Top 10 advisors in San Jose
We’ve curated a list of the best financial advisors in San Jose, take a look at it below
Find an advisor in San Jose| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $767,283,708 | 9 advisors | ||
| 2 | $634,230,785 | 6 advisors | ||
| 3 | $403,699,675 | 4 advisors | ||
| 4 | $377,787,262 | 5 advisors | ||
| 5 | $342,047,535 | 5 advisors | ||
| 6 | $326,602,241 | 6 advisors | ||
| 7 | $300,641,627 | 6 advisors | ||
| 8 | $127,865,967 | 7 advisors | ||
| 9 | $103,460,116 | 7 advisors | ||
| 10 | $82,749,778 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in San Jose, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Jose. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Werba Rubin Papier Wealth Management, LLC
Assets under management
$767,283,708
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
2. Silicon Valley Capital Partners, L.p.
Assets under management
$634,230,785
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Clarity Wealth Advisors
Assets under management
$403,699,675
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
4. Betterwealth LLC
Assets under management
$377,787,262
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
5. Hayes Financial, Inc.
Assets under management
$342,047,535
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
6. Silicon Valley Wealth Advisors, LLC
Assets under management
$326,602,241
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Bhz Capital Management, Lp
Assets under management
$300,641,627
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Firsthand Capital Management, Inc.
Assets under management
$127,865,967
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
9. Legacy Wealth Advisors, LLC
Assets under management
$103,460,116
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Corinthian Wealth Management
Assets under management
$82,749,778
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.