AdvisorOS Directory
Claim Profile
City Directory

25 Financial Advisors in CUPERTINO, CA

Registered investment advisors · SEC/FINRA data
Use our Fee Calculator to see what advisors in CUPERTINO typically charge →
Norman Henry Lehrer
LEHRER MANAGEMENT CO INC·CUPERTINO, CA
Financial Planning · Investment Management · Wealth Management
Parul Pandya
SP ASSET MANAGEMENT LLC·CUPERTINO, CA
Financial Planning · Investment Management · Retirement Planning
Lata K. Krishnan
SCP MANAGEMENT COMPANY LLC·CUPERTINO, CA
Zaeed Kalsheker
SCION ASSET MANAGEMENT, LLC·CUPERTINO, CA
Retirement Planning
David Forrest Firth
OPES WEALTH MANAGEMENT, LLC·CUPERTINO, CA
Financial Planning · Investment Management
Jonathan Jongmin Lee
OPES ADVISORS, INC.·CUPERTINO, CA
Financial Planning · Investment Management
Matthew Wytock
GRIDMATIC INC.·CUPERTINO, CA
Michael James Burry
SCION ASSET MANAGEMENT, LLC·CUPERTINO, CA
Retirement Planning
Ranga Srinivasan
EVEREST MANAGEMENT CORP.·CUPERTINO, CA
Financial Planning · Investment Management
Sandeep Pandya
SP ASSET MANAGEMENT LLC·CUPERTINO, CA
Financial Planning · Investment Management · Retirement Planning
Tony Larry Alarcon
LEHRER MANAGEMENT CO INC·CUPERTINO, CA
Financial Planning · Investment Management · Wealth Management
Ajay B. Shah
SCP MANAGEMENT COMPANY LLC·CUPERTINO, CA
Anh-Thi Burry
SCION ASSET MANAGEMENT, LLC·CUPERTINO, CA
Retirement Planning
Damon Chong Doe
MONTAGE CAPITAL HOLDINGS, LLC·CUPERTINO, CA
Daniel David Tompkins
DT ASSOCIATES II, LLC·CUPERTINO, CA
Edward Sungwoo Cho
FOUNDERS FINANCIAL NETWORK, LLC·CUPERTINO, CA
Financial Planning · Investment Management · Wealth Management
Erin Rachel Kogan
GRIDMATIC INC.·CUPERTINO, CA
George Silvio Serra
SCION ASSET MANAGEMENT, LLC·CUPERTINO, CA
Retirement Planning
John B Kosecoff
LEHRER MANAGEMENT CO INC·CUPERTINO, CA
Financial Planning · Investment Management · Wealth Management
Jonathan Reed Hallam
SCION ASSET MANAGEMENT, LLC·CUPERTINO, CA
Retirement Planning
📖 Read our guide: How to Choose a Financial Advisor in CUPERTINO →

Are you a financial advisor in CUPERTINO?

Claim your free profile to control your listing and connect with potential clients.

Browse All StatesAll Cities in California

Nearby Cities

AGOURA HILLS
8 advisors
ALAMEDA
16 advisors
ALAMO
17 advisors
ALHAMBRA
5 advisors
ALISO VIEJO
49 advisors
ALL REMOTE WORK
4 advisors
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education