% of assets managed in San Jose, CA
27 advisers in San Jose offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
Featured spots in San Jose, CA are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in San Jose, CA — flat monthly price, no per-lead fees.See pricing
All 27
Abundit WealthState registeredNo commissions reportedAlign Wealth Management, LLCSEC registeredNo commissions reportedAltos Financial Management, LLCState registeredNo commissions reportedBetterwealth LLCSEC registeredNo commissions reportedCaruso Family Financial Advisors (Cffa) LLCState registeredNo commissions reportedClarity Wealth AdvisorsSEC registeredNo commissions reportedConcentrum Wealth ManagementSEC registeredNo commissions reportedCorinthian Wealth ManagementSEC registeredNo commissions reportedDwr Wealth Management, LLCSEC registeredNo commissions reportedEndowe Advisory LLCSEC registeredNo commissions reported
Fireside Financial Planning, INC.State registeredNo commissions reportedFirsthand Capital Management, INC.SEC registeredNo commissions reportedHeckman Financial & Insurance Services, INC.SEC registeredNo commissions reportedKera Capital PartnersSEC registeredNo commissions reportedLegacy Wealth Advisors, LLCSEC registeredNo commissions reportedNim Wealth SolutionsSEC registeredNo commissions reportedPotentia WealthSEC registeredNo commissions reportedRetirement Capital Strategies, INC.SEC registeredNo commissions reportedShalom Global Capital Group LLCState registeredNo commissions reportedSilicon Valley Capital Partners, L.P.SEC registeredNo commissions reportedSilicon Valley Retirement Services, LLCSEC registeredNo commissions reportedSilicon Valley Wealth Management Solutions, INC.State registeredNo commissions reportedSkysphere LLCState registeredNo commissions reportedSterling Advisory Services, LLCState registeredNo commissions reportedTtp Investments, INC.SEC registeredNo commissions reportedWerba Rubin Papier Wealth Management, LLCSEC registeredNo commissions reportedXoomfi AdvisorsSEC registeredNo commissions reported