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Financial advisory firms
in San Jose, CA.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

7 financial advisors19 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

19 advisory firmsCompare public facts. Verify experience directly.
7 financial advisors19 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ALIGN WEALTH MANAGEMENT, LLCCRD 323615

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BETTERWEALTH LLCCRD 226661

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BRIGHTPLAN LLCCRD 283790

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Financial planningSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CLARITY WEALTH ADVISORSCRD 157913

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CONCENTRUM WEALTH MANAGEMENTCRD 167151

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CORINTHIAN WEALTH MANAGEMENTCRD 312196

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Individuals (other than HNW)Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DWR WEALTH MANAGEMENT, LLCCRD 133743

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ENDOWE ADVISORY LLCCRD 338697

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Individuals (other than HNW)Other: MANAGEMENT OF ACCOUNTS FOR GIFT REGISTRY RECIPIENTSPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FIRSTHAND CAPITAL MANAGEMENT, INC.CRD 150647

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Banking or thrift institutionsBusiness development companiesCharitable organizationsCorporations or other businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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KERA CAPITAL PARTNERSCRD 312875

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LEGACY WEALTH ADVISORS, LLCCRD 127758

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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NIM WEALTH SOLUTIONSCRD 334754

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PEGASUS TECH VENTURES, INC.CRD 164588

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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POTENTIA WEALTHCRD 329135

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SILICON VALLEY CAPITAL PARTNERS, L.P.CRD 125114

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SILICON VALLEY RETIREMENT SERVICES, LLCCRD 154756

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Individuals (other than HNW)Pension consulting servicesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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TTP INVESTMENTS, INC.CRD 284082

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
XOOMFI ADVISORSCRD 314872

Advisory firm

Filed advisory firm office: San Jose, CA

Filed firm type: Registered

Individuals (other than HNW)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
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