{ "path": "/advisors/ca/san-jose", "url": "https://advisorcensus.com/advisors/ca/san-jose", "page_type": "metro", "title": "Financial advisors in San Jose, CA", "filters": {}, "scope_total": 449, "faq": [ { "q": "How many financial advisory firms are there in San Jose, CA?", "a": "AdvisorCensus lists 449 investment advisory firms with a principal office in the San Jose metro area, from Form ADV filings as of October 2026: 113 SEC-registered, 87 state-registered, and 249 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in San Jose, CA?", "a": "77 of the 449 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in San Jose, CA offer financial planning?", "a": "118 of the 200 firms in San Jose, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in San Jose, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 77 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 449 investment advisory firms with a principal office in the San Jose metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "San Jose has 449 investment advisory firms with a principal office in the metro area as of October 2026: 113 SEC-registered, 87 state-registered, and 249 exempt reporting advisers. 77 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 71 report under $100 million in regulatory assets under management. The metro area has 679,914 households, 278,673 of them with income of $200,000 or more, or 621 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in San Jose, CA: 449 firms from Form ADV filings as of October 2026.", "total_firms": 449, "page": 1, "total_pages": 9, "sort": "name", "registration_types": { "sec": 113, "state": 87, "exempt": 249 }, "fee_model_mix": [ { "code": "fee-only", "count": 77 }, { "code": "percentage_of_aum", "count": 176 }, { "code": "hourly", "count": 82 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 91 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 54 }, { "code": "other", "count": 24 }, { "code": "not_reported", "count": 249 } ], "years_registered_distribution": [ { "code": "under_5", "count": 222 }, { "code": "5_to_9", "count": 97 }, { "code": "10_to_19", "count": 91 }, { "code": "20_plus", "count": 28 }, { "code": "not_reported", "count": 11 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 40 }, { "code": "25m_100m", "count": 31 }, { "code": "100m_500m", "count": 51 }, { "code": "500m_1b", "count": 15 }, { "code": "1b_5b", "count": 26 }, { "code": "over_5b", "count": 10 }, { "code": "not_reported", "count": 276 } ], "firms": [ { "crd_number": 334546, "name": "1EP Management LLC", "name_as_filed": "1EP MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/1ep-management-llc-palo-alto-ca-334546", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335656, "name": "3I Partners Management, LLC", "name_as_filed": "3I PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/3i-partners-management-llc-los-altos-ca-335656", "city": "Los Altos", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339401, "name": "49 Palms Ventures", "name_as_filed": "49 PALMS VENTURES", "url": "https://advisorcensus.com/firm/49-palms-ventures-palo-alto-ca-339401", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329268, "name": "Abundit Wealth", "name_as_filed": "ABUNDIT WEALTH", "url": "https://advisorcensus.com/firm/abundit-wealth-san-jose-ca-329268", "city": "San Jose", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331435, "name": "Accel Management Co. L.L.C", "name_as_filed": "ACCEL MANAGEMENT CO. L.L.C", "url": "https://advisorcensus.com/firm/accel-management-co-l-l-c-palo-alto-ca-331435", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342789, "name": "Accelerate Investment Group Holdings LLC", "name_as_filed": "ACCELERATE INVESTMENT GROUP HOLDINGS LLC", "url": "https://advisorcensus.com/firm/accelerate-investment-group-holdings-llc-palo-alto-ca-342789", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153444, "name": "Acela Capital Management, LLC", "name_as_filed": "ACELA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/acela-capital-management-llc-los-altos-ca-153444", "city": "Los Altos", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309667, "name": "Acvc Management, LLC", "name_as_filed": "ACVC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/acvc-management-llc-palo-alto-ca-309667", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318275, "name": "Agata Investments LLC", "name_as_filed": "AGATA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/agata-investments-llc-saratoga-ca-318275", "city": "Saratoga", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300100, "name": "Ahoy Capital", "name_as_filed": "AHOY CAPITAL", "url": "https://advisorcensus.com/firm/ahoy-capital-palo-alto-ca-300100", "city": "Palo Alto", "state": "CA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 341123, "name": "AI Fund Growth Ventures", "name_as_filed": "AI FUND GROWTH VENTURES", "url": "https://advisorcensus.com/firm/ai-fund-growth-ventures-mountain-view-ca-341123", "city": "Mountain View", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335674, "name": "AI Ventures", "name_as_filed": "AI VENTURES", "url": "https://advisorcensus.com/firm/ai-ventures-mountain-view-ca-335674", "city": "Mountain View", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290536, "name": "AI Ventures Management, LLC", "name_as_filed": "AI VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ai-ventures-management-llc-mountain-view-ca-290536", "city": "Mountain View", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298224, "name": "Aiim Partners", "name_as_filed": "AIIM PARTNERS", "url": "https://advisorcensus.com/firm/aiim-partners-palo-alto-ca-298224", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312935, "name": "Aimtop Advisors, LLC", "name_as_filed": "AIMTOP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/aimtop-advisors-llc-cupertino-ca-312935", "city": "Cupertino", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288700, "name": "Akrish Financial Advisory", "name_as_filed": "AKRISH FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/akrish-financial-advisory-cupertino-ca-288700", "city": "Cupertino", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323615, "name": "Align Wealth Management, LLC", "name_as_filed": "ALIGN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/align-wealth-management-llc-san-jose-ca-323615", "city": "San Jose", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165825, "name": "Aligned Partners", "name_as_filed": "ALIGNED PARTNERS", "url": "https://advisorcensus.com/firm/aligned-partners-los-altos-ca-165825", "city": "Los Altos", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329653, "name": "Allegis Capital Management Company LLC", "name_as_filed": "ALLEGIS CAPITAL MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/allegis-capital-management-company-llc-palo-alto-ca-329653", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316814, "name": "Allocate Management Company, LLC", "name_as_filed": "ALLOCATE MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/allocate-management-company-llc-palo-alto-ca-316814", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 333330, "name": "Alphaskew MC, LLC", "name_as_filed": "ALPHASKEW MC, LLC", "url": "https://advisorcensus.com/firm/alphaskew-mc-llc-mountain-view-ca-333330", "city": "Mountain View", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 145001, "name": "Alta Financial Group", "name_as_filed": "ALTA FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/alta-financial-group-campbell-ca-145001", "city": "Campbell", "state": "CA", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160498, "name": "Altamont Capital Partners", "name_as_filed": "ALTAMONT CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/altamont-capital-partners-palo-alto-ca-160498", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 107602, "name": "Altos Financial Management, LLC", "name_as_filed": "ALTOS FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/altos-financial-management-llc-san-jose-ca-107602", "city": "San Jose", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309501, "name": "Altura Wealth Advisors Inc.", "name_as_filed": "ALTURA WEALTH ADVISORS INC.", "url": "https://advisorcensus.com/firm/altura-wealth-advisors-inc-santa-clara-ca-309501", "city": "Santa Clara", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 316862, "name": "Ambix Venture Management, LLC", "name_as_filed": "AMBIX VENTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ambix-venture-management-llc-mountain-view-ca-316862", "city": "Mountain View", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328134, "name": "America Costone Investment Advisers Inc.", "name_as_filed": "AMERICA COSTONE INVESTMENT ADVISERS INC.", "url": "https://advisorcensus.com/firm/america-costone-investment-advisers-inc-palo-alto-ca-328134", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315026, "name": "Amicus AI Advisors, LLC", "name_as_filed": "AMICUS AI ADVISORS, LLC", "url": "https://advisorcensus.com/firm/amicus-ai-advisors-llc-palo-alto-ca-315026", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 209511, "name": "Amino Capital Management Company, LLC", "name_as_filed": "AMINO CAPITAL MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/amino-capital-management-company-llc-palo-alto-ca-209511", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290420, "name": "Anar Management LLC", "name_as_filed": "ANAR MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/anar-management-llc-palo-alto-ca-290420", "city": "Palo Alto", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312183, "name": "Andrey, Douglas", "name_as_filed": "ANDREY, DOUGLAS", "url": "https://advisorcensus.com/firm/andrey-douglas-san-jose-ca-312183", "city": "San Jose", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 334805, "name": "AP Investment Management", "name_as_filed": "AP INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/ap-investment-management-mountain-view-ca-334805", "city": "Mountain View", "state": "CA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334249, "name": "Applied Ventures, LLC", "name_as_filed": "APPLIED VENTURES, LLC", "url": "https://advisorcensus.com/firm/applied-ventures-llc-santa-clara-ca-334249", "city": "Santa Clara", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 134105, "name": "Ardent Capital", "name_as_filed": "ARDENT CAPITAL", "url": "https://advisorcensus.com/firm/ardent-capital-mountain-view-ca-134105", "city": "Mountain View", "state": "CA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288450, "name": "Aria Wealth Management", "name_as_filed": "ARIA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/aria-wealth-management-saratoga-ca-288450", "city": "Saratoga", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 318714, "name": "Arta Finance", "name_as_filed": "ARTA FINANCE", "url": "https://advisorcensus.com/firm/arta-finance-mountain-view-ca-318714", "city": "Mountain View", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162908, "name": "Artiman Ventures", "name_as_filed": "ARTIMAN VENTURES", "url": "https://advisorcensus.com/firm/artiman-ventures-palo-alto-ca-162908", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329695, "name": "ASIA2G Capital", "name_as_filed": "ASIA2G CAPITAL", "url": "https://advisorcensus.com/firm/asia2g-capital-santa-clara-ca-329695", "city": "Santa Clara", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 115479, "name": "ASL Financial, LLC", "name_as_filed": "ASL FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/asl-financial-llc-los-gatos-ca-115479", "city": "Los Gatos", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175357, "name": "Aspect Management, LLC", "name_as_filed": "ASPECT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aspect-management-llc-palo-alto-ca-175357", "city": "Palo Alto", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312506, "name": "Atinc, LLC", "name_as_filed": "ATINC, LLC", "url": "https://advisorcensus.com/firm/atinc-llc-los-altos-ca-312506", "city": "Los Altos", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310493, "name": "Atlas Pacific Management LLC", "name_as_filed": "ATLAS PACIFIC MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/atlas-pacific-management-llc-suunnyvale-ca-310493", "city": "Suunnyvale", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341217, "name": "Aulis Capital US Advisor, LLC", "name_as_filed": "AULIS CAPITAL US ADVISOR, LLC", "url": "https://advisorcensus.com/firm/aulis-capital-us-advisor-llc-palo-alto-ca-341217", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": 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"crd_number": 226661, "name": "Betterwealth LLC", "name_as_filed": "BETTERWEALTH LLC", "url": "https://advisorcensus.com/firm/betterwealth-llc-san-jose-ca-226661", "city": "San Jose", "state": "CA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162778, "name": "Bislett Management, LLC", "name_as_filed": "BISLETT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bislett-management-llc-palo-alto-ca-162778", "city": "Palo Alto", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304804, "name": "Bluebird Ventures GP I, LLC", "name_as_filed": "BLUEBIRD VENTURES GP I, LLC", "url": "https://advisorcensus.com/firm/bluebird-ventures-gp-i-llc-palo-alto-ca-304804", "city": "Palo Alto", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309920, "name": "Boutique Venture Partners, LLC", "name_as_filed": "BOUTIQUE VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/boutique-venture-partners-llc-palo-alto-ca-309920", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ca", "label": "Financial advisors in California" }, "metro": { "path": "/advisors/ca/san-jose", "label": "Financial advisors in San Jose, CA" }, "city_pages": [ { "path": "/advisors/ca/san-jose/palo-alto", "label": "Financial advisors in Palo Alto, CA", "firm_count": 197 }, { "path": "/advisors/ca/san-jose/los-altos", "label": "Financial advisors in Los Altos, CA", "firm_count": 49 }, { "path": "/advisors/ca/san-jose/los-gatos", "label": "Financial advisors in Los Gatos, CA", "firm_count": 25 }, { "path": "/advisors/ca/san-jose/mountain-view", "label": "Financial advisors in Mountain View, CA", "firm_count": 25 }, { "path": "/advisors/ca/san-jose/santa-clara", "label": "Financial advisors in Santa Clara, CA", "firm_count": 20 }, { "path": "/advisors/ca/san-jose/cupertino", "label": "Financial advisors in Cupertino, CA", "firm_count": 18 }, { "path": "/advisors/ca/san-jose/campbell", "label": "Financial advisors in Campbell, CA", "firm_count": 16 }, { "path": "/advisors/ca/san-jose/sunnyvale", "label": "Financial advisors in Sunnyvale, CA", "firm_count": 14 } ], "fee_pages": [ { "path": "/advisors/ca/san-jose/fee-only", "label": "Fee-only financial advisors in San Jose, CA", "firm_count": 77 }, { "path": "/advisors/ca/san-jose/flat-fee", "label": "Flat-fee financial advisors in San Jose, CA", "firm_count": 91 }, { "path": "/advisors/ca/san-jose/hourly", "label": "Hourly financial advisors in San Jose, CA", "firm_count": 82 } ], "niche_pages": [ { "path": "/advisors/ca/san-jose/cryptocurrency-holders", "firm_count": 1, "label": "Financial advisors for cryptocurrency holders in San Jose, CA" }, { "path": "/advisors/ca/san-jose/divorce", "firm_count": 1, "label": "Financial advisors for divorce in San Jose, CA" }, { "path": "/advisors/ca/san-jose/physicians", "firm_count": 1, "label": "Financial advisors for physicians in San Jose, CA" } ] }, "csv": "https://advisorcensus.com/advisors/ca/san-jose.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 11, "sec_registered_at_start": 114, "per_100_registered": 9.65, "national_per_100": 10.11, "as_of": "2026-10-01", "sentence": "Over the 12 months to October 1, 2026, 11 firms here registered with the SEC as investment advisers: 9.7 for every 100 already registered, against 10.1 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-10" } }