The 17 best financial advisors in Zürich
avg 4.7 ★ · ranked by Hero Score · Updated 21 October 2026 · How do we rank?
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Dr. Iten, Dudli + Partner Steuerberatung und Treuhand AG
5.0(73)Bahnhaldenstrasse 6, 8052 Zürich
Deloris AG
4.9(113)Parkring 7, 8002 Zürich
US Tax Services AG
4.8(69)Löwenstrasse 40, 8001 Zürich
Resolve
4.9(45)Dianastrasse 9, 8002 Zürich
Selma Finance
4.6(379)Hardturmstrasse 161, 8005 Zürich
FINA Finanzplanung AG
4.6(58)Schaffhauserstrasse 437, 8050 Zürich
VZ VermögensZentrum
4.4(348)Gotthardstrasse 6, 8002 Zürich
AS Finanz GmbH
4.4(83)Badenerstrasse 676, 8048 Zürich
Gastroconsult AG
4.5(22)Blumenfeldstrasse 20, 8046 Zürich
Greter-Consulting GmbH
4.5(22)Schwamendingenstrasse 56, 8050 Zürich
Helvetic Trust AG - Family Office und Vermögensverwaltung
5.0(4)Uraniastrasse 12, 8001 Zürich
Tureva Treuhand AG
5.0(3)Weinbergstrasse 131, 8006 Zürich
César's AG
4.3(6)Hönggerstrasse 40, 8037 Zürich
ECO TCA Consulting GmbH
4.0(21)Schöneggstrasse 19, 8026 Zürich
Key facts
CityHero lists 17 financial advisors in Zürich (as of October 2026), averaging 4.7 out of 5 Google stars. Number 1 in the Hero Score is MY HYPOTHECA AG (5.0 stars, 200 reviews).
- Listings
- 17
- Avg. Google rating
- 4.7 / 5
- No. 1 Hero Score
- MY HYPOTHECA AG
- Reviews in total
- 1’883
1 more fact
- Rated 4.5+
- 76 %
Source: CityHero directory, ratings via Google · as of October 2026.
Financial Advisors in Zürich: what to know
Whether it's the third pillar, pension planning or building wealth: the 17 Financial Advisors in Zürich cover a range of focuses. On CityHero you can see at a glance who specialises in what and gather up to two quotes with a single request. On average that's 4.7 out of 5 stars, with addresses in Altstadt (8001) and Enge (8002) and beyond. Top-rated: MY HYPOTHECA AG. Look at the area of expertise: pension and retirement planning, mortgages, tax optimisation and investment or asset management are very different specialisations.
Related categories in Zürich
Financial Advisors in nearby towns
Financial Advisors by neighbourhood in Zürich
Grouped by postcode – areas with the most listings first.
Financial Advisors in Altstadt (8001)
- Caputo & Partners AG5.0 ★ · 191
- HYPOTHEKE.ch4.9 ★ · 246
- US Tax Services AG4.8 ★ · 69
- Helvetic Trust AG - Family Office und Vermögensverwaltung5.0 ★ · 4
Financial Advisors in Enge (8002)
- Deloris AG4.9 ★ · 113
- Resolve4.9 ★ · 45
- VZ VermögensZentrum4.4 ★ · 348
Frequently asked questions
How many financial advisors are there in Zürich on CityHero?
CityHero currently lists 17 financial advisors in Zürich, rated 4.7 out of 5 stars on average, with addresses in Altstadt (8001) and Enge (8002) and beyond. Currently top-rated: MY HYPOTHECA AG.
Which financial advisors in Zürich are open on Sundays or in the evening?
Of 15 listings with opening hours, 1 (7%) open on Sundays and 1 (7%) stay open until 8 pm or later on at least one weekday. 2 are open on Saturdays. Current hours are shown on every listing; the «Open now» filter shows who is open right now.
Which parts of Zürich have the most financial advisors?
Counted by postcode, most listings are in Altstadt (8001): 4 and Enge (8002): 3. The neighbourhood sections on this page show the addresses for each area.
Can I contact up to two financial advisers at once?
Yes. On CityHero you submit one request and send it to up to two Financial Advisors in Zürich at the same time. This way you receive different assessments and quotes without having to contact each adviser individually.
How much does financial advice cost in Zürich?
It depends on the model: fee-based advisers usually charge by the hour or a flat rate, while commission-based advisers are often free for you but earn through product sales. Via CityHero you can request up to two quotes for free and compare the terms directly.