Financial Planners in Palo Alto, CA — 6 Firms (2026)
6 financial planners in Palo Alto, California meet our listing bar — a website plus a public review record. They average 3.37★ across 6 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is J.P. Morgan at 4.0★ across 9 Google reviews.
Showing 6 of 6 · sorted by Google rating
1.
J.P. Morgan
★★★★★★★★★★4.0(9 Google reviews)✓ Verified on Google
Financial Planning · 2275 El Camino Real, Palo Alto, CA 94306
2.
Bank of America Financial Center
★★★★★★★★★★3.7(52 Google reviews)✓ Verified on Google
Financial Planning · 530 Lytton Ave, Palo Alto, CA 94301
Services: advisory
3.
Fidelity Investments
★★★★★★★★★★3.7(16 Google reviews)✓ Verified on Google
Financial Planning · 251 University Ave, Palo Alto, CA 94301
4.
BMO Bank N.A Branches
★★★★★★★★★★3.0(27 Google reviews)✓ Verified on Google
Financial Planning · 2600 El Camino Real, Palo Alto, CA 94306
Services: advisory
5.
Merrill Lynch Wealth Management
★★★★★★★★★★3.0(5 Google reviews)✓ Verified on Google
Financial Planning · 3075A Hansen Way, Palo Alto, CA 94304
6.
Bank of America Financial Center
★★★★★★★★★★2.8(32 Google reviews)✓ Verified on Google
Financial Planning · 3000 El Camino Real #130, Palo Alto, CA 94306
Services: advisory
Top financial planners in Palo Alto
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | J.P. Morgan | Financial Planning | 4.0 / 5 | 9 |
| 2 | Bank of America Financial Center | Financial Planning | 3.7 / 5 | 52 |
| 3 | Fidelity Investments | Financial Planning | 3.7 / 5 | 16 |
| 4 | BMO Bank N.A Branches | Financial Planning | 3.0 / 5 | 27 |
| 5 | Merrill Lynch Wealth Management | Financial Planning | 3.0 / 5 | 5 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.