AdvisorOS Directory
Advisors
Firms
Specialties
Tools
Claim Profile
Claim Profile
City Directory
Home
›
Advisors
›
California
›
SAN JOSE
148 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 →
Naomi Lynn Kantrowitz
BRIGHTPLAN LLC
·
SAN JOSE, CA
Financial Planning
CRD# 5135765
Robert Alan Yager
YAGER ROBERT ALAN
·
SAN JOSE, CA
Investment Management
CRD# 874509
Vitaliy Arbuzov
FENOX VENTURE CAPITAL, INC
·
SAN JOSE, CA
Retirement Planning
CRD# 6082753
Craig Lee Martin
FAMILY WEALTH CONSULTANTS, INC.
·
SAN JOSE, CA
Financial Planning · Investment Management · Retirement Planning
CRD# 1021669
Kevin Michael Landis
FIRSTHAND CAPITAL MANAGEMENT, INC.
·
SAN JOSE, CA
Investment Management
CRD# 3181542
Minder Cheng
TRUE ARROW CAPITAL MANAGEMENT, LLC
·
SAN JOSE, CA
Retirement Planning
CRD# 4618689
Omar Noorudin Billawala
FIRSTHAND CAPITAL MANAGEMENT, INC.
·
SAN JOSE, CA
Investment Management
CRD# 4359871
Aaron Michael Rubin
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
·
SAN JOSE, CA
Financial Planning · Investment Management · Wealth Management
CRD# 5513214
Alan Bruce Werba
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
·
SAN JOSE, CA
Financial Planning · Investment Management · Wealth Management
CRD# 837358
Albert Gerald Steele
BELLATORE FINANCIAL, INC.
·
SAN JOSE, CA
Investment Management · Wealth Management
CRD# 4863207
Alfred Samson Hou
TRUE ARROW CAPITAL MANAGEMENT, LLC
·
SAN JOSE, CA
Retirement Planning
CRD# 3179772
Alison Maile Cornwell
SILICON VALLEY CAPITAL PARTNERS, L.P.
·
SAN JOSE, CA
Financial Planning · Investment Management · Wealth Management
CRD# 3127310
Allison Vaughan
RETIREMENT CAPITAL STRATEGIES, INC.
·
SAN JOSE, CA
Financial Planning · Investment Management
CRD# 5731562
Amira Atallah
EPLANET CAPITAL GROUP HOLDINGS LLC
·
SAN JOSE, CA
Retirement Planning
CRD# 6044473
Andrew Lane Howard
BETTERWEALTH LLC
·
SAN JOSE, CA
Financial Planning · Investment Management · Wealth Management
CRD# 4752191
Anthony L Blagrove
TRAVEKA WEALTH, LLC
·
SAN JOSE, CA
Financial Planning · Investment Management · Wealth Management
CRD# 4949351
Armand Aquino
OPTIMAL ASSET MANAGEMENT, INC.
·
SAN JOSE, CA
Investment Management · Wealth Management
CRD# 6962482
Blake Randal Grossman
TRUE ARROW CAPITAL MANAGEMENT, LLC
·
SAN JOSE, CA
Retirement Planning
CRD# 2215969
Bryan Buchert
KERA CAPITAL PARTNERS, INC.
·
SAN JOSE, CA
Investment Management · Retirement Planning · Wealth Management
CRD# 6313198
Camilla Elizabeth Neri
RETIREMENT CAPITAL STRATEGIES, INC.
·
SAN JOSE, CA
Financial Planning · Investment Management
CRD# 706530
Show More (128 remaining)
📖 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 States
All Cities in California
Nearby cities in California
SAN FRANCISCO (3797)
LOS ANGELES (2042)
MENLO PARK (796)
SAN DIEGO (729)
PALO ALTO (715)
NEWPORT BEACH (631)
SANTA MONICA (478)
IRVINE (455)
SAN MATEO (339)
LA JOLLA (257)
City Guides
SAN FRANCISCO Guide
LOS ANGELES Guide
MENLO PARK Guide
SAN DIEGO Guide
PALO ALTO Guide
Research
Advisor Fees in California
National Fee Analysis
Browse by specialty
Investment Management
Retirement Planning
Wealth Management
Financial Planning
Fee-Only Advisory
Financial Education