Investment adviser firms in SAN JOSE, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
21 firms · Source months shown: August 2026
- ACCELAR, INC.CRD 314872 · SAN JOSE, CA$300.00Regulatory AUM · August 2026
- ALIGN WEALTH MANAGEMENT, LLCCRD 323615 · SAN JOSE, CA$116,708,805.00Regulatory AUM · August 2026
- BETTERWEALTH LLCCRD 226661 · SAN JOSE, CA$659,944,393.00Regulatory AUM · August 2026
- BRIGHTPLAN LLCCRD 283790 · SAN JOSE, CANot availableRegulatory AUM · August 2026
- CLARITY WEALTH ADVISORS, LLCCRD 157913 · SAN JOSE, CA$732,949,271.00Regulatory AUM · August 2026
- CONCENTRUM WEALTH MANAGEMENT, INC.CRD 167151 · SAN JOSE, CA$986,752,839.00Regulatory AUM · August 2026
- CORINTHIAN WEALTH MANAGEMENT, INC.CRD 312196 · SAN JOSE, CA$131,665,540.00Regulatory AUM · August 2026
- DWR WEALTH MANAGEMENT, LLCCRD 133743 · SAN JOSE, CA$221,184,429.00Regulatory AUM · August 2026
- ENDOWE ADVISORY LLCCRD 338697 · SAN JOSE, CA$300.00Regulatory AUM · August 2026
- FIRSTHAND CAPITAL MANAGEMENT, INC.CRD 150647 · SAN JOSE, CA$58,567,545.00Regulatory AUM · August 2026
- HECKMAN FINANCIAL & INSURANCE SERVICES, INC.CRD 111549 · SAN JOSE, CA$116,422,695.00Regulatory AUM · August 2026
- KERA CAPITAL PARTNERS, INC.CRD 312875 · SAN JOSE, CA$1,364,403,650.00Regulatory AUM · August 2026
- LEGACY WEALTH ADVISORS, LLCCRD 127758 · SAN JOSE, CA$178,343,622.00Regulatory AUM · August 2026
- NIM WEALTH SOLUTIONS INC.CRD 334754 · SAN JOSE, CA$116,755,871.00Regulatory AUM · August 2026
- PEGASUS TECH VENTURES, INC.CRD 164588 · SAN JOSE, CA$2,581,136,068.00Regulatory AUM · August 2026
- POTENTIA RIA, LLCCRD 329135 · SAN JOSE, CA$569,095,699.00Regulatory AUM · August 2026
- RETIREMENT CAPITAL STRATEGIES, INC.CRD 139009 · SAN JOSE, CA$305,157,069.00Regulatory AUM · August 2026
- SILICON VALLEY CAPITAL PARTNERS, L.P.CRD 125114 · SAN JOSE, CA$1,287,983,872.00Regulatory AUM · August 2026
- SILICON VALLEY RETIREMENT SERVICES, LLCCRD 154756 · SAN JOSE, CA$1,401,467,613.00Regulatory AUM · August 2026
- TTP INVESTMENTS, INC.CRD 284082 · SAN JOSE, CA$570,595,563.00Regulatory AUM · August 2026
- WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLCCRD 139237 · SAN JOSE, CA$1,400,921,673.00Regulatory AUM · August 2026