# 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/6

## 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 6 of 9, 251 to 300 of 449, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Mountain Forest Capital Management, LLC](https://advisorcensus.com/firm/mountain-forest-capital-management-llc-palo-alto-ca-316974) ([md](https://advisorcensus.com/firm/mountain-forest-capital-management-llc-palo-alto-ca-316974.md)) | 316974 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Naai Investment Management LLC](https://advisorcensus.com/firm/naai-investment-management-llc-san-jose-ca-336527) ([md](https://advisorcensus.com/firm/naai-investment-management-llc-san-jose-ca-336527.md)) | 336527 | San Jose, CA | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Nahkoda Capital Management USA, LLC](https://advisorcensus.com/firm/nahkoda-capital-management-usa-llc-palo-alto-ca-325591) ([md](https://advisorcensus.com/firm/nahkoda-capital-management-usa-llc-palo-alto-ca-325591.md)) | 325591 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Nautilus AI SPV Management Company, LLC](https://advisorcensus.com/firm/nautilus-ai-spv-management-company-llc-los-gatos-ca-335854) ([md](https://advisorcensus.com/firm/nautilus-ai-spv-management-company-llc-los-gatos-ca-335854.md)) | 335854 | Los Gatos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [New Assets Investment Advisors LLC](https://advisorcensus.com/firm/new-assets-investment-advisors-llc-milpitas-ca-167341) ([md](https://advisorcensus.com/firm/new-assets-investment-advisors-llc-milpitas-ca-167341.md)) | 167341 | Milpitas, CA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Performance fee |
| [New Ground Ventures](https://advisorcensus.com/firm/new-ground-ventures-palo-alto-ca-291355) ([md](https://advisorcensus.com/firm/new-ground-ventures-palo-alto-ca-291355.md)) | 291355 | Palo Alto, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Newbuild VC Management, LLC](https://advisorcensus.com/firm/newbuild-vc-management-llc-palo-alto-ca-329923) ([md](https://advisorcensus.com/firm/newbuild-vc-management-llc-palo-alto-ca-329923.md)) | 329923 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [NGP Capital US, LLC](https://advisorcensus.com/firm/ngp-capital-us-llc-palo-alto-ca-160838) ([md](https://advisorcensus.com/firm/ngp-capital-us-llc-palo-alto-ca-160838.md)) | 160838 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [NI Advisors](https://advisorcensus.com/firm/ni-advisors-milpitas-ca-134502) ([md](https://advisorcensus.com/firm/ni-advisors-milpitas-ca-134502.md)) | 134502 | Milpitas, CA | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [NIM Wealth Solutions](https://advisorcensus.com/firm/nim-wealth-solutions-san-jose-ca-334754) ([md](https://advisorcensus.com/firm/nim-wealth-solutions-san-jose-ca-334754.md)) | 334754 | San Jose, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Nimble Venture Studio LLC](https://advisorcensus.com/firm/nimble-venture-studio-llc-mountain-view-ca-331547) ([md](https://advisorcensus.com/firm/nimble-venture-studio-llc-mountain-view-ca-331547.md)) | 331547 | Mountain View, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nine Gems Investment Management](https://advisorcensus.com/firm/nine-gems-investment-management-san-jose-ca-311148) ([md](https://advisorcensus.com/firm/nine-gems-investment-management-san-jose-ca-311148.md)) | 311148 | San Jose, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Niremia Collective Management, LLC](https://advisorcensus.com/firm/niremia-collective-management-llc-palo-alto-ca-317440) ([md](https://advisorcensus.com/firm/niremia-collective-management-llc-palo-alto-ca-317440.md)) | 317440 | Palo Alto, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Noosphere Ventures Management Company, LLC](https://advisorcensus.com/firm/noosphere-ventures-management-company-llc-mountain-view-ca-173287) ([md](https://advisorcensus.com/firm/noosphere-ventures-management-company-llc-mountain-view-ca-173287.md)) | 173287 | Mountain View, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Northern Star Generational Wealth](https://advisorcensus.com/firm/northern-star-generational-wealth-mountain-view-ca-335323) ([md](https://advisorcensus.com/firm/northern-star-generational-wealth-mountain-view-ca-335323.md)) | 335323 | Mountain View, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [NRI Wealth Management, LLC](https://advisorcensus.com/firm/nri-wealth-management-llc-santa-clara-ca-162234) ([md](https://advisorcensus.com/firm/nri-wealth-management-llc-santa-clara-ca-162234.md)) | 162234 | Santa Clara, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [NSV Wolf Management, LLC](https://advisorcensus.com/firm/nsv-wolf-management-llc-los-altos-ca-288077) ([md](https://advisorcensus.com/firm/nsv-wolf-management-llc-los-altos-ca-288077.md)) | 288077 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [NTI Managers, LLC](https://advisorcensus.com/firm/nti-managers-llc-mountain-view-ca-331574) ([md](https://advisorcensus.com/firm/nti-managers-llc-mountain-view-ca-331574.md)) | 331574 | Mountain View, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Oak Biocapital Management, LLC](https://advisorcensus.com/firm/oak-biocapital-management-llc-los-altos-hills-ca-334577) ([md](https://advisorcensus.com/firm/oak-biocapital-management-llc-los-altos-hills-ca-334577.md)) | 334577 | Los Altos Hills, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Oceaniq Capital, LLC](https://advisorcensus.com/firm/oceaniq-capital-llc-palo-alto-ca-168062) ([md](https://advisorcensus.com/firm/oceaniq-capital-llc-palo-alto-ca-168062.md)) | 168062 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee, Performance fee |
| [Olive Partners Management](https://advisorcensus.com/firm/olive-partners-management-palo-alto-ca-335855) ([md](https://advisorcensus.com/firm/olive-partners-management-palo-alto-ca-335855.md)) | 335855 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Other |
| [Olive Technology Ventures Management, LLC](https://advisorcensus.com/firm/olive-technology-ventures-management-llc-palo-alto-ca-289384) ([md](https://advisorcensus.com/firm/olive-technology-ventures-management-llc-palo-alto-ca-289384.md)) | 289384 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Olma Advisors](https://advisorcensus.com/firm/olma-advisors-los-gatos-ca-306220) ([md](https://advisorcensus.com/firm/olma-advisors-los-gatos-ca-306220.md)) | 306220 | Los Gatos, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee, Other |
| [Oneprime Capital](https://advisorcensus.com/firm/oneprime-capital-palo-alto-ca-299697) ([md](https://advisorcensus.com/firm/oneprime-capital-palo-alto-ca-299697.md)) | 299697 | Palo Alto, CA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee |
| [Operator Collective Management, L.L.C.](https://advisorcensus.com/firm/operator-collective-management-l-l-c-palo-alto-ca-304960) ([md](https://advisorcensus.com/firm/operator-collective-management-l-l-c-palo-alto-ca-304960.md)) | 304960 | Palo Alto, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Orchard City Wealth Management, LLC](https://advisorcensus.com/firm/orchard-city-wealth-management-llc-los-gatos-ca-292274) ([md](https://advisorcensus.com/firm/orchard-city-wealth-management-llc-los-gatos-ca-292274.md)) | 292274 | Los Gatos, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Oriza Ventures Management, LLC](https://advisorcensus.com/firm/oriza-ventures-management-llc-san-jose-ca-282488) ([md](https://advisorcensus.com/firm/oriza-ventures-management-llc-san-jose-ca-282488.md)) | 282488 | San Jose, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Output Capital Management, LLC](https://advisorcensus.com/firm/output-capital-management-llc-palo-alto-ca-338509) ([md](https://advisorcensus.com/firm/output-capital-management-llc-palo-alto-ca-338509.md)) | 338509 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Overwater Ventures LLC](https://advisorcensus.com/firm/overwater-ventures-llc-palo-alto-ca-317227) ([md](https://advisorcensus.com/firm/overwater-ventures-llc-palo-alto-ca-317227.md)) | 317227 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Ovis Capital, LLC](https://advisorcensus.com/firm/ovis-capital-llc-los-gatos-ca-281381) ([md](https://advisorcensus.com/firm/ovis-capital-llc-los-gatos-ca-281381.md)) | 281381 | Los Gatos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [OVN Capital LLC](https://advisorcensus.com/firm/ovn-capital-llc-palo-alto-ca-312941) ([md](https://advisorcensus.com/firm/ovn-capital-llc-palo-alto-ca-312941.md)) | 312941 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [OVO Manager LLC](https://advisorcensus.com/firm/ovo-manager-llc-los-altos-ca-174867) ([md](https://advisorcensus.com/firm/ovo-manager-llc-los-altos-ca-174867.md)) | 174867 | Los Altos, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [PA Capital Management LLC](https://advisorcensus.com/firm/pa-capital-management-llc-sunnyvale-ca-331619) ([md](https://advisorcensus.com/firm/pa-capital-management-llc-sunnyvale-ca-331619.md)) | 331619 | Sunnyvale, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Pacific Peak Capital Partners Ltd](https://advisorcensus.com/firm/pacific-peak-capital-partners-ltd-san-jose-ca-336547) ([md](https://advisorcensus.com/firm/pacific-peak-capital-partners-ltd-san-jose-ca-336547.md)) | 336547 | San Jose, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Pacific Wealth Advisors](https://advisorcensus.com/firm/pacific-wealth-advisors-los-gatos-ca-146267) ([md](https://advisorcensus.com/firm/pacific-wealth-advisors-los-gatos-ca-146267.md)) | 146267 | Los Gatos, CA | State-registered investment adviser | Not reported | 18 | Hourly, Fixed fee, Other |
| [Palo Alto Investors LP](https://advisorcensus.com/firm/palo-alto-investors-lp-palo-alto-ca-109171) ([md](https://advisorcensus.com/firm/palo-alto-investors-lp-palo-alto-ca-109171.md)) | 109171 | Palo Alto, CA | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Performance fee |
| [Pantheon Wealth Planning](https://advisorcensus.com/firm/pantheon-wealth-planning-san-jose-ca-166825) ([md](https://advisorcensus.com/firm/pantheon-wealth-planning-san-jose-ca-166825.md)) | 166825 | San Jose, CA | State-registered investment adviser | Not reported | 13 | Hourly, Fixed fee |
| [Pariveda Investment Management](https://advisorcensus.com/firm/pariveda-investment-management-mountain-view-ca-123471) ([md](https://advisorcensus.com/firm/pariveda-investment-management-mountain-view-ca-123471.md)) | 123471 | Mountain View, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets |
| [Partnership Capital Growth Investors Management, LLC](https://advisorcensus.com/firm/partnership-capital-growth-investors-management-llc-los-gatos-ca-173288) ([md](https://advisorcensus.com/firm/partnership-capital-growth-investors-management-llc-los-gatos-ca-173288.md)) | 173288 | Los Gatos, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee, Other |
| [Pegasus Tech Ventures, Inc.](https://advisorcensus.com/firm/pegasus-tech-ventures-inc-san-jose-ca-164588) ([md](https://advisorcensus.com/firm/pegasus-tech-ventures-inc-san-jose-ca-164588.md)) | 164588 | San Jose, CA | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee, Performance fee |
| [Penny JAR Capital, LLC](https://advisorcensus.com/firm/penny-jar-capital-llc-palo-alto-ca-317719) ([md](https://advisorcensus.com/firm/penny-jar-capital-llc-palo-alto-ca-317719.md)) | 317719 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Petersen and Hicks](https://advisorcensus.com/firm/petersen-and-hicks-campbell-ca-124568) ([md](https://advisorcensus.com/firm/petersen-and-hicks-campbell-ca-124568.md)) | 124568 | Campbell, CA | State-registered investment adviser | Not reported | 31 | Hourly, Fixed fee |
| [Playground Global](https://advisorcensus.com/firm/playground-global-palo-alto-ca-226570) ([md](https://advisorcensus.com/firm/playground-global-palo-alto-ca-226570.md)) | 226570 | Palo Alto, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Plug and Play Fund Management I, LLC](https://advisorcensus.com/firm/plug-and-play-fund-management-i-llc-sunnyvale-ca-321635) ([md](https://advisorcensus.com/firm/plug-and-play-fund-management-i-llc-sunnyvale-ca-321635.md)) | 321635 | Sunnyvale, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [PNP Scale Management LLC](https://advisorcensus.com/firm/pnp-scale-management-llc-sunnyvale-ca-301357) ([md](https://advisorcensus.com/firm/pnp-scale-management-llc-sunnyvale-ca-301357.md)) | 301357 | Sunnyvale, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Pointguard Ventures](https://advisorcensus.com/firm/pointguard-ventures-los-altos-ca-171040) ([md](https://advisorcensus.com/firm/pointguard-ventures-los-altos-ca-171040.md)) | 171040 | Los Altos, CA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Potentia Wealth](https://advisorcensus.com/firm/potentia-wealth-san-jose-ca-329135) ([md](https://advisorcensus.com/firm/potentia-wealth-san-jose-ca-329135.md)) | 329135 | San Jose, CA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Primer Management, LLC](https://advisorcensus.com/firm/primer-management-llc-palo-alto-ca-327512) ([md](https://advisorcensus.com/firm/primer-management-llc-palo-alto-ca-327512.md)) | 327512 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Principal VP Management Company LLC](https://advisorcensus.com/firm/principal-vp-management-company-llc-palo-alto-ca-332876) ([md](https://advisorcensus.com/firm/principal-vp-management-company-llc-palo-alto-ca-332876.md)) | 332876 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Proflex Finance](https://advisorcensus.com/firm/proflex-finance-los-gatos-ca-334262) ([md](https://advisorcensus.com/firm/proflex-finance-los-gatos-ca-334262.md)) | 334262 | Los Gatos, CA | State-registered investment adviser | Under $25 million | 1 | % of assets |

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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 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.