# Financial advisors in San Jose, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-jose

## At a glance

- Investment advisory firms: 449
- Registration: SEC-registered investment adviser: 113, State-registered investment adviser: 87, Exempt reporting adviser: 249
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 77 (39%); Percentage of assets 176 (88%); Hourly charges 82 (41%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 91 (46%); Commissions 5 (3%); Performance-based fees 54 (27%); Other 24 (12%); No compensation arrangements reported 249
- Regulatory assets under management (Item 5.F): Under $25 million 40 (9%); $25 million to $100 million 31 (7%); $100 million to $500 million 51 (11%); $500 million to $1 billion 15 (3%); $1 billion to $5 billion 26 (6%); Over $5 billion 10 (2%); Not reported 276 (61%)
- Years registered: Under 5 years 222 (49%); 5 to 9 years 97 (22%); 10 to 19 years 91 (20%); 20 years or more 28 (6%); Not reported 11 (2%)

## Firms (page 1 of 9, 1 to 50 of 449, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1EP Management LLC](https://advisorcensus.com/firm/1ep-management-llc-palo-alto-ca-334546) ([md](https://advisorcensus.com/firm/1ep-management-llc-palo-alto-ca-334546.md)) | 334546 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [3I Partners Management, LLC](https://advisorcensus.com/firm/3i-partners-management-llc-los-altos-ca-335656) ([md](https://advisorcensus.com/firm/3i-partners-management-llc-los-altos-ca-335656.md)) | 335656 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [49 Palms Ventures](https://advisorcensus.com/firm/49-palms-ventures-palo-alto-ca-339401) ([md](https://advisorcensus.com/firm/49-palms-ventures-palo-alto-ca-339401.md)) | 339401 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Abundit Wealth](https://advisorcensus.com/firm/abundit-wealth-san-jose-ca-329268) ([md](https://advisorcensus.com/firm/abundit-wealth-san-jose-ca-329268.md)) | 329268 | San Jose, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Accel Management Co. L.L.C](https://advisorcensus.com/firm/accel-management-co-l-l-c-palo-alto-ca-331435) ([md](https://advisorcensus.com/firm/accel-management-co-l-l-c-palo-alto-ca-331435.md)) | 331435 | Palo Alto, CA | SEC-registered investment adviser | Over $5 billion | 2 | % of assets, Performance fee |
| [Accelerate Investment Group Holdings LLC](https://advisorcensus.com/firm/accelerate-investment-group-holdings-llc-palo-alto-ca-342789) ([md](https://advisorcensus.com/firm/accelerate-investment-group-holdings-llc-palo-alto-ca-342789.md)) | 342789 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Acela Capital Management, LLC](https://advisorcensus.com/firm/acela-capital-management-llc-los-altos-ca-153444) ([md](https://advisorcensus.com/firm/acela-capital-management-llc-los-altos-ca-153444.md)) | 153444 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Acvc Management, LLC](https://advisorcensus.com/firm/acvc-management-llc-palo-alto-ca-309667) ([md](https://advisorcensus.com/firm/acvc-management-llc-palo-alto-ca-309667.md)) | 309667 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Agata Investments LLC](https://advisorcensus.com/firm/agata-investments-llc-saratoga-ca-318275) ([md](https://advisorcensus.com/firm/agata-investments-llc-saratoga-ca-318275.md)) | 318275 | Saratoga, CA | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [Ahoy Capital](https://advisorcensus.com/firm/ahoy-capital-palo-alto-ca-300100) ([md](https://advisorcensus.com/firm/ahoy-capital-palo-alto-ca-300100.md)) | 300100 | Palo Alto, CA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee |
| [AI Fund Growth Ventures](https://advisorcensus.com/firm/ai-fund-growth-ventures-mountain-view-ca-341123) ([md](https://advisorcensus.com/firm/ai-fund-growth-ventures-mountain-view-ca-341123.md)) | 341123 | Mountain View, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [AI Ventures](https://advisorcensus.com/firm/ai-ventures-mountain-view-ca-335674) ([md](https://advisorcensus.com/firm/ai-ventures-mountain-view-ca-335674.md)) | 335674 | Mountain View, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [AI Ventures Management, LLC](https://advisorcensus.com/firm/ai-ventures-management-llc-mountain-view-ca-290536) ([md](https://advisorcensus.com/firm/ai-ventures-management-llc-mountain-view-ca-290536.md)) | 290536 | Mountain View, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Aiim Partners](https://advisorcensus.com/firm/aiim-partners-palo-alto-ca-298224) ([md](https://advisorcensus.com/firm/aiim-partners-palo-alto-ca-298224.md)) | 298224 | Palo Alto, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Aimtop Advisors, LLC](https://advisorcensus.com/firm/aimtop-advisors-llc-cupertino-ca-312935) ([md](https://advisorcensus.com/firm/aimtop-advisors-llc-cupertino-ca-312935.md)) | 312935 | Cupertino, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Akrish Financial Advisory](https://advisorcensus.com/firm/akrish-financial-advisory-cupertino-ca-288700) ([md](https://advisorcensus.com/firm/akrish-financial-advisory-cupertino-ca-288700.md)) | 288700 | Cupertino, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Align Wealth Management, LLC](https://advisorcensus.com/firm/align-wealth-management-llc-san-jose-ca-323615) ([md](https://advisorcensus.com/firm/align-wealth-management-llc-san-jose-ca-323615.md)) | 323615 | San Jose, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Aligned Partners](https://advisorcensus.com/firm/aligned-partners-los-altos-ca-165825) ([md](https://advisorcensus.com/firm/aligned-partners-los-altos-ca-165825.md)) | 165825 | Los Altos, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Allegis Capital Management Company LLC](https://advisorcensus.com/firm/allegis-capital-management-company-llc-palo-alto-ca-329653) ([md](https://advisorcensus.com/firm/allegis-capital-management-company-llc-palo-alto-ca-329653.md)) | 329653 | Palo Alto, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Allocate Management Company, LLC](https://advisorcensus.com/firm/allocate-management-company-llc-palo-alto-ca-316814) ([md](https://advisorcensus.com/firm/allocate-management-company-llc-palo-alto-ca-316814.md)) | 316814 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee, Performance fee |
| [Alphaskew MC, LLC](https://advisorcensus.com/firm/alphaskew-mc-llc-mountain-view-ca-333330) ([md](https://advisorcensus.com/firm/alphaskew-mc-llc-mountain-view-ca-333330.md)) | 333330 | Mountain View, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alta Financial Group](https://advisorcensus.com/firm/alta-financial-group-campbell-ca-145001) ([md](https://advisorcensus.com/firm/alta-financial-group-campbell-ca-145001.md)) | 145001 | Campbell, CA | State-registered investment adviser | Under $25 million | 18 | % of assets |
| [Altamont Capital Partners](https://advisorcensus.com/firm/altamont-capital-partners-palo-alto-ca-160498) ([md](https://advisorcensus.com/firm/altamont-capital-partners-palo-alto-ca-160498.md)) | 160498 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Other |
| [Altos Financial Management, LLC](https://advisorcensus.com/firm/altos-financial-management-llc-san-jose-ca-107602) ([md](https://advisorcensus.com/firm/altos-financial-management-llc-san-jose-ca-107602.md)) | 107602 | San Jose, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Altura Wealth Advisors Inc.](https://advisorcensus.com/firm/altura-wealth-advisors-inc-santa-clara-ca-309501) ([md](https://advisorcensus.com/firm/altura-wealth-advisors-inc-santa-clara-ca-309501.md)) | 309501 | Santa Clara, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Ambix Venture Management, LLC](https://advisorcensus.com/firm/ambix-venture-management-llc-mountain-view-ca-316862) ([md](https://advisorcensus.com/firm/ambix-venture-management-llc-mountain-view-ca-316862.md)) | 316862 | Mountain View, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [America Costone Investment Advisers Inc.](https://advisorcensus.com/firm/america-costone-investment-advisers-inc-palo-alto-ca-328134) ([md](https://advisorcensus.com/firm/america-costone-investment-advisers-inc-palo-alto-ca-328134.md)) | 328134 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Amicus AI Advisors, LLC](https://advisorcensus.com/firm/amicus-ai-advisors-llc-palo-alto-ca-315026) ([md](https://advisorcensus.com/firm/amicus-ai-advisors-llc-palo-alto-ca-315026.md)) | 315026 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Amino Capital Management Company, LLC](https://advisorcensus.com/firm/amino-capital-management-company-llc-palo-alto-ca-209511) ([md](https://advisorcensus.com/firm/amino-capital-management-company-llc-palo-alto-ca-209511.md)) | 209511 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Anar Management LLC](https://advisorcensus.com/firm/anar-management-llc-palo-alto-ca-290420) ([md](https://advisorcensus.com/firm/anar-management-llc-palo-alto-ca-290420.md)) | 290420 | Palo Alto, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Andrey, Douglas](https://advisorcensus.com/firm/andrey-douglas-san-jose-ca-312183) ([md](https://advisorcensus.com/firm/andrey-douglas-san-jose-ca-312183.md)) | 312183 | San Jose, CA | State-registered investment adviser | Under $25 million | 4 | Fixed fee |
| [AP Investment Management](https://advisorcensus.com/firm/ap-investment-management-mountain-view-ca-334805) ([md](https://advisorcensus.com/firm/ap-investment-management-mountain-view-ca-334805.md)) | 334805 | Mountain View, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Applied Ventures, LLC](https://advisorcensus.com/firm/applied-ventures-llc-santa-clara-ca-334249) ([md](https://advisorcensus.com/firm/applied-ventures-llc-santa-clara-ca-334249.md)) | 334249 | Santa Clara, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Ardent Capital](https://advisorcensus.com/firm/ardent-capital-mountain-view-ca-134105) ([md](https://advisorcensus.com/firm/ardent-capital-mountain-view-ca-134105.md)) | 134105 | Mountain View, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [Aria Wealth Management](https://advisorcensus.com/firm/aria-wealth-management-saratoga-ca-288450) ([md](https://advisorcensus.com/firm/aria-wealth-management-saratoga-ca-288450.md)) | 288450 | Saratoga, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly |
| [Arta Finance](https://advisorcensus.com/firm/arta-finance-mountain-view-ca-318714) ([md](https://advisorcensus.com/firm/arta-finance-mountain-view-ca-318714.md)) | 318714 | Mountain View, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Artiman Ventures](https://advisorcensus.com/firm/artiman-ventures-palo-alto-ca-162908) ([md](https://advisorcensus.com/firm/artiman-ventures-palo-alto-ca-162908.md)) | 162908 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [ASIA2G Capital](https://advisorcensus.com/firm/asia2g-capital-santa-clara-ca-329695) ([md](https://advisorcensus.com/firm/asia2g-capital-santa-clara-ca-329695.md)) | 329695 | Santa Clara, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [ASL Financial, LLC](https://advisorcensus.com/firm/asl-financial-llc-los-gatos-ca-115479) ([md](https://advisorcensus.com/firm/asl-financial-llc-los-gatos-ca-115479.md)) | 115479 | Los Gatos, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Aspect Management, LLC](https://advisorcensus.com/firm/aspect-management-llc-palo-alto-ca-175357) ([md](https://advisorcensus.com/firm/aspect-management-llc-palo-alto-ca-175357.md)) | 175357 | Palo Alto, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Atinc, LLC](https://advisorcensus.com/firm/atinc-llc-los-altos-ca-312506) ([md](https://advisorcensus.com/firm/atinc-llc-los-altos-ca-312506.md)) | 312506 | Los Altos, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Atlas Pacific Management LLC](https://advisorcensus.com/firm/atlas-pacific-management-llc-suunnyvale-ca-310493) ([md](https://advisorcensus.com/firm/atlas-pacific-management-llc-suunnyvale-ca-310493.md)) | 310493 | Suunnyvale, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Aulis Capital US Advisor, LLC](https://advisorcensus.com/firm/aulis-capital-us-advisor-llc-palo-alto-ca-341217) ([md](https://advisorcensus.com/firm/aulis-capital-us-advisor-llc-palo-alto-ca-341217.md)) | 341217 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Aurum Partners LLC](https://advisorcensus.com/firm/aurum-partners-llc-santa-clara-ca-328902) ([md](https://advisorcensus.com/firm/aurum-partners-llc-santa-clara-ca-328902.md)) | 328902 | Santa Clara, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [AZURE91 Management, LLC](https://advisorcensus.com/firm/azure91-management-llc-palo-alto-ca-314488) ([md](https://advisorcensus.com/firm/azure91-management-llc-palo-alto-ca-314488.md)) | 314488 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Behage Financial](https://advisorcensus.com/firm/behage-financial-campbell-ca-155519) ([md](https://advisorcensus.com/firm/behage-financial-campbell-ca-155519.md)) | 155519 | Campbell, CA | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly |
| [Betterwealth LLC](https://advisorcensus.com/firm/betterwealth-llc-san-jose-ca-226661) ([md](https://advisorcensus.com/firm/betterwealth-llc-san-jose-ca-226661.md)) | 226661 | San Jose, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Bislett Management, LLC](https://advisorcensus.com/firm/bislett-management-llc-palo-alto-ca-162778) ([md](https://advisorcensus.com/firm/bislett-management-llc-palo-alto-ca-162778.md)) | 162778 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [Bluebird Ventures GP I, LLC](https://advisorcensus.com/firm/bluebird-ventures-gp-i-llc-palo-alto-ca-304804) ([md](https://advisorcensus.com/firm/bluebird-ventures-gp-i-llc-palo-alto-ca-304804.md)) | 304804 | Palo Alto, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Boutique Venture Partners, LLC](https://advisorcensus.com/firm/boutique-venture-partners-llc-palo-alto-ca-309920) ([md](https://advisorcensus.com/firm/boutique-venture-partners-llc-palo-alto-ca-309920.md)) | 309920 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |

- Next page: https://advisorcensus.com/advisors/ca/san-jose/page/2.md

## Questions people ask

**How many financial advisory firms are there in San Jose, CA?**
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.

**How many fee-only financial advisors are in San Jose, CA?**
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.

**How many financial advisors in San Jose, CA offer financial planning?**
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.

**Are the financial advisors in San Jose, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

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- [Financial advisors in San Jose, CA](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Fee-only financial advisors in San Jose, CA](https://advisorcensus.com/advisors/ca/san-jose/fee-only) (https://advisorcensus.com/advisors/ca/san-jose/fee-only.md)
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- [Financial advisors in Santa Clara, CA](https://advisorcensus.com/advisors/ca/san-jose/santa-clara) (https://advisorcensus.com/advisors/ca/san-jose/santa-clara.md)
- [Financial advisors in Cupertino, CA](https://advisorcensus.com/advisors/ca/san-jose/cupertino) (https://advisorcensus.com/advisors/ca/san-jose/cupertino.md)
- [Financial advisors in Campbell, CA](https://advisorcensus.com/advisors/ca/san-jose/campbell) (https://advisorcensus.com/advisors/ca/san-jose/campbell.md)
- [Financial advisors in Sunnyvale, CA](https://advisorcensus.com/advisors/ca/san-jose/sunnyvale) (https://advisorcensus.com/advisors/ca/san-jose/sunnyvale.md)
- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/ca/san-jose.csv

Cite as: AdvisorCensus. Financial advisors in San Jose, CA: 449 firms from Form ADV filings as of October 2026.