Firms by city
Registered investment advisers in San Jose, CA
17 SEC-registered advisers headquartered in San Jose, listed by regulatory assets under management as reported on Form ADV.
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17 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Pegasus Tech Ventures | San Jose, CA | $2.58B |
| Silicon Valley Retirement Services | San Jose, CA | $1.4B |
| Werba Rubin Papier Wealth Management | San Jose, CA | $1.4B |
| Kera Capital Partners | San Jose, CA | $1.36B |
| Silicon Valley Capital Partners | San Jose, CA | $1.29B |
| Concentrum Wealth Management | San Jose, CA | $987M |
| Clarity Wealth Advisors | San Jose, CA | $733M |
| BetterWealth | San Jose, CA | $660M |
| TTP Investments | San Jose, CA | $571M |
| Potentia RIA | San Jose, CA | $569M |
| Retirement Capital Strategies | San Jose, CA | $305M |
| DWR Wealth Management | San Jose, CA | $221M |
| Legacy Wealth Advisors | San Jose, CA | $178M |
| Corinthian Wealth Management | San Jose, CA | $132M |
| NIM Wealth Solutions | San Jose, CA | $117M |
| Align Wealth Management | San Jose, CA | $117M |
| Heckman Financial & Insurance Services | San Jose, CA | $116M |
- Headquarters
- San Jose, CA
- Regulatory AUM
- $2.58B
- Headquarters
- San Jose, CA
- Regulatory AUM
- $1.4B
- Headquarters
- San Jose, CA
- Regulatory AUM
- $1.4B
- Headquarters
- San Jose, CA
- Regulatory AUM
- $1.36B
- Headquarters
- San Jose, CA
- Regulatory AUM
- $1.29B
- Headquarters
- San Jose, CA
- Regulatory AUM
- $987M
- Headquarters
- San Jose, CA
- Regulatory AUM
- $733M
- Headquarters
- San Jose, CA
- Regulatory AUM
- $660M
- Headquarters
- San Jose, CA
- Regulatory AUM
- $571M
- Headquarters
- San Jose, CA
- Regulatory AUM
- $569M
- Headquarters
- San Jose, CA
- Regulatory AUM
- $305M
- Headquarters
- San Jose, CA
- Regulatory AUM
- $221M
- Headquarters
- San Jose, CA
- Regulatory AUM
- $178M
- Headquarters
- San Jose, CA
- Regulatory AUM
- $132M
- Headquarters
- San Jose, CA
- Regulatory AUM
- $117M
- Headquarters
- San Jose, CA
- Regulatory AUM
- $117M
- Headquarters
- San Jose, CA
- Regulatory AUM
- $116M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in San Jose on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.