{ "path": "/advisors/ca/san-jose", "url": "https://advisorcensus.com/advisors/ca/san-jose/page/3", "page_type": "metro", "title": "Financial advisors in San Jose, CA", "filters": {}, "scope_total": 449, "faq": [ { "q": "How many financial advisory firms are there in San Jose, CA?", "a": "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." }, { "q": "How many fee-only financial advisors are in San Jose, CA?", "a": "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." }, { "q": "How many financial advisors in San Jose, CA offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in San Jose, 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 77 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 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.", "about_market": "San Jose has 449 investment advisory firms with a principal office in the metro area as of October 2026: 113 SEC-registered, 87 state-registered, and 249 exempt reporting advisers. 77 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 71 report under $100 million in regulatory assets under management. The metro area has 679,914 households, 278,673 of them with income of $200,000 or more, or 621 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in San Jose, CA: 449 firms from Form ADV filings as of October 2026.", "total_firms": 449, "page": 3, "total_pages": 9, "sort": "name", "registration_types": { "sec": 113, "state": 87, "exempt": 249 }, "fee_model_mix": [ { "code": "fee-only", "count": 77 }, { "code": "percentage_of_aum", "count": 176 }, { "code": "hourly", "count": 82 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 91 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 54 }, { "code": "other", "count": 24 }, { "code": "not_reported", "count": 249 } ], "years_registered_distribution": [ { "code": "under_5", "count": 222 }, { "code": "5_to_9", "count": 97 }, { "code": "10_to_19", "count": 91 }, { "code": "20_plus", "count": 28 }, { "code": "not_reported", "count": 11 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 40 }, { "code": "25m_100m", "count": 31 }, { "code": "100m_500m", "count": 51 }, { "code": "500m_1b", "count": 15 }, { "code": "1b_5b", "count": 26 }, { "code": "over_5b", "count": 10 }, { "code": "not_reported", "count": 276 } ], "firms": [ { "crd_number": 322048, "name": "Distribution Cognizant, LLC", "name_as_filed": "DISTRIBUTION COGNIZANT, LLC", "url": "https://advisorcensus.com/firm/distribution-cognizant-llc-palo-alto-ca-322048", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": 304564, "name": "Doorga Capital", "name_as_filed": "DOORGA CAPITAL", "url": "https://advisorcensus.com/firm/doorga-capital-palo-alto-ca-304564", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 344403, "name": "Duration Ventures Management LP", "name_as_filed": "DURATION VENTURES MANAGEMENT LP", "url": "https://advisorcensus.com/firm/duration-ventures-management-lp-palo-alto-ca-344403", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133743, "name": "DWR Wealth Management, LLC", "name_as_filed": "DWR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dwr-wealth-management-llc-san-jose-ca-133743", "city": "San Jose", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 288026, "name": "Echo Advisory LLC", "name_as_filed": "ECHO ADVISORY LLC", "url": "https://advisorcensus.com/firm/echo-advisory-llc-sunnyvale-ca-288026", "city": "Sunnyvale", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 255789, "name": "Eclipse", "name_as_filed": "ECLIPSE", "url": "https://advisorcensus.com/firm/eclipse-palo-alto-ca-255789", "city": "Palo Alto", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 104510, "name": "Edelman Financial Engines", "name_as_filed": "EDELMAN FINANCIAL ENGINES", "url": "https://advisorcensus.com/firm/edelman-financial-engines-santa-clara-ca-104510", "city": "Santa Clara", "state": "CA", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 306044, "name": "EL Camino Global Capital, LLC", "name_as_filed": "EL CAMINO GLOBAL CAPITAL, LLC", "url": "https://advisorcensus.com/firm/el-camino-global-capital-llc-mountain-view-ca-306044", "city": "Mountain View", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 296943, "name": "Electric Capital Partners, LLC", "name_as_filed": "ELECTRIC CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/electric-capital-partners-llc-palo-alto-ca-296943", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 289501, "name": "Elefund Management Company, LLC", "name_as_filed": "ELEFUND MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/elefund-management-company-llc-mountain-view-ca-289501", "city": "Mountain View", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332789, "name": "Ellerra Ventures LLC", "name_as_filed": "ELLERRA VENTURES LLC", "url": "https://advisorcensus.com/firm/ellerra-ventures-llc-palo-alto-ca-332789", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154095, "name": "Emerald Waves Investments, LLC", "name_as_filed": "EMERALD WAVES INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/emerald-waves-investments-llc-cupertino-ca-154095", "city": "Cupertino", "state": "CA", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 338697, "name": "Endowe Advisory LLC", "name_as_filed": "ENDOWE ADVISORY LLC", "url": "https://advisorcensus.com/firm/endowe-advisory-llc-san-jose-ca-338697", "city": "San Jose", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171895, "name": "Endurance Capital Partners, LLC", "name_as_filed": "ENDURANCE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/endurance-capital-partners-llc-palo-alto-ca-171895", "city": "Palo Alto", "state": "CA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340408, "name": "ENL Capital Management LLC", "name_as_filed": "ENL CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/enl-capital-management-llc-san-jose-ca-340408", "city": "San Jose", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311563, "name": "Ententvest Inc.", "name_as_filed": "ENTENTVEST INC.", "url": "https://advisorcensus.com/firm/ententvest-inc-palo-alto-ca-311563", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324860, "name": "Entrust Investment Services, Inc", "name_as_filed": "ENTRUST INVESTMENT SERVICES, INC", "url": "https://advisorcensus.com/firm/entrust-investment-services-inc-campbell-ca-324860", "city": "Campbell", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328575, "name": "Envisionx Capital Management, LLC", "name_as_filed": "ENVISIONX CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/envisionx-capital-management-llc-palo-alto-ca-328575", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311431, "name": "Envisionx Capital, LLC", "name_as_filed": "ENVISIONX CAPITAL, LLC", "url": "https://advisorcensus.com/firm/envisionx-capital-llc-palo-alto-ca-311431", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309297, "name": "Equitybee Advisors, LLC", "name_as_filed": "EQUITYBEE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/equitybee-advisors-llc-palo-alto-ca-309297", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331508, "name": "Equityftw", "name_as_filed": "EQUITYFTW", "url": "https://advisorcensus.com/firm/equityftw-san-jose-ca-331508", "city": "San Jose", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142945, "name": "Everest Private Wealth", "name_as_filed": "EVEREST PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/everest-private-wealth-cupertino-ca-142945", "city": "Cupertino", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142446, "name": "Evla Hills Equity Services LLC", "name_as_filed": "EVLA HILLS EQUITY SERVICES LLC", "url": "https://advisorcensus.com/firm/evla-hills-equity-services-llc-saratoga-ca-142446", "city": "Saratoga", "state": "CA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 128494, "name": "Family Wealth Consultants, Inc.", "name_as_filed": "FAMILY WEALTH CONSULTANTS, INC.", "url": "https://advisorcensus.com/firm/family-wealth-consultants-inc-san-jose-ca-128494", "city": "San Jose", "state": "CA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332183, "name": "Feellove Capital Management, LLC", "name_as_filed": "FEELLOVE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/feellove-capital-management-llc-san-jose-ca-332183", "city": "San Jose", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337221, "name": "Fellows Fund Management LLC", "name_as_filed": "FELLOWS FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fellows-fund-management-llc-campbell-ca-337221", "city": "Campbell", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301517, "name": "Figtree Financial Advisors, LLC", "name_as_filed": "FIGTREE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/figtree-financial-advisors-llc-santa-clara-ca-301517", "city": "Santa Clara", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 135984, "name": "Filice Retirement Services", "name_as_filed": "FILICE RETIREMENT SERVICES", "url": "https://advisorcensus.com/firm/filice-retirement-services-san-jose-ca-135984", "city": "San Jose", "state": "CA", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 118547, "name": "Financial Planning Consultants, LLC", "name_as_filed": "FINANCIAL PLANNING CONSULTANTS, LLC", "url": "https://advisorcensus.com/firm/financial-planning-consultants-llc-san-jose-ca-118547", "city": "San Jose", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "other" ], "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": 121784, "name": "Fireside Financial Planning, Inc.", "name_as_filed": "FIRESIDE FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/fireside-financial-planning-inc-san-jose-ca-121784", "city": "San Jose", "state": "CA", "years_registered": 34, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150647, "name": "Firsthand Capital Management, Inc.", "name_as_filed": "FIRSTHAND CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/firsthand-capital-management-inc-san-jose-ca-150647", "city": "San Jose", "state": "CA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 159838, "name": "Foundation Capital, LLC", "name_as_filed": "FOUNDATION CAPITAL, LLC", "url": "https://advisorcensus.com/firm/foundation-capital-llc-palo-alto-ca-159838", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 166012, "name": "Founders Circle Capital, LLC", "name_as_filed": "FOUNDERS CIRCLE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/founders-circle-capital-llc-campbell-ca-166012", "city": "Campbell", "state": "CA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 124147, "name": "Frank, Rimerman Advisors LLC", "name_as_filed": "FRANK, RIMERMAN ADVISORS LLC", "url": "https://advisorcensus.com/firm/frank-rimerman-advisors-llc-palo-alto-ca-124147", "city": "Palo Alto", "state": "CA", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317522, "name": "Frazier Life Sciences Management, LP", "name_as_filed": "FRAZIER LIFE SCIENCES MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/frazier-life-sciences-management-lp-palo-alto-ca-317522", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 289902, "name": "Fusion Fund Silicon Valley LLC", "name_as_filed": "FUSION FUND SILICON VALLEY LLC", "url": "https://advisorcensus.com/firm/fusion-fund-silicon-valley-llc-palo-alto-ca-289902", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "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": 283911, "name": "Future Wealth LLC", "name_as_filed": "FUTURE WEALTH LLC", "url": "https://advisorcensus.com/firm/future-wealth-llc-los-gatos-ca-283911", "city": "Los Gatos", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334985, "name": "G Vision Capital LLC", "name_as_filed": "G VISION CAPITAL LLC", "url": "https://advisorcensus.com/firm/g-vision-capital-llc-palo-alto-ca-334985", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318087, "name": "G. P. Greco & Co., Inc.", "name_as_filed": "G. P. 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