Top Financial Advisors in San Jose, California
Finding the right financial advisor in San Jose is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in San Jose, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in San Jose, CA.
Find the Best Financial Advisor Firms in San Jose:
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
CRD#: 139237
Address: 10 Almaden Boulevard 15th Floor, San Jose, CA 95113
Clients: 281
Average Clients per Advisor: 70
AUM: $ 767M
SILICON VALLEY CAPITAL PARTNERS, L.P.
CRD#: 125114
Address: 1731 Technology Drive Suite 810, San Jose, CA 95110
Clients: 210
Average Clients per Advisor: 70
AUM: $ 634M
CONCENTRUM WEALTH MANAGEMENT
CRD#: 167151
Address: 353 Piercy Road, San Jose, CA 95138
Clients: 163
Average Clients per Advisor: 40
AUM: $ 413M
CLARITY WEALTH ADVISORS
CRD#: 157913
Address: 2160 The Alameda Suite A, San Jose, CA 95126
Clients: 58
Average Clients per Advisor: 29
AUM: $ 404M
BETTERWEALTH LLC
CRD#: 226661
Address: 1475 Saratoga Avenue Suite 200, San Jose, CA 95129
Clients: 141
Average Clients per Advisor: 35
AUM: $ 386M
HAYES FINANCIAL, INC.
CRD#: 288733
Address: 99 Almaden Blvd Ste 730, San Jose, CA 95113
Clients: 112
Average Clients per Advisor: 37
AUM: $ 345M
How We Chose the Top Financial Advisors in San Jose, California
To create this list of top financial advisor firms in San Jose, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors San Jose has to offer.
Search Financial Advisors in San Jose, California
Dante Ongtengco Cagawan
Registered Affiliation(s):PFS INVESTMENTS INC.
Shellee Anne Mclaughlin
Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC
Carole Lee Taylor
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
Anne Louise Jones
Registered Affiliation(s):LPL FINANCIAL LLC
Shauri Ann Tobias
Registered Affiliation(s):NYLIFE SECURITIES LLC
Barth C Howard
Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC
Greg Lawrence Silva
Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC
Min Deng
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Bi Hua Wu
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Jerome Michael Baird
Registered Affiliation(s):LPL FINANCIAL LLC
Andreas J Kuehle
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Milind Pinak Dalal
Registered Affiliation(s):CLARITY WEALTH ADVISORS
Gregory Dean Sorensen
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Qian Wang
Registered Affiliation(s):JW GOLDEN GATE INVESTMENT, LLC
Chris Patrick Mccrary
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Aiyun Zong
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Eve Stacy Meyer
Registered Affiliation(s):PFS INVESTMENTS INC.
Robert John Mullarkey
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Stephen Gregg Maluchnik
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Paul Bailin
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Rick Dana Boynton
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Yvonne Warda Thomas
Registered Affiliation(s):PNC INVESTMENTS
Pei Ney Ooi
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Christine E Ingesson
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
