# Financial advisors in San Jose, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-jose/page/3

## At a glance

- Investment advisory firms: 449
- Registration: SEC-registered investment adviser: 113, State-registered investment adviser: 87, Exempt reporting adviser: 249
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 77 (39%); Percentage of assets 176 (88%); Hourly charges 82 (41%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 91 (46%); Commissions 5 (3%); Performance-based fees 54 (27%); Other 24 (12%); No compensation arrangements reported 249
- Regulatory assets under management (Item 5.F): Under $25 million 40 (9%); $25 million to $100 million 31 (7%); $100 million to $500 million 51 (11%); $500 million to $1 billion 15 (3%); $1 billion to $5 billion 26 (6%); Over $5 billion 10 (2%); Not reported 276 (61%)
- Years registered: Under 5 years 222 (49%); 5 to 9 years 97 (22%); 10 to 19 years 91 (20%); 20 years or more 28 (6%); Not reported 11 (2%)

## Firms (page 3 of 9, 101 to 150 of 449, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Distribution Cognizant, LLC](https://advisorcensus.com/firm/distribution-cognizant-llc-palo-alto-ca-322048) ([md](https://advisorcensus.com/firm/distribution-cognizant-llc-palo-alto-ca-322048.md)) | 322048 | Palo Alto, CA | SEC-registered investment adviser | Under $25 million | 4 | % of assets |
| [Diversifi Capital Inc](https://advisorcensus.com/firm/diversifi-capital-inc-los-altos-ca-242788) ([md](https://advisorcensus.com/firm/diversifi-capital-inc-los-altos-ca-242788.md)) | 242788 | Los Altos, CA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [Doorga Capital](https://advisorcensus.com/firm/doorga-capital-palo-alto-ca-304564) ([md](https://advisorcensus.com/firm/doorga-capital-palo-alto-ca-304564.md)) | 304564 | Palo Alto, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Duration Ventures Management LP](https://advisorcensus.com/firm/duration-ventures-management-lp-palo-alto-ca-344403) ([md](https://advisorcensus.com/firm/duration-ventures-management-lp-palo-alto-ca-344403.md)) | 344403 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [DWR Wealth Management, LLC](https://advisorcensus.com/firm/dwr-wealth-management-llc-san-jose-ca-133743) ([md](https://advisorcensus.com/firm/dwr-wealth-management-llc-san-jose-ca-133743.md)) | 133743 | San Jose, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [E12 Venture Capital, LLC](https://advisorcensus.com/firm/e12-venture-capital-llc-los-altos-ca-325056) ([md](https://advisorcensus.com/firm/e12-venture-capital-llc-los-altos-ca-325056.md)) | 325056 | Los Altos, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Echo Advisory LLC](https://advisorcensus.com/firm/echo-advisory-llc-sunnyvale-ca-288026) ([md](https://advisorcensus.com/firm/echo-advisory-llc-sunnyvale-ca-288026.md)) | 288026 | Sunnyvale, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Eclipse](https://advisorcensus.com/firm/eclipse-palo-alto-ca-255789) ([md](https://advisorcensus.com/firm/eclipse-palo-alto-ca-255789.md)) | 255789 | Palo Alto, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Edelman Financial Engines](https://advisorcensus.com/firm/edelman-financial-engines-santa-clara-ca-104510) ([md](https://advisorcensus.com/firm/edelman-financial-engines-santa-clara-ca-104510.md)) | 104510 | Santa Clara, CA | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Hourly, Subscription, Fixed fee, Other |
| [EL Camino Global Capital, LLC](https://advisorcensus.com/firm/el-camino-global-capital-llc-mountain-view-ca-306044) ([md](https://advisorcensus.com/firm/el-camino-global-capital-llc-mountain-view-ca-306044.md)) | 306044 | Mountain View, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Electric Capital Partners, LLC](https://advisorcensus.com/firm/electric-capital-partners-llc-palo-alto-ca-296943) ([md](https://advisorcensus.com/firm/electric-capital-partners-llc-palo-alto-ca-296943.md)) | 296943 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Elefund Management Company, LLC](https://advisorcensus.com/firm/elefund-management-company-llc-mountain-view-ca-289501) ([md](https://advisorcensus.com/firm/elefund-management-company-llc-mountain-view-ca-289501.md)) | 289501 | Mountain View, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Ellerra Ventures LLC](https://advisorcensus.com/firm/ellerra-ventures-llc-palo-alto-ca-332789) ([md](https://advisorcensus.com/firm/ellerra-ventures-llc-palo-alto-ca-332789.md)) | 332789 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Emerald Waves Investments, LLC](https://advisorcensus.com/firm/emerald-waves-investments-llc-cupertino-ca-154095) ([md](https://advisorcensus.com/firm/emerald-waves-investments-llc-cupertino-ca-154095.md)) | 154095 | Cupertino, CA | State-registered investment adviser | Under $25 million | 16 | % of assets, Other |
| [Endowe Advisory LLC](https://advisorcensus.com/firm/endowe-advisory-llc-san-jose-ca-338697) ([md](https://advisorcensus.com/firm/endowe-advisory-llc-san-jose-ca-338697.md)) | 338697 | San Jose, CA | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Endurance Capital Partners, LLC](https://advisorcensus.com/firm/endurance-capital-partners-llc-palo-alto-ca-171895) ([md](https://advisorcensus.com/firm/endurance-capital-partners-llc-palo-alto-ca-171895.md)) | 171895 | Palo Alto, CA | State-registered investment adviser | Under $25 million | 12 | % of assets, Performance fee |
| [ENL Capital Management LLC](https://advisorcensus.com/firm/enl-capital-management-llc-san-jose-ca-340408) ([md](https://advisorcensus.com/firm/enl-capital-management-llc-san-jose-ca-340408.md)) | 340408 | San Jose, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Ententvest Inc.](https://advisorcensus.com/firm/ententvest-inc-palo-alto-ca-311563) ([md](https://advisorcensus.com/firm/ententvest-inc-palo-alto-ca-311563.md)) | 311563 | Palo Alto, CA | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Entrust Investment Services, Inc](https://advisorcensus.com/firm/entrust-investment-services-inc-campbell-ca-324860) ([md](https://advisorcensus.com/firm/entrust-investment-services-inc-campbell-ca-324860.md)) | 324860 | Campbell, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Envisionx Capital Management, LLC](https://advisorcensus.com/firm/envisionx-capital-management-llc-palo-alto-ca-328575) ([md](https://advisorcensus.com/firm/envisionx-capital-management-llc-palo-alto-ca-328575.md)) | 328575 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Envisionx Capital, LLC](https://advisorcensus.com/firm/envisionx-capital-llc-palo-alto-ca-311431) ([md](https://advisorcensus.com/firm/envisionx-capital-llc-palo-alto-ca-311431.md)) | 311431 | Palo Alto, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Performance fee |
| [Equitybee Advisors, LLC](https://advisorcensus.com/firm/equitybee-advisors-llc-palo-alto-ca-309297) ([md](https://advisorcensus.com/firm/equitybee-advisors-llc-palo-alto-ca-309297.md)) | 309297 | Palo Alto, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Equityftw](https://advisorcensus.com/firm/equityftw-san-jose-ca-331508) ([md](https://advisorcensus.com/firm/equityftw-san-jose-ca-331508.md)) | 331508 | San Jose, CA | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Everest Private Wealth](https://advisorcensus.com/firm/everest-private-wealth-cupertino-ca-142945) ([md](https://advisorcensus.com/firm/everest-private-wealth-cupertino-ca-142945.md)) | 142945 | Cupertino, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Evla Hills Equity Services LLC](https://advisorcensus.com/firm/evla-hills-equity-services-llc-saratoga-ca-142446) ([md](https://advisorcensus.com/firm/evla-hills-equity-services-llc-saratoga-ca-142446.md)) | 142446 | Saratoga, CA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Performance fee |
| [Exponential Technologies Frontiers Fund Management Company LLC](https://advisorcensus.com/firm/exponential-technologies-frontiers-fund-management-company-llc-los-altos-ca-312471) ([md](https://advisorcensus.com/firm/exponential-technologies-frontiers-fund-management-company-llc-los-altos-ca-312471.md)) | 312471 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Family Wealth Consultants, Inc.](https://advisorcensus.com/firm/family-wealth-consultants-inc-san-jose-ca-128494) ([md](https://advisorcensus.com/firm/family-wealth-consultants-inc-san-jose-ca-128494.md)) | 128494 | San Jose, CA | State-registered investment adviser | Under $25 million | 14 | % of assets, Performance fee |
| [Feellove Capital Management, LLC](https://advisorcensus.com/firm/feellove-capital-management-llc-san-jose-ca-332183) ([md](https://advisorcensus.com/firm/feellove-capital-management-llc-san-jose-ca-332183.md)) | 332183 | San Jose, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Fellows Fund Management LLC](https://advisorcensus.com/firm/fellows-fund-management-llc-campbell-ca-337221) ([md](https://advisorcensus.com/firm/fellows-fund-management-llc-campbell-ca-337221.md)) | 337221 | Campbell, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Figtree Financial Advisors, LLC](https://advisorcensus.com/firm/figtree-financial-advisors-llc-santa-clara-ca-301517) ([md](https://advisorcensus.com/firm/figtree-financial-advisors-llc-santa-clara-ca-301517.md)) | 301517 | Santa Clara, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Filice Retirement Services](https://advisorcensus.com/firm/filice-retirement-services-san-jose-ca-135984) ([md](https://advisorcensus.com/firm/filice-retirement-services-san-jose-ca-135984.md)) | 135984 | San Jose, CA | State-registered investment adviser | Not reported | 25 | Hourly, Fixed fee, Other |
| [Financial Planning Consultants, LLC](https://advisorcensus.com/firm/financial-planning-consultants-llc-san-jose-ca-118547) ([md](https://advisorcensus.com/firm/financial-planning-consultants-llc-san-jose-ca-118547.md)) | 118547 | San Jose, CA | State-registered investment adviser | Not reported | 9 | % of assets, Other |
| [Firebolt Ventures Management Company, LLC](https://advisorcensus.com/firm/firebolt-ventures-management-company-llc-los-altos-ca-171737) ([md](https://advisorcensus.com/firm/firebolt-ventures-management-company-llc-los-altos-ca-171737.md)) | 171737 | Los Altos, CA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Fireside Financial Planning, Inc.](https://advisorcensus.com/firm/fireside-financial-planning-inc-san-jose-ca-121784) ([md](https://advisorcensus.com/firm/fireside-financial-planning-inc-san-jose-ca-121784.md)) | 121784 | San Jose, CA | State-registered investment adviser | Under $25 million | 34 | % of assets, Hourly, Fixed fee |
| [Firsthand Capital Management, Inc.](https://advisorcensus.com/firm/firsthand-capital-management-inc-san-jose-ca-150647) ([md](https://advisorcensus.com/firm/firsthand-capital-management-inc-san-jose-ca-150647.md)) | 150647 | San Jose, CA | SEC-registered investment adviser | $25 million to $100 million | 17 | % of assets, Performance fee |
| [Flywheel Private Wealth LLC](https://advisorcensus.com/firm/flywheel-private-wealth-llc-los-altos-ca-325690) ([md](https://advisorcensus.com/firm/flywheel-private-wealth-llc-los-altos-ca-325690.md)) | 325690 | Los Altos, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [FORMATION8 Partners, LLC](https://advisorcensus.com/firm/formation8-partners-llc-los-altos-ca-163046) ([md](https://advisorcensus.com/firm/formation8-partners-llc-los-altos-ca-163046.md)) | 163046 | Los Altos, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Foundation Capital, LLC](https://advisorcensus.com/firm/foundation-capital-llc-palo-alto-ca-159838) ([md](https://advisorcensus.com/firm/foundation-capital-llc-palo-alto-ca-159838.md)) | 159838 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Founders Circle Capital, LLC](https://advisorcensus.com/firm/founders-circle-capital-llc-campbell-ca-166012) ([md](https://advisorcensus.com/firm/founders-circle-capital-llc-campbell-ca-166012.md)) | 166012 | Campbell, CA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee |
| [Four Mountains](https://advisorcensus.com/firm/four-mountains-los-altos-ca-296803) ([md](https://advisorcensus.com/firm/four-mountains-los-altos-ca-296803.md)) | 296803 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Frank Elmer Investment Strategies LLC](https://advisorcensus.com/firm/frank-elmer-investment-strategies-llc-los-altos-ca-154841) ([md](https://advisorcensus.com/firm/frank-elmer-investment-strategies-llc-los-altos-ca-154841.md)) | 154841 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Frank, Rimerman Advisors LLC](https://advisorcensus.com/firm/frank-rimerman-advisors-llc-palo-alto-ca-124147) ([md](https://advisorcensus.com/firm/frank-rimerman-advisors-llc-palo-alto-ca-124147.md)) | 124147 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Frazier Life Sciences Management, LP](https://advisorcensus.com/firm/frazier-life-sciences-management-lp-palo-alto-ca-317522) ([md](https://advisorcensus.com/firm/frazier-life-sciences-management-lp-palo-alto-ca-317522.md)) | 317522 | Palo Alto, CA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Performance fee |
| [Fusion Fund Silicon Valley LLC](https://advisorcensus.com/firm/fusion-fund-silicon-valley-llc-palo-alto-ca-289902) ([md](https://advisorcensus.com/firm/fusion-fund-silicon-valley-llc-palo-alto-ca-289902.md)) | 289902 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Future Ventures](https://advisorcensus.com/firm/future-ventures-los-altos-ca-301700) ([md](https://advisorcensus.com/firm/future-ventures-los-altos-ca-301700.md)) | 301700 | Los Altos, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Future Wealth LLC](https://advisorcensus.com/firm/future-wealth-llc-los-gatos-ca-283911) ([md](https://advisorcensus.com/firm/future-wealth-llc-los-gatos-ca-283911.md)) | 283911 | Los Gatos, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [G Vision Capital LLC](https://advisorcensus.com/firm/g-vision-capital-llc-palo-alto-ca-334985) ([md](https://advisorcensus.com/firm/g-vision-capital-llc-palo-alto-ca-334985.md)) | 334985 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [G. P. Greco & Co., Inc.](https://advisorcensus.com/firm/g-p-greco-and-co-inc-palo-alto-ca-318087) ([md](https://advisorcensus.com/firm/g-p-greco-and-co-inc-palo-alto-ca-318087.md)) | 318087 | Palo Alto, CA | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Gaddam, Bharath](https://advisorcensus.com/firm/gaddam-bharath-san-jose-ca-341521) ([md](https://advisorcensus.com/firm/gaddam-bharath-san-jose-ca-341521.md)) | 341521 | San Jose, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Gates Pass Advisors, LLC](https://advisorcensus.com/firm/gates-pass-advisors-llc-los-altos-ca-269983) ([md](https://advisorcensus.com/firm/gates-pass-advisors-llc-los-altos-ca-269983.md)) | 269983 | Los Altos, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |

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## Questions people ask

**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.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Financial advisors in San Jose, CA](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Fee-only financial advisors in San Jose, CA](https://advisorcensus.com/advisors/ca/san-jose/fee-only) (https://advisorcensus.com/advisors/ca/san-jose/fee-only.md)
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- [Financial advisors in Los Altos, CA](https://advisorcensus.com/advisors/ca/san-jose/los-altos) (https://advisorcensus.com/advisors/ca/san-jose/los-altos.md)
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- [Financial advisors in Mountain View, CA](https://advisorcensus.com/advisors/ca/san-jose/mountain-view) (https://advisorcensus.com/advisors/ca/san-jose/mountain-view.md)
- [Financial advisors in Santa Clara, CA](https://advisorcensus.com/advisors/ca/san-jose/santa-clara) (https://advisorcensus.com/advisors/ca/san-jose/santa-clara.md)
- [Financial advisors in Cupertino, CA](https://advisorcensus.com/advisors/ca/san-jose/cupertino) (https://advisorcensus.com/advisors/ca/san-jose/cupertino.md)
- [Financial advisors in Campbell, CA](https://advisorcensus.com/advisors/ca/san-jose/campbell) (https://advisorcensus.com/advisors/ca/san-jose/campbell.md)
- [Financial advisors in Sunnyvale, CA](https://advisorcensus.com/advisors/ca/san-jose/sunnyvale) (https://advisorcensus.com/advisors/ca/san-jose/sunnyvale.md)
- [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)

Every firm in this list as CSV: https://advisorcensus.com/advisors/ca/san-jose.csv

Cite as: AdvisorCensus. Financial advisors in San Jose, CA: 449 firms from Form ADV filings as of October 2026.