AdvisorOS Directory
Claim Profile
City Directory

88 Financial Advisors in SAN JOSE, CA

Registered investment advisors · SEC/FINRA data
Use our Fee Calculator to see what advisors in SAN JOSE typically charge →
Suzanne H Cox
BETTERWEALTH LLC·SAN JOSE, CA
Financial Planning · Investment Management · Wealth Management
Himanshu Monty Joshi
OPTIMAL ASSET MANAGEMENT, INC.·SAN JOSE, CA
Investment Management · Wealth Management
Christopher Kevin Combs
SILICON VALLEY CAPITAL PARTNERS, L.P.·SAN JOSE, CA
Financial Planning · Investment Management · Wealth Management
Daniel Charles Gutierrez
PGR SOLUTIONS, LLC·SAN JOSE, CA
Investment Management · Wealth Management · Fee-Only Advisory
Robert Alan Yager
YAGER ROBERT ALAN·SAN JOSE, CA
Investment Management
Clare Raleigh
HAYES FINANCIAL, INC.·SAN JOSE, CA
Financial Planning · Investment Management
Naomi Lynn Kantrowitz
BRIGHTPLAN LLC·SAN JOSE, CA
Financial Planning
Michael David Demko
SIENA WEALTH MANAGEMENT, INC.·SAN JOSE, CA
Investment Management · Fee-Only Advisory
Erik Allen Schei
ARIA WEALTH MANAGEMENT, INC.·SAN JOSE, CA
Financial Planning · Investment Management · Wealth Management
Christopher Allen Duke
SILICON VALLEY WEALTH ADVISORS, LLC·SAN JOSE, CA
CFP
Financial Planning · Investment Management
Jason Robert Papier
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC·SAN JOSE, CA
Financial Planning · Investment Management · Wealth Management
Alan Bruce Werba
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC·SAN JOSE, CA
CFP
Financial Planning · Investment Management · Wealth Management
Andrew Lane Howard
BETTERWEALTH LLC·SAN JOSE, CA
CFP
Financial Planning · Investment Management · Wealth Management
Robert Martin Wallace
BRIGHTPLAN LLC·SAN JOSE, CA
Financial Planning
Aaron Michael Rubin
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC·SAN JOSE, CA
CFP
Financial Planning · Investment Management · Wealth Management
David Elvyn Roberts
PGR SOLUTIONS, LLC·SAN JOSE, CA
Investment Management · Wealth Management · Fee-Only Advisory
James Frederick Karel
SILICON VALLEY WEALTH ADVISORS, LLC·SAN JOSE, CA
Financial Planning · Investment Management
John William Pihl
PGR SOLUTIONS, LLC·SAN JOSE, CA
Investment Management · Wealth Management · Fee-Only Advisory
Kevin Gregory Bruce
BELLATORE FINANCIAL, INC.·SAN JOSE, CA
CFPCFA
Investment Management · Wealth Management
Randall Scott Ponder
SILICON VALLEY WEALTH ADVISORS, LLC·SAN JOSE, CA
Financial Planning · Investment Management
📖 Read our guide: How to Choose a Financial Advisor in SAN JOSE →

Are you a financial advisor in SAN JOSE?

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

Browse All StatesAll Cities in California

Nearby Cities

AGOURA HILLS
2 advisors
ALAMEDA
10 advisors
ALAMO
12 advisors
ALHAMBRA
1 advisor
ALISO VIEJO
36 advisors
ALTADENA
2 advisors
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education