Financial advisers in San Jose, CA
20 registered investment adviser firms in San Jose managing $12.7B in assets, based on public SEC Form ADV filings.
Pegasus Tech Ventures, INC.
San Jose, CA · Est. 2024
- AUM
- $2.6B
- Per adviser
- $74M
- Advisers
- 35
No reported disclosures
Silicon Valley Retirement Services, LLC
San Jose, CA · Est. 2010
- AUM
- $1.4B
- Per adviser
- $701M
- Advisers
- 2
No reported disclosures
Werba Rubin Papier Wealth Management, LLC
San Jose, CA · Est. 2006
- AUM
- $1.4B
- Per adviser
- $156M
- Advisers
- 9
No reported disclosures
Kera Capital Partners
San Jose, CA · Est. 2021
- AUM
- $1.4B
- Per adviser
- $171M
- Advisers
- 8
No reported disclosures
Silicon Valley Capital Partners, L.P.
San Jose, CA · Est. 2003
- AUM
- $1.3B
- Per adviser
- $322M
- Advisers
- 4
No reported disclosures
Concentrum Wealth Management
San Jose, CA · Est. 2013
- AUM
- $987M
- Per adviser
- $197M
- Advisers
- 5
No reported disclosures
Clarity Wealth Advisors
San Jose, CA · Est. 2014
- AUM
- $733M
- Per adviser
- $366M
- Advisers
- 2
No reported disclosures
Betterwealth LLC
San Jose, CA · Est. 2015
- AUM
- $660M
- Per adviser
- $132M
- Advisers
- 5
No reported disclosures
Ttp Investments, INC.
San Jose, CA · Est. 2016
- AUM
- $571M
- Per adviser
- $190M
- Advisers
- 3
No reported disclosures
Potentia Wealth
San Jose, CA · Est. 2024
- AUM
- $569M
- Per adviser
- $81M
- Advisers
- 7
No reported disclosures
Retirement Capital Strategies, INC.
San Jose, CA · Est. 2010
- AUM
- $305M
- Per adviser
- $153M
- Advisers
- 2
Dwr Wealth Management, LLC
San Jose, CA · Est. 2021
- AUM
- $221M
- Per adviser
- $55M
- Advisers
- 4
No reported disclosures
Legacy Wealth Advisors, LLC
San Jose, CA · Est. 2020
- AUM
- $178M
- Per adviser
- $45M
- Advisers
- 4
No reported disclosures
Nim Wealth Solutions
San Jose, CA · Est. 2026
- AUM
- $117M
- Per adviser
- $29M
- Advisers
- 4
No reported disclosures
Align Wealth Management, LLC
San Jose, CA · Est. 2026
- AUM
- $117M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Heckman Financial & Insurance Services, INC.
San Jose, CA · Est. 2025
- AUM
- $116M
- Per adviser
- $23M
- Advisers
- 5
No reported disclosures
Firsthand Capital Management, INC.
San Jose, CA · Est. 2009
- AUM
- $59M
- Per adviser
- $29M
- Advisers
- 2
No reported disclosures
Endowe Advisory LLC
San Jose, CA · Est. 2025
- AUM
- $300
- Per adviser
- $300
- Advisers
- 1
No reported disclosures
Xoomfi Advisors
San Jose, CA · Est. 2021
- AUM
- $300
- Per adviser
- —
- Advisers
- —
No reported disclosures
Brightplan LLC
San Jose, CA · Est. 2016
- AUM
- —
- Per adviser
- —
- Advisers
- 9
No reported disclosures