{ "path": "/advisors/ca/san-jose", "url": "https://advisorcensus.com/advisors/ca/san-jose/page/5", "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": 5, "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": 165537, "name": "K9 Ventures, LLC", "name_as_filed": "K9 VENTURES, LLC", "url": "https://advisorcensus.com/firm/k9-ventures-llc-palo-alto-ca-165537", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 127337, "name": "Kane Investment Management, Inc.", "name_as_filed": "KANE INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kane-investment-management-inc-los-gatos-ca-127337", "city": "Los Gatos", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 328414, "name": "KDX Management, LLC", "name_as_filed": "KDX MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kdx-management-llc-palo-alto-ca-328414", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312875, "name": "Kera Capital Partners", "name_as_filed": "KERA CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/kera-capital-partners-san-jose-ca-312875", "city": "San Jose", "state": "CA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135967, "name": "Kessler Financial Services", "name_as_filed": "KESSLER FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/kessler-financial-services-san-jose-ca-135967", "city": "San Jose", "state": "CA", "years_registered": 36, "raum_band": "not_reported", "compensation_types": [ "hourly", "commissions" ], "enhanced": false }, { "crd_number": 168574, "name": "Keystone Advisory Group", "name_as_filed": "KEYSTONE ADVISORY GROUP", "url": "https://advisorcensus.com/firm/keystone-advisory-group-hollister-ca-168574", "city": "Hollister", "state": "CA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326619, "name": "Krew Capital LLC", "name_as_filed": "KREW CAPITAL LLC", "url": "https://advisorcensus.com/firm/krew-capital-llc-palo-alto-ca-326619", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330374, "name": "Kukui Tree Capital Management LLC", "name_as_filed": "KUKUI TREE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kukui-tree-capital-management-llc-palo-alto-ca-330374", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 289165, "name": "Kuos Investment II LLC", "name_as_filed": "KUOS INVESTMENT II LLC", "url": "https://advisorcensus.com/firm/kuos-investment-ii-llc-palo-alto-ca-289165", "city": "Palo Alto", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111436, "name": "Legacy Capital Group California, Inc.", "name_as_filed": "LEGACY CAPITAL GROUP CALIFORNIA, INC.", "url": "https://advisorcensus.com/firm/legacy-capital-group-california-inc-los-gatos-ca-111436", "city": "Los Gatos", "state": "CA", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 127758, "name": "Legacy Wealth Advisors, LLC", "name_as_filed": "LEGACY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-wealth-advisors-llc-san-jose-ca-127758", "city": "San Jose", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329025, "name": "Leitmotif", "name_as_filed": "LEITMOTIF", "url": "https://advisorcensus.com/firm/leitmotif-palo-alto-ca-329025", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288098, "name": "Libra Wealth LLC", "name_as_filed": "LIBRA WEALTH LLC", "url": "https://advisorcensus.com/firm/libra-wealth-llc-los-gatos-ca-288098", "city": "Los Gatos", "state": "CA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155215, "name": "Light Street Capital Management, LLC", "name_as_filed": "LIGHT STREET CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/light-street-capital-management-llc-palo-alto-ca-155215", "city": "Palo Alto", "state": "CA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318821, "name": "Lightspeed Faction", "name_as_filed": "LIGHTSPEED FACTION", "url": "https://advisorcensus.com/firm/lightspeed-faction-palo-alto-ca-318821", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 160586, "name": "Lobby Capital and August Capital", "name_as_filed": "LOBBY CAPITAL AND AUGUST CAPITAL", "url": "https://advisorcensus.com/firm/lobby-capital-and-august-capital-palo-alto-ca-160586", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336770, "name": "Lockstep Partners Management, LLC", "name_as_filed": "LOCKSTEP PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lockstep-partners-management-llc-palo-alto-ca-336770", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305794, "name": "London House Capital", "name_as_filed": "LONDON HOUSE CAPITAL", "url": "https://advisorcensus.com/firm/london-house-capital-sunnyvale-ca-305794", "city": "Sunnyvale", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329966, "name": "LOS Gatos Financial LLC", "name_as_filed": "LOS GATOS FINANCIAL LLC", "url": "https://advisorcensus.com/firm/los-gatos-financial-llc-los-gatos-ca-329966", "city": "Los Gatos", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341813, "name": "Lucas Venture Group", "name_as_filed": "LUCAS VENTURE GROUP", "url": "https://advisorcensus.com/firm/lucas-venture-group-palo-alto-ca-341813", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170916, "name": "Luminari Capital Management, LLC", "name_as_filed": "LUMINARI CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/luminari-capital-management-llc-palo-alto-ca-170916", "city": "Palo Alto", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "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": 123189, "name": "Mainstreet Financial Planning, Inc.", "name_as_filed": "MAINSTREET FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/mainstreet-financial-planning-inc-los-gatos-ca-123189", "city": "Los Gatos", "state": "CA", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "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": 334787, "name": "Maple VC Management LLC", "name_as_filed": "MAPLE VC MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/maple-vc-management-llc-menlo-park-ca-334787", "city": "Menlo Park", "state": "CA", "years_registered": 1, "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": 167770, "name": "Maven Ventures", "name_as_filed": "MAVEN VENTURES", "url": "https://advisorcensus.com/firm/maven-ventures-palo-alto-ca-167770", "city": "Palo Alto", "state": "CA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337486, "name": "Mavinex Ltd", "name_as_filed": "MAVINEX LTD", "url": "https://advisorcensus.com/firm/mavinex-ltd-san-jose-ca-337486", "city": "San Jose", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 144325, "name": "Maya Advisors, Inc.", "name_as_filed": "MAYA ADVISORS, INC.", "url": "https://advisorcensus.com/firm/maya-advisors-inc-palo-alto-ca-144325", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144072, "name": "Mayfield Advisors, Inc.", "name_as_filed": "MAYFIELD ADVISORS, INC.", "url": "https://advisorcensus.com/firm/mayfield-advisors-inc-palo-alto-ca-144072", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301637, "name": "Mediatech Administrative V, LLC", "name_as_filed": "MEDIATECH ADMINISTRATIVE V, LLC", "url": "https://advisorcensus.com/firm/mediatech-administrative-v-llc-palo-alto-ca-301637", "city": "Palo Alto", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317585, "name": "Medici Capital Partners Management LLC", "name_as_filed": "MEDICI CAPITAL PARTNERS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/medici-capital-partners-management-llc-san-jose-ca-317585", "city": "San Jose", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297935, "name": "Merchant Adventure Investment Advisors, LLC", "name_as_filed": "MERCHANT ADVENTURE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/merchant-adventure-investment-advisors-llc-palo-alto-ca-297935", "city": "Palo Alto", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161233, "name": "Meritech Capital", "name_as_filed": "MERITECH CAPITAL", "url": "https://advisorcensus.com/firm/meritech-capital-palo-alto-ca-161233", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 112305, "name": "Merk Investments LLC", "name_as_filed": "MERK INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/merk-investments-llc-palo-alto-ca-112305", "city": "Palo Alto", "state": "CA", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "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": 148734, "name": "Meyers Wealth Management", "name_as_filed": "MEYERS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/meyers-wealth-management-palo-alto-ca-148734", "city": "Palo Alto", "state": "CA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 315214, "name": "MFV Partners Management, LLC", "name_as_filed": "MFV PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mfv-partners-management-llc-palo-alto-ca-315214", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133943, "name": "Michael Garber Financial Planning", "name_as_filed": "MICHAEL GARBER FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/michael-garber-financial-planning-cupertino-ca-133943", "city": "Cupertino", "state": "CA", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118319, "name": "Mine & Arao Wealth Creation and Management, LLC", "name_as_filed": "MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mine-and-arao-wealth-creation-and-management-llc-campbell-ca-118319", "city": "Campbell", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336304, "name": "Minova Capital LLC", "name_as_filed": "MINOVA CAPITAL LLC", "url": "https://advisorcensus.com/firm/minova-capital-llc-cupertino-ca-336304", "city": "Cupertino", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329002, "name": "Mint Capital Fund I GP, LLC", "name_as_filed": "MINT CAPITAL FUND I GP, LLC", "url": "https://advisorcensus.com/firm/mint-capital-fund-i-gp-llc-mountain-view-ca-329002", "city": "Mountain View", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331522, "name": "Mission Capital Advisors Inc.", "name_as_filed": "MISSION CAPITAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/mission-capital-advisors-inc-sunnyvale-ca-331522", "city": "Sunnyvale", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287539, "name": "MK Investment Advisors, LLC", "name_as_filed": "MK INVESTMENT ADVISORS, LLC", "url": 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