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
Mark I Miller
Registered Affiliation(s):CAPTRUST
Susanna Kim Bracke
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Margarita Roces Finones
Registered Affiliation(s):EDWARD JONES
Lisa Loew Koppanyi
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Adam Harvey Ward
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Stephanie Nicole Atalla
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Dennis Gambelin
Registered Affiliation(s):MORGAN STANLEY
Ethan Pepper
Registered Affiliation(s):ORCHARD CITY WEALTH MANAGEMENT, LLC
Henry Peter Plata
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Tim Juei-ting Kao
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Daniel William Murphy
Registered Affiliation(s):MORGAN STANLEY
Victoria Paige Bailey
Registered Affiliation(s):MORGAN STANLEY
Brendan Francis O'brien
Registered Affiliation(s):MORGAN STANLEY
Chris F Parker
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Zheng Wan
Registered Affiliation(s):SIERRA PACIFIC FINANCIAL ADVISORS
Minnie Yao Sanford
Registered Affiliation(s):CERITY PARTNERS LLC
Anthony Thomas Tarantino
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Justin Brent Green
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jenner D Stimpfig
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Cynthia Wallace Duncan
Registered Affiliation(s):SUMMITRY, LLC
Robert Taylor Williams
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Bugra Bakan
Registered Affiliation(s):OCCIDENTAL ASSET MANAGEMENT, LLC
Zachary Charles Brown
Registered Affiliation(s):EDWARD JONES
Brandon Martinez-larragoiti
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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.
