California · 10 advisers
Financial Advisors in Sunnyvale, California
Looking for a financial advisor in Sunnyvale, California? Falists indexes 10 SEC-registered and state-registered investment advisers in Sunnyvale — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $27.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
10
With website
9
Largest AUM
$27.0M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Sunnyvale
Ranked by AUM · Fees, team & specialties at a glance
LONDON HOUSE CAPITAL
Sunnyvale, CA
AUM
$27.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-762-8078
MISSION CAPITAL ADVISORS INC.
Sunnyvale, CA
AUM
—
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
415-663-6764
PLUG AND PLAY FUND MANAGEMENT I, LLC
Sunnyvale, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
408-524-1470
More cities in California
Common questions
- How many financial advisors are in Sunnyvale, California?
- 10 registered investment advisers are listed in our Sunnyvale directory, sourced from public SEC filings.
- What types of advisors are in Sunnyvale?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Sunnyvale?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.