# 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/7

## 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 7 of 9, 301 to 350 of 449, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Propulsion Capital Management LLC](https://advisorcensus.com/firm/propulsion-capital-management-llc-san-jose-ca-338744) ([md](https://advisorcensus.com/firm/propulsion-capital-management-llc-san-jose-ca-338744.md)) | 338744 | San Jose, CA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Prospect Management Co. II, LLC](https://advisorcensus.com/firm/prospect-management-co-ii-llc-palo-alto-ca-160582) ([md](https://advisorcensus.com/firm/prospect-management-co-ii-llc-palo-alto-ca-160582.md)) | 160582 | Palo Alto, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Pruneyard Financial Group, Inc.](https://advisorcensus.com/firm/pruneyard-financial-group-inc-cupertino-ca-117378) ([md](https://advisorcensus.com/firm/pruneyard-financial-group-inc-cupertino-ca-117378.md)) | 117378 | Cupertino, CA | SEC-registered investment adviser | $25 million to $100 million | 24 | % of assets |
| [Pruven Management Company, LLC](https://advisorcensus.com/firm/pruven-management-company-llc-palo-alto-ca-310165) ([md](https://advisorcensus.com/firm/pruven-management-company-llc-palo-alto-ca-310165.md)) | 310165 | Palo Alto, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Pwjohnson Wealth & Legacy, LLC](https://advisorcensus.com/firm/pwjohnson-wealth-and-legacy-llc-los-altos-ca-133538) ([md](https://advisorcensus.com/firm/pwjohnson-wealth-and-legacy-llc-los-altos-ca-133538.md)) | 133538 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [R42 Group LLC](https://advisorcensus.com/firm/r42-group-llc-palo-alto-ca-312974) ([md](https://advisorcensus.com/firm/r42-group-llc-palo-alto-ca-312974.md)) | 312974 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Race Capital Management Company, L.L.C.](https://advisorcensus.com/firm/race-capital-management-company-l-l-c-palo-alto-ca-324710) ([md](https://advisorcensus.com/firm/race-capital-management-company-l-l-c-palo-alto-ca-324710.md)) | 324710 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Radiant Wealth Planning](https://advisorcensus.com/firm/radiant-wealth-planning-palo-alto-ca-310280) ([md](https://advisorcensus.com/firm/radiant-wealth-planning-palo-alto-ca-310280.md)) | 310280 | Palo Alto, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Rain Capital](https://advisorcensus.com/firm/rain-capital-palo-alto-ca-334483) ([md](https://advisorcensus.com/firm/rain-capital-palo-alto-ca-334483.md)) | 334483 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [React Investment Solutions, LLC](https://advisorcensus.com/firm/react-investment-solutions-llc-los-gatos-ca-150801) ([md](https://advisorcensus.com/firm/react-investment-solutions-llc-los-gatos-ca-150801.md)) | 150801 | Los Gatos, CA | SEC-registered investment adviser | Not reported | 16 | % of assets, Fixed fee, Other |
| [Rebalance LLC](https://advisorcensus.com/firm/rebalance-llc-palo-alto-ca-158242) ([md](https://advisorcensus.com/firm/rebalance-llc-palo-alto-ca-158242.md)) | 158242 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Fixed fee |
| [Red Crane Wealth Management, LLC](https://advisorcensus.com/firm/red-crane-wealth-management-llc-palo-alto-ca-284006) ([md](https://advisorcensus.com/firm/red-crane-wealth-management-llc-palo-alto-ca-284006.md)) | 284006 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Performance fee |
| [Red DOG Capital LLC](https://advisorcensus.com/firm/red-dog-capital-llc-palo-alto-ca-285270) ([md](https://advisorcensus.com/firm/red-dog-capital-llc-palo-alto-ca-285270.md)) | 285270 | Palo Alto, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Red DOG Capital Management, LLC](https://advisorcensus.com/firm/red-dog-capital-management-llc-palo-alto-ca-311797) ([md](https://advisorcensus.com/firm/red-dog-capital-management-llc-palo-alto-ca-311797.md)) | 311797 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Restive Investment Management, LLC](https://advisorcensus.com/firm/restive-investment-management-llc-san-jose-ca-298223) ([md](https://advisorcensus.com/firm/restive-investment-management-llc-san-jose-ca-298223.md)) | 298223 | San Jose, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Retirement Capital Strategies, Inc.](https://advisorcensus.com/firm/retirement-capital-strategies-inc-san-jose-ca-139009) ([md](https://advisorcensus.com/firm/retirement-capital-strategies-inc-san-jose-ca-139009.md)) | 139009 | San Jose, CA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee |
| [Ribbit Capital](https://advisorcensus.com/firm/ribbit-capital-palo-alto-ca-165308) ([md](https://advisorcensus.com/firm/ribbit-capital-palo-alto-ca-165308.md)) | 165308 | Palo Alto, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Performance fee |
| [Rice Financial Consulting, Inc.](https://advisorcensus.com/firm/rice-financial-consulting-inc-los-gatos-ca-170346) ([md](https://advisorcensus.com/firm/rice-financial-consulting-inc-los-gatos-ca-170346.md)) | 170346 | Los Gatos, CA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets |
| [Riley Friedman Asset Management](https://advisorcensus.com/firm/riley-friedman-asset-management-los-altos-ca-155810) ([md](https://advisorcensus.com/firm/riley-friedman-asset-management-los-altos-ca-155810.md)) | 155810 | Los Altos, CA | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets |
| [RLS Private Wealth Consulting, Inc.](https://advisorcensus.com/firm/rls-private-wealth-consulting-inc-hollister-ca-312496) ([md](https://advisorcensus.com/firm/rls-private-wealth-consulting-inc-hollister-ca-312496.md)) | 312496 | Hollister, CA | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee, Other |
| [Rocketship.vc, LLC](https://advisorcensus.com/firm/rocketship-vc-llc-sunnyvale-ca-301994) ([md](https://advisorcensus.com/firm/rocketship-vc-llc-sunnyvale-ca-301994.md)) | 301994 | Sunnyvale, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Rogers Investment Advisors, LLC](https://advisorcensus.com/firm/rogers-investment-advisors-llc-santa-clara-ca-132722) ([md](https://advisorcensus.com/firm/rogers-investment-advisors-llc-santa-clara-ca-132722.md)) | 132722 | Santa Clara, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Rolo Ventures Management LLC](https://advisorcensus.com/firm/rolo-ventures-management-llc-san-jose-ca-329046) ([md](https://advisorcensus.com/firm/rolo-ventures-management-llc-san-jose-ca-329046.md)) | 329046 | San Jose, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [RPS Management LLC](https://advisorcensus.com/firm/rps-management-llc-los-altos-ca-306091) ([md](https://advisorcensus.com/firm/rps-management-llc-los-altos-ca-306091.md)) | 306091 | Los Altos, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Safedge Investment Management LLC](https://advisorcensus.com/firm/safedge-investment-management-llc-cupertino-ca-342164) ([md](https://advisorcensus.com/firm/safedge-investment-management-llc-cupertino-ca-342164.md)) | 342164 | Cupertino, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Sand Hill Global Advisors, LLC](https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295) ([md](https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295.md)) | 111295 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Hourly |
| [Sand Point Capital Management, LP](https://advisorcensus.com/firm/sand-point-capital-management-lp-east-palo-alto-ca-343137) ([md](https://advisorcensus.com/firm/sand-point-capital-management-lp-east-palo-alto-ca-343137.md)) | 343137 | East Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Saratoga Research & Investment Management](https://advisorcensus.com/firm/saratoga-research-and-investment-management-saratoga-ca-110506) ([md](https://advisorcensus.com/firm/saratoga-research-and-investment-management-saratoga-ca-110506.md)) | 110506 | Saratoga, CA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets |
| [SAV Management Company, LLC](https://advisorcensus.com/firm/sav-management-company-llc-palo-alto-ca-338297) ([md](https://advisorcensus.com/firm/sav-management-company-llc-palo-alto-ca-338297.md)) | 338297 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Scharf Investments, LLC](https://advisorcensus.com/firm/scharf-investments-llc-los-gatos-ca-105508) ([md](https://advisorcensus.com/firm/scharf-investments-llc-los-gatos-ca-105508.md)) | 105508 | Los Gatos, CA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee, Performance fee |
| [Section 32, LLC](https://advisorcensus.com/firm/section-32-llc-palo-alto-ca-288739) ([md](https://advisorcensus.com/firm/section-32-llc-palo-alto-ca-288739.md)) | 288739 | Palo Alto, CA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Section Partners Management, LLC](https://advisorcensus.com/firm/section-partners-management-llc-palo-alto-ca-314618) ([md](https://advisorcensus.com/firm/section-partners-management-llc-palo-alto-ca-314618.md)) | 314618 | Palo Alto, CA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Security Leadership Capital Management, L.L.C.](https://advisorcensus.com/firm/security-leadership-capital-management-l-l-c-san-jose-ca-301884) ([md](https://advisorcensus.com/firm/security-leadership-capital-management-l-l-c-san-jose-ca-301884.md)) | 301884 | San Jose, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Seek First Inc.](https://advisorcensus.com/firm/seek-first-inc-campbell-ca-312546) ([md](https://advisorcensus.com/firm/seek-first-inc-campbell-ca-312546.md)) | 312546 | Campbell, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Sequoalpha Management LLC](https://advisorcensus.com/firm/sequoalpha-management-llc-mountainview-ca-337341) ([md](https://advisorcensus.com/firm/sequoalpha-management-llc-mountainview-ca-337341.md)) | 337341 | Mountainview, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Shalom Global Capital Group LLC](https://advisorcensus.com/firm/shalom-global-capital-group-llc-san-jose-ca-309315) ([md](https://advisorcensus.com/firm/shalom-global-capital-group-llc-san-jose-ca-309315.md)) | 309315 | San Jose, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Shangbay Capital Management Company, LLC](https://advisorcensus.com/firm/shangbay-capital-management-company-llc-palo-alto-ca-312767) ([md](https://advisorcensus.com/firm/shangbay-capital-management-company-llc-palo-alto-ca-312767.md)) | 312767 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Sigma Management 6, LLC](https://advisorcensus.com/firm/sigma-management-6-llc-campbell-ca-160560) ([md](https://advisorcensus.com/firm/sigma-management-6-llc-campbell-ca-160560.md)) | 160560 | Campbell, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Sigma Prime Ventures, LLC](https://advisorcensus.com/firm/sigma-prime-ventures-llc-campbell-ca-164249) ([md](https://advisorcensus.com/firm/sigma-prime-ventures-llc-campbell-ca-164249.md)) | 164249 | Campbell, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Silicon Valley Capital Partners, L.P.](https://advisorcensus.com/firm/silicon-valley-capital-partners-l-p-san-jose-ca-125114) ([md](https://advisorcensus.com/firm/silicon-valley-capital-partners-l-p-san-jose-ca-125114.md)) | 125114 | San Jose, CA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets |
| [Silicon Valley Future Academy, LLC](https://advisorcensus.com/firm/silicon-valley-future-academy-llc-santa-clara-ca-324758) ([md](https://advisorcensus.com/firm/silicon-valley-future-academy-llc-santa-clara-ca-324758.md)) | 324758 | Santa Clara, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Silicon Valley Retirement Services, LLC](https://advisorcensus.com/firm/silicon-valley-retirement-services-llc-san-jose-ca-154756) ([md](https://advisorcensus.com/firm/silicon-valley-retirement-services-llc-san-jose-ca-154756.md)) | 154756 | San Jose, CA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee |
| [Silicon Valley Wealth Management Solutions, Inc.](https://advisorcensus.com/firm/silicon-valley-wealth-management-solutions-inc-san-jose-ca-159702) ([md](https://advisorcensus.com/firm/silicon-valley-wealth-management-solutions-inc-san-jose-ca-159702.md)) | 159702 | San Jose, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Singular Management Company LLC](https://advisorcensus.com/firm/singular-management-company-llc-saratoga-ca-321056) ([md](https://advisorcensus.com/firm/singular-management-company-llc-saratoga-ca-321056.md)) | 321056 | Saratoga, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SK Telecom Venture Capital, LLC](https://advisorcensus.com/firm/sk-telecom-venture-capital-llc-santa-clara-ca-296804) ([md](https://advisorcensus.com/firm/sk-telecom-venture-capital-llc-santa-clara-ca-296804.md)) | 296804 | Santa Clara, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Skysphere LLC](https://advisorcensus.com/firm/skysphere-llc-san-jose-ca-162967) ([md](https://advisorcensus.com/firm/skysphere-llc-san-jose-ca-162967.md)) | 162967 | San Jose, CA | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly |
| [SLK Management LLC](https://advisorcensus.com/firm/slk-management-llc-los-altos-ca-139017) ([md](https://advisorcensus.com/firm/slk-management-llc-los-altos-ca-139017.md)) | 139017 | Los Altos, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [SLVC GP, LLC](https://advisorcensus.com/firm/slvc-gp-llc-palo-alto-ca-308334) ([md](https://advisorcensus.com/firm/slvc-gp-llc-palo-alto-ca-308334.md)) | 308334 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Sodium Advisors Inc.](https://advisorcensus.com/firm/sodium-advisors-inc-santa-clara-ca-300087) ([md](https://advisorcensus.com/firm/sodium-advisors-inc-santa-clara-ca-300087.md)) | 300087 | Santa Clara, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee, Performance fee |
| [Soma Ventures Group, LLC](https://advisorcensus.com/firm/soma-ventures-group-llc-santa-clara-ca-342903) ([md](https://advisorcensus.com/firm/soma-ventures-group-llc-santa-clara-ca-342903.md)) | 342903 | Santa Clara, CA | Exempt reporting adviser | Not reported | 0 | Not reported |

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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.

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- [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)
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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.