# Financial advisors for high-net-worth individuals in San Jose, CA

> AdvisorCensus lists 112 investment advisory firms with a principal office in the San Jose metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-jose/for-high-net-worth-individuals/page/2

## At a glance

- Investment advisory firms: 112
- Registration: SEC-registered investment adviser: 66, State-registered investment adviser: 46
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 50 (45%); Percentage of assets 108 (96%); Hourly charges 58 (52%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 63 (56%); Commissions 4 (4%); Performance-based fees 18 (16%); Other 8 (7%)
- Regulatory assets under management (Item 5.F): Under $25 million 20 (18%); $25 million to $100 million 26 (23%); $100 million to $500 million 36 (32%); $500 million to $1 billion 10 (9%); $1 billion to $5 billion 13 (12%); Over $5 billion 4 (4%); Not reported 3 (3%)
- Years registered: Under 5 years 33 (29%); 5 to 9 years 25 (22%); 10 to 19 years 35 (31%); 20 years or more 19 (17%)

## Firms (page 2 of 3, 51 to 100 of 112, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [J Ward Financial](https://advisorcensus.com/firm/j-ward-financial-morgan-hill-ca-317284) ([md](https://advisorcensus.com/firm/j-ward-financial-morgan-hill-ca-317284.md)) | 317284 | Morgan Hill, CA | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Johnson Lyman Wealth Advisors](https://advisorcensus.com/firm/johnson-lyman-wealth-advisors-los-altos-ca-150150) ([md](https://advisorcensus.com/firm/johnson-lyman-wealth-advisors-los-altos-ca-150150.md)) | 150150 | Los Altos, CA | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee |
| [Kane Investment Management, Inc.](https://advisorcensus.com/firm/kane-investment-management-inc-los-gatos-ca-127337) ([md](https://advisorcensus.com/firm/kane-investment-management-inc-los-gatos-ca-127337.md)) | 127337 | Los Gatos, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Kera Capital Partners](https://advisorcensus.com/firm/kera-capital-partners-san-jose-ca-312875) ([md](https://advisorcensus.com/firm/kera-capital-partners-san-jose-ca-312875.md)) | 312875 | San Jose, CA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Keystone Advisory Group](https://advisorcensus.com/firm/keystone-advisory-group-hollister-ca-168574) ([md](https://advisorcensus.com/firm/keystone-advisory-group-hollister-ca-168574.md)) | 168574 | Hollister, CA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Kukui Tree Capital Management LLC](https://advisorcensus.com/firm/kukui-tree-capital-management-llc-palo-alto-ca-330374) ([md](https://advisorcensus.com/firm/kukui-tree-capital-management-llc-palo-alto-ca-330374.md)) | 330374 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Kuleana Wealth Advisors](https://advisorcensus.com/firm/kuleana-wealth-advisors-los-altos-ca-154028) ([md](https://advisorcensus.com/firm/kuleana-wealth-advisors-los-altos-ca-154028.md)) | 154028 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Legacy Capital Group California, Inc.](https://advisorcensus.com/firm/legacy-capital-group-california-inc-los-gatos-ca-111436) ([md](https://advisorcensus.com/firm/legacy-capital-group-california-inc-los-gatos-ca-111436.md)) | 111436 | Los Gatos, CA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee, Commissions, Other |
| [Legacy Wealth Advisors, LLC](https://advisorcensus.com/firm/legacy-wealth-advisors-llc-san-jose-ca-127758) ([md](https://advisorcensus.com/firm/legacy-wealth-advisors-llc-san-jose-ca-127758.md)) | 127758 | San Jose, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Libra Wealth LLC](https://advisorcensus.com/firm/libra-wealth-llc-los-gatos-ca-288098) ([md](https://advisorcensus.com/firm/libra-wealth-llc-los-gatos-ca-288098.md)) | 288098 | Los Gatos, CA | SEC-registered investment adviser | $500 million to $1 billion | 5 | Hourly, Fixed fee |
| [Maya Advisors, Inc.](https://advisorcensus.com/firm/maya-advisors-inc-palo-alto-ca-144325) ([md](https://advisorcensus.com/firm/maya-advisors-inc-palo-alto-ca-144325.md)) | 144325 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Mayfield Advisors, Inc.](https://advisorcensus.com/firm/mayfield-advisors-inc-palo-alto-ca-144072) ([md](https://advisorcensus.com/firm/mayfield-advisors-inc-palo-alto-ca-144072.md)) | 144072 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Meyer Financial Advisors, Inc.](https://advisorcensus.com/firm/meyer-financial-advisors-inc-los-altos-ca-293388) ([md](https://advisorcensus.com/firm/meyer-financial-advisors-inc-los-altos-ca-293388.md)) | 293388 | Los Altos, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Meyers Wealth Management](https://advisorcensus.com/firm/meyers-wealth-management-palo-alto-ca-148734) ([md](https://advisorcensus.com/firm/meyers-wealth-management-palo-alto-ca-148734.md)) | 148734 | Palo Alto, CA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly |
| [Mine & Arao Wealth Creation and Management, LLC](https://advisorcensus.com/firm/mine-and-arao-wealth-creation-and-management-llc-campbell-ca-118319) ([md](https://advisorcensus.com/firm/mine-and-arao-wealth-creation-and-management-llc-campbell-ca-118319.md)) | 118319 | Campbell, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [MK Investment Advisors, LLC](https://advisorcensus.com/firm/mk-investment-advisors-llc-los-altos-ca-287539) ([md](https://advisorcensus.com/firm/mk-investment-advisors-llc-los-altos-ca-287539.md)) | 287539 | Los Altos, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [MOK Capital Management](https://advisorcensus.com/firm/mok-capital-management-los-altos-ca-110182) ([md](https://advisorcensus.com/firm/mok-capital-management-los-altos-ca-110182.md)) | 110182 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Commissions |
| [New Assets Investment Advisors LLC](https://advisorcensus.com/firm/new-assets-investment-advisors-llc-milpitas-ca-167341) ([md](https://advisorcensus.com/firm/new-assets-investment-advisors-llc-milpitas-ca-167341.md)) | 167341 | Milpitas, CA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Performance fee |
| [NI Advisors](https://advisorcensus.com/firm/ni-advisors-milpitas-ca-134502) ([md](https://advisorcensus.com/firm/ni-advisors-milpitas-ca-134502.md)) | 134502 | Milpitas, CA | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [NIM Wealth Solutions](https://advisorcensus.com/firm/nim-wealth-solutions-san-jose-ca-334754) ([md](https://advisorcensus.com/firm/nim-wealth-solutions-san-jose-ca-334754.md)) | 334754 | San Jose, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Nine Gems Investment Management](https://advisorcensus.com/firm/nine-gems-investment-management-san-jose-ca-311148) ([md](https://advisorcensus.com/firm/nine-gems-investment-management-san-jose-ca-311148.md)) | 311148 | San Jose, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Northern Star Generational Wealth](https://advisorcensus.com/firm/northern-star-generational-wealth-mountain-view-ca-335323) ([md](https://advisorcensus.com/firm/northern-star-generational-wealth-mountain-view-ca-335323.md)) | 335323 | Mountain View, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [NRI Wealth Management, LLC](https://advisorcensus.com/firm/nri-wealth-management-llc-santa-clara-ca-162234) ([md](https://advisorcensus.com/firm/nri-wealth-management-llc-santa-clara-ca-162234.md)) | 162234 | Santa Clara, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Oceaniq Capital, LLC](https://advisorcensus.com/firm/oceaniq-capital-llc-palo-alto-ca-168062) ([md](https://advisorcensus.com/firm/oceaniq-capital-llc-palo-alto-ca-168062.md)) | 168062 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee, Performance fee |
| [Olma Advisors](https://advisorcensus.com/firm/olma-advisors-los-gatos-ca-306220) ([md](https://advisorcensus.com/firm/olma-advisors-los-gatos-ca-306220.md)) | 306220 | Los Gatos, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee, Other |
| [Orchard City Wealth Management, LLC](https://advisorcensus.com/firm/orchard-city-wealth-management-llc-los-gatos-ca-292274) ([md](https://advisorcensus.com/firm/orchard-city-wealth-management-llc-los-gatos-ca-292274.md)) | 292274 | Los Gatos, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Pantheon Wealth Planning](https://advisorcensus.com/firm/pantheon-wealth-planning-san-jose-ca-166825) ([md](https://advisorcensus.com/firm/pantheon-wealth-planning-san-jose-ca-166825.md)) | 166825 | San Jose, CA | State-registered investment adviser | Not reported | 13 | Hourly, Fixed fee |
| [Pariveda Investment Management](https://advisorcensus.com/firm/pariveda-investment-management-mountain-view-ca-123471) ([md](https://advisorcensus.com/firm/pariveda-investment-management-mountain-view-ca-123471.md)) | 123471 | Mountain View, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets |
| [Potentia Wealth](https://advisorcensus.com/firm/potentia-wealth-san-jose-ca-329135) ([md](https://advisorcensus.com/firm/potentia-wealth-san-jose-ca-329135.md)) | 329135 | San Jose, CA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Proflex Finance](https://advisorcensus.com/firm/proflex-finance-los-gatos-ca-334262) ([md](https://advisorcensus.com/firm/proflex-finance-los-gatos-ca-334262.md)) | 334262 | Los Gatos, CA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Propulsion Capital Management LLC](https://advisorcensus.com/firm/propulsion-capital-management-llc-san-jose-ca-338744) ([md](https://advisorcensus.com/firm/propulsion-capital-management-llc-san-jose-ca-338744.md)) | 338744 | San Jose, CA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Pruneyard Financial Group, Inc.](https://advisorcensus.com/firm/pruneyard-financial-group-inc-cupertino-ca-117378) ([md](https://advisorcensus.com/firm/pruneyard-financial-group-inc-cupertino-ca-117378.md)) | 117378 | Cupertino, CA | SEC-registered investment adviser | $25 million to $100 million | 24 | % of assets |
| [Pwjohnson Wealth & Legacy, LLC](https://advisorcensus.com/firm/pwjohnson-wealth-and-legacy-llc-los-altos-ca-133538) ([md](https://advisorcensus.com/firm/pwjohnson-wealth-and-legacy-llc-los-altos-ca-133538.md)) | 133538 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Rebalance LLC](https://advisorcensus.com/firm/rebalance-llc-palo-alto-ca-158242) ([md](https://advisorcensus.com/firm/rebalance-llc-palo-alto-ca-158242.md)) | 158242 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Fixed fee |
| [Red Crane Wealth Management, LLC](https://advisorcensus.com/firm/red-crane-wealth-management-llc-palo-alto-ca-284006) ([md](https://advisorcensus.com/firm/red-crane-wealth-management-llc-palo-alto-ca-284006.md)) | 284006 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Performance fee |
| [Retirement Capital Strategies, Inc.](https://advisorcensus.com/firm/retirement-capital-strategies-inc-san-jose-ca-139009) ([md](https://advisorcensus.com/firm/retirement-capital-strategies-inc-san-jose-ca-139009.md)) | 139009 | San Jose, CA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee |
| [Rice Financial Consulting, Inc.](https://advisorcensus.com/firm/rice-financial-consulting-inc-los-gatos-ca-170346) ([md](https://advisorcensus.com/firm/rice-financial-consulting-inc-los-gatos-ca-170346.md)) | 170346 | Los Gatos, CA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets |
| [Riley Friedman Asset Management](https://advisorcensus.com/firm/riley-friedman-asset-management-los-altos-ca-155810) ([md](https://advisorcensus.com/firm/riley-friedman-asset-management-los-altos-ca-155810.md)) | 155810 | Los Altos, CA | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets |
| [Rogers Investment Advisors, LLC](https://advisorcensus.com/firm/rogers-investment-advisors-llc-santa-clara-ca-132722) ([md](https://advisorcensus.com/firm/rogers-investment-advisors-llc-santa-clara-ca-132722.md)) | 132722 | Santa Clara, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Sand Hill Global Advisors, LLC](https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295) ([md](https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295.md)) | 111295 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Hourly |
| [Saratoga Research & Investment Management](https://advisorcensus.com/firm/saratoga-research-and-investment-management-saratoga-ca-110506) ([md](https://advisorcensus.com/firm/saratoga-research-and-investment-management-saratoga-ca-110506.md)) | 110506 | Saratoga, CA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets |
| [Scharf Investments, LLC](https://advisorcensus.com/firm/scharf-investments-llc-los-gatos-ca-105508) ([md](https://advisorcensus.com/firm/scharf-investments-llc-los-gatos-ca-105508.md)) | 105508 | Los Gatos, CA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee, Performance fee |
| [Seek First Inc.](https://advisorcensus.com/firm/seek-first-inc-campbell-ca-312546) ([md](https://advisorcensus.com/firm/seek-first-inc-campbell-ca-312546.md)) | 312546 | Campbell, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Shalom Global Capital Group LLC](https://advisorcensus.com/firm/shalom-global-capital-group-llc-san-jose-ca-309315) ([md](https://advisorcensus.com/firm/shalom-global-capital-group-llc-san-jose-ca-309315.md)) | 309315 | San Jose, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Silicon Valley Capital Partners, L.P.](https://advisorcensus.com/firm/silicon-valley-capital-partners-l-p-san-jose-ca-125114) ([md](https://advisorcensus.com/firm/silicon-valley-capital-partners-l-p-san-jose-ca-125114.md)) | 125114 | San Jose, CA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets |
| [Silicon Valley Wealth Management Solutions, Inc.](https://advisorcensus.com/firm/silicon-valley-wealth-management-solutions-inc-san-jose-ca-159702) ([md](https://advisorcensus.com/firm/silicon-valley-wealth-management-solutions-inc-san-jose-ca-159702.md)) | 159702 | San Jose, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Skysphere LLC](https://advisorcensus.com/firm/skysphere-llc-san-jose-ca-162967) ([md](https://advisorcensus.com/firm/skysphere-llc-san-jose-ca-162967.md)) | 162967 | San Jose, CA | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly |
| [Sodium Advisors Inc.](https://advisorcensus.com/firm/sodium-advisors-inc-santa-clara-ca-300087) ([md](https://advisorcensus.com/firm/sodium-advisors-inc-santa-clara-ca-300087.md)) | 300087 | Santa Clara, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee, Performance fee |
| [SP Asset Management LLC](https://advisorcensus.com/firm/sp-asset-management-llc-cupertino-ca-323369) ([md](https://advisorcensus.com/firm/sp-asset-management-llc-cupertino-ca-323369.md)) | 323369 | Cupertino, CA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets |
| [Sterling Advisory Services, LLC](https://advisorcensus.com/firm/sterling-advisory-services-llc-san-jose-ca-169827) ([md](https://advisorcensus.com/firm/sterling-advisory-services-llc-san-jose-ca-169827.md)) | 169827 | San Jose, CA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**Which financial advisors in San Jose, CA work with high-net-worth individuals?**
112 investment advisory firms with a principal office in the San Jose metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**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.

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- [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)

Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in San Jose, CA: 112 firms from Form ADV filings as of October 2026.