Soaring Falcon Mortgage

7041 Koll Center Pkwy, Pleasanton, CA 94566 · Claim or fix

Call (925) 895-8868 Website Map

Sobora Capital

4900 Hopyard Rd Ste 100, Pleasanton, CA 94588 · Claim or fix

Call (800) 705-1535 Website Map

Superior Ltc

1024 Serpentine Ln Ste 118, Pleasanton, CA 94566 · Claim or fix

Website Map

Tam Baig - Morgan Stanley

4309 Hacienda Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Call (925) 730-3850 Website Map

Tamara Cryer at Guaranteed Rate Affinity - NMLS #507206

450 Main St, Ste 207, Pleasanton, CA 94566 · Claim or fix

Call (925) 831-3351 Website Map

Tarantino And Associates - Ameriprise Financial Services, Llc

4900 Hopyard Rd Ste 270, Pleasanton, CA 94588 · Claim or fix

Call (925) 469-6100 Website Map

The Fisher Merchain Group - Morgan Stanley

4309 Hacienda Drive, Suite 200, Pleasanton, CA 94588 · Claim or fix

Call (925) 360-0498 Website Map

The Greenspan Co./adjusters International - Pleasanton

5000 Hopyard Rd Ste 302, Pleasanton, CA 94588 · Claim or fix

Call (800) 241-7818 Map

The Lion's Den

5990 Stoneridge Dr, Pleasanton, CA 94588 · Claim or fix

Call (925) 270-8829 Map

The Tri-Valley Group

4309 Hacienda Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Call (925) 730-3859 Website Map

US Bancorp Investments - Financial Advisors

749 Main St, Pleasanton, CA 94566 · Claim or fix

Call (925) 965-8048 Website Map

Valley Bridge Capital Llc

6200 Stoneridge Mall Rd, Pleasanton, CA 94588 · Claim or fix

Website Map

Vivian Chuan Sun, Financial Advisor at Morgan Stanley

4309 Hacienda Dr, Pleasanton, CA 94588 · Claim or fix

Call (925) 730-3825 Website Map

W H Mayer Accountancy Corp

4460 Black Ave, Pleasanton, CA 94566 · Claim or fix

Website Map

Walter's Financial Group

6601 Koll Center Pkwy, Pleasanton, CA 94566 · Claim or fix

Call (925) 600-1470 Website Map

Wealth Management Associates

400 Main St Ste 200, Pleasanton, CA 94566 · Claim or fix

Call (925) 462-6007 Website Map

Wells Fargo Advisors

4900 Hopyard Rd Ste 105, Pleasanton, CA 94588 · Claim or fix

Call (925) 416-1010 Website Map

Wells Fargo Home Mortgage

6160 Stoneridge Mall Rd Ste 230, Pleasanton, CA 94588 · Claim or fix

Call (925) 598-4306 Website Map

Wenxin Yu

4309 Hacienda Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Call (925) 730-3803 Website Map

Western Union

2819 Hopyard Rd, Pleasanton, CA 94588 · Claim or fix

Call (925) 846-8358 Website Map

World Financial Group

7077 Koll Center Pkwy, Pleasanton, CA 94566 · Claim or fix

Call (925) 462-6098 Website Map

World Financial Group

7031 Koll Center Pkwy Ste 100p, Pleasanton, CA 94566 · Claim or fix

Call (650) 777-7633 Map

WSB Pleasanton Financial Center

5994 W Las Positas Blvd, Pleasanton, CA 94588 · Claim or fix

Call (510) 896-0932 Website Map

WSB Pleasanton Financial Center

7031 Koll Center Pkwy, Pleasanton, CA 94566 · Claim or fix

Call (408) 828-2875 Map

Xign Corp

3825 Hopyard Rd Ste 220, Pleasanton, CA 94588 · Claim or fix

Website Map

Yash Talreja

4309 Hacienda Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Call (510) 458-3718 Website Map

ZM Insurance & Financial Services

4637 Chabot Dr, Pleasanton, CA 94588 · Claim or fix

Call (415) 586-2222 Website Map

Zurich Airport Ventures, Inc.

4695 Chabot Dr Ste 200, Pleasanton, CA 94588 · Claim or fix

Website Map

How to choose a financial advisor in Pleasanton

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 Pleasanton, California?

USA Business Search shows 126 financial advisors in Pleasanton. 107 list a phone number and 111 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 94588, 94566.

How do I choose a financial advisor in Pleasanton?

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 Pleasanton compare with the rest of California?

Pleasanton has 1% of the 24,546 financial advisors listed in California, which ranks #36 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.

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