Investment advisers in San Jose, CA
21 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Pegasus Tech Ventures, Inc. | $2.58 billion | 46 | 0 |
| Silicon Valley Retirement Services, LLC | $1.40 billion | 2 | 0 |
| Werba Rubin Papier Wealth Management, LLC | $1.40 billion | 18 | 0 |
| Kera Capital Partners | $1.36 billion | 13 | 0 |
| Silicon Valley Capital Partners, L.P. | $1.29 billion | 8 | 0 |
| Concentrum Wealth Management | $986.8 million | 7 | 0 |
| Clarity Wealth Advisors | $732.9 million | 5 | 0 |
| Betterwealth LLC | $659.9 million | 6 | 0 |
| Ttp Investments, Inc. | $570.6 million | 3 | 0 |
| Potentia Wealth | $569.1 million | 16 | 0 |
| Retirement Capital Strategies, Inc. | $305.2 million | 6 | 3 |
| Dwr Wealth Management, LLC | $221.2 million | 3 | 0 |
| Legacy Wealth Advisors, LLC | $178.3 million | 6 | 0 |
| Corinthian Wealth Management | $131.7 million | 3 | 0 |
| Nim Wealth Solutions | $116.8 million | 6 | 0 |
| Align Wealth Management, LLC | $116.7 million | 2 | 0 |
| Heckman Financial & Insurance Services, Inc. | $116.4 million | 5 | 0 |
| Firsthand Capital Management, Inc. | $58.6 million | 5 | 0 |
| Xoomfi Advisors | $300 | 0 | 0 |
| Endowe Advisory LLC | $300 | 1 | 0 |
| Brightplan LLC | $0 | 53 | 0 |