Top 10 financial advisors in San Jose, CA
We’ve curated a list of the best financial advisors in San Jose, take a look at it below
Find an advisor in San Jose| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $767,283,708 | 9 advisors | ||
| 2 | $634,230,785 | 6 advisors | ||
| 3 | $403,699,675 | 4 advisors | ||
| 4 | $377,787,262 | 5 advisors | ||
| 5 | $342,047,535 | 5 advisors | ||
| 6 | $326,602,241 | 6 advisors | ||
| 7 | $300,641,627 | 6 advisors | ||
| 8 | $127,865,967 | 7 advisors | ||
| 9 | $103,460,116 | 7 advisors | ||
| 10 | $82,749,778 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in San Jose, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Jose. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Werba Rubin Papier Wealth Management, LLC
Werba Rubin Papier Wealth Management, LLC is a financial advisory firm based in San Jose, California. It currently has approximately $767,283,708 of assets under management and employs about 9 people. Werba Rubin Papier Wealth Management, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$767,283,708
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-66794
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Silicon Valley Capital Partners, L.p.
Silicon Valley Capital Partners, L.p. is a financial advisory firm based in San Jose, California. It currently has approximately $634,230,785 of assets under management and employs about 6 people. Silicon Valley Capital Partners, L.p. uses a fee structure of and a percentage of assets under your management.
Assets under management
$634,230,785
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-62004
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Clarity Wealth Advisors
Clarity Wealth Advisors is a financial advisory firm based in San Jose, California. It currently has approximately $403,699,675 of assets under management and employs about 4 people. Clarity Wealth Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$403,699,675
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-79251
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Betterwealth LLC
Betterwealth LLC is a financial advisory firm based in San Jose, California. It currently has approximately $377,787,262 of assets under management and employs about 5 people. Betterwealth LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$377,787,262
Headcount
5 advisors
Fee structure
A percentage of assets under your management
SEC number
801-96317
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Hayes Financial, Inc.
Hayes Financial, Inc. is a financial advisory firm based in San Jose, California. It currently has approximately $342,047,535 of assets under management and employs about 5 people. Hayes Financial, Inc. uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$342,047,535
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-111077
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Silicon Valley Wealth Advisors, LLC
Silicon Valley Wealth Advisors, LLC is a financial advisory firm based in San Jose, California. It currently has approximately $326,602,241 of assets under management and employs about 6 people. Silicon Valley Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$326,602,241
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-41892
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
Bhz Capital Management, Lp
Bhz Capital Management, Lp is a financial advisory firm based in San Jose, California. It currently has approximately $300,641,627 of assets under management and employs about 6 people. Bhz Capital Management, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$300,641,627
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-107641
Services offered
Portfolio Management For Pooled Investment Vehicles
Firsthand Capital Management, Inc.
Firsthand Capital Management, Inc. is a financial advisory firm based in San Jose, California. It currently has approximately $127,865,967 of assets under management and employs about 7 people. Firsthand Capital Management, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$127,865,967
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-70365
Services offered
Portfolio Management For Investment Companies
Legacy Wealth Advisors, LLC
Legacy Wealth Advisors, LLC is a financial advisory firm based in San Jose, California. It currently has approximately $103,460,116 of assets under management and employs about 7 people. Legacy Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$103,460,116
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-119518
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Corinthian Wealth Management
Corinthian Wealth Management is a financial advisory firm based in San Jose, California. It currently has approximately $82,749,778 of assets under management and employs about 3 people. Corinthian Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$82,749,778
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120513
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.