Falists

California · 59 advisers

Financial Advisors in San Jose, California

Looking for a financial advisor in San Jose, California? Falists indexes 59 SEC-registered and state-registered investment advisers in San Jose — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 42 firms list a website you can visit directly. Firms in this directory manage up to $2.58B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

59

With website

42

Largest AUM

$2.58B

Financial planning

27

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth32Planning27Trusts23Retirement20Institutional16

Top advisors in San Jose

Ranked by AUM · Fees, team & specialties at a glance

View all 59 →
View all 59 advisors in San Jose

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)Santa Barbara (56)

Common questions

How many financial advisors are in San Jose, California?
59 registered investment advisers are listed in our San Jose directory, sourced from public SEC filings.
What types of advisors are in San Jose?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in San Jose?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.