{ "path": "/advisors/ca/san-jose/los-altos", "url": "https://advisorcensus.com/advisors/ca/san-jose/los-altos", "page_type": "metro_city", "title": "Financial advisors in Los Altos, CA", "filters": {}, "scope_total": 49, "faq": [ { "q": "How many financial advisory firms are there in Los Altos, CA?", "a": "AdvisorCensus lists 49 investment advisory firms with a principal office in Los Altos, California (part of the San Jose metro area), from Form ADV filings as of October 2026: 11 SEC-registered, 8 state-registered, and 30 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 Los Altos, CA?", "a": "13 of the 49 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 Los Altos, CA offer financial planning?", "a": "14 of the 19 firms in Los Altos, 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 Los Altos, 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 13 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 49 investment advisory firms with a principal office in Los Altos, California (part of the San Jose metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Jose metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Los Altos, CA: 49 firms from Form ADV filings as of October 2026.", "total_firms": 49, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 11, "state": 8, "exempt": 30 }, "fee_model_mix": [ { "code": "fee-only", "count": 13 }, { "code": "percentage_of_aum", "count": 19 }, { "code": "hourly", "count": 7 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 9 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 3 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 30 } ], "years_registered_distribution": [ { "code": "under_5", "count": 23 }, { "code": "5_to_9", "count": 10 }, { "code": "10_to_19", "count": 13 }, { "code": "20_plus", "count": 1 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 3 }, { "code": "25m_100m", "count": 6 }, { "code": "100m_500m", "count": 5 }, { "code": "500m_1b", "count": 3 }, { "code": "1b_5b", "count": 2 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 30 } ], "firms": [ { "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": 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": 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": 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": 294461, "name": "Catapult Ventures Management, LLC", "name_as_filed": "CATAPULT VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/catapult-ventures-management-llc-los-altos-ca-294461", "city": "Los Altos", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 132551, "name": "Changing Parameters, LLC", "name_as_filed": "CHANGING PARAMETERS, LLC", "url": "https://advisorcensus.com/firm/changing-parameters-llc-los-altos-ca-132551", "city": "Los Altos", "state": "CA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288649, "name": "Combine Studios, LLC", "name_as_filed": "COMBINE STUDIOS, LLC", "url": "https://advisorcensus.com/firm/combine-studios-llc-los-altos-ca-288649", "city": "Los Altos", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172326, "name": "Crescent Park Management, L.P.", "name_as_filed": "CRESCENT PARK MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/crescent-park-management-l-p-los-altos-ca-172326", "city": "Los Altos", "state": "CA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 242788, "name": "Diversifi Capital Inc", "name_as_filed": "DIVERSIFI CAPITAL INC", "url": "https://advisorcensus.com/firm/diversifi-capital-inc-los-altos-ca-242788", "city": "Los Altos", "state": "CA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 325056, "name": "E12 Venture Capital, LLC", "name_as_filed": "E12 VENTURE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/e12-venture-capital-llc-los-altos-ca-325056", "city": "Los Altos", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312471, "name": "Exponential Technologies Frontiers Fund Management Company LLC", "name_as_filed": "EXPONENTIAL TECHNOLOGIES FRONTIERS FUND MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/exponential-technologies-frontiers-fund-management-company-llc-los-altos-ca-312471", "city": "Los Altos", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171737, "name": "Firebolt Ventures Management Company, LLC", "name_as_filed": "FIREBOLT VENTURES MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/firebolt-ventures-management-company-llc-los-altos-ca-171737", "city": "Los Altos", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325690, "name": "Flywheel Private Wealth LLC", "name_as_filed": "FLYWHEEL PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/flywheel-private-wealth-llc-los-altos-ca-325690", "city": "Los Altos", "state": "CA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163046, "name": "FORMATION8 Partners, LLC", "name_as_filed": "FORMATION8 PARTNERS, LLC", "url": "https://advisorcensus.com/firm/formation8-partners-llc-los-altos-ca-163046", "city": "Los Altos", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 296803, "name": "Four Mountains", "name_as_filed": "FOUR MOUNTAINS", "url": "https://advisorcensus.com/firm/four-mountains-los-altos-ca-296803", "city": "Los Altos", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154841, "name": "Frank Elmer Investment Strategies LLC", "name_as_filed": "FRANK ELMER INVESTMENT STRATEGIES LLC", "url": "https://advisorcensus.com/firm/frank-elmer-investment-strategies-llc-los-altos-ca-154841", "city": "Los Altos", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301700, "name": "Future Ventures", "name_as_filed": "FUTURE VENTURES", "url": "https://advisorcensus.com/firm/future-ventures-los-altos-ca-301700", "city": "Los Altos", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 269983, "name": "Gates Pass Advisors, LLC", "name_as_filed": "GATES PASS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/gates-pass-advisors-llc-los-altos-ca-269983", "city": "Los Altos", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315630, "name": "Indicator Management US", "name_as_filed": "INDICATOR MANAGEMENT US", "url": "https://advisorcensus.com/firm/indicator-management-us-los-altos-ca-315630", "city": "Los Altos", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327957, "name": "Iolar Ventures", "name_as_filed": "IOLAR VENTURES", "url": "https://advisorcensus.com/firm/iolar-ventures-los-altos-ca-327957", "city": "Los Altos", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289865, "name": "JIE Shen, CFA", "name_as_filed": "JIE SHEN, CFA", "url": "https://advisorcensus.com/firm/jie-shen-cfa-los-altos-ca-289865", "city": "Los Altos", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150150, "name": "Johnson Lyman Wealth Advisors", "name_as_filed": "JOHNSON LYMAN WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/johnson-lyman-wealth-advisors-los-altos-ca-150150", "city": "Los Altos", "state": "CA", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154028, "name": "Kuleana Wealth Advisors", "name_as_filed": "KULEANA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/kuleana-wealth-advisors-los-altos-ca-154028", "city": "Los Altos", "state": "CA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316358, "name": "Magnum Tech Partners, LLC", "name_as_filed": "MAGNUM TECH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/magnum-tech-partners-llc-los-altos-ca-316358", "city": "Los Altos", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301221, "name": "Mango Capital Management LLC", "name_as_filed": "MANGO CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mango-capital-management-llc-los-altos-ca-301221", "city": "Los Altos", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327181, "name": "Matter Venture Partners", "name_as_filed": "MATTER VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/matter-venture-partners-los-altos-ca-327181", "city": "Los Altos", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331093, "name": "Metavc Capital, LLC", "name_as_filed": "METAVC CAPITAL, LLC", "url": "https://advisorcensus.com/firm/metavc-capital-llc-los-altos-ca-331093", "city": "Los Altos", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 293388, "name": "Meyer Financial Advisors, Inc.", "name_as_filed": "MEYER FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/meyer-financial-advisors-inc-los-altos-ca-293388", "city": "Los Altos", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287539, "name": "MK Investment Advisors, LLC", "name_as_filed": "MK INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mk-investment-advisors-llc-los-altos-ca-287539", "city": "Los Altos", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110182, "name": "MOK Capital Management", "name_as_filed": "MOK CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/mok-capital-management-los-altos-ca-110182", "city": "Los Altos", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 168743, "name": "Morado Ventures, LLC", "name_as_filed": "MORADO VENTURES, LLC", "url": "https://advisorcensus.com/firm/morado-ventures-llc-los-altos-ca-168743", "city": "Los Altos", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288077, "name": "NSV Wolf Management, LLC", "name_as_filed": "NSV WOLF MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nsv-wolf-management-llc-los-altos-ca-288077", "city": "Los Altos", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174867, "name": "OVO Manager LLC", "name_as_filed": "OVO MANAGER LLC", "url": "https://advisorcensus.com/firm/ovo-manager-llc-los-altos-ca-174867", "city": "Los Altos", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171040, "name": "Pointguard Ventures", "name_as_filed": "POINTGUARD VENTURES", "url": "https://advisorcensus.com/firm/pointguard-ventures-los-altos-ca-171040", "city": "Los Altos", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133538, "name": "Pwjohnson Wealth & Legacy, LLC", "name_as_filed": "PWJOHNSON WEALTH & LEGACY, LLC", "url": "https://advisorcensus.com/firm/pwjohnson-wealth-and-legacy-llc-los-altos-ca-133538", "city": "Los Altos", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155810, "name": "Riley Friedman Asset Management", "name_as_filed": "RILEY FRIEDMAN ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/riley-friedman-asset-management-los-altos-ca-155810", "city": "Los Altos", "state": "CA", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306091, "name": "RPS Management LLC", "name_as_filed": "RPS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rps-management-llc-los-altos-ca-306091", "city": "Los Altos", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 139017, "name": "SLK Management LLC", "name_as_filed": "SLK MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/slk-management-llc-los-altos-ca-139017", "city": "Los Altos", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322454, "name": "Stellar Ventures Management, LLC", "name_as_filed": "STELLAR VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stellar-ventures-management-llc-los-altos-ca-322454", "city": "Los Altos", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169007, "name": "Strategy Capital LLC", "name_as_filed": "STRATEGY CAPITAL LLC", "url": "https://advisorcensus.com/firm/strategy-capital-llc-los-altos-ca-169007", "city": "Los Altos", "state": "CA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 174902, "name": "Teec Angel Fund III, LLC", "name_as_filed": "TEEC ANGEL FUND III, LLC", "url": "https://advisorcensus.com/firm/teec-angel-fund-iii-llc-los-altos-ca-174902", "city": "Los Altos", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150460, "name": "Three Bridge Wealth Advisors", "name_as_filed": "THREE BRIDGE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/three-bridge-wealth-advisors-los-altos-ca-150460", "city": "Los Altos", "state": "CA", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327794, "name": "Total Wealth Solutions", "name_as_filed": "TOTAL WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/total-wealth-solutions-los-altos-ca-327794", "city": "Los Altos", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299431, "name": "Toyota Ventures", "name_as_filed": "TOYOTA VENTURES", "url": "https://advisorcensus.com/firm/toyota-ventures-los-altos-ca-299431", "city": "Los Altos", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328421, "name": "Traveka Wealth, LLC", "name_as_filed": "TRAVEKA WEALTH, LLC", "url": "https://advisorcensus.com/firm/traveka-wealth-llc-los-altos-ca-328421", "city": "Los Altos", "state": "CA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300461, "name": "Tsingyuan Ventures LLC", "name_as_filed": "TSINGYUAN VENTURES LLC", "url": "https://advisorcensus.com/firm/tsingyuan-ventures-llc-los-altos-ca-300461", "city": "Los Altos", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307741, "name": "TSVC", "name_as_filed": "TSVC", "url": "https://advisorcensus.com/firm/tsvc-los-altos-ca-307741", "city": "Los Altos", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315790, "name": "TSVC Management LLC", "name_as_filed": "TSVC MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/tsvc-management-llc-los-altos-ca-315790", "city": "Los Altos", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330788, "name": "Vidi LLC", "name_as_filed": "VIDI LLC", "url": "https://advisorcensus.com/firm/vidi-llc-los-altos-ca-330788", "city": "Los Altos", "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-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 } ], "answer_pages": [ { "path": "/advisors/ca/san-jose/for-high-net-worth-individuals", "firm_count": 112, "label": "Financial advisors for high-net-worth individuals in San Jose, CA" }, { "path": "/advisors/ca/san-jose/for-retirement-plans", "firm_count": 34, "label": "Financial advisors for retirement plans in San Jose, CA" }, { "path": "/advisors/ca/san-jose/for-businesses", "firm_count": 38, "label": "Financial advisors for businesses in San Jose, CA" }, { "path": "/advisors/ca/san-jose/for-charities", "firm_count": 37, "label": "Financial advisors for charitable organizations in San Jose, CA" }, { "path": "/advisors/ca/san-jose/no-account-minimum", "firm_count": 18, "label": "Financial advisors with no account minimum in San Jose, CA" } ], "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": null, "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" } }