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Best financial advisors in San Jose, CA

Registered advisers within 25 miles of San Jose, CA.

Offices
1,424
Firms
775
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,412,530 clients when Item 5C has a number
Avg / client
$5.17M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
DIVERSIFY ADVISORY SERVICES, LLC
KERA CAPITAL PARTNERS
DWR WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
CORINTHIAN WEALTH MANAGEMENT
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
PROSPERA FINANCIAL SERVICES, INC.
TTP INVESTMENTS, INC.
STERLING ADVISORY SERVICES, LLC
FAMILY WEALTH CONSULTANTS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
PRIVATE ADVISOR GROUP, LLC

Investors

TYLER GORDON WINNINGHAM
PAUL WONG
XUAN THI TRAN
MAXWELL P KELTNER
BRIAN ASHLEY KING
JASON P. CONNOLLY
DARREN PAUL SPEIGHT
ANTON NICOLA NIJMEH
JOSEPH H LANGLOIS
KAYLA MORELLI DANIEL
LOAY S NASER
HELENA SANDOVAL
Michael Patrick McCabe
Henry Hien Phan
JEFFREY SPAGNOLA
G-WOON CHOE
MATTHEW JOSEPH KOMER
Brandon Kenji Lew
BRYAN BUCHERT
CARY M ALLISON
JADON ALEXANDER DAILEY
Scott M Allison
RICKY DALE DUNHAM
DAVID REX ROUSSELOT
Daniel Leonard Dunham
MICHAEL MANABU YOSHIHARA
Claudia Elizabeth Deras Sosa
ELEONORA JOVEL TOMASELLO
Pham Thao An Nguyen
AMANDA MATHIAS BONOMI
ANTONIO FRANCISCO POSADA
ANN MARIE SHEEHAN
Tevin Mercer
Tyler Luis Montano
ALBERT CHIH-WEI HSIA
JEFFREY THOMAS RAEGEN
DINESH KUMAR SAWAL
LESLEY JACQUELINE LEMESSURIER
CHAD JACOB PARKER
Zhiqi Tang
LISA SUZANNE ROSENAU
Thomas Milan Wyszynski
MATTHEW PAUL HERRICK
Ziying Zhou
HARRIS WAYNE WILLNER
Peter M Ta
HARRISON CLAY WILLNER
ERIC BLAIR HANSEN
MARK DOUGLAS HANSEN
BLAIR DOUGLAS HANSEN
TOBY KOEHLER
PEGGY DESSERT MARTIN
CRAIG LEE MARTIN
ALEXANDRA WELLS Lavallee
GURVINDER Kaur AUJLA
DAVID RICHARD KOEHLER
Adrianne Michael Flores
CHRIS N SPENCER
SAJNI DESAI SHAH

Within 25 miles of San Jose, CA, Best Investors lists 775 registered investment advisory firms with 1,424 offices nearby, managing about $17.6T in combined regulatory AUM across 3,412,530 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in San Jose

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM