AdvisorCensus / Financial advisors / California / San Jose, CA / Fidelity Investments
Financial advisors in San Jose, CA using Fidelity Investments
22 SEC-registered investment advisory firms headquartered in the San Jose, CA metro area name Fidelity Investments 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 |
| Clarity Wealth Advisors | San Jose | SEC-registered investment adviser | $500 million to $1 billion |
| DWR Wealth Management, LLC | San Jose | SEC-registered investment adviser | $100 million to $500 million |
| Edelman Financial Engines | Santa Clara | SEC-registered investment adviser | Over $5 billion |
| Frank, Rimerman Advisors LLC | Palo Alto | SEC-registered investment adviser | $1 billion to $5 billion |
| Heckman Financial & Insurance Services, Inc. | San Jose | SEC-registered investment adviser | $100 million to $500 million |
| Infinity 8 Investments, LLC | Cupertino | SEC-registered investment adviser | $100 million to $500 million |
| Kera Capital Partners | San Jose | SEC-registered investment adviser | $1 billion to $5 billion |
| Legacy Capital Group California, Inc. | Los Gatos | SEC-registered investment adviser | $500 million to $1 billion |
| Mayfield Advisors, Inc. | Palo Alto | SEC-registered investment adviser | $100 million to $500 million |
| NIM Wealth Solutions | San Jose | 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 |
| 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 |
| Silicon Valley Capital Partners, L.P. | San Jose | SEC-registered investment adviser | $1 billion to $5 billion |
| SP Asset Management LLC | Cupertino | SEC-registered investment adviser | $1 billion to $5 billion |
| Traveka Wealth, LLC | Los Altos | SEC-registered investment adviser | $500 million to $1 billion |
| TTP Investments, Inc. | San Jose | SEC-registered investment adviser | $500 million to $1 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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in San Jose, CA using Fidelity Investments. https://advisorcensus.com/advisors/ca/san-jose/custodians/fidelity https://advisorcensus.com/advisors/ca/san-jose/custodians/fidelity