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: 1732 North 1st Street Suite 220, San Jose, CA 95112
Clients: 345
Average Clients per Advisor: 49
AUM: $ 1.1B
SILICON VALLEY CAPITAL PARTNERS, L.P.
CRD#: 125114
Address: 1731 Technology Drive Suite 810, San Jose, CA 95110
Clients: 187
Average Clients per Advisor: 62
AUM: $ 1.1B
CONCENTRUM WEALTH MANAGEMENT
CRD#: 167151
Address: 353 Piercy Road, San Jose, CA 95138
Clients: 252
Average Clients per Advisor: 50
AUM: $ 809M
CLARITY WEALTH ADVISORS
CRD#: 157913
Address: 2160 The Alameda Suite A, San Jose, CA 95126
Clients: 127
Average Clients per Advisor: 63
AUM: $ 601M
BETTERWEALTH LLC
CRD#: 226661
Address: 1475 Saratoga Avenue Suite 200, San Jose, CA 95129
Clients: 160
Average Clients per Advisor: 32
AUM: $ 558M
POTENTIA WEALTH
CRD#: 329135
Address: 1226 Lincoln Ave Suite 200, San Jose, CA 95125
Clients: 587
Average Clients per Advisor: 73
AUM: $ 486M
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
Emily Williams Vanhoorickx
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Rachel W Wedeen
Registered Affiliation(s):MORGAN STANLEY
Caroline Denise Brodersen
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Benjamin William Wong
Registered Affiliation(s):MARINER WEALTH
Michael James Corley
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
David Leland Johanson
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
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.
