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Find The Best Financial Advisors in San Jose, California
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in San Jose, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in San Jose, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 17 non-vetted financial advisors in San Jose, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in San Jose, California have an average of 25 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in San Jose, California
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Top Financial Advisor Firms in San Jose, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| PEGASUS TECH VENTURES, INC. 2680 North First Street, Suite 250 San Jose, CA, 95134 | 164588 | $2,152,219,669 | 40 | A percentage of AUM, Fixed fees, Performance Based |
| SILICON VALLEY RETIREMENT SERVICES, LLC 2570 N. First St, Second Floor, Suite 276 San Jose, CA, 95131 | 154756 | $1,136,720,218 | 55 | A percentage of AUM, Fixed fees |
| WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC 1732 North 1st Street, Suite 220 San Jose, CA, 95112 | 139237 | $1,117,452,992 | 1883 | A percentage of AUM |
| SILICON VALLEY CAPITAL PARTNERS, L.P. 1731 Technology Drive, Suite 810 San Jose, CA, 95110 | 125114 | $1,083,848,650 | 1523 | A percentage of AUM |
| KERA CAPITAL PARTNERS 1760 The Alameda, San Jose, CA, 95126 | 312875 | $760,769,608 | 767 | A percentage of AUM, Hourly charges, Fixed fees |
| CONCENTRUM WEALTH MANAGEMENT 353 Piercy Road, San Jose, CA, 95138 | 167151 | $623,528,618 | 1732 | A percentage of AUM, Hourly charges, Fixed fees |
| BETTERWEALTH LLC 1475 Saratoga Avenue, Suite 200 San Jose, CA, 95129 | 226661 | $501,727,943 | 1254 | A percentage of AUM |
| CLARITY WEALTH ADVISORS 2160 The Alameda, Suite A San Jose, CA, 95126 | 157913 | $478,899,915 | 1192 | A percentage of AUM, Fixed fees |
| TTP INVESTMENTS, INC. 1978 The Alameda, San Jose, CA, 95126 | 284082 | $405,475,731 | 986 | A percentage of AUM, Hourly charges |
| POTENTIA WEALTH 1226 Lincoln Ave, Suite 200 San Jose, CA, 95125 | 329135 | $309,930,534 | 859 | A percentage of AUM, Fixed fees |
| RETIREMENT CAPITAL STRATEGIES, INC. 1190 Saratoga Ave., Suite 140, San Jose, CA, 95129 | 139009 | $265,206,130 | 666 | A percentage of AUM, Hourly charges, Fixed fees |
| DWR WEALTH MANAGEMENT, LLC 1884 The Alameda, San Jose, CA, 95126 | 133743 | $165,734,626 | 536 | A percentage of AUM, Hourly charges, Fixed fees |
| LEGACY WEALTH ADVISORS, LLC 2001 Gateway Place, Suite 600w San Jose, CA, 95110 | 127758 | $121,965,576 | 189 | A percentage of AUM, Hourly charges, Fixed fees |
| FIRSTHAND CAPITAL MANAGEMENT, INC. 150 Almaden Blvd, Suite 1250 San Jose, CA, 95113 | 150647 | $86,104,605 | 3 | A percentage of AUM, Performance Based |
| XOOMFI ADVISORS 111 N. Market St, Suite 300 San Jose, CA, 95113 | 314872 | $95,308 | 3 | A percentage of AUM |
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