{ "path": "/advisors/ca/san-jose", "url": "https://advisorcensus.com/advisors/ca/san-jose/page/8", "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": 8, "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": 323369, "name": "SP Asset Management LLC", "name_as_filed": "SP ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sp-asset-management-llc-cupertino-ca-323369", "city": "Cupertino", "state": "CA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330129, "name": "Sparklabs Global Ventures Management", "name_as_filed": "SPARKLABS GLOBAL VENTURES MANAGEMENT", "url": "https://advisorcensus.com/firm/sparklabs-global-ventures-management-palo-alto-ca-330129", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330082, "name": "Sparklabs Group Management", "name_as_filed": "SPARKLABS GROUP MANAGEMENT", "url": "https://advisorcensus.com/firm/sparklabs-group-management-palo-alto-ca-330082", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330130, "name": "Sparklabs Management", "name_as_filed": "SPARKLABS MANAGEMENT", "url": "https://advisorcensus.com/firm/sparklabs-management-palo-alto-ca-330130", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338448, "name": "Standard Capital Ventures", "name_as_filed": "STANDARD CAPITAL VENTURES", "url": "https://advisorcensus.com/firm/standard-capital-ventures-palo-alto-ca-338448", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288661, "name": "Starport Capital Management, LLC", "name_as_filed": "STARPORT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/starport-capital-management-llc-palo-alto-ca-288661", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311024, "name": "Stcap Management LLC", "name_as_filed": "STCAP MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stcap-management-llc-palo-alto-ca-311024", "city": "Palo Alto", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322454, "name": "Stellar Ventures Management, LLC", "name_as_filed": "STELLAR VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stellar-ventures-management-llc-los-altos-ca-322454", "city": "Los Altos", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169827, "name": "Sterling Advisory Services, LLC", "name_as_filed": "STERLING ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/sterling-advisory-services-llc-san-jose-ca-169827", "city": "San Jose", "state": "CA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300060, "name": "Stock Farm Partners LLC", "name_as_filed": "STOCK FARM PARTNERS LLC", "url": "https://advisorcensus.com/firm/stock-farm-partners-llc-palo-alto-ca-300060", "city": "Palo Alto", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297766, "name": "Stoic Point Capital Management LLC", "name_as_filed": "STOIC POINT CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stoic-point-capital-management-llc-palo-alto-ca-297766", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 162545, "name": "Storm Ventures", "name_as_filed": "STORM VENTURES", "url": "https://advisorcensus.com/firm/storm-ventures-palo-alto-ca-162545", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169007, "name": "Strategy Capital LLC", "name_as_filed": "STRATEGY CAPITAL LLC", "url": "https://advisorcensus.com/firm/strategy-capital-llc-los-altos-ca-169007", "city": "Los Altos", "state": "CA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317975, "name": "Superlayer Labs Management, LLC", "name_as_filed": "SUPERLAYER LABS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/superlayer-labs-management-llc-palo-alto-ca-317975", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319104, "name": "Sure Ventures", "name_as_filed": "SURE VENTURES", "url": "https://advisorcensus.com/firm/sure-ventures-mountain-view-ca-319104", "city": "Mountain View", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162959, "name": "Sutter Hill Ventures", "name_as_filed": "SUTTER HILL VENTURES", "url": "https://advisorcensus.com/firm/sutter-hill-ventures-palo-alto-ca-162959", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324608, "name": "Suvan Ventures LLC", "name_as_filed": "SUVAN VENTURES LLC", "url": "https://advisorcensus.com/firm/suvan-ventures-llc-cupertino-ca-324608", "city": "Cupertino", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286312, "name": "SV Tech Ventures, Inc.", "name_as_filed": "SV TECH VENTURES, INC.", "url": "https://advisorcensus.com/firm/sv-tech-ventures-inc-sunnyvale-ca-286312", "city": "Sunnyvale", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325620, "name": "SVG Ventures Management, LLC", "name_as_filed": "SVG VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/svg-ventures-management-llc-los-gatos-ca-325620", "city": "Los Gatos", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316856, "name": "Sylebra Capital LLC", "name_as_filed": "SYLEBRA CAPITAL LLC", "url": "https://advisorcensus.com/firm/sylebra-capital-llc-palo-alto-ca-316856", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 293352, "name": "Taiwania Capital Management USA, Inc.", "name_as_filed": "TAIWANIA CAPITAL MANAGEMENT USA, INC.", "url": "https://advisorcensus.com/firm/taiwania-capital-management-usa-inc-santa-clara-ca-293352", "city": "Santa Clara", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342827, "name": "Tandem Private Wealth, LLC", "name_as_filed": "TANDEM PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/tandem-private-wealth-llc-palo-alto-ca-342827", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306230, "name": "TAU Ventures, LLC", "name_as_filed": "TAU VENTURES, LLC", "url": "https://advisorcensus.com/firm/tau-ventures-llc-palo-alto-ca-306230", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342653, "name": "Taxvet", "name_as_filed": "TAXVET", "url": "https://advisorcensus.com/firm/taxvet-san-jose-ca-342653", "city": "San Jose", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 311718, "name": "TCG Crossover Management, LLC", "name_as_filed": "TCG CROSSOVER MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tcg-crossover-management-llc-palo-alto-ca-311718", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327245, "name": "TDK Ventures Inc.", "name_as_filed": "TDK VENTURES INC.", "url": "https://advisorcensus.com/firm/tdk-ventures-inc-san-jose-ca-327245", "city": "San Jose", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 166858, "name": "Teec Angel Fund", "name_as_filed": "TEEC ANGEL FUND", "url": "https://advisorcensus.com/firm/teec-angel-fund-santa-clara-ca-166858", "city": "Santa Clara", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174902, "name": "Teec Angel Fund III, LLC", "name_as_filed": "TEEC ANGEL FUND III, LLC", "url": "https://advisorcensus.com/firm/teec-angel-fund-iii-llc-los-altos-ca-174902", "city": "Los Altos", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162804, "name": "Tenaya Capital", "name_as_filed": "TENAYA CAPITAL", "url": "https://advisorcensus.com/firm/tenaya-capital-palo-alto-ca-162804", "city": "Palo Alto", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333189, "name": "TGF Management Company, LLC", "name_as_filed": "TGF MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/tgf-management-company-llc-palo-alto-ca-333189", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150066, "name": "The Blakeley Group Inc", "name_as_filed": "THE BLAKELEY GROUP INC", "url": "https://advisorcensus.com/firm/the-blakeley-group-inc-santa-clara-ca-150066", "city": "Santa Clara", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329176, "name": "The Golden Bird Capital Management LLC", "name_as_filed": "THE GOLDEN BIRD CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/the-golden-bird-capital-management-llc-mountain-view-ca-329176", "city": "Mountain View", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163931, "name": "The Guardino Financial Group", "name_as_filed": "THE GUARDINO FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/the-guardino-financial-group-milpitas-ca-163931", "city": "Milpitas", "state": "CA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 141537, "name": "The Tilted Funds Group, LLC", "name_as_filed": "THE TILTED FUNDS GROUP, LLC", "url": "https://advisorcensus.com/firm/the-tilted-funds-group-llc-cupertino-ca-141537", "city": "Cupertino", "state": "CA", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318682, "name": "The Wealth Mastery, LLC", "name_as_filed": "THE WEALTH MASTERY, LLC", "url": "https://advisorcensus.com/firm/the-wealth-mastery-llc-palo-alto-ca-318682", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 340952, "name": "Thetablue Advisor LLC", "name_as_filed": "THETABLUE ADVISOR LLC", "url": "https://advisorcensus.com/firm/thetablue-advisor-llc-los-gatos-ca-340952", "city": "Los Gatos", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318340, "name": "Think+ Ventures Management, LLC", "name_as_filed": "THINK+ VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/think-plus-ventures-management-llc-palo-alto-ca-318340", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150460, "name": "Three Bridge Wealth Advisors", "name_as_filed": "THREE BRIDGE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/three-bridge-wealth-advisors-los-altos-ca-150460", "city": "Los Altos", "state": "CA", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305977, "name": "Threshold Management, LLC", "name_as_filed": "THRESHOLD MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/threshold-management-llc-palo-alto-ca-305977", "city": "Palo Alto", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326413, "name": "Threshold Ventures I Management Company, LLC", "name_as_filed": "THRESHOLD VENTURES I MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/threshold-ventures-i-management-company-llc-palo-alto-ca-326413", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326501, "name": "Threshold Ventures II Management Company, LLC", "name_as_filed": "THRESHOLD VENTURES II MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/threshold-ventures-ii-management-company-llc-palo-alto-ca-326501", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325736, "name": "Tiger & Bulldog Management, LLC", "name_as_filed": "TIGER & BULLDOG MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tiger-and-bulldog-management-llc-los-gatos-ca-325736", "city": "Los Gatos", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 173543, "name": "Tippet Venture Partners (GP), LLC", "name_as_filed": "TIPPET VENTURE PARTNERS (GP), LLC", "url": "https://advisorcensus.com/firm/tippet-venture-partners-gp-llc-palo-alto-ca-173543", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327794, "name": "Total Wealth Solutions", "name_as_filed": "TOTAL WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/total-wealth-solutions-los-altos-ca-327794", "city": "Los Altos", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299431, "name": "Toyota Ventures", "name_as_filed": "TOYOTA VENTURES", "url": "https://advisorcensus.com/firm/toyota-ventures-los-altos-ca-299431", "city": "Los Altos", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301360, "name": "Translink Capital Japan, LLC", "name_as_filed": "TRANSLINK CAPITAL JAPAN, LLC", "url": "https://advisorcensus.com/firm/translink-capital-japan-llc-palo-alto-ca-301360", "city": "Palo Alto", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156262, "name": "Translink Capital, LLC", "name_as_filed": 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