AdvisorCensus / Financial advisors / California / San Jose, CA / Charles Schwab
Financial advisors in San Jose, CA using Charles Schwab
45 SEC-registered investment advisory firms headquartered in the San Jose, CA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Align Wealth Management, LLC | San Jose | SEC-registered investment adviser | $100 million to $500 million |
| Altura Wealth Advisors Inc. | Santa Clara | SEC-registered investment adviser | $100 million to $500 million |
| Betterwealth LLC | San Jose | SEC-registered investment adviser | $500 million to $1 billion |
| Clarity Wealth Advisors | San Jose | SEC-registered investment adviser | $500 million to $1 billion |
| Concentrum Wealth Management | San Jose | SEC-registered investment adviser | $500 million to $1 billion |
| Cornerstone Capital, Inc. | Palo Alto | SEC-registered investment adviser | $1 billion to $5 billion |
| Crescent Park Management, L.P. | Los Altos | SEC-registered investment adviser | $25 million to $100 million |
| Diversifi Capital Inc | Los Altos | SEC-registered investment adviser | $500 million to $1 billion |
| Edelman Financial Engines | Santa Clara | SEC-registered investment adviser | Over $5 billion |
| Entrust Investment Services, Inc | Campbell | SEC-registered investment adviser | $100 million to $500 million |
| Everest Private Wealth | Cupertino | SEC-registered investment adviser | $100 million to $500 million |
| Frank, Rimerman Advisors LLC | Palo Alto | SEC-registered investment adviser | $1 billion to $5 billion |
| Gates Pass Advisors, LLC | Los Altos | SEC-registered investment adviser | $100 million to $500 million |
| H&H International Investment, LLC | Palo Alto | SEC-registered investment adviser | Over $5 billion |
| Heckman Financial & Insurance Services, Inc. | San Jose | SEC-registered investment adviser | $100 million to $500 million |
| Honu Wealth Management | Sunnyvale | SEC-registered investment adviser | $100 million to $500 million |
| Johnson Lyman Wealth Advisors | Los Altos | SEC-registered investment adviser | $100 million to $500 million |
| Kane Investment Management, Inc. | Los Gatos | SEC-registered investment adviser | $100 million to $500 million |
| Kera Capital Partners | San Jose | SEC-registered investment adviser | $1 billion to $5 billion |
| Kukui Tree Capital Management LLC | Palo Alto | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Wealth Advisors, LLC | San Jose | SEC-registered investment adviser | $100 million to $500 million |
| Libra Wealth LLC | Los Gatos | SEC-registered investment adviser | $500 million to $1 billion |
| Maya Advisors, Inc. | Palo Alto | SEC-registered investment adviser | $100 million to $500 million |
| Mayfield Advisors, Inc. | Palo Alto | SEC-registered investment adviser | $100 million to $500 million |
| Mine & Arao Wealth Creation and Management, LLC | Campbell | SEC-registered investment adviser | $100 million to $500 million |
| NIM Wealth Solutions | San Jose | SEC-registered investment adviser | $100 million to $500 million |
| NRI Wealth Management, LLC | Santa Clara | SEC-registered investment adviser | $100 million to $500 million |
| Oceaniq Capital, LLC | Palo Alto | SEC-registered investment adviser | $100 million to $500 million |
| Orchard City Wealth Management, LLC | Los Gatos | SEC-registered investment adviser | $100 million to $500 million |
| Pruneyard Financial Group, Inc. | Cupertino | SEC-registered investment adviser | $25 million to $100 million |
| Rebalance LLC | Palo Alto | SEC-registered investment adviser | $1 billion to $5 billion |
| Red Crane Wealth Management, LLC | Palo Alto | SEC-registered investment adviser | $100 million to $500 million |
| Retirement Capital Strategies, Inc. | San Jose | SEC-registered investment adviser | $100 million to $500 million |
| Rice Financial Consulting, Inc. | Los Gatos | SEC-registered investment adviser | $100 million to $500 million |
| Riley Friedman Asset Management | Los Altos | SEC-registered investment adviser | $500 million to $1 billion |
| Sand Hill Global Advisors, LLC | Palo Alto | SEC-registered investment adviser | $1 billion to $5 billion |
| Saratoga Research & Investment Management | Saratoga | SEC-registered investment adviser | $1 billion to $5 billion |
| Scharf Investments, LLC | Los Gatos | SEC-registered investment adviser | $1 billion to $5 billion |
| Seek First Inc. | Campbell | SEC-registered investment adviser | $100 million to $500 million |
| SP Asset Management LLC | Cupertino | SEC-registered investment adviser | $1 billion to $5 billion |
| Three Bridge Wealth Advisors | Los Altos | SEC-registered investment adviser | $1 billion to $5 billion |
| Vienna Asset Management LLC | Saratoga | SEC-registered investment adviser | $100 million to $500 million |
| Waverley Wealth Management LLC | Mountain View | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Architects, LLC | Mountain View | SEC-registered investment adviser | $1 billion to $5 billion |
| Werba Rubin Papier Wealth Management, LLC | San Jose | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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