{ "path": "/advisors/ca/san-jose", "url": "https://advisorcensus.com/advisors/ca/san-jose/page/4", "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": 4, "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": 325270, "name": "General Inception Management, LLC", "name_as_filed": "GENERAL INCEPTION MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/general-inception-management-llc-palo-alto-ca-325270", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339177, "name": "Genesis VC Fund LLC", "name_as_filed": "GENESIS VC FUND LLC", "url": "https://advisorcensus.com/firm/genesis-vc-fund-llc-palo-alto-ca-339177", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314508, "name": "GFT Ventures", "name_as_filed": "GFT VENTURES", "url": "https://advisorcensus.com/firm/gft-ventures-palo-alto-ca-314508", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340205, "name": "Gigascale Capital", "name_as_filed": "GIGASCALE CAPITAL", "url": "https://advisorcensus.com/firm/gigascale-capital-palo-alto-ca-340205", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327425, "name": "Global Advisors, LLC", "name_as_filed": "GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/global-advisors-llc-san-jose-ca-327425", "city": "San Jose", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314465, "name": "Good AI Capital, LLC", "name_as_filed": "GOOD AI CAPITAL, LLC", "url": "https://advisorcensus.com/firm/good-ai-capital-llc-sunnyvale-ca-314465", "city": "Sunnyvale", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336664, "name": "Gradient Capital Management LLC", "name_as_filed": "GRADIENT CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/gradient-capital-management-llc-saratoga-ca-336664", "city": "Saratoga", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308147, "name": "Graph Ventures 5 Management", "name_as_filed": "GRAPH VENTURES 5 MANAGEMENT", "url": "https://advisorcensus.com/firm/graph-ventures-5-management-palo-alto-ca-308147", "city": "Palo Alto", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312149, "name": "Graph Ventures Management Company, L.L,C.", "name_as_filed": "GRAPH VENTURES MANAGEMENT COMPANY, L.L,C.", "url": "https://advisorcensus.com/firm/graph-ventures-management-company-l-l-c-palo-alto-ca-312149", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281412, "name": "Graphene Ventures LLC", "name_as_filed": "GRAPHENE VENTURES LLC", "url": "https://advisorcensus.com/firm/graphene-ventures-llc-palo-alto-ca-281412", "city": "Palo Alto", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 292451, "name": "H&H International Investment, LLC", "name_as_filed": "H&H INTERNATIONAL INVESTMENT, LLC", "url": "https://advisorcensus.com/firm/h-and-h-international-investment-llc-palo-alto-ca-292451", "city": "Palo Alto", "state": "CA", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315702, "name": "Hack VC Management, LLC", "name_as_filed": "HACK VC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hack-vc-management-llc-palo-alto-ca-315702", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335031, "name": "Hanabi Capital Management, LLC", "name_as_filed": "HANABI CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hanabi-capital-management-llc-palo-alto-ca-335031", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324408, "name": "Haven Venture Partners, LLC", "name_as_filed": "HAVEN VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/haven-venture-partners-llc-palo-alto-ca-324408", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321161, "name": "Hawktail Management, LLC", "name_as_filed": "HAWKTAIL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hawktail-management-llc-palo-alto-ca-321161", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111549, "name": "Heckman Financial & Insurance Services, Inc.", "name_as_filed": "HECKMAN FINANCIAL & INSURANCE SERVICES, INC.", "url": "https://advisorcensus.com/firm/heckman-financial-and-insurance-services-inc-san-jose-ca-111549", "city": "San Jose", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285459, "name": "Heuristic Capital Partners Management Co, LLC", "name_as_filed": "HEURISTIC CAPITAL PARTNERS MANAGEMENT CO, LLC", "url": "https://advisorcensus.com/firm/heuristic-capital-partners-management-co-llc-santa-clara-ca-285459", "city": "Santa Clara", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 145684, "name": "HGGC, LLC", "name_as_filed": "HGGC, LLC", "url": "https://advisorcensus.com/firm/hggc-llc-palo-alto-ca-145684", "city": "Palo Alto", "state": "CA", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 333663, "name": "Hickok Advisory, LLC", "name_as_filed": "HICKOK ADVISORY, LLC", "url": "https://advisorcensus.com/firm/hickok-advisory-llc-campbell-ca-333663", "city": "Campbell", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328878, "name": "Hico Management", "name_as_filed": "HICO MANAGEMENT", "url": "https://advisorcensus.com/firm/hico-management-palo-alto-ca-328878", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298942, "name": "Hidden Point Capital, LLC", "name_as_filed": "HIDDEN POINT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/hidden-point-capital-llc-cupertino-ca-298942", "city": "Cupertino", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330754, "name": "Highmoon Capital", "name_as_filed": "HIGHMOON CAPITAL", "url": "https://advisorcensus.com/firm/highmoon-capital-palo-alto-ca-330754", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 127059, "name": "Holbrook Global Strategies", "name_as_filed": "HOLBROOK GLOBAL STRATEGIES", "url": "https://advisorcensus.com/firm/holbrook-global-strategies-palo-alto-ca-127059", "city": "Palo Alto", "state": "CA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 142563, "name": "Honu Wealth Management", "name_as_filed": "HONU WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/honu-wealth-management-sunnyvale-ca-142563", "city": "Sunnyvale", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 163331, "name": "Icon Management Associates IV, LLC", "name_as_filed": "ICON MANAGEMENT ASSOCIATES IV, LLC", "url": "https://advisorcensus.com/firm/icon-management-associates-iv-llc-palo-alto-ca-163331", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 164412, "name": "Icon Management Associates V, LLC", "name_as_filed": "ICON MANAGEMENT ASSOCIATES V, LLC", "url": "https://advisorcensus.com/firm/icon-management-associates-v-llc-palo-alto-ca-164412", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286062, "name": "Icon Management Associates VI, LLC", "name_as_filed": "ICON MANAGEMENT ASSOCIATES VI, LLC", "url": "https://advisorcensus.com/firm/icon-management-associates-vi-llc-palo-alto-ca-286062", "city": "Palo Alto", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313640, "name": "Icon Management Associates VII, LLC", "name_as_filed": "ICON MANAGEMENT ASSOCIATES VII, LLC", "url": "https://advisorcensus.com/firm/icon-management-associates-vii-llc-palo-alto-ca-313640", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287786, "name": "Iconica LLC", "name_as_filed": "ICONICA LLC", "url": "https://advisorcensus.com/firm/iconica-llc-palo-alto-ca-287786", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307051, "name": "ICV Management, LLC", "name_as_filed": "ICV MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/icv-management-llc-san-jose-ca-307051", "city": "San Jose", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161594, "name": "ID Ventures America", "name_as_filed": "ID VENTURES AMERICA", "url": "https://advisorcensus.com/firm/id-ventures-america-santa-clara-ca-161594", "city": "Santa Clara", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171496, "name": "Incube Crowdfunding, LLC", "name_as_filed": "INCUBE CROWDFUNDING, LLC", "url": "https://advisorcensus.com/firm/incube-crowdfunding-llc-san-jose-ca-171496", "city": "San Jose", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163100, "name": "Incube Management, LLC", "name_as_filed": "INCUBE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/incube-management-llc-san-jose-ca-163100", "city": "San Jose", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "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": 112328, "name": "Infanger Investment Technology, LLC", "name_as_filed": "INFANGER INVESTMENT TECHNOLOGY, LLC", "url": "https://advisorcensus.com/firm/infanger-investment-technology-llc-mountain-view-ca-112328", "city": "Mountain View", "state": "CA", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152180, "name": "Infinity 8 Investments, LLC", "name_as_filed": "INFINITY 8 INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/infinity-8-investments-llc-cupertino-ca-152180", "city": "Cupertino", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288679, "name": "Innovation Endeavors III Advisers LLC", "name_as_filed": "INNOVATION ENDEAVORS III ADVISERS LLC", "url": "https://advisorcensus.com/firm/innovation-endeavors-iii-advisers-llc-palo-alto-ca-288679", "city": "Palo Alto", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312851, "name": "Innovation Endeavors IV Advisers LLC", "name_as_filed": "INNOVATION ENDEAVORS IV ADVISERS LLC", "url": "https://advisorcensus.com/firm/innovation-endeavors-iv-advisers-llc-palo-alto-ca-312851", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170740, "name": "Innovation Endeavors Management Company, LLC", "name_as_filed": "INNOVATION ENDEAVORS MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/innovation-endeavors-management-company-llc-palo-alto-ca-170740", "city": "Palo Alto", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333007, "name": "Inri", "name_as_filed": "INRI", "url": "https://advisorcensus.com/firm/inri-mountain-view-ca-333007", "city": "Mountain View", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 309727, "name": "Insights Investments", "name_as_filed": "INSIGHTS INVESTMENTS", "url": "https://advisorcensus.com/firm/insights-investments-palo-alto-ca-309727", "city": "Palo Alto", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 120343, "name": "Integral Financial LLC", "name_as_filed": "INTEGRAL FINANCIAL LLC", "url": "https://advisorcensus.com/firm/integral-financial-llc-cupertino-ca-120343", "city": "Cupertino", "state": "CA", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 330523, "name": "Intrinsic Investments GP I, LLC", "name_as_filed": "INTRINSIC INVESTMENTS GP I, LLC", "url": "https://advisorcensus.com/firm/intrinsic-investments-gp-i-llc-palo-alto-ca-330523", "city": "Palo Alto", "state": "CA", "years_registered": 0, "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": 317284, "name": "J Ward Financial", "name_as_filed": "J WARD FINANCIAL", "url": "https://advisorcensus.com/firm/j-ward-financial-morgan-hill-ca-317284", "city": "Morgan Hill", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314407, "name": "J-Impact LLC", "name_as_filed": "J-IMPACT LLC", "url": "https://advisorcensus.com/firm/j-impact-llc-sunnyvale-ca-314407", "city": "Sunnyvale", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 136200, "name": "James A. Jimenez", "name_as_filed": "JAMES A. JIMENEZ", "url": "https://advisorcensus.com/firm/james-a-jimenez-san-jose-ca-136200", "city": "San Jose", "state": "CA", "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": 142085, "name": "John H. Becker", "name_as_filed": "JOHN H. 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