# 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/9

## 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 9 of 9, 401 to 449 of 449, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Triatomic Capital](https://advisorcensus.com/firm/triatomic-capital-palo-alto-ca-312408) ([md](https://advisorcensus.com/firm/triatomic-capital-palo-alto-ca-312408.md)) | 312408 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [True Ventures](https://advisorcensus.com/firm/true-ventures-palo-alto-ca-162586) ([md](https://advisorcensus.com/firm/true-ventures-palo-alto-ca-162586.md)) | 162586 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Tsingyuan Ventures LLC](https://advisorcensus.com/firm/tsingyuan-ventures-llc-los-altos-ca-300461) ([md](https://advisorcensus.com/firm/tsingyuan-ventures-llc-los-altos-ca-300461.md)) | 300461 | Los Altos, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [TSVC](https://advisorcensus.com/firm/tsvc-los-altos-ca-307741) ([md](https://advisorcensus.com/firm/tsvc-los-altos-ca-307741.md)) | 307741 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [TSVC Management LLC](https://advisorcensus.com/firm/tsvc-management-llc-los-altos-ca-315790) ([md](https://advisorcensus.com/firm/tsvc-management-llc-los-altos-ca-315790.md)) | 315790 | Los Altos, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [TTP Investments, Inc.](https://advisorcensus.com/firm/ttp-investments-inc-san-jose-ca-284082) ([md](https://advisorcensus.com/firm/ttp-investments-inc-san-jose-ca-284082.md)) | 284082 | San Jose, CA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Other |
| [Twenty Two Ventures, L.L.C.](https://advisorcensus.com/firm/twenty-two-ventures-l-l-c-palo-alto-ca-328955) ([md](https://advisorcensus.com/firm/twenty-two-ventures-l-l-c-palo-alto-ca-328955.md)) | 328955 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Ultra Blue Capital, LLC](https://advisorcensus.com/firm/ultra-blue-capital-llc-san-jose-ca-316247) ([md](https://advisorcensus.com/firm/ultra-blue-capital-llc-san-jose-ca-316247.md)) | 316247 | San Jose, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [ULU Ventures Management Company, LLC](https://advisorcensus.com/firm/ulu-ventures-management-company-llc-palo-alto-ca-286433) ([md](https://advisorcensus.com/firm/ulu-ventures-management-company-llc-palo-alto-ca-286433.md)) | 286433 | Palo Alto, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Upwest Labs Management, LLC](https://advisorcensus.com/firm/upwest-labs-management-llc-palo-alto-ca-297392) ([md](https://advisorcensus.com/firm/upwest-labs-management-llc-palo-alto-ca-297392.md)) | 297392 | Palo Alto, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Vaulted Management Company, LLC](https://advisorcensus.com/firm/vaulted-management-company-llc-campbell-ca-313835) ([md](https://advisorcensus.com/firm/vaulted-management-company-llc-campbell-ca-313835.md)) | 313835 | Campbell, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Venelite Ventures, LLC](https://advisorcensus.com/firm/venelite-ventures-llc-cupertino-ca-334930) ([md](https://advisorcensus.com/firm/venelite-ventures-llc-cupertino-ca-334930.md)) | 334930 | Cupertino, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Venrock Management, LLC](https://advisorcensus.com/firm/venrock-management-llc-palo-alto-ca-161269) ([md](https://advisorcensus.com/firm/venrock-management-llc-palo-alto-ca-161269.md)) | 161269 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Vertex Ventures](https://advisorcensus.com/firm/vertex-ventures-palo-alto-ca-174737) ([md](https://advisorcensus.com/firm/vertex-ventures-palo-alto-ca-174737.md)) | 174737 | Palo Alto, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Vertical Venture Partners](https://advisorcensus.com/firm/vertical-venture-partners-palo-alto-ca-288845) ([md](https://advisorcensus.com/firm/vertical-venture-partners-palo-alto-ca-288845.md)) | 288845 | Palo Alto, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Vibrance Wealth Management LLC](https://advisorcensus.com/firm/vibrance-wealth-management-llc-cupertino-ca-343209) ([md](https://advisorcensus.com/firm/vibrance-wealth-management-llc-cupertino-ca-343209.md)) | 343209 | Cupertino, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Vidi LLC](https://advisorcensus.com/firm/vidi-llc-los-altos-ca-330788) ([md](https://advisorcensus.com/firm/vidi-llc-los-altos-ca-330788.md)) | 330788 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vienna Asset Management LLC](https://advisorcensus.com/firm/vienna-asset-management-llc-saratoga-ca-299725) ([md](https://advisorcensus.com/firm/vienna-asset-management-llc-saratoga-ca-299725.md)) | 299725 | Saratoga, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Vigil Labs, Inc.](https://advisorcensus.com/firm/vigil-labs-inc-palo-alto-ca-337551) ([md](https://advisorcensus.com/firm/vigil-labs-inc-palo-alto-ca-337551.md)) | 337551 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vigil Management, LLC](https://advisorcensus.com/firm/vigil-management-llc-palo-alto-ca-337800) ([md](https://advisorcensus.com/firm/vigil-management-llc-palo-alto-ca-337800.md)) | 337800 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Viridian Way LLC](https://advisorcensus.com/firm/viridian-way-llc-santa-clara-ca-335138) ([md](https://advisorcensus.com/firm/viridian-way-llc-santa-clara-ca-335138.md)) | 335138 | Santa Clara, CA | State-registered investment adviser | Not reported | 1 | % of assets, Hourly, Fixed fee |
| [Vive VC Fund II, LP](https://advisorcensus.com/firm/vive-vc-fund-ii-lp-palo-alto-ca-320989) ([md](https://advisorcensus.com/firm/vive-vc-fund-ii-lp-palo-alto-ca-320989.md)) | 320989 | Palo Alto, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Vivo Capital, LLC](https://advisorcensus.com/firm/vivo-capital-llc-palo-alto-ca-159868) ([md](https://advisorcensus.com/firm/vivo-capital-llc-palo-alto-ca-159868.md)) | 159868 | Palo Alto, CA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Performance fee |
| [Waverley Capital Management, LLC](https://advisorcensus.com/firm/waverley-capital-management-llc-palo-alto-ca-296514) ([md](https://advisorcensus.com/firm/waverley-capital-management-llc-palo-alto-ca-296514.md)) | 296514 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Waverley Wealth Management LLC](https://advisorcensus.com/firm/waverley-wealth-management-llc-mountain-view-ca-156023) ([md](https://advisorcensus.com/firm/waverley-wealth-management-llc-mountain-view-ca-156023.md)) | 156023 | Mountain View, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [We Start the Company LLC](https://advisorcensus.com/firm/we-start-the-company-llc-palo-alto-ca-342890) ([md](https://advisorcensus.com/firm/we-start-the-company-llc-palo-alto-ca-342890.md)) | 342890 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Wealth Architects, LLC](https://advisorcensus.com/firm/wealth-architects-llc-mountain-view-ca-135373) ([md](https://advisorcensus.com/firm/wealth-architects-llc-mountain-view-ca-135373.md)) | 135373 | Mountain View, CA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee |
| [Wealthfront Advisers LLC](https://advisorcensus.com/firm/wealthfront-advisers-llc-palo-alto-ca-148456) ([md](https://advisorcensus.com/firm/wealthfront-advisers-llc-palo-alto-ca-148456.md)) | 148456 | Palo Alto, CA | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Other |
| [Wealthfront Strategies LLC](https://advisorcensus.com/firm/wealthfront-strategies-llc-palo-alto-ca-289148) ([md](https://advisorcensus.com/firm/wealthfront-strategies-llc-palo-alto-ca-289148.md)) | 289148 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Werba Rubin Papier Wealth Management, LLC](https://advisorcensus.com/firm/werba-rubin-papier-wealth-management-llc-san-jose-ca-139237) ([md](https://advisorcensus.com/firm/werba-rubin-papier-wealth-management-llc-san-jose-ca-139237.md)) | 139237 | San Jose, CA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets |
| [Westbound Equity Management, LLC](https://advisorcensus.com/firm/westbound-equity-management-llc-palo-alto-ca-306955) ([md](https://advisorcensus.com/firm/westbound-equity-management-llc-palo-alto-ca-306955.md)) | 306955 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Wheeler Financial Services, LLC](https://advisorcensus.com/firm/wheeler-financial-services-llc-san-jose-ca-341295) ([md](https://advisorcensus.com/firm/wheeler-financial-services-llc-san-jose-ca-341295.md)) | 341295 | San Jose, CA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Whitespace Financial, LLC](https://advisorcensus.com/firm/whitespace-financial-llc-palo-alto-ca-149069) ([md](https://advisorcensus.com/firm/whitespace-financial-llc-palo-alto-ca-149069.md)) | 149069 | Palo Alto, CA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [WIL, LLC](https://advisorcensus.com/firm/wil-llc-palo-alto-ca-170737) ([md](https://advisorcensus.com/firm/wil-llc-palo-alto-ca-170737.md)) | 170737 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Wing Venture Partners](https://advisorcensus.com/firm/wing-venture-partners-palo-alto-ca-168461) ([md](https://advisorcensus.com/firm/wing-venture-partners-palo-alto-ca-168461.md)) | 168461 | Palo Alto, CA | Exempt reporting adviser | Not reported | 13 | Not reported |
| [Wisdom Ventures Fund, LLC](https://advisorcensus.com/firm/wisdom-ventures-fund-llc-los-gatos-ca-318468) ([md](https://advisorcensus.com/firm/wisdom-ventures-fund-llc-los-gatos-ca-318468.md)) | 318468 | Los Gatos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Wolfe Signal Capital LLC](https://advisorcensus.com/firm/wolfe-signal-capital-llc-san-jose-ca-337507) ([md](https://advisorcensus.com/firm/wolfe-signal-capital-llc-san-jose-ca-337507.md)) | 337507 | San Jose, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Woori Venture Partners US, Inc.](https://advisorcensus.com/firm/woori-venture-partners-us-inc-palo-alto-ca-310495) ([md](https://advisorcensus.com/firm/woori-venture-partners-us-inc-palo-alto-ca-310495.md)) | 310495 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Wovenearth Ventures, LLC](https://advisorcensus.com/firm/wovenearth-ventures-llc-palo-alto-ca-322556) ([md](https://advisorcensus.com/firm/wovenearth-ventures-llc-palo-alto-ca-322556.md)) | 322556 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Xfund Management Company, LLC](https://advisorcensus.com/firm/xfund-management-company-llc-palo-alto-ca-176521) ([md](https://advisorcensus.com/firm/xfund-management-company-llc-palo-alto-ca-176521.md)) | 176521 | Palo Alto, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Xnova VC](https://advisorcensus.com/firm/xnova-vc-san-jose-ca-341362) ([md](https://advisorcensus.com/firm/xnova-vc-san-jose-ca-341362.md)) | 341362 | San Jose, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Xoomfi Advisors](https://advisorcensus.com/firm/xoomfi-advisors-san-jose-ca-314872) ([md](https://advisorcensus.com/firm/xoomfi-advisors-san-jose-ca-314872.md)) | 314872 | San Jose, CA | SEC-registered investment adviser | Under $25 million | 5 | % of assets |
| [Y Combinator](https://advisorcensus.com/firm/y-combinator-mountain-view-ca-171730) ([md](https://advisorcensus.com/firm/y-combinator-mountain-view-ca-171730.md)) | 171730 | Mountain View, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [YAR Management LLC](https://advisorcensus.com/firm/yar-management-llc-sunnyvale-ca-331302) ([md](https://advisorcensus.com/firm/yar-management-llc-sunnyvale-ca-331302.md)) | 331302 | Sunnyvale, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [YU Star Fund I GP](https://advisorcensus.com/firm/yu-star-fund-i-gp-palo-alto-ca-318251) ([md](https://advisorcensus.com/firm/yu-star-fund-i-gp-palo-alto-ca-318251.md)) | 318251 | Palo Alto, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Z5 Capital LLC](https://advisorcensus.com/firm/z5-capital-llc-palo-alto-ca-335964) ([md](https://advisorcensus.com/firm/z5-capital-llc-palo-alto-ca-335964.md)) | 335964 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Zanbato Advisors LLC](https://advisorcensus.com/firm/zanbato-advisors-llc-mountain-view-ca-311620) ([md](https://advisorcensus.com/firm/zanbato-advisors-llc-mountain-view-ca-311620.md)) | 311620 | Mountain View, CA | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Performance fee |
| [Zeev Ventures](https://advisorcensus.com/firm/zeev-ventures-palo-alto-ca-301210) ([md](https://advisorcensus.com/firm/zeev-ventures-palo-alto-ca-301210.md)) | 301210 | Palo Alto, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Zima Capital Management LLC](https://advisorcensus.com/firm/zima-capital-management-llc-san-jose-ca-337304) ([md](https://advisorcensus.com/firm/zima-capital-management-llc-san-jose-ca-337304.md)) | 337304 | San Jose, CA | Exempt reporting adviser | Not reported | 0 | Not reported |

- Previous page: https://advisorcensus.com/advisors/ca/san-jose/page/8.md

## 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)
- [Flat-fee financial advisors in San Jose, CA](https://advisorcensus.com/advisors/ca/san-jose/flat-fee) (https://advisorcensus.com/advisors/ca/san-jose/flat-fee.md)
- [Hourly financial advisors in San Jose, CA](https://advisorcensus.com/advisors/ca/san-jose/hourly) (https://advisorcensus.com/advisors/ca/san-jose/hourly.md)
- [Financial advisors for cryptocurrency holders in San Jose, CA](https://advisorcensus.com/advisors/ca/san-jose/cryptocurrency-holders) (https://advisorcensus.com/advisors/ca/san-jose/cryptocurrency-holders.md)
- [Financial advisors for divorce in San Jose, CA](https://advisorcensus.com/advisors/ca/san-jose/divorce) (https://advisorcensus.com/advisors/ca/san-jose/divorce.md)
- [Financial advisors for physicians in San Jose, CA](https://advisorcensus.com/advisors/ca/san-jose/physicians) (https://advisorcensus.com/advisors/ca/san-jose/physicians.md)
- [Financial advisors in Palo Alto, CA](https://advisorcensus.com/advisors/ca/san-jose/palo-alto) (https://advisorcensus.com/advisors/ca/san-jose/palo-alto.md)
- [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)
- [Financial advisors in Los Gatos, CA](https://advisorcensus.com/advisors/ca/san-jose/los-gatos) (https://advisorcensus.com/advisors/ca/san-jose/los-gatos.md)
- [Financial advisors in Mountain View, CA](https://advisorcensus.com/advisors/ca/san-jose/mountain-view) (https://advisorcensus.com/advisors/ca/san-jose/mountain-view.md)
- [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.